krisadams on Nostr: I think only a business that operates a Bitcoin standard with a strong positive cash ...
I think only a business that operates a Bitcoin standard with a strong positive cash flow that is independent of bitcoin. I think that’s the only “safe” leverage. Hence I’d own MSTR over any miner.
And it’s only safe so long as the strong positive cashflow remains.
I don’t see any other business model.
Published at
2023-09-19 21:15:21Event JSON
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"content": "I think only a business that operates a Bitcoin standard with a strong positive cash flow that is independent of bitcoin. I think that’s the only “safe” leverage. Hence I’d own MSTR over any miner. \n\nAnd it’s only safe so long as the strong positive cashflow remains.\n\nI don’t see any other business model.",
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