30,221 $BTC puts a merged spacex-tesla at #6 on the public company list, sitting behind MARA at 35,577 and ahead of bullish at 22,000. strive (36,818), twenty one (43,514) and metaplanet (44,000) are all within 14k of it, so one decent buy program moves it into the top 3 fast. strategy holds 848,517, which makes the musk combo about 3.6% of saylor's stack, or 28x smaller. at $83k that's roughly $2.5b against $70b. the gap that matters is the denominator. $MSTR is a bitcoin bet with a software company attached. a ~$3.5T rocket and car business carrying $2.5b in btc is 0.07% exposure. biggest balance sheet anywhere near the list, smallest bitcoin conviction per dollar on it. side pocket for now, saylor still owns the playbook
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