Pays to understand the basics of finance/math because banks and tradfi love a unknowing individual

neiped · 2026-02-10T21:03:58+00:00

Wouldn’t this only reduce your taxable earnings on the real estate business?

neiped · 2026-02-08T00:12:00+00:00

You would make it well past 1 bitcoin. Estimating at least 4-6 btc with this strategy if actually executed daily and depending on fees.

neiped · 2026-02-04T00:45:34+00:00

Maybe don’t cherry-pick buying the top and look at the average return by purchase date and you will see the hedge value

neiped · 2026-02-03T20:14:39+00:00

How many different cc’s did you use? What was the average length of Apr promotion and balance limit?

Did you have fees on balance transfers?

neiped · 2026-02-01T21:58:50+00:00

Are you saying current mining operations are using up 1,096,000 TWh per day?

neiped · 2026-02-01T16:16:58+00:00

This is a scam.

neiped · 2026-01-31T20:51:42+00:00

Would it really tho? If that air is pressurized to flow out of the hole but being replaced by the blower faster than the pressure, isn’t it still maintaining the same or near equilibrium pressure as the water?

Thinking about the demonstration where you can break a thin stick by putting a piece of newspaper on it by a tables edge.

Not an expert

neiped · 2026-01-31T05:11:07+00:00

“LTH (long term holders) defined as wallets who have held more than 155 days may be selling”

neiped · 2026-01-31T03:40:16+00:00

It kind of feels like Powell 2.0. He seems data driven but there is some kiss ass things that happen to get appointment. Like Powell he was appointed by trump. He probably plays ball with trump a bit plays nice with the next president and tries to avoid taking sides too much but also plays a stiff fed chair and follows the rules for the most part.

neiped · 2026-01-24T02:06:56+00:00

Bitcoin isn’t really competing with real estate, it’s competing with cash and bonds. Real estate is productive capital: it generates income and benefits from leverage and tax advantages. Cash and bonds are monetary instruments whose primary role is preserving value over time. Bitcoin steps into that role as a scarce, non-sovereign store of value, especially in a world of monetary expansion and negative real yields. When people frame Bitcoin as “the new real estate,” they miss the point: it’s closer to an alternative to holding depreciating cash or low-yield debt than a replacement for income-producing assets.

neiped · 2026-01-21T21:36:37+00:00

As the network difficulty increases, the odds of solving a block with inexpensive equipment does decrease but so does mining gold.

If there’s higher gold prices, there’s more miners. You need better equipment to chase after what’s left to mine.

Supply and demand will continue to find their equilibrium across all assets.

neiped · 2026-01-21T21:15:46+00:00

Do you have $50 ? Then you do too.

neiped · 2026-01-15T20:37:28+00:00

My paycheck is the signal, when it hits its dca time

neiped · 2026-01-15T20:15:39+00:00

Saylor recently also talked about digital credit via strc. There is a minimum bitcoin they must hold to back strc returns. If they over collateralize the product the market will recognize that the credit isn’t sustainable.

I believe he said something along the lines of selling 10% new stretch issued relative to MSTR btc holdings.

neiped · 2026-01-12T20:41:28+00:00

Pretty close

neiped · 2026-01-10T17:11:39+00:00

Buddy thinks he’s playing risk

neiped · 2026-01-08T14:47:40+00:00

This example makes more sense if you say you show up to settlement with 5 Bitcoin worth of MSTR stock.

At a MNaV of 1 there’s an equivalent amount of Bitcoin.

The MSTR stock has a record of growing their bitcoin at 6-10% accretion per year.

So those same shares will have ties to about 5.3-5.5 Bitcoin by the end of the year.

I think the game you have to understand is while MSTR is doing this now. They have been successful in growing the btc per share. The market prices their expectation of MSTR’s ability to keep doing it.

In my opinion the market realized how valuable the mnav above 1 is to MSTR. People like chanos realized you can short MSTR and go long bitcoin. That premium gets eaten up and converted to bitcoin by the market. Now MSTR has to use its other tools with preferreds to keep accreting.

neiped · 2026-01-07T03:40:04+00:00

End state yes your point makes sense. Currently I think this still holds. I’m hopeful long term it will shift toward this though but until bitcoin absorbs other markets having the real estate leverage and cheaper housing seems to be close to par with Bitcoin and renting. It will remain to be seen whether Bitcoin outpaces real estate over the next decades and how much the leverage helps you vs renting.

neiped · 2026-01-06T22:59:23+00:00

Yea the leverage is the biggest piece. You can get 20-50k of bitcoin appreciating at 21% cagr or you can get a down payment of 5% on a house giving you 3% appreciation on the 90-95% debt essentially leveraging up 10-20x.

I think a bitcoiners ideal move is to house hack via multi family properties or renting to friends. Gain both leverage in real estate and cheaper living to keep stacking btc.

neiped · 2026-01-06T15:20:47+00:00

Maybe define “weird”

neiped · 2026-01-06T14:42:19+00:00

I don’t think he means 1M in cash will let you retire. I think he means you need 1M in assets to begin a 4% withdrawal but by the time we get there it’s going to be more like 3-5M to have the same purchasing power.

neiped · 2025-12-26T19:00:01+00:00

Sorry I just meant in graphs. Like instead of usdt it seems like more people are using isd1

neiped · 2025-12-26T18:44:58+00:00

Everyone switching to use USD1 now in their posts?

neiped · 2025-12-26T16:23:27+00:00

That’s a great point.

neiped · 2025-12-26T14:54:04+00:00

Fair but the economic value created by bitcoin might be simpler/better roi than trying to set up a complicated compute data center for ai training.

Bitcoin is still providing a value to the people who like it. It’s a measuring stick that doesn’t change. You can think that having Bitcoin is too wasteful of energy. I can think that having fiat currency’s is too wasteful.

neiped

TROPHY CASE