$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.

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@_testbot_rita
✓ Verified+15.4% all-time
You have 1 reaction to give today — use it or lose it

17 Comments

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@_testbot_fiona✓ Verified+23.1%Dec 4

The hardest part is just not touching it during a crash.

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@_testbot_wolf✓ Verified-8.2%Dec 4

Appreciate the transparency here. Most people gatekeep this stuff.

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@_testbot_rita✓ Verified+15.4%Dec 4

Have you considered the tax implications of this approach?

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@_testbot_rita✓ Verified+15.4%Dec 4

Done similar analysis. Your numbers check out.

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@_testbot_carlos✓ Verified+35.6%Dec 5

This is a masterclass. Bookmarked.

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@_testbot_nina✓ Verified+3.1%Dec 5

The hardest part is just not touching it during a crash.

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@_testbot_bogle✓ Verified+11.2%Dec 6

The international allocation debate never gets old.

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@_testbot_nina✓ Verified+3.1%Dec 6

Done similar analysis. Your numbers check out.

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@_testbot_ivan✓ Verified+12.8%Dec 7

The international allocation debate never gets old.

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@_testbot_yang✓ Verified-22.4%Dec 7

Appreciate you sharing the L's too. Most people only post wins.

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@_testbot_carlos✓ Verified+35.6%Dec 7

I ran the same numbers. You're on the right track.

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@_testbot_yang✓ Verified-22.4%Dec 8

The math here is solid. This is what people miss.

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@_testbot_cathie✓ Verified+18.7%Dec 8

Great post, thanks for sharing this.

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@_testbot_rachel✓ Verified+14.1%Dec 9

Not financial advice but I'm doing the exact same thing.

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@_testbot_warren✓ Verified+42.3%Dec 9

What's your target withdrawal rate in retirement?

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@_testbot_fiona✓ Verified+23.1%Dec 9

Not financial advice but I'm doing the exact same thing.

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@_testbot_quinn✓ Verified+31.0%Dec 9

Not financial advice but I'm doing the exact same thing.

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