Bitcoin, $MSTR, Chemical Engineer. Seeker of sun, beaches, & tropical locations.
MSTR
Joined March 2021
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10 Year $MSTR Price Model, NFA, hypothetical model only, DYOR:
Key Assumptions & Drivers:
1. The $BTC power law model is valid and continues for the next 10 year years with a base case of the PL trend, bear case of the 5% floor, and bull case +1 St. Dev above the PL model price.
2. NET mNAV is: 1.0x for bear case, 1.3x base case, 1.6x bull case
3. Amplification reaches between 50-60% as management has previously guided as a long term target. The model assumes it takes 5 years to reach this range.
4. BTC/share increases at 10% per year, also in accordance with management’s stated goals of doubling BTC/share in about 7 years.
Outputs shared below. I will be publishing an in depth, full research model soon.
Strategy Dude retweeted
Chamath is right. Bitcoin will get hacked by AI agents.
That’s why I keep a large hoard of cash in my Chase bank account. There’s no way an AI will be able to hack that.
@strategy as previously indicated they aim for a 50% to 60% amplification ratio over time.
The @Giovann35084111 Power Law model for $BTC is currently around $156,974 per coin…Bitcoin is currently ~48% off. It won’t last forever and neither will $MSTR around $150/share.
bitcoin:native power-law research has a bigger stage.
Santostasi & Perrenod’s Oct. 15 paper fits BTC’s 2010–26 price to time^5.69 (R²=0.961). The Scientific Bitcoin Institute scheduled its launch for Oct. 20.
Bitcoin’s autopoietic nature and power law trajectory will provide a long term path for $STRC to deliver reliable yield and rocket fuel for $MSTR to become a multi-trillion market cap company.
Elon is a closet bitcoiner, even though he owns it but seems to hate on it, I think he secretly loves it.
