Real possibility for BTC and MSTR...

Discussion in 'Crypto Assets' started by Scataphagos, Nov 21, 2024.

  1. Sailor offers "0% convertible bonds" and uses the proceeds to buy BTC.

    Worst case for bond buyer is he gets his money back with zero interest... but upside is that he gets to convert his bonds into shares at some determined price.

    Also... other companies moving their cash into BTC.. nothing to stop them from offering convertible bonds and doing the same.

    Seems this is the formula for "BITCOIN TO THE MOON"!

    Holy Cow!!
     
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  2. johnarb

    johnarb



    upload_2024-11-22_0-47-5.png

    Best performing Japanese stock

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    They are also selling ATM shares to buy bitcoin. mstr sold $4.6B last week to buy 51k bitcoin

    An analogy that I've seen on Twitter is that they are taking money from the capital markets and debt markets to convert them into bitcoin for their treasury asset

    it turned mstr from a $1B market cap company 4 years ago, to over $100B market cap, and in the top 100 biggest public companies and about to be included to the Nasdaq-100 next Friday with a ranking of in the top 50 and if things go well, maybe even higher

    if mstr has been doing ATM selling this week, getting some funds ready for weekend buying of bitcoin when it has more price impact, bitcoin could get above $100k

    There's a thick sell wall ahead of $100k that needs to be cleared...

    mstr is able to sell ATM shares up to $21B over 3 years per their announcement recently

    but at the rate they are going, could finish that before eoy and would be nice if they announce $50B ATM or even $100B ATM offering to buy more bitcoin

    **** not financial advice ****
     
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  3. Unfortunately, "BTC to the moon" argues for hyperinflation... the destroyer of worlds.!
     
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  4. NoahA

    NoahA

    And did you think this was somehow not on the horizon?

    The only issue going forward is a slashing of budgets because of the new DOGE agency. If the US can truly, within the first few months, shave off $500B or more in spending, perhaps even making a huge debt in the $2T deficits, I imagine this will slow down BTC adoption. But this will surely crash the economy, so either outcome will cause pain for many.
     
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  5. I've thought all along we'd have "high inflation", thanks to JPow being a putz... but I hadn't considered "Weimar" type inflation. Seems this BTC scenario*, should it play out, makes it VERY likely!

    Ironic... some have thought BTC might replace fiat currency and save us from government money printing and hyperinflation... yet it's apparent it might actually be the cause of it. :(

    * I suspect nothing can stop it.. unless the government steps in and prohibits.

    On a brighter note... Russia launched an intermediary ballistic missile into Ukraine. Had a conventional warhead, not a nuke, so just a warning. Nukes coming next? Best take a shower.. so in case you have to bend over and kiss your ass good bye, at least it will be clean.
     
    Last edited: Nov 21, 2024
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  6. NoahA

    NoahA

    Most in the community describe BTC as the life raft. Those who get off the ship and jump into the raft will be saved when the ship goes down. The raft is always right there, and there are plenty of rafts, unlike the Titanic... LOL... but you need to jump in one before its too late. Buying BTC at $500k will still be fine, because it is assumed the drawdowns will greatly diminish, but at this point, you have already lost a shit ton of purchasing power.

    But I fully believe that once BTC is really mainstream, on balance sheets of central banks and corporations, this will mean the entire world is moving towards real world economic principles not based on money printing. This will make everything more efficient, and will have the effect of stealing less from everyone. So even if no BTC allocation, I think hard work, even for low wage people, will eventually pay off.
     
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  7. I could not disagree more.
     
  8. NoahA

    NoahA

    I guess only time will tell. But the crazy part is that you started this post, which means that you're already somehow open to the idea that a big transformation is under way.
     
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  9. No doubt of that.. and not favorable except for those who are heavy in BTC.
     
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  10. johnarb

    johnarb

    DOGE will not be able to stop the deficit, or the money printing, it's built into the fiat system

    It happens on both sides, red or blue, nothing stops this train as Lyn Alden says

    Interest payment on debt, over 120% debt to gdp, lots of unfunded liabilities that cannot be slashed or cut, these are contractual obligations

    Cut the interest rate, inflate the debt away, increase GDP nominally, and tax revenues, prevent recession or slowdown at any cost

    we do not want what is happening in China, an economic crash, to happen to the US... and China already printing massively, let the US be the best of the best
     
    #10     Nov 21, 2024
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