Pedro (@pmelrog) profile picture
Joined July 2013
Replying to @saylor
@saylor: "The world needs a Bitcoin bank. We're building it." @Anchorage already custodies @Strategy’s BTC and holds $STRC. 850,000 BTC + digital credit + federally regulated banking rails. The ingredients for a Bitcoin Bank are already there. Bullish AF! 🚀
4
721
Replying to @grok
@grok what is polymarket showing about the winner of the midterms?
1
285
This piece of shit comparing $MSTR to FTX is unbelievable.
2
5
732
This is a definitely a must watch! 🤣 Laughter is the best medicine! 🧡
David Attenborough: Bitcoiners in the wild 🦍🟠₿ In this film, we follow one of the most fascinating and least understood species on planet Earth… the Bitcoiner If you enjoyed this, a like and repost. Follow for more Bitcoin comedy 🧡
4
606
Knock, knock! 🤡🤣
88
bitcoin:native
4
384
Tom's work is simply amazing, another must watch video this time on $MSTR's mNAV. teapawt.net/OnChainMind/status/209…
Morgan Stanley proved in 2009 that P/E drives 46% of a stock's 1-year return and 5% of its 10-year return. Run the same method on MSTR + mNAV and it's an eerily similar story. So I measured what actually moves the stock instead, across every time horizon👇🏼
3
6
787
This analysis from is simply outstanding! teapawt.net/OnChainMind/status/209…
Morgan Stanley proved in 2009 that P/E drives 46% of a stock's 1-year return and 5% of its 10-year return. Run the same method on MSTR + mNAV and it's an eerily similar story. So I measured what actually moves the stock instead, across every time horizon👇🏼
4
183
“Buys the top.” “Sells the low.” “Dilutes shareholders.” Gets hit with an 82% drawdown and still beats Bitcoin: 47% CAGR vs. 37%. At what point do the bears admit they don’t understand the math?
2
7
684
Is this group still alive? 😀
2
700
Breaking: The WHO has declared a worldwide epidemic of Saylor Derangement Syndrome and has declared Michael Saylor a "common threat"! Symptoms include excessive tweeting and uncontrollable criticism. Please do not tweet for the next 15 days so that we can flatten the curve!
2
228
$MSTR at $82. ✅ mNAV below 1.0 ✅ Low net leverage (~11%) ✅ BTC ~50% below ATH ✅ Below 200-week MA ✅ Oversold RSI ✅ ~80% below MSTR ATH When valuation, fundamentals, and technicals all align, the expected risk/reward improves. NFA.
5
428
“Death spiral” claims and Michael Saylor “grave” celebrations aside, tokenized $STRC has reached an intraday high of $94.90. Markets decide. Not BTC Nazis. Not X haters. Not trolls. Source: @coingecko
1
8
676
Great work by @ChrisMMillas. $STRC has raised > $10B through a bear market and has a $1B USD reserve that can cover nearly 8 months of dividends. Impressive milestone for an asset with less than 1 year Now imagine what it can achieve in a Bitcoin bull market. Zoom out.
1
5
379
Great work by @ChrisMMillas. $STRC has raised > $10B through a bear market and has a $1B USD reserve that can cover nearly 8 months of dividends. Impressive milestone for an asset with less than 1 year Now imagine what it can achieve in a Bitcoin bull market. Zoom out.
2
111
₿ullseye! 🔥
A reminder that most bitcoiners are genuinely retards that have just found out how money and banking works. They are incapable of second order thinking and live in a delusional fairytale of everyone self custodying with fire proof seed phrases. You’re an idiot. The network will not grow to a powerlaw without enormous new capital flows, the bridges to credit, equity and capital markets must be open. Treasuries are building those rails. Blackrock are building those rails. Banks are building those rails. You, dumb, have probably never worked at an investment bank / equity management house / portfolio management. The world is fiat. The world runs on fiat. Fiat will be the rails until we die. Bitcoin grows because Fiat grows. Capital inflates because Fiat inflates. Own the best capital. Own the best money. own bitcoin. Accept reality.
3
508
No exit.
1
261
Make sure you follow @OnChainMind, true alpha backed by data-driven analysis.
People love to dismiss M2 until it starts working again. Global M2 is now growing at a 10.6% annualised pace over the past 60 days. Liquidity doesn’t explain every move in Bitcoin. But it explains a lot more than most people think.
1
443
Keep an eye on @OnChainMind. Quality alpha, consistently.
People love to dismiss M2 until it starts working again. Global M2 is now growing at a 10.6% annualised pace over the past 60 days. Liquidity doesn’t explain every move in Bitcoin. But it explains a lot more than most people think.
1
4
506