Damus

Recent Notes

Kevin Ravens₿erg ⚡️ ☁️ · 24w
I’m personally waiting for a lower minimum and a significant personal financial event before borrowing 😇
Michilis · 30w
Depends what you mean by cost. DDoS attacks can be done pretty cheap, The largest ones usually come from botnets, thousands of infected devices whose owners don’t even know they’re part of the attack. Also depends a lot on your node infra and what kind of protection you have in place.
Wout32 · 34w
https://assets.contentstack.io/v3/assets/bltf8d808d9b8cebd37/bltd50b7c00c8a7fa1e/688bcdacad1f9a05d87a99ac/strategy-announces-second-quarter-2025-financial-results.pdf https://blossom.primal.net/0ed68199f29d7c1490f63d983ee722b0a44d06dbdaf14157663059af80be72b4.jpg
Wout32 profile picture
What is next for STRATEGY:

5 AUGUSTUS publication Q1 numbers
My predication: Earnings per share+- 37-39 $
Analists on tradingview predicts: -0.098$ EPS

If if the 37$ is correct and you would have a very conservative valuation of a p/e = 5
The price of the stock would be 740$

End of September
S&P500 comité who decide to include strategy or not before the end of november.
2
Wout32 · 36w
https://blossom.primal.net/7b853dfeb9355a0eb99bcbd9031f5d79f5d2f56f370b484216535584032c3d7e.jpg
Wout32 profile picture
Strategy will qualify probably within 3 days for the S&P500 after it is qualified, a committee will judge in less than two months if it is accepted in the S&P500 index.



When Strategy is accepted in the S&P500 index it will be easier to get higher stock valuation and have easier acces to cheap debt for the long term.
Wout32 profile picture
Buying a house 🏡 as Bitcoiner

Pros:

• Less likely you need to move to another house
• Increased potential for home customization.


Cons:

• Higher long-term cost compared to renting and investing the difference in Bitcoin.
• Decreased flexibility to move due to high transaction costs and potential delays in selling.


Conclusion

If you look only at the numbers renting is better but when you want to live a long time at the same place buying is better if you could finance it. If you buy it is a cost not an investment!