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Published 19 Jun 2026, 02:03 UTC · fetched 3 Nov 2026, 13:37 UTC
Mike Alfred
@mikealfred
In reply to · 19 Jun 2026, 01:07 UTC · context given to the AI
MSTR has 32 Billion in net cash. (54B BTC+Cash, 22B Debt+Prefs) If BTC goes back to 120 the number is 104 Billion (128B BC+Cash, 22B Debt+Prefs) There are <10 companies with 100B in net cash. The entire problem is solved by. BTC appreciation. In the interim, they increase dividend to a max of 18%. which they can handle for a few years, and pay it while they wait for ATH@dotkrueger Similar thoughts hereView original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Awaiting manual review
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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