Saylor Relaxes Rule.. (Patreon)
Published:
2025-08-19 15:39:16
Imported:
2026-06
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It was clear they could never get to 2.5x NAV PREMIUM
This is a convo I had w a top Analyst (prob one of the best out there) when he asked me re this new 2.5x NAV PREM
My text response is in blue. I said basically there is no way we get to 2.5 MNav unless there is a Trillion in Demand for $STRC - we only had $15M last week. Therefore I said in no uncertain terms "he is smoking crack"
Now that the ATM is relaxed - I think he will go back to ATMing at 1.5x or more and then make big BTC purchases again... .but rem AUG is always low vol, flat to down while everyone except me is at the beach.... early SEPT will be rough - then we kick off after rate cuts!.
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