Not miners,,, but a new internet and computer network?

Promise of future money, promise of future cash flows?

Backed by actual money we actually have –> non toxic money! Capital asset > cost to capital

Journey, mission.

Bitcoin backed securities in the world

Hundreds of trillions of dollars!

Attempt to commit!

.

Become the most loving supportive husband of all time?

Exploiting multi trillion dollar opportunities

Becoming infallible

.

$200T network

Acquire the network

.

Owe $40T or own $40T,

Very strong and powerful financial lever

Tech & finance

Confused.

Kabuki dance

.

Cheerful

4 new asset classes

400,000,000 businesses

Capital creation & innovation

Hyper complicated digital utility smart contract

$40M, $10M a year to be compliant

9:30am-4Pm, tokens solve problem capital access markets

MSTR TOKEN

.

Raise capital, investors or to innovate

You need a legitimate path to do that

400M entrepreneurs

Digital token asset class

.

Crusader

You are responsible for the damage you do 

Free market

.

Consequences

Free market

Tweet a lie

New agency,, no!

Fraud

.

Don’t add more agencies!

Capital market –> free to innovate

Socialist : government decides

.

Regulated entity

Trust

Export $10T currency world

Defective currency

.

400 years

.

Not even 1%

Bitcoin –> competes with capital assets

.

You have to put money somewhere

Less than 1%–> … half percent, to 13% world capital assets

Digital commodity not capital creation

Capital creation vs token

Capital preservation & appreciation –> digital commodity, bitcoin digital savings account

.

Gresham law –> the strongest form of money wins

Commodity to be store of value

.

Just go to sleep for next 30 years?

.

24/7 globally

Last 200 years –> family stay rich forever

Immortal Capital.

How to become immortal

.

Immortal clothing

Immortal body

.

How to never die

.

Grow rapidly!

How to grow more rapidly.

Just bitcoin ***

Don’t ever sell the Bitcoin

Yourself, your own family –> your own nation state

.

August

.

Source of confusion

Only 1 digital commodity

.

Economic death

There’s only 1 universally acknowledged

There is $33B,, no second best!

They’re all going to 0 if store of value or money

.

The free market will choose the strongest!

The free market shall choose the strongest!

.

What is “trust”–>.?

Capital creation

Unlimited Capital creation?

Capital, capitalism is freedom perfected?

Capital is solidified freedom

.

New environments, new techniques & approaches?

New environments, new tactics

New Tactics

.

Everyday just do something!

.

What does it mean to be “disciplined”? 

?

Global Money

After BTC, less than 1%

.

$200T+ network

The ethos of Bitcoin is American . The best! #1

1 or nothing

.

Borrow against it, finance it!

How to generate yield

.

Loan out the capital?

The orange dwarf

Everyone will fail against bitcoin

.

$50k a year out of China

.

Escape velocity

Convert all into digital capital

The genius of digital capital

.

Digital energy network

Digital monetary network

Digital energy, digital capital

Digital defense system

.

…money then becomes defense!

Save up money and capital and savings for the sake of defense

.

Encrypted wall of digital energy

850 exahash

$80b

Sign message with private key

4 years from now

Own cyberspace

Control the network

Sea lanes

Us digital supremacy

.

Why tax digital power ?

Crippling hostile impair

.

Beautiful Women are a great stimulus!

.

$49M bull case

Inflation & Innovation

Innovation & inflation

.

Sea change

Beautiful women checking me out?

.

First time –>

.

2 senators

.

6–> 3,300 spot bitcoin etf

.

Quasi enemies, frenemies

.

Taxonomy & principles of the USA

.

November 5th, 6th–>

Exceeded everyone’s expectations! Every member of the cabinet

Stopped suing us

Positive in a decisive way!

.
.

The genesis of innovation

Constraints, creative constraints

.

Global utility

AirPods Pro’s are magical!

.

Air Force bases

Air Force ,,, engineer –> technology

.

Flight, engineering

Aerospace engineering

Systems engineering

Engineered system

Stable , difficulty adjustment ***

Steam engine

Thermodynamically sound

Adiabatic system –> sealed close system

.

Thermodynamically sound

Think thermodynamics

Aeronautical engineers

Airplane

Stability

Steel is so heavy it crashes ,,, flies not as strong as steel

Steel buildings don’t fly

Merino wool–> Thermodynamically sound …!

Stable, every 10 minutes

Not infinite block space

.

Appreciate the thermodynamic systems

Engineer a family system

Created the perfect monetary network

Steel, want to build manhattan

Perfect money, what am I gonna build

$1B—> $80B

Crypto steel ***

.

Build … buy a bunch of domains

.

Voice $30M, angel for $100M

Public private key cryptography. Fix passwords

Free to 100M

Multi billion thing

Mobile identity

Overthink?

Simple brainless idea –> you have the disruption channel for. Bundle

.

A little before it’s time

.

20 ideas

30s to 50s… inventor

The market will tell you if good idea or not

Don’t be too proud if someone else’s idea .,,

The most ironic outcome is the most likely outcome

Biggest success is someone else’s idea –> wasn’t looking for it

Kicked in the back with Golden Horseshoe

Life raft , life preserver, opportunity, then strategy –> then really good business!

100x!

.

Embrace the new platforms of your generation

.

Alpha Male ***

.

You’ve already won the lottery!

.

LASER EYES

.

Change the world!

Don’t take it for granted

Don’t diversify –>

.

Common element is you.

Fix yourself inside

Become more Stoic!

INSANELY HYPER STOIC

THE HIGHER STOIC.

THE UBER STOIC

STOICER

LASER FOCUSED.

.

Purpose for the accumulation?

More power?

Most certain

MSTU,,, greater Archimedes lever

The Bitcoin Archimedes lever!

Digitally transform the capital markets!

.

Expectation of future cash flows

Value of equity

We have the money now ! 65% money now

Apple is 95% future money

.

Money is toxic in the traditional source

How to excise toxicity from your life

Virtuous clean money

How to become more virtuous

.

Fixed income markets ***

$100M cash flow maybe you’ll get the billion

Credit rating –> expect to get back to pay the bond

$45B of actual money own

I actually own the money!

$5B in collateral , I’m already 5x over collateralized

.

$300T,,, credit ratings. Theory of credit … “promise I’ll get the money in the future”?

.

Create a new theory of credit?

Convertible bond issuer in the world last year, this year?

Most sought after … backed by real money!

.

Backed by what?

My loans are backed by real money I already own!

$21B shelf registration

Attach to preferred stock

2x or 3x good as preferred
.

How to think insanely insanely epic huge?

.

1-4% of fixed income markets

Indestructible balance sheet ***

.

5-10 years,,, MSTU is probably fine

MSTU, good for at least 1 year .

1 year decision
.

Perpetual swap , no covenant

Margin call , no margin call! ***

99% downturn

95% drawdown just be fine

.

Engineering a new system and model

Preferred stock

Greater yield, less risk!

.

Give you money forever

$100B! Not risky

This is an engineered company ***

I’m engineered different

.

STRK. sell more, good for options traders,

Drives up preferred stock

Everything is reflexive, engineered to feed back into it ***

Financial Engineering

Quadriatically engineered

MSTR leverage, drive up demand equity, options , converts –> for the preferred

We want Bitcoin to be volatile ***

100 volatile , most volatile … most desireable stock for a trader!

.

Keep acquiring Bitcoin, never sell the Bitcoin

Capital markets activities

Sell more fixed income instruments

Levered, de lever –>

Not favorable, just wait!

$45B company growing 60% a year! ***

60% growth a year doing nothing?

95% growth a year, 200% growth a year?

Delicate balancing

.

Every stake holder

.

6 month plan

.

Those things keep me up at night

.

20x leverage 30 day option position –>

.

Create most shareholder value for common stock, respect very very transparent

Don’t trade options

.

3 years,,, in 6 months

.

Keep your options open ***

Business –> keep your options open

.

The cardinal sin,

.

Never commit to do anything! ***

Create the most optionality as possible

Demand, right terms ,,, maybe never?

100000% optionality?

Renting is pure optionality

Owning a house ,,, no optionality

.

Don’t be a fool!

Surprise?

Take the money!

We create optionality

.

be very nimble!