jimbocoin on Nostr: S U P E R C Y C L E ...

S U P E R C Y C L E

quoting note1sqm…04j9

MSTR and Saylor are primed to set the Bitcoin world on fire. He has around 40 billion available to him. 21bil STRK issuance, 4 bil ? MSTR issuance and 16 bil? in converts.

He made a strange little buy last week. Why? To say he bought. He will make a strange little buy this week. Why? To say he bought. The last week in March I think he goes bananas and buys 21 billion maybe more and starts a short liquidation cascade. He pushes the price as high as he possible can on the last day of March. Why? He can only be added to the SP500 once. He can only do his first FASB accounting once.

The higher BTC is at close on 31 March the higher the profit for all the BTC he has written down over the entire time they have bought. They have had to write BTC down to the lowest point that BTC has hits the entire time that they owned it. After a buy it can only go down in value and can never go up with the old accounting. If BTC just closes at 90K on 31 March he posts: 12 month rolling EPS $64 12 month rolling P/E 4.5. It will shoot up min to 10 P/E immediately, around $650 per share. Blue sky break out. SP500 inclusion criteria met. SP500 will 100% add them because they would be stupid not to. People will realize it should have at a minimum 50 P/E the average of the top 10 stocks in the SP500 . That would put them at 750bil market cap.

Pending SP500 inclusion and 150Bil bigger than tesla when it went in and to this point the biggest market cap to ever get added. If MSTR is included in the S&P 500 at a $750 billion market cap:

Initial passive fund purchase required: $127.5 billion

Quarterly passive fund allocation to MSTR: $5.1 billion per quarter

This means that just from passive S&P 500 index tracking funds, MSTR would see an immediate $127.5B inflow, and then $5.1B every quarter moving forward. If BTC supply is still tight, this could create a continuous bid under MSTR’s stock.

At $750 Bil MC they would be #8 in the SP500 just behind the Magnificant 7. All this money and attention will push them even higher. Their premium over MNAV will be over 10x higher than it is now and only fuel Saylor's money raising fever and ablity because he will them be printing $20 USD plus of BTC for every $1 MNAV BTC that he has when he sells a share. the price action will also wipe the board completely clean of convertible debt.

The black hole will open. MSTR will be the biggest company on the planet and over $5000 by the end of the year and their BTC buying will push BTC value into the millions. You're welcome for the heads up. You have til the end of March to load up on BTC or MSTR after that you are going to be living in massive regret if you still own any chairs.

PS all this is if the price only pushes up to 90K. What if he gets it chugging, shorts start getting liquidated, nations start FOMO'n all during the last week and it runs to 100K, 110K, 120K? Game Fucking Over!!!!