Zynx
@ZynxBTC
Investor | Austrian Economics | Bitcoin is Noah's Ark | Advisor @FalconedgePlc
193 Following 20.7K Followers
You will not see a better example of cognitive dissonance than the Bitcoiners who think Bitcoin is going to $1mil, and then $10mil a coin, but are bearish on the companies stacking the most.
"Bitcoin is going $1 mil but here's how MSTR or ASST can go to zero".
Ok buddy.
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We are overdue a Bitcoin bull run that overshoots violently to the upside.
At $80k we are still in the fire sale phase.
The future is bright.
The thesis for $ASST is really simple.
They are betting Bitcoin's CAGR exceeds their 13% cost of capital.
They are executing a carry trade on Bitcoin.
If you're bullish on Bitcoin and short the dollar, you should be even more bullish on $ASST.
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$MSTR is aiming for a credit upgrade.
The USD reserve is at an all time high of $4.65 billion.
Back in October, S&P Global stated that they wanted to see improved USD liquidity before considering raising the rating.
Strategy have delivered.
The future is bright.
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