DotKrueger
@dotkrueger.bsky.social
Investor. Not Financial Advice.
Bitcoin maxi. Stanford PhD.
I am dotkrueger on X.
Other links in my website below:
https://fredkrueger.org
Bitcoin maxi. Stanford PhD.
I am dotkrueger on X.
Other links in my website below:
https://fredkrueger.org
yeah. have you been censored?
November 22, 2024 at 9:51 PM
yeah. have you been censored?
Mark - are you a believer in Bitcoin ?
November 20, 2024 at 6:29 AM
Mark - are you a believer in Bitcoin ?
5. Lending will become a serious business.
Likely it will be dominated by lending against ETFs, but decentralized lending protocols will also see great adoption.
Likely it will be dominated by lending against ETFs, but decentralized lending protocols will also see great adoption.
November 20, 2024 at 6:27 AM
5. Lending will become a serious business.
Likely it will be dominated by lending against ETFs, but decentralized lending protocols will also see great adoption.
Likely it will be dominated by lending against ETFs, but decentralized lending protocols will also see great adoption.
4. The real engines of growth will be IBIT and FBTC.
BlackRock and Fidelity, not MSTR, not corporate buying, and not sovereigns will prevail. The next big bulk of buyers will be advisors, and high net worth ETF buyers.
BlackRock and Fidelity, not MSTR, not corporate buying, and not sovereigns will prevail. The next big bulk of buyers will be advisors, and high net worth ETF buyers.
November 20, 2024 at 6:27 AM
4. The real engines of growth will be IBIT and FBTC.
BlackRock and Fidelity, not MSTR, not corporate buying, and not sovereigns will prevail. The next big bulk of buyers will be advisors, and high net worth ETF buyers.
BlackRock and Fidelity, not MSTR, not corporate buying, and not sovereigns will prevail. The next big bulk of buyers will be advisors, and high net worth ETF buyers.
3. There will be a bear market of -50% sometime in the next 3 years.
But perhaps not in 2026. I remain a believer in some form of a "super-cycle", but one in which the Power Law is respected. In that bear market, MSTR will revert to a 1 multiple. Or lower.
But perhaps not in 2026. I remain a believer in some form of a "super-cycle", but one in which the Power Law is respected. In that bear market, MSTR will revert to a 1 multiple. Or lower.
November 20, 2024 at 6:27 AM
3. There will be a bear market of -50% sometime in the next 3 years.
But perhaps not in 2026. I remain a believer in some form of a "super-cycle", but one in which the Power Law is respected. In that bear market, MSTR will revert to a 1 multiple. Or lower.
But perhaps not in 2026. I remain a believer in some form of a "super-cycle", but one in which the Power Law is respected. In that bear market, MSTR will revert to a 1 multiple. Or lower.
2. MSTR will stop at <500K BTC
MSTR will deploy 100 Billion, but the next 300K BTC will be much, much more expensive, and the multiple will contract faster than people expect.
MSTR will deploy 100 Billion, but the next 300K BTC will be much, much more expensive, and the multiple will contract faster than people expect.
November 20, 2024 at 6:27 AM
2. MSTR will stop at <500K BTC
MSTR will deploy 100 Billion, but the next 300K BTC will be much, much more expensive, and the multiple will contract faster than people expect.
MSTR will deploy 100 Billion, but the next 300K BTC will be much, much more expensive, and the multiple will contract faster than people expect.
in the white paper there is no cap
November 20, 2024 at 6:20 AM
in the white paper there is no cap
The feed side of it seems a bit broken for me as a noob, but everything else screams "killer app"
November 20, 2024 at 6:19 AM
The feed side of it seems a bit broken for me as a noob, but everything else screams "killer app"
although there are no bitcoin in the source code. only sats.
November 20, 2024 at 6:16 AM
although there are no bitcoin in the source code. only sats.
the flywheel blowing up has been a part of each down market
- mt gox 2014
- icos 2018
- gbtc 2022
- mt gox 2014
- icos 2018
- gbtc 2022
November 20, 2024 at 5:42 AM
the flywheel blowing up has been a part of each down market
- mt gox 2014
- icos 2018
- gbtc 2022
- mt gox 2014
- icos 2018
- gbtc 2022