Damus
JOHN ARNOLD profile picture
JOHN ARNOLD
@JOHNARNOLD
I’m skeptical of pieces of the MSTR story / strategy, and I’m extremely skeptical that holding MSTR common will outperform bitcoin over any significant period, but all y’all waiting for Saylor to “get liquidated” are gonna be waiting a very long time
91❤️14👀1👍1😍1🤙1
Sean · 15w
Wait? ..Has he shown PoR?
Paul · 15w
If your view is that the liquidation risk is low, what do you think of the preferreds?
Jim Craddock · 15w
The math says rational leverage outperforms. Plus, when there is a premium, he prints free money. Yes, they will try to shake you out, but he has created a funnel at the bottom of the fiat pond. Honestly, I'm cool with just matching btc performance due to that, but the math says mstr will ...