fun! thanks. instant 5$ extra in bitcoin for buying 10$ and it does a confetti thing across the screen.

uhoh, that could be a deal breaker

if i just take BTC yield for the first quarter 3.7% * 4 = 14.8% dividend.

if strategy managed 0.5% for every half week of april, that's 8*0.5% = 4% = 16% dividend

AND you get all the upside of the potential MNAV expansion + the entire bitcoin balance sheet appreciation...

phenomenal

it's the best dividend stock ever!

it's like meeting someone off a dating site, and you find out that they got 800 on the lit portion of their SAT, AND they are funny, kind, loving and like to go fishing!

sometimes things can be too good to be true.

last year was the year for the people who bought the perpetual preferred to get their dividends in USD.

this is the year for the MSTR share holders to get their revenge dividends in cold hard Satoshis.

too antsy for that...

... gotta put your green glasses on kid.

as saylor himself explained, bitcoin is the risk-free rate. the bitcoin maxi delusion or epiphany is this.

meanwhile if the enlighted/deluded bitcoiner wants to "invest" beyond the risk-free rate, MSTR is a play on the mispricing of risk within the entire investable world.

the S&P500 has gone up consistently over the past 3 years... money just shoved in there from passive indexing.

what if we said, there's no such thing as "it just goes up". there must be a risk somewhere.

does the world even look the same as it did 3 years ago? do you remember when you had to google things and put things in spreadsheets and calculate stuff? "plug-n-chug"

i think the "wiley coyote" moment is here, and it's in a passive quarter by quarter investment world that's being disrupted by a weekly AI release cycle. the underperformance of the index will prob be better than debasement, but only bitcoin shows a minute to minute repricing of the world.

so my point was... the collection of bitcoin by this company that is currently viewed as "risky" is actually the rest of the market sawing a limb out from under them.

they are standing on the limbs of a tree of (60/40), passive indexing, in an age of AI, watching limbs be sawed out from under them (in the rear view mirror of quarterly statements).

the MSTR investor thinks they are standing on the side of the limb attached to the tree (bitcoin, scarcity, etc).

the bitcoiner is hugging the tree, not standing on any limbs.

build yourself a tree house, kidwarp

yeah, something feelss wrong with bitcoin's ocean ecosystem.

my other theory is that all the people who were buying bitcoin 2020--2025 are losing jobs --> spending bitcoin or taking lower pay and just drifting

--so the old whales are always just net selling since they are leisuring around

--the new could-be whales (Berkshire, Gamestop) are just doing their own thing-- taking forever to swim over

--the shrimps and planktons are fighting robots from taking their jobs

new idea i just had, are there any single whales out there looking for a shrimp?

i'm kidding, i'm prbably algae at this point.

oh, sorry.

i think you are right...there's always wealthy people in charge of their town, community, church, etc. and we just have to resign our future selves to being them..

actually i did hear that guy Jesse Meyers talking about how money adoption usually works. i was kinda disappointed that the whole bitcoin/lightning circular economy thing doesn't really fit with how money is adopted historically.

apparently it goes from being collectible to being "Store of value" for a while before it wins its place as "medium of exchange" by people wanting to be paid in it.

but then again, maybe with internet networks, the whole historical template is sped up. i would assume any kid playing video games would benefit from a lightning wallet.

but if the strait of Hormuz story is real about Iran wanting stablecoins, that's such a head scratcher that i'm also wondering if people's brains really are that different and it's going to be slower than expected.