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Ezra Mcgrew kJtc
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Bullish
🧵 $MSTR could be the ultimate Bitcoin play - even better than Bitcoin itself. With the addition of $QQQ on Friday, what @saylor has designed is about to go into overdrive. Let me explain why...
In a#BitcoinStandardworld, only assets that outperform bitcoin will be invested in. Right now, that's virtually impossible... unless you've leveraged your bitcoin exposure. Enter $MSTR .
Most#Bitcoinmaxis say "just stick with bitcoin" and I get it - it's the safest bet with no counterparty risk. But we're witnessing a once-in-a-lifetime opportunity as @saylor explores the gap between the fiat and Bitcoin worlds.
Think about it: Why do growth stocks command such high P/E ratios? In a fiat world, money naturally gravitates toward stocks as one of the few places to store value. Without hard money, capital has flowed into growth stocks in search of returns.
But $BTC changes everything. It’s the hardest money ever created. As capital realizes this, it will flow OUT of high P/E growth stocks. The great rotation begins.
Here’s the beautiful paradox: as money flows out of growth stocks, $MSTR becomes a unique hybrid. With the new FASB rules counting Bitcoin gains as profits, Wall Street could value $MSTR as a growth stock.
THIS is the arbitrage that makes $MSTR so powerful: As#Bitcoindrains value from growth stocks, $MSTR captures both flows – money flowing into Bitcoin AND money seeking exposure to growth stocks. Wall Street buying leveraged Bitcoin exposure in the clothing of growth stocks.
The timing is perfect: $MSTR just got added to $QQQ . Now every passive investment in#Nasdaqis indirectly buying#Bitcoin. They’re bridging the fiat and Bitcoin worlds – and getting paid handsomely for it.
Read the rest in the comments, and follow me to stay up to date with everything +
In a#BitcoinStandardworld, only assets that outperform bitcoin will be invested in. Right now, that's virtually impossible... unless you've leveraged your bitcoin exposure. Enter $MSTR .
Most#Bitcoinmaxis say "just stick with bitcoin" and I get it - it's the safest bet with no counterparty risk. But we're witnessing a once-in-a-lifetime opportunity as @saylor explores the gap between the fiat and Bitcoin worlds.
Think about it: Why do growth stocks command such high P/E ratios? In a fiat world, money naturally gravitates toward stocks as one of the few places to store value. Without hard money, capital has flowed into growth stocks in search of returns.
But $BTC changes everything. It’s the hardest money ever created. As capital realizes this, it will flow OUT of high P/E growth stocks. The great rotation begins.
Here’s the beautiful paradox: as money flows out of growth stocks, $MSTR becomes a unique hybrid. With the new FASB rules counting Bitcoin gains as profits, Wall Street could value $MSTR as a growth stock.
THIS is the arbitrage that makes $MSTR so powerful: As#Bitcoindrains value from growth stocks, $MSTR captures both flows – money flowing into Bitcoin AND money seeking exposure to growth stocks. Wall Street buying leveraged Bitcoin exposure in the clothing of growth stocks.
The timing is perfect: $MSTR just got added to $QQQ . Now every passive investment in#Nasdaqis indirectly buying#Bitcoin. They’re bridging the fiat and Bitcoin worlds – and getting paid handsomely for it.
Read the rest in the comments, and follow me to stay up to date with everything +
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.
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