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Fun fact I YOLOd into UPXI based on this model when NAV PREMIUM was 0.81....now it is positive...

But all across the board with the exception of UPXI NAV PREMS are getting hammered.

Saylor no longer ATMing until he gets to Nav Prem of 2.5 I think is a bad play... I do not see them getting up there unless BTC hits a supply crunch.

Rem I still hold 80% of my MSTR and have rotated 20% into TSLA so far over the last 10 mths or so.... more work to do.

The pair is near the bottom end of the range... need MSTR Nav Prem to pop and TSLA to stay low before next Rotation

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RichX⚡️

$MSTR is underperforming but it might explode when most find the top of frustration. If it goes 500$ by year end i will rotate to BTC ETF $PLTR and $NVIDIA

Fear Zero

US will not buy bitcoin for its reserve. 2035 until bitcoin makes $1 million now. TSLA probably better bet to gain wealth by 2030, if Elon can keep his sphincter shut.

Scerbs

Sen Lummis .@SecScottBessent is right: a budget-neutral path to building SBR is the way. We cannot save our country from $37T debt by purchasing more bitcoin, but we can revalue gold reserves to today’s prices & transfer the increase in value to build SBR. America needs the BITCOIN Act

dean2012ad

What if Saylor buys a billion $ of BTC in the October peak straight from the exchanges? 2.5 NAV

little seal 🦭

Bassent literally just had his hedge fund buddies short mstr before he went out and publicly said the US gov would not buy btc ‘period’ he also dismissed revaluing gold. I think that a wrap

little seal 🦭

What’s been going on with the mstr off book shorts and Bassents statement. Reeks of Insider trading

Johnwicksdog

Why is SSK not part of the chart?

Maine McEachern

Isn't MSTR not issuing more shares ATM (until a 2.5 NAV premium is reached) a good thing for the stock price? Doesn't ATM'ing spell share dilution, suppressing the stock price?