$MSTR as a leveraged BTC proxy — worth the premium?

Mind sharing your full allocation?

This is the post I needed. Exactly my situation.

How did this perform during the 2022 drawdown?

Love the transparency. This community needs more of this.

Done similar analysis. Your numbers check out.

How long have you been doing this? Impressive numbers.

This is the way.

Exactly. The sequence-of-returns issue is severely underappreciated.

How long have you been doing this? Impressive numbers.

Have you stress tested this against a 40% drawdown?

Have you stress tested this against a 40% drawdown?

Interesting perspective. I see it differently — happy to elaborate.

I've been burned by this before. Your caution is warranted.

Exactly. The sequence-of-returns issue is severely underappreciated.

Real talk: most people can't stick to this when it gets hard.

Have you considered the tax implications of this approach?

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

What brokerage are you using for this?

Have you modeled different interest rate scenarios?

What catalyst are you watching for?

The compounding at year 20+ is when it gets really wild.

Been saying this for years. Nice to see it laid out clearly.

This is a solid framework. Saving this post.

This is essentially what a financial advisor charges $5k to tell you.

I've been burned by this before. Your caution is warranted.

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

Have you modeled different interest rate scenarios?

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

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

This is a solid framework. Saving this post.

The international allocation debate never gets old.

This is the post I needed. Exactly my situation.

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

This is the way.

What brokerage are you using for this?

The exit strategy is what most people don't think about.

How does this compare to just buying VTI and forgetting about it?

This is either genius or the most expensive lesson of your life.

I've been burned by this before. Your caution is warranted.

What's your thoughts on the downside risk here?

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

The compounding at year 20+ is when it gets really wild.

Counterintuitively, the best time to buy is when you're most scared.

The compounding at year 20+ is when it gets really wild.

Be careful about survivorship bias in this analysis.

Fees really do compound in the wrong direction.

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

I've been thinking about this too. What's your time horizon?

Appreciate the transparency here. Most people gatekeep this stuff.

This is the post I needed. Exactly my situation.

This is the post I needed. Exactly my situation.