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Morpheus
npub1cu26...dr50
What is the Matrix
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morpheus 10 months ago
You can literally hold 1/21,000,000 of the world's money supply for $84,000 And yet people who don't even have 1 Bitcoin yet are complaining that the price isn't high enough The price being this low is a gift You're getting an opportunity to getting your next 0.01 BTC for only $840, and being 1% closer to 1 BTC When Bitcoin is $1M, 0.01 BTC will cost you $10,000 If you think getting to 1 BTC is difficult today, think about how much harder it will be to get to that goal in the future
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morpheus 10 months ago
$MSTR trading a substantially higher mNAV than 2x is mathematically inevitable. The bears say this is irrational, but the market is pricing in the reality that nobody can replicated a 500,000 BTC position without detonating the price curve. Calling it a premium is almost doing it a disservice. Might as well call it "acquisition impossibility". If you attempted to build that same position today, you’d ignite a supply shock so severe that your own orders would drive BTC multiples higher before you even got halfway there. That’s the trap: Bitcoin’s liquidity profile makes replication non-linear. The larger the attempt, the faster price escapes you. MSTR sidestepped that execution risk by being first. In addition to that, the premium is further justified by giving shareholders access to scale without friction, slippage, or coordination risk. The NAV is a static snapshot. Capital markets price in velocity, difficulty, and irreproducibility. mNAV = the liquidity-adjusted cost of entry into Bitcoin at scale, without triggering your own doom loop of price impact. To the mNAV bears who will reply that you're paying "extra for Bitcoin": No you're not, you're paying for instant positioning at terminal scale. As $MSTR continues to buy Bitcoin and the price will continue to rise, the hoard will be increasingly hard to replicate by competitors. The great https://t.co/onK8uIGq4V graph (BTW, an amazing resource) shows us that we had an mNAV of greater than 3.0 just four months ago. That's when Saylor starting suppressing it like crazy by hitting the ATM and going on that historic spending spree. $MSTR sits on a tremendously larger BTC hoard now, and they have no signs of slowing down in BTC buying. The absolute scarcity of Bitcoin combined with the increasing improbability of competitors arising means that we are early. The market will continue to readjust the price for this incoming disparity.
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morpheus 10 months ago
THE GREAT PRINT HAS JUST BEGUN. Europe and Russia print for war. The U.S. and Japan print for debt. China prints to stop economic collapse.
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morpheus 10 months ago
Over the next four years, $28 trillion of the $36 trillion National Debt matures. Financing current deficits will add another $10 trillion. There is no way the U.S. can sell $38 trillion of Treasuries with a 4% handle. So either we pay 6% or more, or the Fed has to buy it all.
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morpheus 10 months ago
S&P500 2013: 29.6% 2017: 19.4% 2021: 26.9% 2025: -4.4% YTD Federal Funds Rate 2013, October: 0.09 2017, October: 1.3 2021, October: 0.08 2025, January: 4.33 U.S. M2 % Change 2013: 5.5% 2017: 4.8% 2021: 12.6% 2025: 0.06% (January) U.S. Inflation YoY 2013, October: 1.5% 2017, October: 2.1% 2021, October: 7% 2025, January: 2.8% U.S. Unemployment Rate 2013, October: 6.7% 2017, October: 4.1% 2021, October: 3.9% 2025, January: 4.1%
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morpheus 11 months ago
Max Keiser: If USA buys 1 - 5 million Bitcoin they remove Russia’s ability to de-dollarize the world (and keep inflation as high as they want it - being the world’s no 1 commodity producer). But the US will have to act fast. Once Russia figures this out they will use their ultra-cheap energy and pristine balance sheet to outmaneuver the US and buy 1 -5 million BTC first
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morpheus 11 months ago
You can be in the 1% of Bitcoin! The Numbers: ⇒ Around 100 - 250k People understand Bitcoin deeply ⇒ Around 150M-350M People have exposure to Bitcoin But more importantly: 98.4% of the population still has no clue! Somewhere in the next 15 Years, we will live through the "suddenly" moment. Don't be in the 99%, be the 1%:
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morpheus 11 months ago
Owning 0.1 #Bitcoin is as scarce as 171 acres of land.
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morpheus 11 months ago
Worldwide about ~400,000 individuals have more than $100k exposure to #Bitcoin. That’s like finding WiFi in 1995 early.
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morpheus 11 months ago
🇺🇸 TEXAS STRATEGIC #BITCOIN RESERVE BILL PASSES THE SENATE
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morpheus 11 months ago
The fact that the IMF is BLOCKING a sovereign country from buying Bitcoin is the signal
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morpheus 11 months ago
It used to take 25 hours of work to buy 1 share of the S&P 500 — now it takes 195 hours of work.
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morpheus 11 months ago
$6 TRILLION STATE STREET AND CITI BANK TO LAUNCH #BITCOIN AND CRYPTO CUSTODY BANKS ARE COMING IN FULL FORCE
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morpheus 11 months ago
Since the halving back in April 20, 306 days ago • BTC that has been mined: 137,700 BTC • $MSTR have acquired: 264,340 BTC • U.S. ETFs have acquired on a net basis: 331,857 BTC • Miner public company purchases: 45,478 BTC • Other public companies: 6,055 BTC • Short-Term Holder Buy-Pressure (minus ETFs, MSTR and other public company purchases within 155 days): 194,571 BTC • 280,286 BTC off exchanges (Says 25% actually purchased and not swapped into ETF): 70,071 BTC • Long-Term Holder Sell-Pressure: 312,120 BTC • General miner Balance Sell-Pressure (Minimal/could be change of addresses: 13,061 BTC On a net basis: 449,491 BTC or 3.26x the mined supply since the halving.
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morpheus 11 months ago
SEPARATELY list and sell Satoshis (SATS) in addition to Bitcoin? Most would rather buy 400,000 sats over .004 BTC.
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morpheus 11 months ago
Cantor Fitzgerald financial firm ran buy Howard Lutnick has purchased over $1 Billion worth of $MSTR shares in Q4 Howard Lutnick is also involved in the new executive order signed buy Trump to creat a sovereign wealth fund.
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morpheus 0 years ago
Middle Eastern sovereign wealth funds are buying Bitcoin, Trump’s entire administration owns Bitcoin, US banks are now able to custody Bitcoin, the SEC and CFTC are now pro Bitcoin!
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morpheus 0 years ago
Only 992,297 addresses have more than 1 #Bitcoin image
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morpheus 0 years ago
It takes 40 years to mine the last #Bitcoin. This means if you are a whole coiner your children or grandchildren (if they smart) will inherit the equivalent of 40 years’ worth of energy used to secure the #Bitcoin network. NO ONE is prepared for this. image
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morpheus 1 year ago
Henry Ford paid his assembly line workers $1,560 per year. It was $5 dollars each day with one day off per week. That was worth ~74 oz. of gold. Ford's unskilled labor workers made ~$142,000 per year in today’s dollars. 🚨You make less than them🚨 👉Fix the money👈