Treasurer North Dakota Skateboarding Association. Government auditor. Local events calendar. MSTR fixed income security suite engineer.
Joined November 2012
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I stand by this post. Victorias Secret should add some BTC to their balance sheet.
Also, one of my best performers over the last year with a 4x. We ball.
VSCO continues to be one of the best performers in my portfolio. Thing is keeping pace with BTC lately still in an uptrend against IBIT.
@VictoriasSecret maybe yall should buy some BTC 🤷🏼
Alec retweeted
You’re correct as far as if Strategy issues more STRC relative to its BTC holdings (increases amplification), the breakeven ARR increases.
It also works the other way, as amplification decreases breakeven ARR goes down, as evidenced by this figure decreasing from 2.7% to now 2.2% after buying back nearly $2 billion of STRC.
It’s alllllll about the amplification ratio when it comes to breakeven ARR
Same week and city as Strategy World by the looks of it. Monday - Thursday are Strategy world, Wednesday and Thursday are Bitcoin for Corps.
Might have to check it out this year.
Bitcoin for Corporations is back for its 7th annual event.
Join us March 31 – April 1, 2027, in Orlando, FL, as corporate leaders, investors, and innovators come together to explore the future of the Digital Economy.
Register now: strategy.com/world27/bitcoin…
Alec retweeted
J.P. Morgan Asset Management’s base case projects Bitcoin to outperform U.S. stocks, bonds and gold over the next decade. Wall Street is doing the math.
MSCI’s decision to include or exclude any given company from its index THEORETICALLY has no impact on the price of a stock when you’re conducting a valuation.
Index inclusion is not a variable of any financial forecasting I’ve ever seen.
Thoughts?
I convinced my local Fleet Farm to adopt modern POS tech by going up to the check out with a cart full of stuff I wanted and failing to check out because they couldn’t accept tap to pay.
I went to the customer service desk and asked what year it was. They replied “2026”.
So I responded, “dang it, they told me that 2026 had sufficiently advanced technology to pay with my phone, I was worried they sent me back to the wrong year. This is even worse, going back in time must have caused a shift in the timeline and now i can’t even buy cat litter with my phone?”
The next month, when I returned, they accepted tap to pay and had entirely revamped their checkouts.
Sometimes all it takes is a nudge from a customer. Shoutout Fargo fleet farm. Welcome to 2026.
