6/26/25 :: VROCKSTAR :: 
GME
Pwn the BTC treasury game
- everyone is focused on the wanna be Strategy try-co's
- but there is only one BTC and there is only one Strategy
- GME just issues 2 bn+ of 0% convert paper (the secret sauce to MSTR) and nobody blinks?
- You think Pomp can easily do this?
- You think Metaplanet can easily do this?
- GME is basically 90% cash and running the HARD part... raising debt. THIS IS WHAT CREATES BITCOIN YIELD, NOT EQUITY MNAV ALCHEMY. (more on this later if you guys need it)
- So here we have a situation that goes like this:
- Company is the consumer-version of Strategy... and probably the most UNDER hyped BTC treasury co. These are new buyers to the GME story
- And then as this thing runs... you think the old crew has totally lost faith? Price is the product.
- The company isn't loss making (and their collectibles biz is actually some great mgn). Have you been into a gamestop recently anon?
Let's go. Game on. Leveraged a few ITM expiries. Will size up.
Better than cash :)
V
GMEPwn the BTC treasury game
- everyone is focused on the wanna be Strategy try-co's
- but there is only one BTC and there is only one Strategy
- GME just issues 2 bn+ of 0% convert paper (the secret sauce to MSTR) and nobody blinks?
- You think Pomp can easily do this?
- You think Metaplanet can easily do this?
- GME is basically 90% cash and running the HARD part... raising debt. THIS IS WHAT CREATES BITCOIN YIELD, NOT EQUITY MNAV ALCHEMY. (more on this later if you guys need it)
- So here we have a situation that goes like this:
- Company is the consumer-version of Strategy... and probably the most UNDER hyped BTC treasury co. These are new buyers to the GME story
- And then as this thing runs... you think the old crew has totally lost faith? Price is the product.
- The company isn't loss making (and their collectibles biz is actually some great mgn). Have you been into a gamestop recently anon?
Let's go. Game on. Leveraged a few ITM expiries. Will size up.
Better than cash :)
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.