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55 sats \ 6 replies \ @grayruby OP 18 Jun \ parent \ on: Saylor is in check Stacker_Stocks

Yeah for about one month and then MSTR started issuing debt to buy Bitcoin.

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90 sats \ 0 replies \ @Lobotomite 18 Jun

Scaling a business to keep up with the growth of bitcoin isn't exaclty straight forward. Same thing that happens on an individual level when someone's stack starts to make their 9-5 DCA irrelevant.

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41 sats \ 4 replies \ @Undisciplined 18 Jun

I would like to see what happens if they follow through on the logic of MSTR and actually sell bitcoin to buy shares when the mNAV inverts.

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60 sats \ 3 replies \ @grayruby OP 18 Jun

mNAV is inverted now. Their mNAV calculation is like BLS inflation rate calculation.

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21 sats \ 2 replies \ @Undisciplined 18 Jun

And I’d like to see them sell bitcoin to buy shares until it gets back to par.

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61 sats \ 1 reply \ @grayruby OP 18 Jun

That would be fun in a bear market.

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21 sats \ 0 replies \ @Undisciplined 18 Jun

If the logic of the product is correct then it should be fine...

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