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Adam Livingston
@AdamBLiv
The Bitcoin Wizard | Author of The Great Harvest | @BitcoinForCorps | Advisor @saturn_credit | MSTR + MTPLF + ASST HODLER |
가입 January 2025
276 팔로잉 중    85.3K
I WILL EITHER RETIRE VIA MSTR SHARES + CALL OPTIONS OR I WILL BE HOMELESS. THERE IS NO OTHER PATH FOR ME:
🚀RETIRING MY BLOODLINE WITH MSTR LEAPS🚀 I am trying to retire my bloodline with MSTR LEAPS because America now charges $14.73 for a Burger King meal assembled by a touchscreen while Dollar Tree sells groceries for $5 and starter homes trade like rare Pokémon cards. I think Bitcoin is going to $200,000 2 years from now. $10.5 billion of STRC got issued in year 1. I am assuming they can probably issue $100m/mo on average over the next 2 years... which would mean $2.4b over 2 years, so roughly 1/8th of their Year 1 pace. BEARISH. I am also assuming they sell zero MSTR to buy Bitcoin and they sell MSTR to pay the dividends. I am also assuming the mNAV goes from 1.02x to 1.32x. Will it for sure? No idea. But I just saw 1.25x when Bitcoin went to $83k. This result would take $MSTR to $500. Bitcoin goes from $64,815 to $200,000: +208.6% MSTR goes from $96.43 to $500: +418.5% But the December 2028 MSTR $170 call costs $38. That means I pay $3,800 for one contract controlling 100 shares. At $500 MSTR, the call is worth: $500 − $170 = $330 per share So the contract is worth: $330 × 100 = $33,000 Profit: $33,000 − $3,800 = $29,200 Return: +768.4% Bitcoin becomes 3.09x. MSTR shares become 5.19x. The LEAP becomes 8.68x. The same $3,800 invested directly into MSTR becomes roughly $19,700. The LEAP becomes $33,000. That additional $13,300 is what I call the Great Value Bloodline Retirement Accelerator, available somewhere between the Dollar Tree pregnancy tests and the family-size bag of pizza-flavored Combos. This is what monetary debasement has reduced me to. My grandfather bought a house, raised children, and retired with a pension. I am sitting in a dark room calculating the gamma exposure of a Bitcoin treasury company while eating a Burger King chicken sandwich that has somehow become smaller, wetter, and more expensive every quarter. This trade has two possible outcomes: 1. My descendants never work again. 2. My $3,800 gets vaporized so completely that future archaeologists classify it as a ceremonial offering to Michael Saylor. There will be no middle class. I am responding to my environment appropriately.
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