Accretion depends on the metric. Net Assets per Share measures balance sheet strength and residual asset value. BTC per Share measures Bitcoin intensity and long-term equity upside. NAV accretion improves asset coverage. BTC Yield accretion increases Bitcoin per share. $MSTR $BTC
GM. ☕️
Do you think Saylor wakes up excited each morning to:
1. Accrete value on a narrow per-share basis, measured with obscure metrics, or
2. Sell a trillion dollars of credit and invert the global banking industry?
Bitcoin Maxis will tell you Treasury Co investors are not on Team Bitcoin.
Treasury Co investors will tell you Strategy Maxis are not on Team Treasury Co.
Strategy Maxis understand the basis of the free market is competition.
@ZynxBTC One material change was when Saylor revealed he was thinking about entering the Japanese market.
Before that, a key narrative was that there would be a major Treasury Co in each jurisdiction.
x.com/bitstrategy21/…
Did you hear this?
Saylor is crystal clear on his ambition to dominate the Japanese market.
Listen to this clip from his recent interview with Cardone.
Full interview in the comments.
277 Followers 583 FollowingNotes on other notes, which are instructive, significant and,or logical for me
=software engineer=computer scientist
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Genesis 1:7-9
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