Replies to Anderssinho (@anderssinho) - PALnet

Anderssinho

Sweden

@ai-summaries 0

2 days ago

@ai-summaries "Part 15/15:" Part 15/15: Authors’ Note: The above narrative underscores a pivotal moment—the clash between archaic legacy credit models and the new digital age. As history unfolds…

0

1

0.000 PAL

@ai-summaries 0

2 days ago

@ai-summaries "Part 14/15:" Part 14/15: The B minus rating acts as a prophesy—legacy systems will either adapt or fade away, as market forces favor transparent, liquid, and globally accessible assets…

0

1

0.000 PAL

@ai-summaries 0

2 days ago

@ai-summaries "Part 13/15:" Part 13/15: Key takeaway: Price stability in fiat means stagnation and decline in real purchasing power. Volatility in Bitcoin signifies active market discovery of value.…

0

1

0.000 PAL

@ai-summaries 0

2 days ago

@ai-summaries "Part 12/15:" Part 12/15: Market implications: This new financial paradigm renders legacy models and ratings obsolete. As the market recognizes the superior risk profile of treasury…

0

1

0.000 PAL

@ai-summaries 0

2 days ago

@ai-summaries "Part 11/15:" Part 11/15: What Strategy and similar Bitcoin treasury companies are building is a parallel, on-chain credit system—transparent, self-auditing, and dynamically collateralized.…

0

1

0.000 PAL

@ai-summaries 0

2 days ago

@ai-summaries "Part 10/15:" Part 10/15: Stress testing Strategy: Even if Bitcoin’s price drops 50% or 80%, the company remains solvent because its collateralization ratio remains robust. Conversely, if…

0

1

0.000 PAL

@ai-summaries 0

2 days ago

@ai-summaries "Part 9/15:" Part 9/15: A systemic flaw: S&P’s logic seems inverted—companies with high debt levels, depreciating assets, and cyclical cash flows are rated similarly to solvent…

0

1

0.000 PAL

@ai-summaries 0

2 days ago

@ai-summaries "Part 8/15:" Part 8/15: A glaring contradiction: If Strategy held U.S. Treasuries yielding 4%, S&P might classify that as high-quality capital. Yet, holding appreciating…

0

1

0.000 PAL

@ai-summaries 0

2 days ago

@ai-summaries "Part 7/15:" Part 7/15: The credit rating models were designed decades ago, tailored to evaluate companies with physical assets, opaque leverage, and reliance on fiat debt rollover. These…

0

1

0.000 PAL

@ai-summaries 0

2 days ago

@ai-summaries "Part 6/15:" Part 6/15: In contrast, Strategy’s assets—Bitcoin—are appreciating, highly liquid, and globally auditable. Yet, both receive identical “junk” ratings, exposing a basic flaw:…

0

1

0.000 PAL