so assuming the quarter to quarter FASB adjustments aren't taxable..the amazing thing about MSTR is they will be paying very little taxes as they grow (just what is generated by the software business)...
Only issue is the debt conversion is dilutive insofar as it reduces leveraged nav but I does remove the need to repay the debt. The convert does just move the price to nav ratio closer to 1 over time with more conerts
Pomp! Bring It. If BTC 2X's anytime in 2025, MSTR will, ahh, 5X... Oh, the BTC Miners will do very well too. (ie MARA, RIOT, IREN, BTBT, CLSK, CIFR, HUT8, HIVE, BITF, WOLF, even ANY etc...) Do your own Homework and Kind regards to All...
@@garrettkelly5568BITO for dividends. BITX is 2x btc plus dividends. YBTC for dividends. I've had miners. They do dilute like crazy. Bought some 3$ 3/21/25 ETHU calls. If eth hits 3850$. Those calls will produce several hundred % from where they are. I've been able to buy .10 to .20 cents less then ask.
Every company is trying to acquire more money. Saylor is just after the best money by buying El Salvador’s currency bitcoin. His value long term will always go up especially if you’re looking at it in a crappy fiat currency. Because bitcoin is the hardest money you can always borrow a bad currency to acquire the best one.
The question is, in era of profound, consistent debasement, would you rather have the CAGR of a T-bill or BTC. Buffet thinks BTC is a ponzi and he’s too arrogant to study it. He’d rather own low-tech consumables and insurance companies. As I tell my kids, “you get what you get when you do what you do”.
If you want to buy it and forget it then Mstr will be the way to go but if you want to try trading by selling the pumps and buying the dips then Mstu could help
Don't choose MSTU for long term, stick with MSTR. Volatility is neutral for MSTR share price. But due to the daily gain/loss calculations MSTU is based upon, volatility will cost you dearly. You'll lose heavier on the down days than the good days can compensate for.
Does it pay out dividends too? Look at BITO for the dividends. It's paid me 17% in 3 months. Not saying it'll outperform MSTR. BITX is 2x bitcoin and has paid me about 7.2% in dividends in 3 months. Someone else I know has YBTC. That's paid out about 40% in dividends for the year based on the close from 4 days ago. One man in my trading group last week, was looking at adding 1 million$ in BITO to his portfolio for the dividend
Dare to prepare 🧗 USA 🇺🇸 1861, Vietnam 1975 , USA/UK/EU banking crises 2008, USA Gold confiscation 1933 🥇 Silver 1934 🥈 Best to diversify away from fractional reserve banking system into decentralized crypto such as Bitcoin & Litecoin to spread risk as well as secure your assets 🪂
Nope. MSTR is monopolizing the convertible bond market. If a bank was doing that they would trade at a multiple because of future growth. Lastly when new fasb accounting kicks in 2025 MSTR can start reporting unrealized gains from btc holdings. Not to mention S&P and other index adoption
You can buy Anthony's first book here: www.amazon.com/Live-Extraordinary-Life-Anthony-Pompliano/dp/0857199927
Bitcoin is king 🔥🔥
Hope everyone does well this cycle
if you own btc you will do well guaranteed
Michael Saylor is such a visionary. I bet I've listened to over 100 hours of him speaking. I learn something new every time he speaks.
I bought shares in MSTR and now i feel like a million bucks!
Always watch but never comment. Just wanted to say keep up the great work Anthony. This will be reviewed in years to come as to how this all evolved.
Saylor will become a trillionair.
What about MSTR .. what is your SP prediction if BTC goes wild?
MSTR will make folks follow him millionaire and billionaire 💎🙌
Irresponsibly long $MSTR! ✔️
💎🤲
Such a comprehensive explanation about Microstrategy strategy and also Declan is nice guy❤️👍
Thank you Pomp and God Bless
so assuming the quarter to quarter FASB adjustments aren't taxable..the amazing thing about MSTR is they will be paying very little taxes as they grow (just what is generated by the software business)...
Never seen any one who’s 10x above Pomp! This guy is amazing!
The tie is back 🧡
This is the safest token, no one can manipulate it! 🏦
Great guest! Thanks
Great interview 👍
Only issue is the debt conversion is dilutive insofar as it reduces leveraged nav but I does remove the need to repay the debt. The convert does just move the price to nav ratio closer to 1 over time with more conerts
When Dylan points out Pomp is in a suit !!!! Ha ha pure gold……
Respect to both 👊🏿
Stay Humble….
Stack ⚡️ats…….🤙🏿
My microstrat 5% allocation turned itself into 40% of my stock portfolio and I ain’t selling
Pomp! Bring It.
If BTC 2X's anytime in 2025, MSTR will, ahh, 5X...
Oh, the BTC Miners will do very well too. (ie MARA, RIOT, IREN, BTBT, CLSK, CIFR, HUT8, HIVE, BITF, WOLF, even ANY etc...)
Do your own Homework and Kind regards to All...
Miners will dilute shareholders to their knees .. BTC or MSTR .. the rest will strangle every cent from you
@@garrettkelly5568BITO for dividends. BITX is 2x btc plus dividends. YBTC for dividends. I've had miners. They do dilute like crazy. Bought some 3$ 3/21/25 ETHU calls. If eth hits 3850$. Those calls will produce several hundred % from where they are. I've been able to buy .10 to .20 cents less then ask.
Every company is trying to acquire more money. Saylor is just after the best money by buying El Salvador’s currency bitcoin. His value long term will always go up especially if you’re looking at it in a crappy fiat currency. Because bitcoin is the hardest money you can always borrow a bad currency to acquire the best one.
Always remember:
"There is no second best" and "You do not sell your Bitcoin"!
Missing MSTR is such a regret. I know it’s technically “not too late”, but I just can’t bring myself to buy it this late in the game. Ugh
Is metaplanet a good long term play?
Like Saylor, Dylan has learned to talk non stop for 20 minutes at a time 😅
They fixed
It
MSTR is the play right now.
Is Buffet shorting BTC in a way of holding so much TBills? Do you think Buffet can outperform MSTR in the future?
The question is, in era of profound, consistent debasement, would you rather have the CAGR of a T-bill or BTC. Buffet thinks BTC is a ponzi and he’s too arrogant to study it. He’d rather own low-tech consumables and insurance companies. As I tell my kids, “you get what you get when you do what you do”.
Everyone gets bitcoin at the price they deserve!
Very smart young man.
I want a new tie for Christmas!👔
Yes yes yes LoL
I love Dylan
More Bitcoin shows please
He is already a billionaire!
For the 1st time Pomp got pomped. Dylan definitely knows his stuff 😅
That sun is right in his eyes. They nned to lift the shades up
What’s he looking at Top left of screen?
Right? It’s driving me crazy
Cash is trash!
Ah yes.
Because I can't do anything with cash, right?
You idiot.
What about MSTU ( the MSTR x 2 ). Is it safe over time . . . like a few shares in my 401k or srick with MSTR only ?
If you want to buy it and forget it then Mstr will be the way to go but if you want to try trading by selling the pumps and buying the dips then Mstu could help
MSTU isn't designed to be a long term play as its leveraged. A 50% drop can wipe out your capital
Don't choose MSTU for long term, stick with MSTR. Volatility is neutral for MSTR share price. But due to the daily gain/loss calculations MSTU is based upon, volatility will cost you dearly. You'll lose heavier on the down days than the good days can compensate for.
Does it pay out dividends too? Look at BITO for the dividends. It's paid me 17% in 3 months. Not saying it'll outperform MSTR. BITX is 2x bitcoin and has paid me about 7.2% in dividends in 3 months. Someone else I know has YBTC. That's paid out about 40% in dividends for the year based on the close from 4 days ago. One man in my trading group last week, was looking at adding 1 million$ in BITO to his portfolio for the dividend
Pomp rocking that Dem color scheme pretty hard. 🤔
Tony my egos is much larger than former president and business man Donald Trump
Dare to prepare 🧗 USA 🇺🇸 1861, Vietnam 1975 , USA/UK/EU banking crises 2008, USA Gold confiscation 1933 🥇 Silver 1934 🥈
Best to diversify away from fractional reserve banking system into decentralized crypto such as Bitcoin & Litecoin to spread risk as well as secure your assets 🪂
When Trump gets elected tomorrow bitcoin goes to 80k this month
Trump 2024!
$42k coming
People dont give a shit what bitcoin price will be in 2050, we have to pay our bills right now! Yeah I will over 80's at that time in hospital bed..
Trust me, you'd rather have purchasing power than not when you're 80
We care we got family
Who believes the hardest?!
Cash is king ya knobs
Tony what congress woman views on crypto currencies for usa 🇺🇸, she most definitely will be running for president of the usa 🇺🇸 in 2028. Brother
Jesus Pomp geat pod cast but your one and only 👔 is killing Us send me your address I'll send you a Xmas gift
Dylan why are you constantly looking up? Lol
Probably "looking" at mental images in order to recall things. He probably has eidetic memory.
Maybe there’s a spider on the ceiling? 😂
the whales will sell their bitcoins for ME , selllllllllllllllllllllllll, i will BUYYYYYYYYYYYYYYYYYYYYYYYYYYY
No, no, no
Hahahaha Hahahaha fun
But how do you justify it trading at a premium of 3x btc
Seems like a risky lev trade on it
Nope. MSTR is monopolizing the convertible bond market. If a bank was doing that they would trade at a multiple because of future growth. Lastly when new fasb accounting kicks in 2025 MSTR can start reporting unrealized gains from btc holdings. Not to mention S&P and other index adoption
Think if Birkshire Hathaway did the same thing. How would the market react. Would they trade a nav
thumbs up only for dylan, not pomp
Thumbs up to everyone’s comment, but yours. Losers get a thumbs down.
"kid analyst" is killing it. 🔥🔥💯💯🪓🪓👍👍🍺🍺