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James Chanos Profile picture
James Chanos
@RealJimChanos
Aug 13, 2025 • 5 tweets • 1 min read
More financial nonsense from Saylor to justify paying $1.70 for $1.00 of Bitcoin. Credit Amplification? Not only is $MSTR not very leveraged (net debt + pfd is only 11% of enterprise value), but investors can borrow themselves to buy bitcoin, at rates lower than SMSTR’s 10-12%. (2) Options Advantage/Passive Flows? Derivatives are already available on Bitcoin, and will increase with time. More importantly, the temporary lack of access to them or inability of certain investors to buy Bitcoin is more a disadvantage to those investors, not a plus for $MSTR.
Feb 17, 2025 • 9 tweets • 2 min read
Has there ever been a private citizen with as much political power in a heavily-indebted global superpower as Elon Musk has today? I can think of one good example…John Law. Image (2) The wealthy Scottish-born Law (who was technically a fugitive from justice in Great Britain) was introduced to the Duke of Orleans (who was regent for the young Louis XV) by…wait for it…the Doge of Venice!
Nov 19, 2024 • 4 tweets • 1 min read
Go on… Image (2) Ah, ok…because Bitcoin Purchases = Revenues. Got it. $MSTR #Bitcoin Image