If it ever comes close to the point we are thinking about using pieces of gold or silver to buy shit guess what it will be worthless next to bullets and ammo.

Bitcoin can displace FIAT gold is a pipe dream.

Mstr had 14 billion in cash flow this quarter.

Why do companies trade at a USD premium but companies using the best money every created not trade at a premium. Who ever came up with this premiums will go away idea is a fucking retard.

Fuck'n A!!!

Rick & Morty

What saylo is doing is genius. People saying things like this highly leveraged equity is super risky and will go bankrupt. They aren't looking at all. They are less leveraged than most companies. They have 9bil in dept and 40 bil in bitcoin. They issue debt in Converts that mature and vanish. They raise money with STRK preferred stock for people who basically want zero down side and a chance at MSTRs upside and they sell ATM shares of MSTR when they feel the premium is juicy. There is an ETF coming out that will buy only BTC converts MSTR will be able to get even better terms on their converts they are already issuing them at 0% intrest.

It's easy to neg on MSTR and say some buzz words if you do a very deep dive you will see the genius.

FASB (Financial Accounting Standards Board) recently changed its accounting rules for Bitcoin (BTC), which has major implications for companies holding BTC, like MicroStrategy (MSTR).

Old FASB Rules (Pre-2024)

BTC was classified as an intangible asset (like goodwill or trademarks).

Companies had to impair BTC holdings if the price dropped below purchase price, meaning they had to report a loss.

If BTC’s price went back up, they could not mark it up as a gain on the balance sheet—gains were only recognized when BTC was sold.


New FASB Rules (Starting 2024)

BTC is now treated as a fair value asset, meaning companies must mark it up or down every quarter based on market price.

Gains and losses from BTC price changes are reported in earnings—even if the company doesn’t sell.


Why This Matters for Earnings & Stock Prices

Companies like MicroStrategy (MSTR), Tesla, and Block will now report Bitcoin gains as earnings each quarter if BTC goes up.

Investors will see higher earnings on financial statements, which can attract more institutional investment.

MSTR, as a leveraged Bitcoin play, benefits massively because its stock value is closely tied to BTC price.


"For a Dude on NOSTR" Explanation

If someone on NOSTR is saying BTC going up "counts as earnings now," they mean that companies holding Bitcoin—like MicroStrategy—will report Bitcoin price increases as part of their official earnings instead of just an asset revaluation on the balance sheet. This change makes BTC gains more visible and impactful for stock valuations.

Value up from first day of quarter to last day is revenue. Down is lost revenue. Check tsla q4 report they reported using FASB

I like when people try to sound smart when they don't understand something.

MNAV means nothing. Except the multiple that saylor can exploit. What means something is revenue growth. P/E value. MSTR has 500,000 BTC ever $2000 BTC goes up a quarter is $billion profit on their balance sheet with FASB accounting you can say it doesn't make sense but that is what makes sense to the markets. Reason why TSLA had a shit 4th quarter with a shit outlook but reported FASB and the stock popped because of BTC earnings.

I'm over estimating Saylor and he doesn't realize that the higher BTC is at the close of the quarter the higher his 12 month profit will be and starting an inevitable cascade of events.

I don't think that is the case but it very well maybe. He might lose his conviction at the Nth hour and not want to drop 21 or 40 billion into BTC and shoot his wad because he's not 100% certain that the market will price the company to the appropriate P/E or anywhere close.

But I think he has balls of Steele and knows exactly what this quarter means to his company and BTC.