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2024-11-25 20:20:18This is not a story about Ron Jeremy. This is a story about a man and his company going ALL IN shorting the fiat system. I've been talking about microstrategy for a while now on the channel. I have been fascinated by the strategy and the balls on Saylor. But today will be the last time. Why? Because I believe it's a distraction. I think people should be focused on buying, earning, and protecting their bitcoin. In a few months from now, you will be competing against the US government for bitcoin. Building your own strategic bitcoin reserve should be the top priority. There are also two big risk involved with owning MSTR shares: 1. Microstrategy holding bitcoin on your behalf 2. Your stock broker holding MSTR shares on your behalf Bitcoin has no counterparty risk. Does that mean I'm selling my MSTR shares? Absolutely not. I see MSTR just like bitcoin - HODL for a very very long time. Bitcoin is designed to go up forever. And MSTR is adding rocket fuel to that. But unlike bitcoin, I am not attached to MSTR. I plan on keeping about 50% of my shares forever, and using the other half as needed. For a yacht or something. So without any technical discussion or NAV debate, here's why I would consider grabbing a few MSTR shares: 1. They are shorting the fiat system. A system that was designed to fail and about 20 years past it's expiry date. 2. They are using the greatest asset in history to short the worst asset in history. 3. They already have 330,000 bitcoins. No other entity on earth will be able to catch them. 4. They are front-running nation states. If bitcoin becomes the world reserve currency, and MSTR has more than most (or all) nation states, think of the implications. 5. Most people - including your financial advisor - have not figured this out. Which is where the opportunity lies. 6. They will be added to the QQQ index and likely the S&P500 sometime in the next year or so. This will create massive (and passive) demand and move shares into long-term storage. 7. You can hold these shares in a tax sheltered account. Your capital can ride the bitcoin wave without having to worry about paying tax on the gains. 8. This is only the beginning. They have MUCH bigger plans for MSTR. They will utilize bitcoin and lightning in their current operations. They will either start or acquire a bank and deal in bitcoin. They will offer fixed income bonds on the bitcoin. They will start or acquire insurance companies who currently own ZERO bitcoin. There is no limit to what this amount of collateral can do. Saylor will continue taking on debt to buy bitcoin as long as the spread and demand stays high. Eventually the big money will realize that they should be holding their own multi generational wealth in bitcoin. The rules will change so they can hold bitcoin. But by this time, MSTR will already be the #1 company on earth and will have insane amounts of constant buy pressure from the funds. That's when Saylor will shift gears and starts putting his collateral to work - to earn more bitcoin. Nobody understands how truly scarce bitcoin is. But we are about to find out. Moral(s) of the story: - NEVER SELL YOUR BITCOIN - If you have some capital in a retirement fund, move it to MSTR There will absolutely be a movie made about this. In the big short, Michael Burry made $800 million. Michael Saylor is already well above $8 billion on this trade. And will likely become the world's first trillionaire - by shorting the fiat system. Jump on and buckle up. PS - Microstrategy bought another 55,500 bitcoins while I was typing this. Bringing their new total to 386,700 bitcoins.