Many users praised Saylor's explanation of BPS, CEBE BPS, and BTC Yield metrics for Bitcoin holdings as clear and insightful, while others rejected the metrics as overly complex fraud or irrelevant to share price.
The shorter the liability duration, the more CEBE matters. The longer the duration, the more BPS matters. If claims came due today, CEBE BPS would be the more relevant metric. If BTC outpaces dividend obligations, BPS better captures common equity upside.
@saylor It's just a fancy way of saying you're printing shares to buy the dip. If BTC Yield drops, does the "conservative" CEBE metric even matter?
How about doing something positive for the common shareholder, instead of your continual waffle on metrics. BPS is a nice to know, but in the event of a catastrophe the common shareholder would get very little benefit, if anything. It’s time to reward the common $MSTR shareholders by doing something practical like a share buyback, as we have maximum skin in the game and the most to lose.
@Choco6443489431 @saylor CEBE & BPS aren't buzzwords – they're the scaffolding big players use to build real Bitcoin exposure. If you're not parsing them, you're trading on vibes while they stack sats. Wake up before the s...
@saylor Saylor my father
@Lyndonx @saylor I'm 5. I didn't understand.
@saylor Most people hear "BPS" and "CEBE" and scroll past. That's exactly why they'll miss the next cycle. Understanding how Strategy measures Bitcoin performance is understanding where institutional money is going. Save this. Thank me later. 🔖
@saylor Appreciate you laying this out so clearly. These distinctions are important as more public companies adopt Bitcoin strategies. 🚀
@saylor Bro is daily aura $Gambling
You need to chill brother
You ain’t gon have any aura left to gamble
@saylor Sounds like BPS is the headline act and CEBE is the backstage pass after the debt curtain drops.
@saylor Put that in your model and smoke it!
@saylor BPS in your case is worthless. Fake metric.
BPS would only be true if Bitcoin would be redeemable for shares. You can twist as you do, but that is going into cope territory, don't lose your shet
@saylor Let’s do it properly. NAV = BTC + Cash - Debt - Liabilitues. mNAV = market cap / NAV CEBE = NAV/share i(n bitcoin) Gross BTC Multiple (GBM) = market cap / BTC held If GBM > 1 then selling equity is +BPS + NAV/share If GBM < 1 & mNAV > 1 then selling equity is -BPS +NAV/share
@saylor @Grok, are these acronyms tools for the Financial Industrial Complex to adjust to what they want?
@saylor @BitStrategy21 如果以币本位来做投资决策，那目前CEBE BPS数据是一个可以买入MSTR的区间了。
@saylor Fuck Bitcoin.
Buy Ethereum and $YEE, $AIB.
@saylor @grok are claims for loans?
@saylor When you will buy BTC again so I could short it or the next 3 months?
@saylor is there a PPR? Promises per Retard? is greater than PPRwUTXOs Promises per Retard without UTXOs...
Your account is now comedy gold... "But, wait!! Darrres more!!"
@saylor Imagine a fraction of those millions accidentally landing in my wallet. But with my brutal luck, the universe would probably announce Doomsday the exact same day. Even the impossible has a glitch when it comes to me.