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Published 27 Jun 2026, 20:19 UTC · fetched 3 Nov 2026, 13:37 UTC
Mike Alfred
@mikealfred
In reply to · 27 Jun 2026, 14:35 UTC · context given to the AI
MSTR will likely outperform BTC from here. - you are getting it at 0.6x of the BTC owned - if BTC goes up 10x, debt and prefs are immaterial - we are at 0.45x power law multiple. 10x is likely in 5 years - 1MM in BTC going 10x = 10MM after 10 years - 1MM in MSTR controls 1.6MM in BTC = 16 MM in 10 years - after cost of capital, outperformance is likely to be 50%@dotkrueger Yup. Super pointless to turn bearish down here if you have a long term bullish view on the underlying asset. All of this whining and doom mongering in Bitcoin Spaces is little more than noise.View 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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