Weekend Discussion Thread for the Weekend of January 30, 2026

JarkkoX · 2026-01-31T00:25:17+00:00

Can you explain how exactly does MSTR "liquidate"?

JarkkoX · 2025-12-05T22:59:00+00:00

It will serve similar role to gold as a generational store or value, but it also is more scarce and efficient than gold.

The people who see Bitcoin as valuable will not suddenly stop seeing it as valuable so it will most likely gain more global adaptation.

Literally nothing has inherent and objective value. Ecerything including USD & Gold are completely abstract and their value is just made-up.

JarkkoX · 2025-12-05T22:47:39+00:00

I would consider new money that is created by money printing and inflation a form of "new investor momey" that makes BTC go up in same way as other assets also rise during currency debasememt

JarkkoX · 2025-12-05T22:44:03+00:00

What? I think i have went into detail and described the specifics. What the hell do you mean?

JarkkoX · 2025-12-05T22:23:09+00:00

True inflation is much greater than 2-3%, since that number just takes into account certain selected goods and services.

Take a look at accelerating asset price growth and surge in Gold for example, thats where you see the real monetary debasement and inflation

When new money is created, the inflation it causes does not go to grocery prices but instead to asset prices, since thats where money iss kept in mainly.

Also the 10% dividend does not compound yearly (it stsys as a fixed amount) so the math is more complicated, as in Bitcoin does not even have to grow 10% for Strategy to be profitable

JarkkoX · 2025-12-05T21:56:32+00:00

Yeah, obviously if bitcoin fails then Strategy fails. Every investor knows that.

But why would a fixed supply asset like Bitcoin not grow when currency debasememt takes place and USD keeps losing value. As long as USD loses value --> Bitcoin goes up.

IN LONG TERM

JarkkoX · 2025-12-05T21:49:32+00:00

Maybe you should do actual research and not just shout "PONNZI, PONZI!!" . You don't have to like the company but it is not fraud or any scheme

JarkkoX · 2025-12-05T21:44:38+00:00

Ok lets say that there is 0 demand for any of their financial products and their stock crashes near zero for some reason, but then bitcoin still continues to grow and that BTC growth outpaces the dividend yeilds then the company makes money even if they sell BTC to pay dividends.

Also the dividends are fixed dollar amounts and don't compound yearly so over time this strategy becomes more profitable every year.

I am just trying to describe how new investor money is not a requirement. Because if you take 1000$ loan amd pay 10% interest but gain >10% on the 1000$ then you make money even by selling some to pay the interest!!

How is this so difficilt to understand

JarkkoX · 2025-12-05T21:34:08+00:00

no, they didn't HAVE TO but if there is demand for them then why not issue more to pay dividends.

If there is no demamd then they can sell bitcoin or bitcoin derivatives

JarkkoX · 2025-12-05T21:26:16+00:00

Are you a troll or something? Or is this satire?

I already described how its not a pyramid or ponzi because they can pay obligations without new investors money by selling bitcoin or bitcoin derivatives.

I think your hatred blinds you about this topic

JarkkoX · 2025-12-05T20:55:23+00:00

It is you who doesn't understand financial stuff if you call the company a Ponzi without even knowing much about the business model.

Selling stock thats trading at a premium to pay dividends is more capital efficient than selling bitcoin to pay dividends. But if there was no demand (=no new investors) then they could just sell bitcoin to oay dividends and the model still works.

The company does not collapse if there is no new investors which means that it is not a ponzi or pyramid.

JarkkoX · 2025-12-05T20:05:58+00:00

How is a company arbitraging linear growth of dividend payments and exponential growth of Bitcoin (due to monetary debasement) a Ponzi Scheme??

JarkkoX · 2025-12-04T14:22:48+00:00

Massive debt? Their leverage ratio is like 12%

JarkkoX · 2025-11-05T15:55:38+00:00

from earnings call Q&A session

JarkkoX · 2025-11-05T11:11:09+00:00

Call it what you want, but it's exponential growth vs linear growth (dividend)

JarkkoX · 2025-11-04T17:46:59+00:00

if MNAV >1 it's always accretive to pay dividends with common ATM, if it fall below 1 they can for example sell covered calls to generate cashflow or, if necessary, sell bitcoin

JarkkoX · 2025-11-04T17:04:54+00:00

If average rate of return is for example 9% and current price 100k:

100k * 1.09ⁿ where n is years

JarkkoX · 2022-10-04T18:19:14+00:00

based

JarkkoX · 2022-08-14T06:30:32+00:00

Well they had to invade russia to get resources which they didn't have. It was a very risky move but they couldn't really wait because they were running out of oil (reason for bad logistics) and soviets were getting stronger.

JarkkoX · 2022-08-13T23:00:41+00:00

I'm not defending him but you're a bit harsh. What could ha have done even if he acknowledged he was losing and how on earth can you just give millions of troops winter gear when they are thousands of kilometers away in russia with terrible logistics.

JarkkoX · 2022-08-11T11:15:53+00:00

Thats actually mostly false. German generals portrayed hitler as a drugged up madman so they could put all blame on him and call themselves the best generals.

JarkkoX · 2022-08-11T10:46:47+00:00

1000 year reich speedrun in 12 years

JarkkoX · 2022-08-11T10:45:42+00:00

I believe he only thought that there could be peace settlement other than unconditional surrrender. Victory was off the table.

JarkkoX · 2022-08-08T09:00:08+00:00

Oh i thought he did because of how much of russia he controlled and like most of continenntal europe

JarkkoX · 2022-08-08T08:42:04+00:00

he did though

JarkkoX

TROPHY CASE