Nostr notes by Distributed Power

Merchants!

2026-03-31T11:41:09Z

In reply to nevent1q…md07
_________________________

Merchants!

Is she still long uranium, and what would make her bearish if ...

2026-03-24T20:11:25Z

In reply to nevent1q…u90u
_________________________

Is she still long uranium, and what would make her bearish if yes?
When next sci-fi book?

Crunchy Oshi butter is amazing!! Only one of many amazing ...

2026-03-22T22:31:03Z

Crunchy Oshi butter is amazing!! Only one of many amazing products found on NOSTR. Grateful for #oshi and #nostr 🙏

Isn’t PGP a better way to message privately?

2026-03-08T19:19:08Z

In reply to nevent1q…x83x
_________________________

Isn’t PGP a better way to message privately?

#NOSTRs weakest use case is a social platform. It’s best is as ...

2026-03-08T15:09:48Z

#NOSTRs weakest use case is a social platform. It’s best is as a protocol filter for obtaining high quality products and services.

Throw a propane generator in their for deep winter / backup and ...

2026-03-04T21:46:48Z

In reply to nevent1q…vl4m
_________________________

Throw a propane generator in their for deep winter / backup and you’ve got a pretty robust power system

“Strikes in Iran continue until people stop talking about ...

2026-03-02T18:38:57Z

“Strikes in Iran continue until people stop talking about Epstein”

The Epstein files taking up all the oxygen, back to 👽 news. ...

2026-02-20T02:25:38Z

The Epstein files taking up all the oxygen, back to 👽 news. Thankful for Massie 🙏

People from a distance can’t tell who is who

2026-02-18T13:32:26Z

In reply to nevent1q…6ue6
_________________________

People from a distance can’t tell who is who

Apparently it’s called “Vaulting” and a particular ...

2026-02-15T02:43:13Z

In reply to nevent1q…rfj4
_________________________

Apparently it’s called “Vaulting” and a particular discipline of horse riding

The network is lucky to have you!

2026-02-06T23:02:43Z

In reply to nevent1q…c3uw
_________________________

The network is lucky to have you!

Maintenance > Warranty. Warranty is just an insurance policy, ...

2026-02-02T21:21:49Z

In reply to nevent1q…nw78
_________________________

Maintenance > Warranty. Warranty is just an insurance policy, you’d need to get internal failure rates from Kohler to know if it’s a good deal or just an upsell.

Yes quite easy to rent in the Midwest lots to choose from, or do ...

2026-01-29T00:47:08Z

In reply to nevent1q…q4k5
_________________________

Yes quite easy to rent in the Midwest lots to choose from, or do yourself with a hut and auger. https://gulllakefishingcharters.com/luxury-ice-shack-rentals/ is example of low effort option, choose your own adventure though

Nice! Just haven’t bought recent enough, thanks

2026-01-25T15:29:19Z

In reply to nevent1q…r75c
_________________________

Nice! Just haven’t bought recent enough, thanks

GM masked federal agents shot a MN ICU nurse for carrying a gun, ...

2026-01-25T15:28:45Z

GM masked federal agents shot a MN ICU nurse for carrying a gun, but did so only after they took it from him. Angry.

Love your products, maybe consider a re-occurring subscription ...

2026-01-25T15:07:01Z

In reply to nevent1q…w4rq
_________________________

Love your products, maybe consider a re-occurring subscription option? Not sure how hard that is, I bought bulk but when I run out it be great for it to just show up - nice to have don’t need it

Sopranos, Veep

2026-01-24T00:50:32Z

In reply to nevent1q…lrtj
_________________________

Sopranos, Veep

Kendrick is my spirit animal and GNX is underrated ...

2026-01-15T14:49:30Z

Kendrick is my spirit animal and GNX is underrated https://m.youtube.com/watch?v=YwUQ_5iV9pY

Nostr event nevent1qqsqx4ffc3xu642arc82zu94ffhq52wh428js469fuwc8rnufcx50xgzyphw5xhpu0vuzlr5ntd286jr80pzlchtu7kap26grwcrmkqq9jt3wz5umhk

2026-01-01T18:19:40Z

In reply to nevent1q…354d
_________________________

🥳

@npub1pm5…xe07 which pay for AI is the better value for price ...

2025-12-31T02:30:02Z

hal (npub1pm5…xe07) which pay for AI is the better value for price and performance between venice.ai and trymaple.ai?

🤣🤣

2025-12-19T02:57:34Z

In reply to nevent1q…d6jp
_________________________

🤣🤣

🎯

2025-12-18T13:35:31Z

In reply to nevent1q…58r0
_________________________

🎯

Listen if you think BTC stops growing I concede this a a bad ...

2025-12-18T11:54:09Z

In reply to nevent1q…ye5f
_________________________

Listen if you think BTC stops growing I concede this a a bad idea. However, their fixed costs (10.5% on $8B) are small relative to their capital stack ($58B btc) so they can bridge any market type short term. Those fixed costs are their product, so in a scenario where their prefs continue to grow rapidly as they are, they keep growing their capital stack faster than just holding BTC - this is easy to imagine if btc does 20-30 CAGR% over medium to long term. However it’s balanced by adding counterparty credit risk to operate, there is no free lunch.

I’m not saying you or anyone should invest or not, but to imply they have a risk of collapse in a growing or short term stagnant BTC market is wrong I think. Their structure makes sense relying on two key factors -> counterparty risk of operating the business + BTC going up. Either of these fail MSTR will fail too.

Thanks for the chat. 🙏

Fair enough that the path to get to and from $85k to next year or ...

2025-12-18T02:57:29Z

In reply to nevent1q…a2yx
_________________________

Fair enough that the path to get to and from $85k to next year or even further matters for a derivatives strategy. So let’s assume MSTR is completely flat in perpetuity for next 5 years at $85k, no big rate reductions to lower their dividend payments and in 2028 they need to either issue equity or sell some BTC to fund current $0.9B burn rate (and let’s assume the 5 yrs of steady above market pref returns does not attract new capital). If mNAV is below 1 they sell BTC to do for next 2 years to get to 2030 that’s 3% of holding. So what - they need a 3% rise in BTC $ price after 5 years to stay flat? I only think this matters if you think BTC will not compound 20-30% CAGR over next 10-15 years with up to 5 year periods of sideways action. They can bridge 5-10 years if they have too and they will still have largest corporate stack by an order of magnitude.

That’s not exactly accurate. They have $1.4B in a cash reserve ...

2025-12-18T01:13:55Z

In reply to nevent1q…7cw7
_________________________

That’s not exactly accurate. They have $1.4B in a cash reserve 21 months of dividends to support the preferred equities. They can tap the ATM on the at preset $8B of prefs even if the prefs don’t grow. They can sell covered calls against their BTC to also generate cash if BTC stays at $85k. They have stated if it stays flat they estimate needed to sell by 2065 based on a derivatives play (I have not checked math but I think it’s closer to 2040)

Nah it’s $8.2B in convertible debt, or about 12% levered. This ...

2025-12-18T00:54:16Z

In reply to nevent1q…6e99
_________________________

Nah it’s $8.2B in convertible debt, or about 12% levered. This list everything on their website https://www.strategy.com/

Just the start unfortunately, we will need to pushback in the US ...

2025-12-09T14:15:12Z

In reply to nevent1q…nnrh
_________________________

Just the start unfortunately, we will need to pushback in the US RE digital IDs https://www.politico.com/news/2025/12/09/rahm-emanuel-says-u-s-should-follow-australias-youth-social-media-ban-00682185

Re-watched https://m.youtube.com/watch?v=MhPSl00UDVE

2025-12-03T22:58:34Z

In reply to nevent1q…4ckt
_________________________

Re-watched https://m.youtube.com/watch?v=MhPSl00UDVE

Really great conversation, thank you! Buying your book for my mom

2025-12-02T18:58:25Z

In reply to nevent1q…34af
_________________________

Really great conversation, thank you! Buying your book for my mom

https://share.google/images/2z7BjM6vFXK4yajEe

2025-11-25T12:31:51Z

In reply to nevent1q…yvxh
_________________________

https://share.google/images/2z7BjM6vFXK4yajEe

https://pbs.twimg.com/media/G6hccR6XQAAqyt-?format=png

2025-11-24T21:04:12Z

In reply to nevent1q…sge0
_________________________

https://pbs.twimg.com/media/G6hccR6XQAAqyt-?format=png

Nostr event nevent1qqsdvjxqpwml99y780qqkymjn67n0x0thrrc7flxk25a8675k97wlwczyphw5xhpu0vuzlr5ntd286jr80pzlchtu7kap26grwcrmkqq9jt3w66x2ht

2025-11-24T20:50:20Z

JPM attacking Strategy is a good sign they are threatened

Nostr event nevent1qqs8sd66y5wdsereduuux7re92zlfr7l5k86y45lsw4nwl93g5tpalszyphw5xhpu0vuzlr5ntd286jr80pzlchtu7kap26grwcrmkqq9jt3wns65gg

2025-11-23T15:04:07Z

Capitulation is coming

Sounds like an opportunity for @nprofile…ua8g

2025-11-21T02:13:51Z

In reply to nevent1q…de0v
_________________________

Sounds like an opportunity for Pleb2Pleb (nprofile…ua8g)

I tried to zap you For this post I agree with No wallet for sats

2025-11-16T15:06:47Z

In reply to nevent1q…xnaz
_________________________

I tried to zap you
For this post I agree with
No wallet for sats

🙏

2025-11-15T19:30:04Z

In reply to nevent1q…6a32
_________________________

🙏

When line of credit? Very excited for this

2025-11-15T18:46:51Z

In reply to nevent1q…5vdy
_________________________

When line of credit? Very excited for this

No

2025-11-11T12:16:47Z

In reply to nevent1q…vgm5
_________________________

No

Nostr event nevent1qqsg0c7t7tycfngzljtr7d8g6wscz9yt57xyjfh69yrruharwrmetwczyphw5xhpu0vuzlr5ntd286jr80pzlchtu7kap26grwcrmkqq9jt3wrh3fqk

2025-10-30T15:40:46Z

In reply to nevent1q…np8p
_________________________

People need to struggle to feel accomplished and therefore alive. ...

2025-10-30T11:29:53Z

In reply to nevent1q…w2dv
_________________________

People need to struggle to feel accomplished and therefore alive. Removing the need for income does not change our need to struggle.

GM https://m.youtube.com/watch?v=eJlN9jdQFSc

2025-10-26T14:46:32Z

GM https://m.youtube.com/watch?v=eJlN9jdQFSc

Thank you for what you do! Been waiting for this! 🫡

2025-10-15T01:16:30Z

In reply to nevent1q…fp80
_________________________

Thank you for what you do! Been waiting for this! 🫡

Thank you all for your education!

2025-10-12T17:00:00Z

In reply to nevent1q…9k2v
_________________________

Thank you all for your education!

@nprofile…0953 ?

2025-10-10T16:49:44Z

In reply to nevent1q…6kta
_________________________

adamcurry (nprofile…0953) ?

Low cholesterol is not a strong of better health ...

2025-09-06T21:44:17Z

In reply to nevent1q…rf3d
_________________________

Low cholesterol is not a strong of better health https://m.youtube.com/watch?v=x3BzgZqFuZc

Domo arigato gozaimasu

2025-09-05T13:29:06Z

In reply to nevent1q…sguc
_________________________

Domo arigato gozaimasu

“The actual threat is not treasury companies; it's ...

2025-08-25T10:47:46Z

“The actual threat is not treasury companies; it's anti-privacy regulations by governments.” As always Lyn is 🎯

quoting
nevent1q…ety2
There are those who say Bitcoin doesn't scale, and build blockchains with more throughput at the cost of more centralization (generally in the form of it being way harder to run a node), and then also point to Bitcoin as having low fees as a criticism.

The limiter it turns out, 16 years in, is not how many people *can* self-custody bitcoin. It's how many people *want* to.

Not everyone wants to deal with the technicalities of their own car, and not everyone wants to handle the technicalities of their own money. Quite few, in fact. It's always a subset for these types of things. People who are hardcore over their area of knowledge.

I leave my car details to pros down the street who I know the name of, and handle my money myself. There are those who handle their own cars but leave their money details to others.

Bitcoin currently processes about as many transactions per year as Fedwire, which handles $1 quadrillion worth of gross settlement volume per year for the US and for a good chunk of the world (in context, it's approximately 200 million $5 million average-sized transactions). That's actually a crazy stat. Bitcoin is casually this open-source global Fedwire with its own scarce units, and unlike Fedwire anyone can permissionlessly build on it or transact with it, for low fees despite it being a +$2T network. And if it gets clogged there are all sorts of permissionless layers above it with certain trade-offs.

Some people say paper bitcoin holders detract from the network. I say the opposite- their willingness to hold IOUs helps add to price stability and network size without clogging it. That leaves more room for cypherpunks to develop with, and work on. And those who finance them.

This has been foreseen as early as Hal Finney in 2010, when he wrote about bitcoin banks (https://bitcointalk.org/index.php?topic=2500.msg34211#msg34211).

We live in a sweet spot by most metrics. A golden age. Historically, so few recognize it when they have it so good.

Bitcoin is big enough to be of interest to many, and yet is still niche enough in a global context to have low base-layer fees. Suitcoiners are happy to add to its scale, and yet cypherpunks can also build, and users can transact right on the base layer, and move to Lightning and Ark and BitVM and Liquid and any sort of trade-off they want if fees get high.

And you're bearish, anon?

The real battle, though, is the ongoing government crackdown on privacy.

Bitcoin itself is in a pretty good technical place. It's a great tool. Certain conservative low-risk covenants might make it better, but even the existing design space is great and still expanding.

The US, Europe, and China cracking down on privacy is the threat. The headwind. And they're all expected. They're not surprising, but they're indeed fierce. That's the real battle- for the hearts and minds of people to embrace why privacy and permissionlessness are good traits.

In this ongoing funny contrast between podcasters and developers, that's the ideal role of podcasters- to spread the good news of what developers have built. To educate people. To tell them what's now possible thanks to developers. To articulate why cypherpunk values are good to a broad non-technical audience. That's where the overlap is. In overly-simplistic D&D terms, those with high CHA try to spread the work of those with high INT. It's not so much that "governments" are the problem. Governments often at least partially represent the people. If you convince a lot of people that privacy and sound money are good things, then you defang the problem. And you also challenge them legally in jurisdictions where it makes sense.

The technical foundation is good. The development of the past 16 years has been amazing, and it has brought us here. The scale has reached institutions, which is expected, not a threat. The actual threat is not treasury companies; it's anti-privacy regulations by governments. And more deeply that's a social issue, given how many people accept it. A vast amount of people believe privacy is only important for bad people who have something to hide. There's a ton of education work to do on it. Privacy is good. It's the default. But most people don't realize it when it comes to money.

We're winning. For 16 years ya'll have been amazing. But we'll need another 16 years more. More developers. More podcasters. All of it. We're a $2 trillion in market cap entering into a global fiat network of hundreds of trillions. And as their own institutions melt down from their own failures, their own top-heavy demographics and false promises, they will look for scapegoats. They will look toward those who are winning, and say they are the enemy.

When interviewers ask my price predictions, I tend to be conservative. That's mostly a liquidity assessment, and a rotation from OGs to new buyers. Price growth does take time.

But under that surface, I also have the benefit of being a general partner at among the largest bitcoin-only venture funds. I see what people are building, and I'm bullish. And for those who are working on stuff that doesn't align with profit, entities like the HRF and OpenSats are doing great work. Across all of the options, people are building great things.

I couldn't be more bullish on the ecosystem that's in place. All of you.

Let's go.

Good evening.

You have a wallet!!! Fantastic!

2025-08-22T01:48:58Z

In reply to nevent1q…pcqp
_________________________

You have a wallet!!! Fantastic!

@nprofile…xxx2 ?

2025-08-21T15:50:05Z

In reply to nevent1q…2h3p
_________________________

Jameson Lopp (nprofile…xxx2) ?

Why no spoiler?

2025-08-21T12:10:53Z

In reply to nevent1q…4q5m
_________________________

Why no spoiler?

Should have stayed humble like @nprofile…v2a6 says ...

2025-08-12T18:41:07Z

Should have stayed humble like ODELL (nprofile…v2a6) says https://www.wsj.com/finance/currencies/crypto-entrepreneur-do-kwon-pleads-guilty-to-fraud-charges-stemming-from-crypto-crash-50c032fe?mod=mhp

Thanks for this!

2025-08-08T19:05:10Z

In reply to nevent1q…ha2t
_________________________

Thanks for this!

The one at University of Maryland is an open secret. ...

2025-08-07T01:18:28Z

In reply to nevent1q…jrx3
_________________________

The one at University of Maryland is an open secret. https://www.motherjones.com/politics/2013/06/university-maryland-edward-snowden-nsa/

MSTR is aiming to be 2x as volatile as BTC. So margin loans to ...

2025-08-07T00:33:22Z

In reply to nevent1q…ccsl
_________________________

MSTR is aiming to be 2x as volatile as BTC. So margin loans to buy MSTR are 2x as bad as margin loans to buy BTC - i.e. isn’t the lesson leverage and BTC don’t mix

He put out another banger ...

2025-08-02T12:17:33Z

In reply to nevent1q…zxuj
_________________________

He put out another banger https://m.youtube.com/watch?v=_DH6npClQ_s

Bitcoin breaks this analogy with real underlying value. Also, I ...

2025-07-24T06:48:14Z

In reply to nevent1q…venp
_________________________

Bitcoin breaks this analogy with real underlying value. Also, I don’t think size of additional players or path matters, MSTR dominates total BTC supply for corporations so more buyers (via treasury co or other) driving up price is good for MSTR regardless.

I’d recommend this podcast. It’s actually accessible despite ...

2025-07-23T23:55:19Z

In reply to nevent1q…29m3
_________________________

I’d recommend this podcast. It’s actually accessible despite the name, and really touches on the problem without focusing on BTC. https://podcasts.apple.com/us/podcast/we-study-billionaires-the-investors-podcast-network/id928933489?i=1000626569266

What’s their background?

2025-07-23T23:20:44Z

In reply to nevent1q…tw49
_________________________

What’s their background?

Na. Investing in companies to help the bitcoin ecosystem while ...

2025-07-17T01:34:31Z

In reply to nevent1q…azqj
_________________________

Na. Investing in companies to help the bitcoin ecosystem while using bitcoin as your hurdle rate is not a “fiat venture”. He’s following SEC laws while helping btc - we are lucky to have his brainpower in the network.

Great episode. Seems clear Mr. Chanos does not agree that other ...

2025-07-16T16:21:06Z

In reply to nevent1q…4swl
_________________________

Great episode. Seems clear Mr. Chanos does not agree that other btc treasury co. competition is beneficial, not burdensome, to MSTR - which seems like the flaw in his argument, that Pierre nailed

A timely, must read on the topic ...

2025-07-07T00:51:45Z

In reply to nevent1q…xepj
_________________________

A timely, must read on the topic https://www.lynalden.com/bitcoin-stocks-and-bonds/

Depends on your total stack, risk tolerance, and understanding of ...

2025-07-05T19:43:56Z

In reply to nevent1q…6slc
_________________________

Depends on your total stack, risk tolerance, and understanding of what Strategy is doing. Ultimately if you understand MSTR is going after a $300T market by crafting fixed income products for various pools of capital, in order to buy more bitcoin, you might see they are growing on a btc/share basis and therefore it makes sense they could beat a benchmark against BTC while the asset monetizes. This requires lots of work on top of the work to understand BTC. Other benefits too but it introduces counter party risk so hence not a singular answer.

Thank you!! Also you should set up a wallet, id have zapped you!

2025-07-03T14:44:46Z

In reply to nevent1q…mgjc
_________________________

Thank you!! Also you should set up a wallet, id have zapped you!

Nostr event nevent1qqsfjrhl92akdxxqxj5ajkka4stl6jtthqugjtf97sxt4w87u45murczyphw5xhpu0vuzlr5ntd286jr80pzlchtu7kap26grwcrmkqq9jt3wawa2lg

2025-07-03T01:11:24Z

Any good bitcoin books for kids recommendations? #asknostr

It’s not fossil vs renewables it’s all of the above, ...

2025-06-30T18:59:56Z

It’s not fossil vs renewables it’s all of the above, intermittent is just as important as max capacity. Alex Epstein and Chris Wright are wrong and the market will prove this so I don’t really care but what is NOSTR for if not to yell contrarian opinions into the void.

“Energy Secretary Chris Wright on Monday morning seemed to brush off warnings about the loss of generation capacity amid soaring demand.
"The more we load our grid with intermittent generation, the worse the grid performs during times of maximum demand," he posted on the social media platform. "The One Big Beautiful Bill will help end wasteful subsidies and deliver more reliable energy for the American people!"
In Texas, however, grid operator ERCOT said at its Board of Directors meeting last week that the state of the grid is strong, opens new tab and "ready for the challenges of extreme weather” this summer because of the new generation that has come online, and cited new large-scale solar energy and battery storage.”

https://www.reuters.com/sustainability/climate-energy/us-senate-bills-clean-energy-cuts-draw-backlash-labor-business-2025-06-30/

Add a wallet so you can receive zaps for your hard work!

2025-06-17T17:12:44Z

In reply to nevent1q…rff3
_________________________

Add a wallet so you can receive zaps for your hard work!

🫡

2025-06-15T18:56:37Z

In reply to nevent1q…05zl
_________________________

🫡

Avocados 🥑

2025-06-11T03:52:38Z

In reply to nevent1q…lktd
_________________________

Avocados 🥑

Plebs to suits ...

2025-05-31T14:54:05Z

In reply to nevent1q…52hv
_________________________

Plebs to suits

Got NOSTR? ...

2025-05-27T20:43:02Z

Got NOSTR? https://www.zerohedge.com/political/just-gone-it-never-existed-youtube-nukes-top-canadian-political-account-after-state

Absolutely agree and I didn’t mean to be appearing to defend ...

2025-05-25T18:49:01Z

In reply to nevent1q…e0gm
_________________________

Absolutely agree and I didn’t mean to be appearing to defend any aspect of communism - and in a fair legal framework no question only one owner. The work itself has value independent of the legal framework though.

You may possess it, own it under a legal framework, and even may ...

2025-05-25T12:24:40Z

In reply to nevent1q…u0lg
_________________________

You may possess it, own it under a legal framework, and even may have designed it, but it will always be an example of his craftsmanship

Both of yours! You worked so he could work and it got created

2025-05-25T11:25:07Z

In reply to nevent1q…g2pl
_________________________

Both of yours! You worked so he could work and it got created

Digital…https://m.youtube.com/watch?v=PBwAxmrE194

2025-05-22T13:34:49Z

Digital…https://m.youtube.com/watch?v=PBwAxmrE194

No problem! BTW you should set up a wallet I would have zapped ...

2025-05-18T18:41:02Z

In reply to nevent1q…95gh
_________________________

No problem! BTW you should set up a wallet I would have zapped you

Saylor will issue more shares, diluting back to $100, with ...

2025-05-18T13:59:25Z

In reply to nevent1q…dp6p
_________________________

Saylor will issue more shares, diluting back to $100, with proceeds buying btc for benefit of MSTR equity holders

Absolutely agree and love this. I have a Kinetico water softener ...

2025-05-16T19:32:24Z

In reply to nevent1q…umrd
_________________________

Absolutely agree and love this. I have a Kinetico water softener and filtration system that I love! No better investment than clean water 🙌

Demand is growing and not priced into electricity ...

2025-05-03T16:47:03Z

Demand is growing and not priced into electricity https://www.utilitydive.com/news/exelon-data-center-pipeline-pjm-maryland-earnings/746971/

First rule of project management - nothing done is nothing done ...

2025-04-27T00:03:36Z

In reply to nevent1q…4mhm
_________________________

First rule of project management - nothing done is nothing done wrong

I’d argue they have a good track record but it’s a fair point ...

2025-04-26T15:58:00Z

In reply to nevent1q…4mvr
_________________________

I’d argue they have a good track record but it’s a fair point - always part of the risk/reward calc. You should get a wallet btw I tried to zap ⚡️ you!!

Dotcom was just bad valuations due to opaque information. MSTR ...

2025-04-26T13:23:00Z

In reply to nevent1q…mkzj
_________________________

Dotcom was just bad valuations due to opaque information. MSTR has been very transparent with BTC acquisition fund raising information.

If you don’t understand capital pools, fund charters and their ...

2025-04-26T12:31:05Z

If you don’t understand capital pools, fund charters and their inherent restrictions, then I’m guessing you think MSTR and 21 are scams.

💩

2025-04-26T12:20:42Z

In reply to nevent1q…76ls
_________________________

💩

Nostr event nevent1qqsrh4ggc9p9k77j7fyygtdvukcue52wyqgml3z2cye74qy58a6smmszyphw5xhpu0vuzlr5ntd286jr80pzlchtu7kap26grwcrmkqq9jt3wrumgjl

2025-04-21T22:34:39Z

You are what you practice

Tomorrow’s problem, not insurmountable

2025-04-20T00:01:26Z

In reply to nevent1q…7xfg
_________________________

Tomorrow’s problem, not insurmountable

Michael Saylor/MSTR is living rent free in the minds of many, if ...

2025-04-19T18:58:03Z

Michael Saylor/MSTR is living rent free in the minds of many, if you don’t agree with him, can’t you just ignore? 🤷

Glad you are free sir!

2025-04-17T00:05:26Z

In reply to nevent1q…4g3g
_________________________

Glad you are free sir!

MAKE ALL CAPS GREAT AGAIN

2025-04-10T17:17:30Z

In reply to nevent1q…9982
_________________________

MAKE ALL CAPS GREAT AGAIN

I’m not ignoring dilution. The btc/share growth is fully ...

2025-04-01T12:49:45Z

In reply to nevent1q…zkmz
_________________________

I’m not ignoring dilution. The btc/share growth is fully diluted including convertible debt and pref equity. The debt has been accretive, meaning it increases the btc/share in every instance. The risk is counterparty but the reward would be a continued btc/share growth. Also, companies who take risk to create value (adding more btc/share in the example) trade at multiples of net asset value, ETF trade near par of whatever they are tracking - it’s apples and oranges.

https://m.primal.net/QAEg.jpg

2025-04-01T02:53:49Z

In reply to nevent1q…f2cy
_________________________

This is a poor take. Do a discounted bitcoin flow analysis (DBA) ...

2025-04-01T00:38:29Z

In reply to nevent1q…llhe
_________________________

This is a poor take. Do a discounted bitcoin flow analysis (DBA) using the yield numbers Strategy have been achieving or project over next 5 years. You’ll see btc/share projected at the end of 5 years tracks to around the mNAV multiple. Said another way, they harvest more btc / share (by tapping restricted pools of capital) overtime. There’s trust and counterparty risk so act accordingly (or don’t invest) but they are not an ETF, so they get credit for the future btc they will add per share.

I’m finding valuable things on NOSTR and paying in lightning, ...

2025-03-31T20:09:14Z

I’m finding valuable things on NOSTR and paying in lightning, physical things. This is the NOSTR use case that gets me excited!

96

2025-03-30T18:05:23Z

In reply to nevent1q…0yvk
_________________________

96

Nostr event nevent1qqs26yndea4k5kqweeet5s9wcjf8sp2efsk9juh92mkd3g6qy2zervgzyphw5xhpu0vuzlr5ntd286jr80pzlchtu7kap26grwcrmkqq9jt3wmeanar

2025-03-30T16:13:11Z

NOSTR and lighting protocol make me so excited for the future!

❤️🫂

2025-03-27T11:41:45Z

In reply to nevent1q…kz9k
_________________________

❤️🫂

If someone is willing to give you debt with no carry cost, ie 0% ...

2025-03-26T23:00:45Z

In reply to nevent1q…27ks
_________________________

If someone is willing to give you debt with no carry cost, ie 0% interest, for any decent duration you take it - BTC or not

Must read material. Clearly lots of work and thought went into ...

2025-03-15T23:12:44Z

In reply to nevent1q…3rve
_________________________

Must read material. Clearly lots of work and thought went into it.

What’s up with Japanese bonds?

2025-03-13T14:34:29Z

In reply to nevent1q…7s97
_________________________

What’s up with Japanese bonds?

Nostr event nevent1qqsgn2xxhl6m6js2ylryhajn5956e3d6ju76arcegjemrtflstav8pczyphw5xhpu0vuzlr5ntd286jr80pzlchtu7kap26grwcrmkqq9jt3w82n5m4

2025-03-08T11:42:57Z

You can just keep winning

Nostr event nevent1qqszcjq87w8pauvh5a34a9k4e88y4a28z59gpg4azjnu0j7kp42865gzyphw5xhpu0vuzlr5ntd286jr80pzlchtu7kap26grwcrmkqq9jt3wxwfefw

2025-03-07T19:54:26Z

In reply to nevent1q…w4vx
_________________________

https://www.utilitydive.com/news/data-center-supply-construction-surg-2024-ai-boom-cbre-vertiv-Tecogen/741910/