thebtcpharaoh on Nostr: Some more thoughts on this.. IF we get.. -> $500M/wk ATM (approx 3% of trading ...
Some more thoughts on this..
IF we get..
-> $500M/wk ATM (approx 3% of trading volume): $250M/week BTC gain.. total $11.75B BTC gain from Feb 7 till EOY
-> $10B converts: approx $7.5B BTC gain
-> $3B preferred shares: $2.7B BTC gain
Total = $21.95B BTC gain in addition to $1.8B BTC $ gain YTD for a grand total of $23.8B BTC gain in 2025 and current BTC prices.
This does not take into account an ATM acceleration on S&P 500 inclusion should that happen. Recall in November post elections, he accelerated the ATM to buy 100K BTC in two weeks.
IF BTC price doubles to $200K, BTC gain doubles to $50B.
This is not hopium, this is math.
Saylor likes to keep his stock interesting, so I would not be surprised to see either a big convertible offering in one go this quarter, or a series of converts back to back that get us to $10B in new issuances fairly quickly.
Enjoy the show.
#Bitcoin #MSTR #SMLR
IF we get..
-> $500M/wk ATM (approx 3% of trading volume): $250M/week BTC gain.. total $11.75B BTC gain from Feb 7 till EOY
-> $10B converts: approx $7.5B BTC gain
-> $3B preferred shares: $2.7B BTC gain
Total = $21.95B BTC gain in addition to $1.8B BTC $ gain YTD for a grand total of $23.8B BTC gain in 2025 and current BTC prices.
This does not take into account an ATM acceleration on S&P 500 inclusion should that happen. Recall in November post elections, he accelerated the ATM to buy 100K BTC in two weeks.
IF BTC price doubles to $200K, BTC gain doubles to $50B.
This is not hopium, this is math.
Saylor likes to keep his stock interesting, so I would not be surprised to see either a big convertible offering in one go this quarter, or a series of converts back to back that get us to $10B in new issuances fairly quickly.
Enjoy the show.
#Bitcoin #MSTR #SMLR