So I’ve always been a technologist, I’ve always had a passion for technology computers the internet etc. ever since I was 11-year-old 12-year-old kid.
Every single morning without fail I always check out the apple.com website, then the tesla.com website, now the michael.com website, now, Michael Saylor’s Twitter (@saylor)— or https://x.com/saylor
The difficult thing is everyone is always waiting for the next revolutionary Apple product, but now that Steve Jobs is dead and Jony Ive is no longer there… Apple is a slowly sinking ship. I think the only thing we should ever expect from Apple is slightly better iterations of iOS, iPad iPadOS, slightly marginally 3% better iPhones every quarter etc.
Tesla, I love it and I love Elon… But still here, innovation is too difficult too hard, because you’re bound by the laws of physics. Even the other day in San Jose we went to Santana Road, and we saw the new cyber truck with the mat green rep, which is actually super interesting because apparently the vinyl covering is self healing or something? Not 100% sure how the physics or laws of physics works here, but still… Really cool. Anyways, Super excited to actually jump into the cyber truck, and once I got in, it was a bit anticlimactic, a bit underwhelming. In fact I prefer being in the interior of a Tesla model X, the cyber truck just feels like you’re in a sedan, Like a Camry or an accord etc. what is interesting about the cyber truck is that it has such an insanely interesting alert from the outside, but finally when you step inside and you’re actually in the car… Once again, a bit anti-climatic and a bit boring?
So then what becomes fascinating about bitcoin is that it is always the topic on everyone’s radar. Even my uncle, 67 years old, and he was a gold jeweler for almost 35 years, even he is interested in bitcoin! I’ve been spending a lot of time with him this past weekend, teaching him everything about bitcoin, micro strategy, and even coming out with any of the two investing strategies so he could retire and stop working, and also, for him to actually purchase the assets. Signing up Coinbase, buying his first $4500 of bitcoin, which is good because it is already up, and also, helping him set up a normal stock market trading account so we could buy some micro strategy stock. I think with my uncle because he’s trying to look at the 3 to 5 to maybe 10 your time horizon, even he came out with the idea which is pretty smart, half in bitcoin, half micro strategy stock. I think this is a good hedge because it is a combination of high yield, high velocity, And also high volatility which is good. If you want if you want about 75% guaranteed yield, ARR, annual rate of return, having a split of 50% bitcoin and 50% micro strategy stock is the way. If you want a more conservative, risk free return, around 55% ARR, just 100% bitcoin, if you want about 105% AR, go 100% micro strategy, once again, more risk and more volatile, but it will give you superior yield performance because it is a Security, and also the way that micro strategy is structured they are about 150% levered long bitcoin.