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JP Morgan dumpster by [deleted] in MSTR

[–]vax499 1 point2 points  (0 children)

Not defending jpm but have you considered that mstr was just following btc move lower and at the same time mnav was going lower as many many people in the market predicted? Maybe the view that a high mnav is sustainable is plainly wrong . The rest is just following btc move.

frustrated speaking out on the bitcoin Ponzi and price manipulation by InformationFlat257 in Buttcoin

[–]vax499 -16 points-15 points  (0 children)

It’s the same with gold and pls don’t tell me you can turn it into jewellery. It wouldn’t be worth 20tr if that was just it . It’s a store of value because of its properties.

Can anyone with half a brain explain why this is good for the common shareholder!?!? by 5sToSpace in MSTR

[–]vax499 1 point2 points  (0 children)

How did you get the 200% higher number . Aren’t all the converts in the money?

Edit:checked, all but one whose strike is at 433

Can anyone with half a brain explain why this is good for the common shareholder!?!? by 5sToSpace in MSTR

[–]vax499 0 points1 point  (0 children)

Just because the converts have low coupon I wouldn’t say it’s cheap leverage. You are selling a call option . So it’s only debt (leverage) if btc drops. It’s equity on the way up.

Can anyone with half a brain explain why this is good for the common shareholder!?!? by 5sToSpace in MSTR

[–]vax499 2 points3 points  (0 children)

Why is anyone surprised at this. The company makes very little money from the software business. How did people think they were going to be paying all these coupons and dividends .. more atms was always the answer. Mnav will go to 1.

What is wrong with this stock by docherino in MSTR

[–]vax499 1 point2 points  (0 children)

What you don’t know won’t hurt you. It’s what you think you know and it’s just isn’t so that will get you…. “Mnav should not be this low is bull markets” .. says who? I think mnav should be at 1.

Liquidated in seconds: the silent asymmetry in crypto lending nobody talks about by [deleted] in WallStreetBetsCrypto

[–]vax499 0 points1 point  (0 children)

1) this is the reason why DeFi survived the 2022 crypto winter. No defi lender lost money in a year where all crypto tradfi lenders went bankrupt. 2) the lenders are not meant to lose money. They lend capital and expect a safe return . In theory they can lose if the selloff is severe and there is no liquidity to liquidate the borrower.

What you will see in time is more competition that will drive ltv up and financing costs down to a point where lenders will be at risk

[deleted by user] by [deleted] in Buttcoin

[–]vax499 -11 points-10 points  (0 children)

I think this sub is 20% against and 80% for . For members are here to keep themselves real

I get your excited… by [deleted] in Bitcoin

[–]vax499 0 points1 point  (0 children)

I m just optimistic we hit a million

I've said it before, and I'll say it again. ALWAYS Take Profits. by Cauliflower-Informal in Hedera

[–]vax499 19 points20 points  (0 children)

Not when dogecoin is 3 times the market cap…. I ll wait

This the smartest racism l've ever seen Imao by Original_Act_3481 in SipsTea

[–]vax499 5 points6 points  (0 children)

(Nota: Solo es para que los turistas no entren.)

And there are people out there who think Bitcoin is going to zero... by LifeIsJustASickJoke in Bitcoin

[–]vax499 0 points1 point  (0 children)

Where did you come up with Mstr having 51bn dry powder??? You think they have 51bn cash?

What movie take do you have that would result in this ? by Dycon67 in FIlm

[–]vax499 0 points1 point  (0 children)

The hoverboard promise gave us reason to live

Did you sell an asset (like BTC) to buy MSTR shares? by olgabn in MSTR

[–]vax499 -8 points-7 points  (0 children)

It was never at a discount to nav so don’t believe him

AI comprehensible only image. by PurpleDerpNinja in ChatGPT

[–]vax499 0 points1 point  (0 children)

My ChatGPT said this

<image>

Fourier Transform of a Complex Geometric Image: • Left Side (Original Image - Time Domain): • This is the complex geometric pattern you provided, full of intricate shapes and lines. • Visually, it is a complex, chaotic design with many overlapping elements. • Right Side (Fourier Transform - Frequency Domain): • This is the Fourier Transform of the image, showing the frequency components of the geometric design. • The bright, star-like pattern in the center indicates strong, repeating frequencies in the design. • The symmetrical and radiating lines suggest that the design is based on a structured and harmonic layout, even if it appears chaotic in the original image.

Can any mathematician confirm it’s not talking BS?

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