@khaleelkazi's thread
Saylor just dumped $466,000,000 worth of MSTR stock on investors He acquired 0 Bitcoin. Instead opting to add $450M in cash to their fiat reserves Where did everything go wrong? Why did the strategy divert to holding Fiat instead of Bitcoin? Bitcoiners realize that Saylor has completely diverged from the mission of never selling BTC, HODLing in perpetuity and being orange-pilled This is all bad news for Saylor as he's losing his most loyal followers and investors. All while dumping BILLIONS of dollars worth of MSTR common stock on them IMO Saylor has the easiest path out of this: just keep with the original strategy of acquiring and hodling BTC. Ignore the market The market is irrational longer than you can stay solvent. If Saylor can beat this dynamic, he will make so much money on the 843,775 BTC Strategy holds that the noise will be drown out by the tens of billions of dollars generated Then, sell some BTC (or borrow fiat against it) to build digital credit runway / buy down STRC debt to ensure your war chest is big enough to live through the next inevitable cycle Bitcoin moves in super predictable cycles. We've all been here long enough to know this. Saylor hasn't been through many cycles so he may not Weather the bear and you are rewarded in the bull
