Published 25 Jun 2026, 13:59 UTC · fetched 20 Oct 2026, 08:29 UTC
kook
@KookCapitalLLC
on saylor, $strc and $mstr he cant be forced out and he cant be liquidated if we need to see saylor sacrificed for $btc to move up then we have years of pain ahead of us even at this btc price strategy has over $50 billion in assets and only $8 billion in debt / pref obligations this said, i do believe saylor has to go for btc to move to aths but if that is what has to happen, we are not close to a resolution at all there is a lot more pain to come btc will have to go to ~$10k saylor will need to be put in a position where he is forced to actively sell btc to pay dividends and btc would also need to be dropping so fast he is running out of time and most importantly he would need to be locked out of capital markets completely i.e. he would need to be unable to raise any money anymore through any type of instrument he would have to give up and unwind it all but only he can do that, there is no scenario of him getting 'liquidated' but yeah i do actually think all of the above has to happen strap in for a long ride, it seems the universe is demanding the sacrifice of saylor's ponzi schemes before bitcoin can move up again bitcoin will come back stronger than ever one day but it must be without michael saylor - kookView 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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