6/26/25 - $gme - Pwn the BTC treasury game

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