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This is incredible, on top of the MSTR buy last few days and now MARA going for another 700M which will turn out to be $1BN

These enterprises are gobbling BTC like crazy.

IF this continues, which I believe it will into 2025 we will see a supply crunch.

PS I am working on 2 new models for MSTR - the more I dig into it the more bullish I get. Not sure how much MSTR i will be selling.

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Roy Jones

Yeah I'm wondering what Constellation MSTR is at?

Sher Global

The bull run is going to come and none of us are going to sell anything 🤣. We’ve all decided we’re sitting on goldmines.

Terrmeister

MSTR, SOL or TSLA? Which will win 2025? That is the question.

EllyS

Getting impatient for $100K BTC and MSTR back to $500 😳😳

Pla Dim

Thank you James 🙂

3324

When BTC price goes down you know the big boys are buying maybe even Microsoft are too

Chewie

I am glad decided get enough MARA, 3rd of my Miners after CLSK and IREN. I kept to all Miners under 5% total bags though. And added more MSTR yesterday! I way blown 10% max rule here like James. Unlike others with Treasuries, MSTR is more like refining BTC as crude oil into gasoline/petroleum and resell as Bond like and one day even Bitcoin Bank.

Chewie

Dunno hence have all 3 Even if TSLA loses 2025, it will win once Optimus out

Nik

By Feb, 100K will be the new 70K. In the rearview mirror and unlikely to ever see it again.

BTCMiike

I have been MARA since sept and it is now my largest Miner position which is down to MARA, CLSK and a few BITF I have taken a Play out of James Playbook selling calls on the recent spike. While the tokemnomics are not that great Yet I think it can become one of the best performers in the future. Time will tell? GL2ALL Miike

Warhammer

They are supposed to mine not buy. Clearly not good at the core job. Trying to copy mstr

Dario Lamoglia

Blackrock owns about 15% of MARA and are buying into other miners. Any concerns that their plan is to control bitcoin?