Reddit Posts
Why are people sour on the decentralized future of crypto?
True story: I just woke up after having the craziest dream
There is a reason people think small token value projects like DOGE/XRP will make them money - the penny stock fallacy
What are Stock token,where to trade them and why it is said to be best long term investment even better than bitcoin in terms of risk..
Binance To List Microsoft (MSFT), Apple (AAPL), MicroStrategy (MSTR) as Tokenized Stocks
New Stock Tokens Microstrategy (MSTR), Apple (AAPL) and Microsoft (MSFT) on Binance
New Stock Tokens Microstrategy (MSTR), Apple (AAPL) and Microsoft (MSFT) on Binance
MicroStrategy stock is an intelligent trailing stop-loss on BTC
Big company earnings to be announced next week. MSFT, GOOG, AAPL, EBAY...
I feel much more comfortable with crypto that with stocks
Mentions
Eventually big fish start eating smaller fish. Let's take a hypothetical - MSTR continually gets 0% interest loans...ZERO PERCENT...now imagine somebody wants to start looking into how that's being pulled off (I don't think GOOG, AAPL, MSFT, TSLA, AMZN, et al get zero interest loans). Then they go and, just for sake of thoroughness, double-check the math on all those 10-Q reports filed. Does everything add up correctly? In an ugly scenario, that Smog pile may end up being forfeited, one way or another ~ feel free to replace MSTR with any target of your choice, mind you...point being, what the big players want, they usually get - and money isn't even the object or concern anymore - it's control & influence...
Eventually big fish start eating smaller fish. Let's take a hypothetical - MSTR continually gets 0% interest loans...ZERO PERCENT...now imagine somebody wants to start looking into how that's being pulled off (I don't think GOOG, AAPL, MSFT, TSLA, AMZN, et al get zero interest loans). Then they go and, just for sake of thoroughness, double-check the math on all those 10-Q reports filed. Does everything add up correctly? In an ugly scenario, that Smog pile may end up being forfeited, one way or another ~ feel free to replace MSTR with any target of your choice, mind you...point being, what the big players want, they usually get - and money isn't even the object or concern anymore - it's control & influence...
If you're looking for stability maybe invest in MSFT or CAT, Btc is for people looking for fast rewards and can tolerate considerable risk and volatility.
You don’t wanna see the volumes on NVDA, AAPL, MSFT or GOOGL then… there’s more to investing than the price it is in the moment
I actually got banned for the first time I figured most of the comments I've left on buttcoin have been rather nuanced, and not too much of bitcoin cultist. I figured the comment was mostly in agreement with OP, I even said I wish I bought more NVDA instead of bitcoin. Point being bitcoin isn't the only tool to beat inflation, so is NVDA which might be better. Here's the comment >inflation isn't a reason to buy crypto >inflation is a reason to get out of fiat beyond an emergency fund, agreed >how one allocates these funds is up to them. >with diversification being a multifaceted concept in this case >and risk tolerance <--- this is when investing can become speculation >personally bitcoin is one of many ways I choose to hedge against inflation, including VOO, MSFT, NVDA, HYSA, 401k, etc. >In hindsight, I wish my position in nvidia was 100% of what I invested in in the last few years. But at least I got a decent amount of both them with number go up results, and just like you said all of them have outpaced inflation (and VOO), Except the money I put in LCID, what a huge mistake that was....
nah fuck the meme IPOs. I'm talking MSFT, META, RDDT.
AAPL - 0.50% MSFT - 0.65% NVDA - 0.02% Buddies at parent's basement say "nah ETH" That's why you will always stay there
AAPL - 0.50% MSFT - 0.65% NVDA - 0.02% go to your quiet place buddy (is it parent's basement?)
They're both going up in fiat value, forever. I reckon we're \~3 years away from MSFT holding BTC on its balance sheet. Microsoft is currently worth 32,254,000 BTC. That will reduce **significantly** in the next \~10 years.
Diversifying is only good when you weight things properly. You'd be stupid to put the same amount of money into MSFT as you put into BTC.
You have three separate decisions actually. You can answer them individually. 1. Should you rebalance your current allocation? 2. Where should you reinvest your MSFT dividends? (These could buy bitcoin) 3. Where should you invest new earnings for salary? I’ve been religiously dumping my (tax advantaged) rental income into bitcoin these past few years. It’s worked out extremely well.
I hold stocks and specifically MSFT, as well as Bitcoin. I see no reason to sell your MSFT but I would recommend to overweight Bitcoin with any new investment dollars Good luck
Just backtest your strategy by comparing where you'd be if you had invested in Bitcoin instead of MSFT over the last 15 years.
I think this is solid not financial advice and pretty close to where I am. Definitely not looking to abandon my position in MSFT, but I will need to redistribute it at some point. As always, timing is key.
MSFT has been good to you. Maybe throw 30% of it into bitcoin. The upside with MSFT isn't as high, but you likely wont see the 70% draw downs which are possible with bitcoin. Also if you sell MSFT you're likely paying taxes on that. Some of it depends on age, and risk level also.
Nice work. Yeah, I’m mentally pretty much there, trying to find the time to convert some of this stock profit into Satoshis to maximize the exchange. Don’t love putting it in at ATH range because it would crush my average cost, but the MSFT ride could take a dip before we have another drop so weighing my options.
Yeah, I think that’s the right play, but I’m like 1 MSFT and .5 BTC and wondering if that’s the right place to be. Microsoft keeps doing things and going up, but ultimately they are a company of people who can fuck it all up. Bitcoin a hedge on what we know THEY (not necessarily Microsoft) will eventually break. What’s your ratio? Do you like it?
I was thinking exactly this, here is my list of how the Dam breaks: \- Paypal \- Meta \- Amazon \- NVIDIA \- MSFT ... rest
Apparently. If we’re talking market caps, with NVDA and MSFT both 4 Trillion dollar companies, imagine a repositioning where just some of their crumbs end up in BTC. What will that do to BTC market cap?
Interesting analysis but it seems to be solely based on money supply or "circulating money" . Where do you get your data from? Ever expanding M2? Yes but under relative control. If you are afraid about money supply now wait until QE and the Fed lowers rates then you will see a money-supply tsunami. In my opinion the biggest threat for a surge in inflation is in the tariffs. Until all countries strike "deals" with the Trump Administration nobody really knows the extent of this new consumer tax(tariffs are a tax paid by consumers, NOT by exporting countries). Then we may see the real effect of a 15% tariff on Japanese cars for example. The Crypto market with "underlying value" like BTC,ETH, XRP,SOL is no longer a "random place" for money to land. XRP and Ripple will replace SWIFT for inter-bank money movements. ETH powers RWA tokenization. Stablecoins will become the versions of a digitized US dollar and allow even more consumers to adopt cryptocurrency. I personally do not worry as much about inflation as you do. If you are risk on then the best place to put money is into the crypto "majors". Or you may choose to put money in Nvidia or MSFT.
If all you care about are gainz, why didn't you get rich already from BTC? What about stocks like NVDA, TSLA, AAPL? Or go further back and look at the 90s with MSFT, CSCO, etc.? You had plenty of chances to get GREAT returns and you missed it all. An IRA isn't about trying to catch the next moonshot. It's about getting steady 10% returns with tax benefits. You should be doing that regardless of Bitcoin.
MSFT got a new ATH recently, but none of my friends called me asking, "Should I buy?"
They aren't gaining Bitcoin per share any more than a MSFT owner is gaining IP rights to windows, or a right to profit sharing from software sales. They own part of a company that owns Bitcoin, but there is no mechanism for those Bitcoins to be returned to the investors. They need to be converted to fiat for the investors to get anything, and there is nothing forcing him to return that capital to them. He could take the fiat and start a space program.
The only corporations buying are the failed businesses. MSTR, GME, etc all have dead legacy models and it’s a last ditch effort at being relevant. There’s a reason MSFT shot down the BTC treasury proposal. And places like Blackrock aren’t buying BTC for themselves. They buy or sell based on ETF inflows and outflows. Traditional assets like stocks are at all time highs and have tangible things backing them. BTC is barely moving despite hundreds of billions in inflows because there is nothing underneath the surface. The trend of lower gains will continue each cycle and as boredom sets in, the fireworks will kick off to see who’s left holding the bag.
This is the concern. National debt, tarrif sourced inflation and AI job losses continue MSFT just recently layer off thousands as did Walmart IT, consumer protection laws in financial sector have been stripped away during this admin…so the bubble is being built now and will crash. The pumping and dumping is on, just when to get out before the crash? Keep an eye on Trumps’ sales - if they are transparent - since he’s leading the pumping.
Strange how only failing business models seem to be jumping on the BTC “reserve” train. Wonder why that is while companies like MSFT laughed the idea out of the room…hmmm 🤔
As someone who's owned Bitcoin from around ~$9,000, can I ask what your main problem is with Bitcoin Treasury Companies? I understand the standard thought process of "not your keys not your coins" and that you're owning stock, not Bitcoin itself. I agree with those points, but I also do believe that proper investing requires diversity in how how gains are made. I don't think it's unreasonable for someone who owns, believes, and is dedicated to the goal of Bitcoin could also own MSFT, AMZN, GOOGL, etc. Owning stock in a successful Bitcoin Treasury Company is like owning a larger exposure to Bitcoin's price changes. Not only can the share price rise at the same rate as Bitcoin does, but as they accumulate more Bitcoin their underlying NAV increases as well, increasing their core value even if Bitcoin's price remains stagnant. Then we have the share "premium" on that underlying NAV. For example, MSTR's Market Cap is actually over 2x what their Bitcoin value is because of that share premium (can think of it as investors paying for future capital raises and Bitcoin buying). So not only are you exposed to that premium upside, you're shielded from the value of their stock ever going below a 1x to their NAV of Bitcoin.
I have 60% in the SP500 and 40% in BTC, you can go both, stocks like NVDA or MSFT provide very good results too.
“I know it’s better than a traditional bank” Come on, it has been performing better than most of the top stocks. In the past 5 years it has done 1022% which outperformed MSFT (145%), META (192%), TSLA (384%), and APPL (125%). Why do you act like a 10x is just ok?
They won’t. The only companies doing this are ones with failing business models. They’re jumping on the hype train as a last ditch effort to stay relevant. Meanwhile, companies that are actually successful (MSFT) vote down proposals to buy crypto.
I kinda agree with him, Those shareholders might not even be shareholders anymore if apple buy BTC but who knows, I think the same thing will happen with what happened with MSFT, a shareholder poll and most shareholders didn't want it as its too speculative
No, first capable computers will be few, it won't secure the chain. ECDSA is what will be the first to be cracked. No one knows if it is overblown or greatly underestimated. It's a worldwide race. Google, IBM, MSFT all are implementing solutions. Banks and governments are also. Even if the risk is as tiny as you want it to be, you can't leave it open. You are correct you can protect your own wallet. But if people think quantum is going to recover 25% of BTC supply, they will certainly sell out ahead of it. Which creates a potential, if not likely, panic situation.
Well now, that's just not true. BTC might be the better "asset" but there are some technologies using blockchain in a valuable way. The problem is that few people care about what's written in the whitepaper, who the team behind it is, what the "5-year plan" is etc. Take KAS: not saying it will amount to anything, but as an L1 alt. it certainly has some interesting proposals using blockDAG (which btw is a name being used by BlockDAG (BDAG) to scam people out of millions...). Same with TON. Maybe L1 alts are different, but some have the potential to become useable currency in future markets. So in a sense, yeah: it's all "gambling" if you have to take risks on something you don't know the future outcome of. But same holds for AMZN or MSFT back in the days - no one thought the internet/www would actually take off.
"only got 50% gain in 4 years" That's still a respectable return by any conventional measure, and it's also a relatively short period of time. In my opinion, BTC will likely continue to produce large returns over a sufficiently long time horizon. If you're expecting 100X in just a few years, though, from whatever high point you bought, then you're smoking some pretty hard stuff. If you want to make big money from BTC or anything else that has major growth potential, then you either need to start with a hefty initial investment, wait a long time, or both. And obviously, take the risk that it might not ever happen, too. My aunt who bought MSFT back in the 80s didn't get rich overnight but her shares are still printing cash today. YMMV
Don't have to use MSFT authenticator for 2FA. 2FA app shouldn't be emailing you anything anyway. There's Kraken and Gemini and Strike.
Bitcoin took out Amazon on the world’s most valuable assets list - MSFT is only another trillion away !
Good thing they didn't. I'm still stacking sats and want to get as many as I can before MSFT starts buying. Thank you MSFT shareholders for voting no to considering BTC.
It could be smart or stupid Who knows where the price of it will be when you retire Here are 3 possible retirement scenarios for you: * bitcoin continues to appreciate, and you retire with $20 million, withdrawing $800,000 per year * bitcoin peaks before retirement and reverts back to pre-2020 levels, and you retire with $200k, withdrawing $8,000 per year * bitcoin peaks before retirement and reverts back to pre-2020 levels, but you change your asset allocation model to 60% stocks, 35% bonds/cash, and 5% bitcoin and you retire with $2 million, withdrawing $80,000 per year I really hate that second option, and am not sure what the probability of the first scenario, so recommend you consider a version of the last scenario, tweaked a little bit for your goals, time horizon, and risk tolerance (which apparently is off the charts). One case that I've heard was dumb was Bill Gates diversifying away from his MSFT stock, and being worth only $100 billion instead of $1 trillion, had he held onto every single share. This is Hindsight Bias to the extreme. Of course, if you have a time machine, then you can overcome this bias. Diversification is the best defense against risk.
Markets hut support. Simple. Dow Jones: https://x.com/iDr3amEU/status/1916240908556607951?t=bmar3dy5LVWWe8Wi4_z76A&s=19 MSFT: https://x.com/iDr3amEU/status/1917671833664434322?t=imaazUwS4LP_kySRRYMFYg&s=19 Apple: https://x.com/iDr3amEU/status/1909994924004507820?t=yfu9TmZCEx-hiXLs0ccbww&s=19 Nasdaq100: https://x.com/iDr3amEU/status/1909166655499805132?t=HReC6wiRaBLGa3VphhA-0Q&s=19 Posts also showed how I called the drop as well,months ago. As soon as we hit my target turned bullish. Now we will make all time highs again. If youre lucky there will be one last leg down before that.
Oh I understand why he is doing it, but when you see that only GME and some fly-by-night penny stocks are doing it, he's going to have a hard time convincing a Mag7 company to embrace it. They don't need to take the risk. Regardless of how we feel, a company like MSFT has no need to embrace it. It would also be stupid for MSFT to start buying this late in the cycle.
Haha man I have been getting SO lucky. I get paid on Tuesdays for whatever fucking reason. This has happened to me three times in a row now. I’m 50/50ing BTC and MSFT. Both have been wild the exact day I get paid 3 times now.
Kraken just recently opened their exchange to allow users to buy stocks, like MSFT and MSTR. Unbelievable.
Nothing guaranteed obviously but tech giants... * MSFT for the last 15yrs has maintained a steady 15% growth * Google last 10yrs 6.5% * AMZM last 10yrs 7.5% * META last 10yrs 6.5% That's what the appeal if BTC used to be, bigger returns shorter time
Well that's the twist and they have to say it, or there wouldn't be an article. The quoted sentence comes directly from the article too, btw. If part of your paycheck goes to your 401K directly and buys MSFT shares, you are not being paid with MSFT shares.
yet there are still here outperforming NVDA and MSFT.
….. *and outperforming* MSFT and NVDA.
Not if you live in the US and pay for goods and services within the US in dollars. Why not accept MSFT or NVDA stock for tax payments; they are just as stable as Bitcoin.
> We’re now bragging about beating boomer index funds returns, grim That is reality. I tried to warn both Bitcoiners and Shitcoiners specifically of this reality in January when people were expecting BTC $2 Trillion marketcap to double or triple within a year and Alts go parabolic for no reason > Unless you go back to 2011, 2012, 2013 when it was a tiny marketcap, BTC has never had 100%+ gains for 3 consecutive years. It's going to be even more difficult to have that type BTC performance 3 years in a row and now with a ~2 Trillion marketcap. > Crypto and publicly traded Company marketcap is an apples to oranges comparison but it took APPL and MSFT 3 years to go from $2 Trillion to $3 Trillion marketcap in an ongoing bullmarket and the time where the M2 money supply grew by $6 Trillion in a 5-year span. > A lot of people are holding heavy Alt bags rationalizing a huge Altseason is coming this year. Your Alt echo chambers are telling you, it's 100% happening. There is zero percentage change of that happening without another big BTC leg up so it would be wise to temper your expectations. https://np.reddit.com/r/CryptoCurrency/comments/1hr1bgb/btc_returns_2010_2024/m4uaz4g/?context=3 > He is showing time frames when BTC went parabolic like 15-20X in 2012-13 or 2016-17, etc. Keep things in perspective. A $2 Trillion asset is not going to 10X in a year's time frame. We've had 150% and 120% growth 2 years in a row, even that is not sustainable year after year. > If you have reasonable expectations, understand the volatility and adequately assess your risk appetite you'll generally do much better with BTC than with hopium posts with charts showing parabolic moves to the moon. https://np.reddit.com/r/CryptoCurrency/comments/1hxogvz/bitcoin_btc_is_always_boring_before_it_goes/m6cikni/
And? Bitcoin only has that potential if it actually replaces world finance, and it won't. Go invest into Bitcoin. You should, and everyone should. But it should be a part of your asset allocation. Don't forget to contribute to your 401k/IRAs. I'm going to bet you didn't contribute to those steadily for 14 years because if you did, you'd see how massive your balance would be today. My 401k 14 years ago was $40k. Today it's over $500k. Could it have been $50 million if it were Bitcoin? But if it were that easy why didn't everyone else do it? That's why you cant' be greedy. If you think it's so easy to find a 1000x increasing asset, then why didn't you get rich off of NVDA, TSLA, AAPL, AMZN, CSCO, MSFT, etc.? Oh that's right. It's easier said than done.
Which stocks do you keep? Apple (AAPL), Microsoft (MSFT), Amazon (AMZN) or the NYSE? Also which crypto? Blue chips like BTC, XRP, or BNB; or the altcoins like SUI, MOVE, or any other one?
Just used my MSFT dividends to buy more BTC.
What does bring in chain even mean? All the videos will live forever on blockchain? I thought MSFT was in talks to purchase. Dies Reddit even have the money to buy tik tok? I imagine it will be pricy
At this point it seems BTC is following stock market and NVIDIA and MSFT stock particularly. lol Once American stock market opens at 9:30, everything dumps.
If you have reasonable exceptions, $86K is great. If you smoke hopium and think a Trillion marketcap asset can do 100% every year, you're screwed. If you are still waiting for Alt Season to 10X your shitcoins, you're being flushed down shit creek without a paddle. > Unless you go back to 2011, 2012, 2013 when it was a tiny marketcap, BTC has never had 100%+ gains for 3 consecutive years. It's going to be even more difficult to have that type BTC performance 3 years in a row and now with a ~2 Trillion marketcap. > Crypto and publicly traded Company marketcap is an apples to oranges comparison but it took APPL and MSFT 3 years to go from $2 Trillion to $3 Trillion marketcap in an ongoing bullmarket and the time where the M2 money supply grew by $6 Trillion in a 5-year span. > A lot of people are holding heavy Alt bags rationalizing a huge Altseason is coming this year. Your Alt echo chambers are telling you, it's 100% happening. There is zero percentage change of that happening without another big BTC leg up so it would be wise to temper your expectations. https://np.reddit.com/r/CryptoCurrency/comments/1hr1bgb/btc_returns_2010_2024/m4uaz4g/?context=3 > He is showing time frames when BTC went parabolic like 15-20X in 2012-13 or 2016-17, etc. Keep things in perspective. A $2 Trillion asset is not going to 10X in a year's time frame. We've had 150% and 120% growth 2 years in a row, even that is not sustainable year after year. > If you have reasonable expectations, understand the volatility and adequately assess your risk appetite you'll generally do much better with BTC than with hopium posts with charts showing parabolic moves to the moon. https://np.reddit.com/r/CryptoCurrency/comments/1hxogvz/bitcoin_btc_is_always_boring_before_it_goes/m6cikni/
It's crypto. Nobody fucking knows. Breaking news: Crypto doesn't have any fundamentals. Crypto is based almost purely on speculation. And yes, Gold doesn't have fundamentals either. You are speculating on whether gold prices will go up or down based on supply/demand, macro conditions and investor sentiment. Fundamentals in investing are based on revenues, earnings, future growth, return on equity, profit margins, PE, the economy, interest rates and other financial data to determine the fair market value of a company. This is why a good stock will have an absolute bottom. People will look at APPL or MSFT and say, holy shit, it's way oversold based on fundamental analysis and the price will find support. You can't do that sort of analysis with crypto.
Completely buy and hold for 30 years. It’s part of my retirement portfolio. I’ve bought and don’t plan on selling. Bitcoin gets treated like my other equities, such as, VTI, VXUS, AAPL, and MSFT.
No. MSFT research detected this. It affects MacOS.
Is there something wrong with holding both BTC and ETH?? That’s like saying you can only hold AAPL or MSFT, but not both. Sure, one may outperform the other, but as long as they have both performed well; what’s wrong with holding both? I started buying with a 10 year plan. I’m halfway through that plan. Over the next 5 years, ETH could very well prove to be the better horse in the race. Or not. That’s not even the point of my post. The point is, I made an investment decision with a plan in mind and am sticking to it, with patience, commitment and resilience. If everyone here took that approach, not only would this sub probably look a bit different, but so would most of the people in the subs lives.
Probably not. But, during the recent correction our systems sold most assets before crash, and my account only lost 13% It's interesting that the dude behind the the project is an ex MSFT AI developer
Yeah Balmerwith his MSFT stock no selling caught up gates’ net worth haha
You're right. Just as Buffett advised Bill Gates to diversify from his MSFT stock. If he didn't he'd be the world's first trillionaire, thankfully he heeded the advice so he doesn't have to worry about these extra billions. Kind of kidding, of course his wealth was safer, but at the cost of potential return.
If he kept all his MSFT stock he would be a trillionaire now. Buffet convinced him to diversify...
And it doesn't take too much to imagine a timeline wherein MSFT went the way of the dodo.
Even if he just bought anything that overperformed or had similar performance to MSFT which could easily be possible. There is no way in hell that he is "only" worth 106 billions currently.
We also don't know if he isn't as rich as he would be if he held MSFT. Most likely, but he sold and the vast majority of his net worth is privately invested. This money definetely performed better than the Forbes estimate and might have outperformed MSFT. The Forbes list is basically only an estimate that make people who have large positions in public companies appear wealthier. Someone like Bill Gates don't have to disclose his investments performance. We know about his involvment in a few public companies but this is about it.
I sold my 2 shares MSFT, that'll teach him
I’m moving it into dividend producing index funds and ETFs. Maybe throw some at safe stocks like Apple, MSFT and other S&P500 giants. Going to keep it going but in a safer less volatile space
Bitcoin is alternative money that continues gaining wider acceptance as an alternative money like gold, it makes more and more sense for even central banks to hold it like they do with gold because it's a diversifier, is a long-term store of value/inflation hedge, has lack of default risk and is highly liquid. It is outside the control of central banks, governments and corporations. It was NOT created and issued like stocks by founders to enrich themselves. Ripple is pushing XRP which is created by and is controlled by a handful of people, 3 of whom gifted 20% of the token supply to themselves and gifted the other 80% to the corporate entity they created. It is a business venture where they are selling these XRP for profits to continue enriching themselves . They have plans to IPO as a publicly traded company seeking greater profits. Keeping centralized, for profit company token as part of any country's reserve asset is like keeping APPL, GOOGL, TSLA, MSFT stocks as part of a country's reserve asset. It's actually worse because close to 50% are still owned by Ripple and 3% is owned by the founder Chris Larsen. Also XRP does not have any of the attributes of a decentralized alternative money like BTC. Ripple pushing XRP as a reserve asset is only doing it for one reason: profits to enrich themselves.
1) Timing doesn’t matter for her trades. Her average trade is a call ITM by already 50%-60% and 99% of them are Apple, NVDA, or MSFT. If the stock goes up she can sell calls and collect the premium and if the stock goes down she’s always so far ITM that the don’t expire worthless and she can hold the underlying asset until she beats the premium she paid. If you have the capital to buy multiple calls that deep it’s literally the smartest play on in the Market. You just need the capital. 2) Name one single company she purchased before a major positive move that isn’t a maga-cap tech/growth company that 99% of the market isn’t already in. I’ll make it easy for you: https://unusualwhales.com/politics/profile/Nancy%20Pelosi
Her trade history for the past decade is literally deep ITM mega-cap tech calls (Apple/Google/MSFT/etc). There is nothing novel about what she’s done. It’s not like she’s snapping up unknown companies before defense contracts are announced or laws are passed. I agree lawmakers should not personally be able to control their investments, but I’ve always found that she’s the most popular example hilariously, because questioning her trade history just makes people sound like morons.
Most risky assets are highly correlated in the short run. Correlations tend to uncouple when measured over longer time horizons. E.g., MSFT will tend to go up or down depending on what's happening to the S&P500, but over longer time horizons it's massively outperformed the S&P500 (so far)
\-20% for MSFT lmao. Maybe if they replace Nadella with Steve Ballmer
This Wednesday will be a bloodbath. Not because of FOMC but because of earnings for MSFT, META, and TESLA. Basically, their guidance for AI research will be convoluted given what has happened with DeepSeek and I think these stocks will drop -10 to -20% on their earning days. Bitcoin will be dropping because of the correlation so you might want to sell at a dead-cat bounce some time between now and Wednesday. It is likely that the bull market is over.
It’s not that new over a yr and it’s other name gold x2 it is a store of value and it climbed the top 10 very quickly it passed silver last year for #8 spot. Now it’s in the #6 spot at $1.857 T Amazon #5 spot $2.366 T #4 Google $2.390 T #4 MSFT $3.336 T #3 NVIDIA 3.420 T #2 AAPL $3.858 T # 1 Gold $17.659 T they predict BTC to pass gold in a decade??
Mindblown... yet i see no benefit MSFT adding btc to arsenal besides speculation that can backfire greatly. I'm also hold MS shares and would like to keep btc as a separate investment
garbage post,. nobody gives af about MSFT
> The amount The number. Shareholders are whole people or whole companies. Perhaps many smaller holders voted yes and a few very large holders said no. They want btc-chasing money buying IBIT, not MSFT.
I look around and see failing businesses desperately converting their remaining cash reserves into Bitcoin, while frantically issuing press releases to ensure everyone knows. Meanwhile MSFT has faith in the USD, US Bonds, and reinvesting in themselves. At $100k institutions like Blackrock are using retail as exit liquidity. I’ll buy back in again during the upcoming bear market. As will other institutions.
M. Saylor has discussed this at length. If they disperse all excess capital then they decapitalize the company and then would be A) very vulnerable to economic uncertainty and also unable to take advantage economic opportunities that arise. Any company that does not adopt bitcoin will die. MSFT is already on the USD standard and stores a lot of their economic energy in USD (and bonds, which are the same thing). Why do you have this bias towards USD. Did MSFT "figure out" USD is the best vehicle to store economic energy in? Any company saving in USD/Bonds is sleepwalking off a cliff.
That's a dumb argument. I also believe in MSFT as a company. People can have faith in multiple things.
According to the last financial report MSFT has 74 billion $ available. If they invested 1% of it into BTC it wouldn't impact the evaluation of a 3.3 trillion dollar company. Even if that 1% does 10x and it becomes worth 7.4 billion dollars, we're talking about a drop in the bucket for MSFT. It would have been generated demand for BTC, that's for sure, but on the MSFT perspective it's pretty irrelevant.
Very strange to not want a company you own shares of to engage in behaviour that'll ultimately increase the value of their shares. You're just looking at it from an individual point of view rather than the company diversifying and utilising available cash and financial instruments they have available. Even if you directly hold bitcoin the asset, it would still make sense to want companies you've invested in to own some as well simply as a means to put their cash reserves to work - this directly benefits you? MSFT decides to allot 1% of their treasury towards BTC -> BTC appreciates in value -> MSFT assets portfolio appreciates in value -> MSFT appreciates in value You: "no thank you!"
Why on earth would a company hold bitcoin. If I wanted to buy bitcoin I'd buy BTC, not MSFT. This is so weird.
Does blackrock own MSFT itself or for its customers?
Market Cap can eclipse gold next year, MSFT, APPL, etc are growth-constrained by their scale, BTC is in a different asset class. In todays price terms: perhaps MSFT stock goes to $1000 in 5 years, a great investment! Perhaps BTC price is over 1M in 5 years- an unreal investment! There is a particular window that is rapidly closing for BTC specifically. But, conversely, it’s also never too late. Is it too late to switch over from horses to cars? No- most families own a car and will continue to buy cars, even though the turning point was a century ago. Now if you had invested in Ford in the 1930’s, you’d have taken advantage of that particular opportunity.
I agree with them and if I held MSFT directly (rather than via an index fund) and had voting rights, then I’d have voted against it too I don’t want companies investing in other assets (currencies or stocks), because that makes it much less clear what I’m investing in If I want to invest in crypto then I can buy crypto, I don’t need Microsoft to re-invest some of my investment in them, into crypto. That makes it harder to properly value Microsoft and makes it harder to balance my portfolio I currently hold bitcoin proportionate to the amount of risk exposure I am happy with. I can do that directly without needing Microsoft to waste energy and resources doing it indirectly on my behalf
Doesn’t Blackrock own something to the tune of 7% of MSFT shares? Math isn’t mathing unless I’m wrong or they voted against their own interest.
The market cap of btc is already $2T. At this point I don't see how the value increases at any rate significantly greater than the best companies in the world. The ship has already sailed for people to get into BTC at a level comparable to the early days of MSFT or GOOG. I'm not saying don't bother with it. I'm just saying I don't think there is any window of opportunity at all that anyone is missing out on. If you have money and want to buy some then buy it. If you buy some now and then some more when its at $150k, so what?
So why did the shareholders who pitched this proposal ask them to invest in NVDA 10 years ago? Or Apple? It's pretty funny how they complain they should be investing in BTC, but no other rocket ships like NVDA. It's obvious why. They don't think it actually matters to MSFT, they just want MSFT to pump their coins.
Apple and Microsoft businesses are very different though. Microsoft is way more diversified into different markets: enterprise cloud (Azure), productivity (Office), retail consumer and business operating systems (Windows, WIndows Server), hardware (Surface), gaming (Xbox), search/advertising (Bing), social networks (Linkedin), while Apple is much more retail consumer-focused with their devices iPhone/iPad and iMac and services (App Store, Apple Pay etc.). B2B customers tend to be a more stable source of revenue as they sign multi-year contracts and it's much harder to move your whole infrastructure from Azure to AWS than it is to change your phone brand. Of course Apple is the strongest brand in the world, so they are pretty well positioned anyway, but I think Apple and MSFT stocks are quite different financial assets.
I think it's more of a risk-in-the-system situation. They own BTC, they manage BTC, if MSFT is also BTC then they have to consider that as additional BTC exposure so then holding MSFT becomes complicated since it's a play on BTC as well.
MSFT invests its cash though to hedge against inflation.
Microsoft has lost Precisely 65.72% of its Value measured in BTC over the last 5 years. [https://www.pricedinbitcoin21.com/chart/faamg/MSFT](https://www.pricedinbitcoin21.com/chart/faamg/MSFT)
I already have bitcoin, why would I want MSFT to be diluted with the same thing? It was a stupid proposal to begin with.
I watched an interview with the guy who submitted the MSFT proposal, he was talking about how he is hoping for 5%+ so he can take it to vote again next year. He got 0.55%. Making us look like tards. Stop trying to force bitcoin on people.
I sold my shares and bought BTC. I’m not done with MSFT, if fact it’s probably may favorite long term hold stock, and I’ll probably buy back in at some point. Just gonna back a different horse for a while based on this news.
Correct. I also hold a small portion of Bitcoin but if had owned any MSFT shares (and were asked to vote, assuming I hold enough shares), I would have probably voted against MSFT investing in BTC, too. There is just no point, other than speculation.