will25u said:

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TxAG#2011 said:

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Toshi going nuclear and my analysts indicate it could go a heck of a lot higher

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Thanks for the info!

I'm up 100+%!

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Currently sitting on like a 6 - 7 bagger which has now turned into some serious money

Not selling yet still think we are hitting a billion MC

Keep 'em coming. Earlier next time.

an explanation of what IBIT's in-kind ruling actually means:

Wow. Way too many questions and this stuff goes pretty deep in the weeds. So i'll keep it high level and answer "What does this mean?"

Not all that much for individual retail investors. Mostly what it means is that ETFs should trade even more efficiently than they already do… pic.twitter.com/LWYsKmo5sH

— James Seyffart (@JSeyff) January 24, 2025

Thread...

With these licenses, Ripple can now offer licensed cross-border payment solutions to banks & crypto firms in both states using $XRP & $RLUSD. Their customers are lining up for real-time global payment options.
2/14🧵

— Matthew, MBA | Registered Investment Advisor 📈 (@matthewDWP_) January 27, 2025

That's big.

will25u said:

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Thread...

With these licenses, Ripple can now offer licensed cross-border payment solutions to banks & crypto firms in both states using $XRP & $RLUSD. Their customers are lining up for real-time global payment options.
2/14🧵

— Matthew, MBA | Registered Investment Advisor 📈 (@matthewDWP_) January 27, 2025

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I can't wait for this to pay off

What an unfortunate time for the market to take a big steaming dump.

Sold a bitcoin last week I will buy back if we get to low 90s. Deepseek these balls

XRP about to run?

🚨JUST IN: CTO of @Ripple - David Schwartz posted this video on X!

It sounds like the SEC v. Ripple case is over! 👀 #XRP pic.twitter.com/c30eHixbjS

— JackTheRippler ©️ (@RippleXrpie) January 27, 2025

🚨BREAKING: The pro-crypto Senate Banking Subcommittee has officially been released! #XRP pic.twitter.com/VQXlnSrXPd

— JackTheRippler ©️ (@RippleXrpie) January 27, 2025

will25u said:

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🚨BREAKING: The pro-crypto Senate Banking Subcommittee has officially been released! #XRP pic.twitter.com/VQXlnSrXPd

— JackTheRippler ©️ (@RippleXrpie) January 27, 2025

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can we get some people without grey hair as representatives for something digitally based

Got confused for a second or two thinking of Ripple wine that was popular back in the 70's during my time at A&M.

Saw this article from Forbes boldly claiming a crypto crash

https://www.forbes.com/sites/digital-assets/2025/01/27/sudden-fed-financial-crisis-fear-sparks-huge-bitcoin-and-crypto-price-crash-prediction/

Quote:

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I am calling for a $70,000 to $75,000 correction in bitcoin [and] a mini financial crisis," Hayes, a cofounder of bitcoin and crypto derivatives pioneer BitMex who went on to set up the Maelstrom investment fund, posted to X.

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Tucked in at the end of the article:

Quote:

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However, Hayes said he believes the Fed will resume "money printing that will send [the bitcoin price] to $250,000 by the end of the year."

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I've been in crypto half a decade now and I still don't understand XRP lol

@NFLPlayerProps said:

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Quote:

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Peers might be other miners or equities with biz models that make them proxies for bitcoin. I think MSTR D/E is 1.3 recently.

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MSTR's current debt to equity ratio is about 0.13. You missed by 1,000%

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You sure about that?

Go to financials > ratios then report back to us what you found.

https://stockanalysis.com/stocks/mstr/financials/ratios/

Yukon Cornelius said:

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I've been in crypto half a decade now and I still don't understand XRP lol

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XRP would be a lot farther down the line(3-5 years) if it weren't for the SEC going after them.

But it really seems to be coming together now for them.

FobTies said:

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@NFLPlayerProps said:

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Quote:

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Peers might be other miners or equities with biz models that make them proxies for bitcoin. I think MSTR D/E is 1.3 recently.

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MSTR's current debt to equity ratio is about 0.13. You missed by 1,000%

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You sure about that?

Go to financials > ratios then report back to us what you found.

https://stockanalysis.com/stocks/mstr/financials/ratios/

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At the time I posted, MSTR owned about $48.4B of BTC compared to just $6.2B of debt.

Reading their financial statements doesn't tell the entire story because they haven't yet adopted the new FASB accounting standards for bitcoin, in all their reporting to date it was still classified as an intangible asset. So they had to report the value of their bitcoin at cost less impairment, meaning the bitcoin's value had to be reported at the lowest price it has reached since they purchased it instead of its actual current value. So, for example, all of the bitcoin they bought between August 2020 and November 2022 had to be valued at the bear market low of $16k each instead of $100k+

New FASB standards instruct companies to measure bitcoin at fair value each quarter. February 5th will be MSTR's first earnings report that incorporates these new rules.

Ah I see, you wanted show how all the current reporting is 1000% wrong bc FASB standards will roll out in future, to change reporting. Great.

I don't really care about accounting changes. I generally believe all fundamentals are already factored into the price of stocks, with movements more based on technicals, sentiment, and news.

My point was pretty simple about how MSTR is leveraged and obligated to pay bondholders in stock or cash. IF MSTR stock crashes, they will want cash/BTC. That's it. It's a great leveraged model if MSTR continues to go up, but it can potetially become an issue if MSTR crashes in a meaningful BTC correction.

Ok, you win. MSTR isn't highly leveraged BTC, they actually are under leveraged as you say.

Saylor's strategy to use MSTR stock as collateral to buy BTC at spot/highs is not "unprecedented leverage", as I claimed. Double win for you sir.

XRP Community Day tomorrow. Seems like a lot of smoke for some interesting updates tomorrow.

Could also be nothing.

SEC Settlements start rolling out…

Here we go… 😎🔥🥂 https://t.co/CbkkoxnpPz

— Chad Steingraber (@ChadSteingraber) January 28, 2025

Story is real, on Reuters site now. pic.twitter.com/9VWw22IIaR

— Radar 𝘸​ Archie🚨 (@RadarHits) January 28, 2025

**** off france

Seems like Powell had a talking to about BTC. Less outspoken against it, more about knowing his role on sideline. Probably Scotty B in his ear.

Will be interesting to see as we get closer to a gov buying program debate, if he chimes in, or maintains same tone.

JUST IN: 🇺🇸 Federal Reserve Chair Jerome Powell says "banks are perfectly able to serve crypto customers." pic.twitter.com/IiFJhA8Qg3

— Watcher.Guru (@WatcherGuru) January 29, 2025

26% of TSLA's earnings this quarter came from adopting the new FASB standards for their bitcoin. MSTR holds almost 40x more bitcoin than TSLA. Next report from MSTR is one week from today.

Probably why we seeing a little rally

Please elaborate. What are the new standards?

See my post at 5:11p on 1/27

Thank you.

Possibly

PA24 said:

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@NFLPlayerProps said:

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FobTies said:

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@NFLPlayerProps said:

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Quote:

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Peers might be other miners or equities with biz models that make them proxies for bitcoin. I think MSTR D/E is 1.3 recently.

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MSTR's current debt to equity ratio is about 0.13. You missed by 1,000%

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You sure about that?

Go to financials > ratios then report back to us what you found.

https://stockanalysis.com/stocks/mstr/financials/ratios/

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At the time I posted, MSTR owned about $48.4B of BTC compared to just $6.2B of debt.

Reading their financial statements doesn't tell the entire story because they haven't yet adopted the new FASB accounting standards for bitcoin, in all their reporting to date it was still classified as an intangible asset. So they had to report the value of their bitcoin at cost less impairment, meaning the bitcoin's value had to be reported at the lowest price it has reached since they purchased it instead of its actual current value. So, for example, all of the bitcoin they bought between August 2020 and November 2022 had to be valued at the bear market low of $16k each instead of $100k+

New FASB standards instruct companies to measure bitcoin at fair value each quarter. February 5th will be MSTR's first earnings report that incorporates these new rules.

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If that is truly the case, this stock would explode on or before Feb 5th?

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$100K/16K is 6.25x
$48B/$3B= 16x

If all thinks equal, they will report 6.25 x 3.08 = $19.25B not $48.4B,

Where did you come up with $48B per your post above?

https://www.mstr-tracker.com/

Here's a good source for their data