Marius Schober (schober)

Marius Schober

Embracing the Mysteries, Unveiling the Realities

22 Followers

Recent casts

Why are people here, using Farcaster, and not Nostr? (I'll ask the same inverse question on Nostr)

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MSTR market cap (57B) is now lower than their BTC holdings (65B). Perhaps I don't really understand MSTR investors, but they are in a dilemma: psychologically Michael Saylor must buy a large amount for any remaining trust -- but financially based on stock performance they should not. Purely based on this, MSTR might look undervalued at first, but it ALL depends on investor conviction on BTC. (And this conviction also depends on Michael Saylor buying or not.) If you add a margin of safety (short term dips to $70k - $80k BTC) then conservatively MSTR BTC holdings are worth $42B - $8B debt = intrinsic value of $34B. Pure speculation at this point.

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Top casts

People in D.C. are super smart. You have a drink with some sort of Georgetown grad who works at the State Department—it's very impressive. They're articulate, they went to the right schools, they understand the nuances of deterrence theory, they know something about the Peloponnesian War. And if you lived in a world ruled by them, the probability of nuclear war would approach.

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Violence? Nobody says stop the violence. Everybody is saying stop the GENOCIDE.

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Onchain profile

Ethereum addresses