Eyes on MSTR becoming the largest US company. New Carry Trade?
- MSTR meets FASB to be included in SP 500 allocation.
- DTC collateral rule does not apply to MSTR making it one of the one options to buy Bitcoin.
- 19.32% shorted.
- EPS should come out extremely elevated.
- 24 year MEGA trend on MSTR showing a completely new movement away from its prior values.
- Japan carry trade is now in chaos meaning rebound US bond selling will occur, YCC + QE in the USA capital needs new markets, Bitcoin and MSTR is that market.
Hong Kong to launch ETF's tomorrow allowing the the other largest capital in the world to flow into Bitcoin.
Michael Saylor is a genius using non ETF collateral, forcing MSTR share buying allowing excess capital debt to use senior convertible debt to allocate to Bitcoin.
Bitcoin rises > MSTR rises + valuation > more debt corporate debt to buy Bitcoin > Bitcoin rises.
Now include MSTR into the SP500 where the higher its market cap rank is the more capital allocation is involved.
Now add the premium MSTR will be trading at from institutions looking to get BTC exposure.
The outcome is simple if Bitcoin continues to grow through this year like it has prior, MSTR will become the largest US company by market cap.
MSTR is a reserve repo for Bitcoin & a reserve bank for Bitcoin.
I'm long MSTR willing to call it early that Michael Saylor may have designed the best trade on Bitcoin in history.
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