{
"id":"3eac5ea7ea1147ba2b96e02d66f9354196fcc454b26db67b01e28d251ba55ee7",
"pubkey":"637a2f1da5d2fc1976c14ec00f8eae4015afe99bb2554f1d537d0086a169dd8f",
"created_at":1747220799,
"kind":1,
"tags": [
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"content":"Nice share, Flash!\n\nHere are my notes:\n\nSaylor: infinite money glitch\n\nFT: infinite frustration with Bitcoin not dying\n\nBitcoin - so much more than an investment.\n\nMoney spent on Bitcoin \u003e money spent on an FT subscription\n\n\"Bitcoin… [has] no obvious use case….\" 🤡\n\nStrategy buys Bitcoin on the rip, not the dip!\n\nIt's unusual to announce Bitcoin purchases; traditionally, one acquires desired assets discreetly.\n \nStrategy benefits from the delta between its market cap and its net asset value.\n\nValue: accretive vs. dilutive\n\nSophisticated investors love volatility; it's hard for them NOT to find Strategy's financial engineering attractive.\n\nA virtuous circle can turn into a vicious cycle.\n\nIn the context of scarcity, the FT journalist makes a ridiculous comparison of teeth to Bitcoin.\n\nFor Strategy's strategy to break, something with Bitcoin needs to break.\n\nThis is either a gold mine or a mine field\n\nIf things go south on this trade, there won't be any cavalry coming to the rescue.\n\nnostr:nevent1qqsxnys6hh77vndlv73k87qe9xgt8zhdvgvsuhec4u28mhakrrqn2gczypxhsss9z7pwp5l7kq6dz59dc2mt4e8w8dyhseunhlaydzm0twttxqcyqqqqqqgpp4mhxue69uhkummn9ekx7mqgq7aes",
"sig":"a6f2e1754678c379db80e3cbc86b9929f6de30d7d492e259a200f2d84397cc8d5f9e73c54d0a532537047da2c89eb9a75e9304508bddb26fa02229eb35b4f5f2"
}
