drgo on Nostr: I have finally figured what MSTR is doing: demonetizing the stock market. Say what? ...
I have finally figured what MSTR is doing: demonetizing the stock market.
Say what?
You see, most of the value of stocks is in the future. That’s what a PE of 20 means (95% of value is future value). WTF is a PE of 20 if not a store of value? Stocks have acquired a store of value premium. This is a money function being transferred to stocks.
MSTR is taking the savings aspect of stock holding away at a premium and buying bitcoin instead.
The same thing will happen to art, real estate, bonds, etc.
Say what?
You see, most of the value of stocks is in the future. That’s what a PE of 20 means (95% of value is future value). WTF is a PE of 20 if not a store of value? Stocks have acquired a store of value premium. This is a money function being transferred to stocks.
MSTR is taking the savings aspect of stock holding away at a premium and buying bitcoin instead.
The same thing will happen to art, real estate, bonds, etc.