Damus

Recent Notes

MoHodlr profile picture
Wondering if others are concerned about the concentration of mining pools , leaving the decision of which transactions are accepted in the hands of a few . It feels like a weakness and a site vulnerable to attack .
Thoughts?
MoHodlr profile picture
I have been thinking about MSTR stock performance vs BTC etf . Over time the only way MSTr can outperform the ETF is when the company cash flow is growing faster than the BTC etf . I am making some assumptions , the value of BTC on books is reflected in stock price . As this value dwarfs the rest of the co value , the stock performance of MSTR will approach ETF performance
Any thoughts, anyone?
StackSats ⚡️ · 122w
I agree. Both are incredible
Lyn Alden · 122w
MicroStrategy's bitcoin acquisition strategy has been really on-point. I analyze a lot of stocks and see how they manage their shares. Most companies are rather pro-cyclical in this aspect. They buy ...
MoHodlr profile picture
I have been thinking about MSTR stock performance vs BTC etf . Over time the only way MSTr can outperform the ETF is when the company cash flow is growing faster than the BTC etf . I am making some assumptions , the value of BTC on books is reflected in stock price . As this value dwarfs the rest of the co value , the stock performance of MSTR will approach ETF performance
Any thoughts, anyone?
❤️1
MoHodlr profile picture
I think the futures market is holding a lid on BTC spot price . With intention . Pick your Co. among those who have applied for ETF , wanting it low until they are bought in . Then the futures market will add to the NGU
MoHodlr profile picture
Good morning nostrics!!
Don’t loose hope , this is another buying chance , the future will unfold , your conviction will be rewarded !!
parachutesBTC · 83w
Done. Follow back?!
MoHodlr profile picture
If the ETF’s are not approved this year it will hold the price down for us stackers for more profitable DCA ing . I the short run