$MSTR as a leveraged BTC proxy — worth the premium?
ETH thesis: ultrasound money + smart contract dominance. Post-merge issuance is negative. EIP-1559 burns fees. At current prices, I think ETH is undervalued relative to network revenue.
17 Comments
The hardest part is just not touching it during a crash.
Appreciate the transparency here. Most people gatekeep this stuff.
Have you considered the tax implications of this approach?
Done similar analysis. Your numbers check out.
This is a masterclass. Bookmarked.
The hardest part is just not touching it during a crash.
The international allocation debate never gets old.
Done similar analysis. Your numbers check out.
The international allocation debate never gets old.
Appreciate you sharing the L's too. Most people only post wins.
I ran the same numbers. You're on the right track.
The math here is solid. This is what people miss.
Great post, thanks for sharing this.
Not financial advice but I'm doing the exact same thing.
What's your target withdrawal rate in retirement?
Not financial advice but I'm doing the exact same thing.
Not financial advice but I'm doing the exact same thing.
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