CoinDesk hat die Zahlen gerade aufgeschlüsselt. Um bis Ende 2026 1 Million BTC zu erreichen, muss Strategy etwa akquirieren 6.000+ BTC pro Woche, jede Woche, für den Rest des Jahres.
Dabei handelt es sich entweder um die disziplinierteste Kostendurchschnittsoperation in der Unternehmensgeschichte oder um eine wöchentliche Zuteilung von einer halben Milliarde Dollar, die auf Autopilot läuft. In jedem Fall ist das Engagement außergewöhnlich. Vollständige Aufschlüsselung über The Big Coin Report: bigcoinreport.com/story/660002
Was denken Sie? 1 Million BTC bis EOY 2026 sind bei diesem Tempo realistisch, oder funktioniert die Rechnung nur, wenn BTC innerhalb der Bandbreite bleibt? Was bedeutet das für den BTC-Preis?
The math behind Strategy's path to 1 million Bitcoin by end of 2026
byu/1stplacelastrunnerup inCryptoCurrency
4 Kommentare
I don’t think it means a lot for Bitcoin’s price. They are running a gamble, it if collapses, their money could evaporate way to fast to get out.
Sure, go for it…… supply shock incoming, first slowly, then suddenly
So if they manage to borrow another $50 Billion @10% interest rate, + $8 Bil, that’s $5.8 billion in interest every year.
Since Bitcoin doesn’t pay any interest or dividend, they have to borrow that amount, each year, to pay interest.
Currently, it’s $800 mil per year in dividend and interest. Every year, their cost of carry their Bitcoin is $2,400 per Bitcoin.
As soon as there is a financial crisis and nobody is willing to give them money, they will have to halt dividend (which accumulated) and interest. They will have to start selling their bitcoin. Which will start a negative self reinforcing cycle of lower prices, selling pressure, lower prices, more selling pressure. Until bitcoin goes down and every common shareholder is wiped out, and then the preferred and bondholders will fight it out.
Is it true that Michael Saylor has already cashed out well over three hundred and fifty million dollars from his Strategy company as *compensation?*