Dan Hillery(@hillery_dan ):Bitcoin to $250k while Institutions Flip Bullish @TNorth - $MSTR to $1,000/share in 2030. - Power Laws result in Exponential Returns. - Options payout on $ASST relative to holding the equity; allocating risk capital. - 2026 Macro Outlook: All roads lead to financial repression, bonds lose. - Cash Book: Selling insurance on MSTR and ASST is the best way to collect premium along the power law trend, 50% annualized. "The collateral is as valuable as its utility (store of value) + the products built on top of it."

2026.05.10 21:55

Bitcoin to $250k while Institutions Flip Bullish @TNorth - $MSTR to $1,000/share in 2030. - Power Laws result in Exponential Returns. - Options payout on $ASST relative to holding the equity; allocating risk capital. - 2026 Macro Outlook: All roads lead to financial repression, bonds lose. - Cash Book: Selling insurance on MSTR and ASST is the best way to collect premium along the power law trend, 50% annualized. "The collateral is as valuable as its utility (store of value) + the products built on top of it."