Dan Hillery @Danny85732 Twitter profile

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Dan Hillery

1 month

Last night I was told to diversify into an index fund. "with all that money you made from Bitcoin, you could just diversify it." Uh, what, the money is directly thanks to Bitcoin and you're telling me to put it into zombie companies.

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Dan Hillery

@Danny85732

1 month

I have friends who think it's funny that I'm into Bitcoin. I don't share that much about it with them. I sometimes make jokes about it, but quite frankly, I don't think there is anything funny about it. I just wonder, how are you laughing? You are getting f**ked by inflation,

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Dan Hillery

@Danny85732

2 months

The hardest part about this trade, about Bitcoin, etc, is just staying quiet. I have always been quite an alternative thinker and am on a different path than most of my peers, for better for worse. I just got back from a yacht club dinner. These events always remind me how

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Dan Hillery

@Danny85732

1 month

Bitcoin and MSTR are the only things in the market which I can identify as undervalued. Insane.

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Dan Hillery

@Danny85732

2 months

Insane. MSTR has broken the market.

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@ryQuant

2 months

"We are just going to keep generating more BTC per share anyway we possibly can, by selling the volatility of the asset class [BTC] and then sweeping it into the underlying asset --> $MSTR." - @saylor today on CNBC

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Dan Hillery

@Danny85732

4 months

If you buy bitcoin it helps mstr, If your company puts bitcoin on the balance sheet, it proves mstr’s point AND is a Bitcoin purchase and pumps MSTR, And if you purchase MSTR itself you fund their purchasing of more bitcoin which pumps Bitcoin which helps MSTR. I am finally

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Dan Hillery

@Danny85732

4 months

4.5MM per Bitcoin according to power law in 2040.

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Dan Hillery

@Danny85732

2 months

I am quite happy with my extremely aggressive allocation to MSTR.

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Dan Hillery

@Danny85732

2 months

I literally can't imagine investing in anything, that doesn't have to do with Bitcoin. I keep thinking and thinking and thinking, only to come to the conclusion that if you are Bitcoin only (includes MSTR), have emotional discipline, and patience. You can't lose.

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Dan Hillery

@Danny85732

3 months

In the years to come. Bitcoin and MSTR will have looked so obvious. People will be kicking themselves.

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Dan Hillery

@Danny85732

17 days

It's almost time for the fun to begin $MSTR

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Dan Hillery

@Danny85732

2 months

I believe in Bitcoin, therefore I believe in the only company that owns over 1% of it's total supply.

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Dan Hillery

@Danny85732

2 months

Sometimes it hits me That it’s not normal to have 120% of my net worth in Bitcoin and MSTR.

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Dan Hillery

@Danny85732

28 days

I keep having these thoughts that creep into my head... "What if Bitcoin doesn't ever go higher? What if this was just a dream?" "Am I crazy?" Then I try to calm down because I realize that these thoughts are exactly when things start to get better.

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Dan Hillery

@Danny85732

2 months

Microstrategy owns 12.21X more Bitcoin than Marathon Digital Holdings, Yet it's market cap is 6X that of MARA.

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Dan Hillery

@Danny85732

3 months

I wasn't following MSTR during the Silvergate Bank collapse. MSTR had taken a $205M loan from Silvergate with a floating interest rate set by adding 3.7% to the Federal Reserve' Secured Overnight Financing Rate. They posted their Bitcoin as collateral, and had a 5MM cash

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Dan Hillery

@Danny85732

17 days

If there is no civil war after the election, Bitcoin 300K in a year.

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Dan Hillery

@Danny85732

1 month

My friend is a financial advisor. He said they were just approved for Bitcoin ETF in "high risk" portfolios. Next 12 months will be unreal.

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Dan Hillery

@Danny85732

2 months

Bitcoin's going to triple this year.

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Dan Hillery

@Danny85732

3 months

I think Bitcoin triples from here by June next year, Just a gut feeling.

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Dan Hillery

@Danny85732

21 days

Once the market realizes Bitcoin will go up forever, & MSTR will acquire more Bitcoin forever, Repricing will happen quickly.

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Dan Hillery

@Danny85732

17 days

The normies don't get it. The money's fake, it's unlimited, and there is one company who's balance sheet is undervalued relative to it's hard assets. IYKYK

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Dan Hillery

@Danny85732

3 months

What are people going to be saying when MSTR does a 6X in the next 18 months. I bet there will be a lot of hate, saying it's a garbage company and that it's overvalued, blah, blah, blah

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Dan Hillery

@Danny85732

2 months

I have a friend who has worked in software his entire life. He knows that I have been in Bitcoin for a while. He always gifts me books about blockchain, typically by authors who run crypto VCs, that attempt to highlight the deficiencies of Bitcoin. Most of these sorts have

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Dan Hillery

@Danny85732

3 months

Microstrategy stock split. Looks like we are going to make it.

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Dan Hillery

@Danny85732

22 days

$250 MSTR share price if Bitcoin hits All Time High again. (based on very weak data from the last time Bitcoin moved from 60k to 69k). Good things on the horizon.

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Dan Hillery

@Danny85732

21 days

My friend texted me today and said, I think we better buy as much Bitcoin as possible, or we will be slaves. (I agreed).

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Dan Hillery

@Danny85732

4 months

Episode #60 MSTR is going higher than people think. This is the first cycle where MSTR has significant exposure to Bitcoin. Even using conservative figures, an MSTR price of 10K/share seems reasonable. Black swan events aside. I don't know where else you could go to find a

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Dan Hillery

@Danny85732

10 days

I am of the opinion that options trading on IBIT, may in fact be as, if not more important than ETFs themselves.

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Dan Hillery

@Danny85732

3 months

Sometimes I forget that people think money has other purposes besides buying MSTR and Bitcoin. Blows my mind.

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Dan Hillery

@Danny85732

2 months

It seems a bit silly to be actively trading right now. We know that one of the greatest pumps in BTC and MSTR history is on the horizon. The most disciplined moved just seems to do nothing.

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Dan Hillery

@Danny85732

3 months

This whole Mstr thing is difficult to comprehend, because there really is no parallel in history to the current setup. We have never had perfect digital money, Nor have we had a company that owns a ton of it.

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Dan Hillery

@Danny85732

4 months

Holding MSTR over the next 10 years will be the most profitable decision/ action/ job We ever choose to pursue.

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Dan Hillery

@Danny85732

2 months

Bitcoin Bubble Indicators: @ChrisMMillas -Best single document that highlights all the reasons to invest in MSTR. @apsk32 -Years ahead of power law support -Incredible visualization of Bitcoin bubbles according to power law. (Bitcoin 2025 cycle top somewhere between 200K &

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Dan Hillery

@Danny85732

1 month

After reading “The Mobile Wave” I am on Saylor’s team for two reasons. 1) He was right about the companies monopolizing mobile computing would be hugely valuable. 2) He was able to make money off of this knowledge 500MM The second point really sticks for me. You can be

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Dan Hillery

@Danny85732

2 months

Documenting our belief in MSTR, so in ten years people can look back on these archives.

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Dan Hillery

@Danny85732

4 months

MSTR is sprinting in a race that others don't even know has begun yet. It's like running around the track, while the competition is sitting in traffic late to the track meet.

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Dan Hillery

@Danny85732

20 days

The only winner in this entire disaster are those who own Bitcoin.

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Dan Hillery

@Danny85732

5 months

Andrew Tate is on Rumble explaining Roaring Kitty's GME short squeeze to millions. FOUR LETTERS. MSTR

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Dan Hillery

@Danny85732

21 days

The people I know who were into crypto, are slowly starting to only care about Bitcoin.

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Dan Hillery

@Danny85732

3 months

I don’t have much else to say, Except next year by this time, Each one of our lives will look very different than it does today.

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Dan Hillery

@Danny85732

2 months

I buy MsTr now, Because others will buy it later. Simple. Stocks go up or down, MSTR will go up, Simple.

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Dan Hillery

@Danny85732

18 days

Bitcoin's going to $200K. MSTR's going to $1500. The money's not real. And the market makers have never sold derivatives on assets backed by the hardest money known to man trading around the clock.

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Dan Hillery

@Danny85732

2 months

It's going to take a little while to get accustomed to these new MSTR prices. Definitely less exciting.

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Dan Hillery

@Danny85732

3 months

I just think MSTR presents a very unique opportunity this cycle, I don't know how else to say it.

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Dan Hillery

@Danny85732

5 months

Bitcoin Power Law & Standard Deviation @Giovann35084111 -Calculating Standard Deviation from the Power Law. -Variance is skewed above the trend line. -Bitcoin price is NOT normally distributed (spends lots of time within 1 SD below trend line, then breaks out up to 2 SD

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Dan Hillery

@Danny85732

3 months

Doesn't matter how you do a 10X on your money. But if you're looking to do it without a high likelihood that you get rugged in a crypto scam. I would recommend a combination of Bitcoin and MSTR.

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Dan Hillery

@Danny85732

3 months

For those who are not fully allocated to BTC MSTR. That is a mistake. You know what to do.

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Dan Hillery

@Danny85732

3 months

The exact reason why I hold MSTR.

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Dan Hillery

@Danny85732

26 days

MSTR is valuable because of how they buy Bitcoin, not just because they own Bitcoin (although that makes them valuable as well).

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Dan Hillery

@Danny85732

1 month

Had a guest on the charter today, He advises companies selling to private equity on how to streamline their software. His wife’s family sold their family’s business for 100MM. He said it’s really tough to find something that is going to outpace inflation. His words to me were

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Dan Hillery

@Danny85732

3 months

Mstr had held up incredibly well during this dip. If you would have asked me two weeks ago, At 56k Bitcoin, I would have said 1K MSTR or below. Things seem to be going well.

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Dan Hillery

@Danny85732

1 month

Looks like Citadel is loading up on MSTR shares. The hold substantial options positions, (does not mean they are long MSTR) Regardless, looks like they are anticipating something happening.

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Dan Hillery

@Danny85732

15 days

Big week for Bitcoin coming up, rate cuts and no ceiling.

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Dan Hillery

@Danny85732

4 months

I wish I had something more productive to say, other than MSTR is going to rip.

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Dan Hillery

@Danny85732

1 month

Feels good to have gotten through August. As a reminder, Bitcoin price at this time last year was $25,800. That's how quickly things can heat up, and last year was not even a full bull market. $Bitcoin

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Dan Hillery

@Danny85732

3 months

We only have so many days until we are dead. Therefore we must pick the fastest horse. Bitcoin & MSTR

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Dan Hillery

@Danny85732

4 months

I still have the feelings that MSTR, is going to signifigantly outperform BITCOIN'S cagr over the next 5-10 years. Simply more room to grow, and for reasons mentioned in past posts.

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Dan Hillery

@Danny85732

12 days

It's going to be very difficult for people who don't own assets during the next year, let alone the next five years. The system is rigged against them.

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Dan Hillery

@Danny85732

2 months

Let’s make some good choices, By good choices I mean buy more MSTR.

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Dan Hillery

@Danny85732

3 months

I've got one plan, that's to play the Bitcoin-only game for the next 10 years, then buy a cabin in a ski town, an open layout cottage on a surf beach, and write + read + workout, and not get sunburnt.

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Dan Hillery

@Danny85732

2 months

No one is talking about Bitcoin. I tend to forget this. Bullish.

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Dan Hillery

@Danny85732

2 months

MSTR nav multiple expanding

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Dan Hillery

@Danny85732

12 days

I think risk taking should be looked upon differently at different points in life. I am young, so I am making an incredibly large bet on MSTR. If I were older, I would scale that bet back. Time, I believe, to be more valuable than money, (also able to increase your supply of

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Dan Hillery

@Danny85732

3 months

What are some catalysts that could make MSTR go to 10K per share pre spit. Bitcoin going to 150K. That is all that you need to know. Everything else is noise.

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Dan Hillery

@Danny85732

2 months

People are not going to understand how many of us made 1000%+ on our positions when Bitcoin had “only tripled. ”

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Dan Hillery

@Danny85732

3 months

Mstr 10x from here, That’s all I’ve got to say. In these periods of sidewards movement it’s so easy to forget how out of control things get once price starts climbing again. However, you must remain balls long in order to fully capture the move to the upside. Was thinking

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Dan Hillery

@Danny85732

2 months

Bitcoin power laws And MSTR outperformance Are not courses taught in college.

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Dan Hillery

@Danny85732

27 days

Microstrategy getting smashed, Bitcoin getting smashed, Getting bored, trying not to make regrettable mistakes.

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Dan Hillery

@Danny85732

4 months

Microstrategy has a monopoly on the hardest asset known to man. It's unlike any other company in the history of the world. It's like Facebook, except instead of a social network, it owns the largest stake in the monetary network of the world.

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Dan Hillery

@Danny85732

2 months

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Dan Hillery

@Danny85732

4 months

Episode #66 Off the Cuff Bull Case for Microstrategy. Yield on a corporation's Bitcoin balance sheet is the holy grail.

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Dan Hillery

@Danny85732

22 days

Racing between islands on the Hinckley Talaria 40, to float rich people between sandbars, in order to collect an unjustified tip, to buy MSTR Call Options.

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Dan Hillery

@Danny85732

2 months

Split tomorrow, I guess I’m excited.

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Dan Hillery

@Danny85732

1 month

Allocating an MSTR portfolio to Calls & Shares Modeling the payout of the following seven portfolios: Portfolio #1 : 20% BTC, 20% MSTR Shares, 30% ITM Calls, 30% OTM Calls Portfolio #2 : 20% BTC, 40% MSTR shares, 40% OTM Calls Portfolio #3 : 20% BTC, 80% ITM Calls Portfolio #4 :

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Dan Hillery

@Danny85732

3 months

I totally think that no one knows where this Microstrategy trade will go, But it for damn sure is asymmetrical, And therefore you must take it with considerable size.

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Dan Hillery

@Danny85732

1 month

Even as we are sitting in this ridiculous chop market, I can’t help but think about how lucky I am to have found Bitcoin, My life, at least the financial aspect of it, would be so much more difficult had I not.

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Dan Hillery

@Danny85732

2 months

These are the early innings, MSTR

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Dan Hillery

@Danny85732

14 days

I have never been more unsure as to what is going to happen with Bitcoin when rates are cut. Is it sell the news, or will it pump?

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Dan Hillery

@Danny85732

22 days

4 months ago, if you asked if MSTR would be at a 1.8X NAV multiple after BTC dropped from 66k to 54k, I would have said you were crazy. 3X,4X,5X,... NAV multiple is closer than you think. It's just common sense and greed.

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Dan Hillery

@Danny85732

3 months

Don’t buy bullshit coins. Just buy mstr. Plenty of upside even for degenerates

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Dan Hillery

@Danny85732

2 months

MSTR call options dated for July 26. Looks like there are some bets being placed on an announcement of Bitcoin as a strategic reserve asset.

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Dan Hillery

@Danny85732

2 months

We’re going to buy Bitcoin, And we’re going to be free.

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Dan Hillery

@Danny85732

3 months

I don't try to convince my family about Bitcoin. I just buy it for them, so that they will have access to it someday. I don't care about being right. I just care that everyone around me benefits.

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Dan Hillery

@Danny85732

2 months

As MSTR continues to outperform Bitcoin during this cycle and potentially over the next ten years, I will not be taking profits into Bitcoin (rebalancing). If the current fundamentals of MSTR change, my position sizing could change, irrespective of price. Shaving off MSTR as

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Dan Hillery

@Danny85732

2 months

I totally understand how stacking can become more and more difficult. Especially when earned income barely makes a dent in your stack. The volatility for me definitely has changed my perspective. The insane swings from holding MSTR options dwarf my earned income. I have felt

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Dan Hillery

@Danny85732

1 month

While I try not to orange pill people, I have had a lot more success getting them excited about MSTR than I have Bitcoin, something about an actively managed company gets people going.

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Dan Hillery

@Danny85732

2 months

Let’s think about how we are going to play the next 12 months… Do nothing, Ok perfect.

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Dan Hillery

@Danny85732

3 months

Mstr continues to perform as expected.

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Dan Hillery

@Danny85732

14 days

MSTR Options Premiums & Bitcoin's Cyclicality How expensive are MSTR Call Options... Relative to how Bitcoin's price has increased during past halving cycles. What I'm buying: April 17, 2025 - 200 strike December 19, 2025 - 250/300/380 strikes

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Dan Hillery

@Danny85732

4 months

MSTR doing its outperforming Bitcoin thing. Automatic.

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Dan Hillery

@Danny85732

4 months

Episode #57 @dotkrueger @Giovann35084111 Expected value of selling 33%, 50%, 75% & 100% of a Bitcoin stack. I create a hypothetical scenario where Bitcoin is at 200k/coin in August of 2025. I decide to sell my stack and rebuy in 12 months. 1) I assign a 10% probability of

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Dan Hillery

@Danny85732

2 months

the training wheels have been removed. $MSTR

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Dan Hillery

@Danny85732

18 days

Bitcoin right now is in a Mexican standoff. Once the first move is made, everyone starts shooting, and we are going fully vertical with 100K in the rear view mirror.

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Dan Hillery

@Danny85732

28 days

I own MSTr because they own a lot of Bitcoin and I their valuation will go up because people will want to own a company which has a lot of Bitcoin. Their relatively low float makes sure that as bitcoin rips, they will run harder. As long as management makes certain those

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Dan Hillery

@Danny85732

2 months

It feels like this is the first time where, the Bitcoin price went down, but people's interest in Bitcoin went up. Bullish.

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Dan Hillery

@Danny85732

3 months

Today was a good day. There will be better days in the future. MSTR

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Dan Hillery

@Danny85732

4 months

I am going to have a really tough time over the coming years not aping into every company that put's Bitcoin on their balance sheet.

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Dan Hillery

@Danny85732

3 months

After talking through the quant bros episode last night, I’ve concluded that we are going to make it. $mstr

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Dan Hillery

@Danny85732

2 months

MSTR will pump, and we will all exercise our calls.

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