What saylo is doing is genius. People saying things like this highly leveraged equity is super risky and will go bankrupt. They aren't looking at all. They are less leveraged than most companies. They have 9bil in dept and 40 bil in bitcoin. They issue debt in Converts that mature and vanish. They raise money with STRK preferred stock for people who basically want zero down side and a chance at MSTRs upside and they sell ATM shares of MSTR when they feel the premium is juicy. There is an ETF coming out that will buy only BTC converts MSTR will be able to get even better terms on their converts they are already issuing them at 0% intrest.
It's easy to neg on MSTR and say some buzz words if you do a very deep dive you will see the genius.
jasontheoriginal / Jason the Original
npub1fg…nyj2h
2025-03-18 23:05:01
in reply to nevent1q…sasl
Author Public Key
npub1fgnuaulzmkpnpe8jy843hf7lhwefh5xyejl5s4307ajw25tgrlssxnyj2hPublished at
2025-03-18 23:05:01Event JSON
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"content": "What saylo is doing is genius. People saying things like this highly leveraged equity is super risky and will go bankrupt. They aren't looking at all. They are less leveraged than most companies. They have 9bil in dept and 40 bil in bitcoin. They issue debt in Converts that mature and vanish. They raise money with STRK preferred stock for people who basically want zero down side and a chance at MSTRs upside and they sell ATM shares of MSTR when they feel the premium is juicy. There is an ETF coming out that will buy only BTC converts MSTR will be able to get even better terms on their converts they are already issuing them at 0% intrest. \n\nIt's easy to neg on MSTR and say some buzz words if you do a very deep dive you will see the genius.",
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