MSTR

Romanizer

In MSTR, maybe. As I understood they broke some records regarding volume and shares sold. Bitcoin itself was far from any kind of euphoria. At least it was the least euphoric post-halving year yet. What is a serious government for you and how could they justify not buying it?

Seraph_2026

MSTR selling didn't do anything I see.

BedBubbly317

Yes, because their P/L looks like a menstrual cycle, nothing but blood red. MSTR is nothing but a Ponzi scheme lmao

BedBubbly317

Because it was otc. The MSTR sale never directly impacted the open market lol

The_Realist01

It would be great if he’d just chill out, or hell, idk, buy the bottom (for once) in size? I own $0 of MSTR, I don’t believe in taking short cuts of owning the rights of future earnings from a treasury company that holds a bearer asset. It’s a stupid position to take. That said, I wish him well. And to go full circle, I don’t disagree with any of your points. Strc raises are done for awhile and until he gets mNAV above a certain point, no more atm raises either.

Local_Math_5512

It's pretty simple. I don't know why so many people struggle to understand it. In simplest form, MSTR sell's STRC for $100 each. They keep enough USD to pay 17 months of dividends ($17). MSTR uses the remaining $83 to buy BTC. Maintaining confidence in the instrument of STRC encourages more people to buy STRC. This raises more USD for MSTR to buy more BTC. Selling BTC to keep confidence in STRC means less BTC for MSTR in the short-term, but much greater BTC in the long term as STRC will continue to raise USD for further BTC purchases.

quintavious_danilo

It’s not about the guy, it’s about the market reaction which was basically zero, meaning even a bigger sell can’t put BTC or MSTR down, meaning they will both weather the bear market OK and come out gunning wild on the other end

oo0000000

so many paper hands in this subreddit. People without basic knowledge about financial structures calling for MSTR blow up. I am just calmly buying more MSTR at discount while you panic. See you at the ATH

LionRivr

Ever heard of buy the rumor, sell the news? Well this time it was sell the rumor, buy the news. MSTR having to sell a bunch of BTC was the rumor. Rumor was priced in already. So confirmation of selling is actually good news.

etaoin314

but will it? the last few years have not been too promising in that regard. The early part of the run up carries all the weight in these predictions, while we may reclaim 100k I am having trouble seeing a catalyst that gets us past that. I do think MSTR was a big part of the last run, and I just dont seen them being able to attract that kind of capital going forward, at least for a while. I think STRC would have to reclaim par and stay there for several months/years before that becomes a viable source of income for them again.

The_Realist01

Bitcoin does $15-25b of volume every day. I don’t think Saylor’s $200m matters, at all. Minor hiccup. He has buys from $10k to $120k - He can be lucky or unlucky depending on which lot he decides to sell. I’m assuming they will do the $120k for tax purposes. I’m not an MSTR guy (management, interest rate, and third party risks) vs btc, but him selling or buying doesn’t impact me at all. Could care less.

Lacklusterspew23

Yes, but the surge over the next 2-3 months in BTC to 100k will work for MSTX, and then we can flip it to MSTR to avoid long term decay. Some caculators show MSTR is trading at less than 1.0 NAV. MSTX vs buying a 2-3 month option or trading at leverage is likely superior given my expectation we will be at 80-100k in 2-3 months. I cannot wait for all of the people claiming the bottom will be in Oct. to cry when we are over 100k at that point. Not investment advice. If you buy or sell anything based on my post, not only are you regards, but you will lose everything. So, I'm not telling you to do anything.

The_Realist01

None of the upstream MSTR products existed in 2022. They began in 2025. Completely different thing.

CatPeopleBleaux

I was buying ETH at $9 and been part of it the entire ride so I'm fully aware of history. I feel like the way you talk about crypto, you are bitter about losing money on it or some shit. Most people who just sit around talking about Saylor going to jail and BTC at $10k are just haters. There are like 3 or 4 companies larger than MSTR from a holdings standpoint so yeah, some crazy shit would have to happen for BTC to hit $10k, much less sustain that level for over 6 months. But as soon as MSTR sells a couple thousand BTC, yall coming streaming out with the, "durrrrr, Saylor sold 1% of their holdings, he's def going to jail". Yall been doing this for years. My favorite part though is people thinking that MSTR doesn't have literal geniuses working there who are leveraging AI, data analytics and intel to predict markets or....at the very least, run scenarios on what happens at every level of pain is just fucking hilarious to me. They're a 35 yr old, US based company with $55B in holdings. They aren't a bunch of strung out 20 yr olds playing with monopoly money during COVID in Singapore or the Caymans.

ReliantToker

They arent struggling though, and the leverage ratio is far less than your typical S&P company. One most would actually dream of accomplishing. Coin count is your personal bias. Coin ownership does not dictate control of the network. Imagine Bitcoins fiat price (least interesting thing about Bitcoin) without MSTR entering the market. $126k? Probably not. Sitting above $50k right now? Probably not. Bitcoin is for anyone whether you like them or not. I will tell you bitcoin will not be successful with retail adoption alone.

jarvismode

Retail love paper bitcoin, MSTR, mining stocks, etfs and leveraged futures… those buying spot and using self custody are the 1% of the 1% of retails

Objective-Choice6518

Bitcoin ETF would be better thank MSTR

Objective-Choice6518

Only morons believed that Guy Everyone with some common sense knew that MSTR would be the FTX of this cycle 

ValorousAnt

Hey, nice insight! You are right. This case could also very well happen where the lower prices result in increasing crypto demand which then eventually could turn into a net positive for MSTR. Time will tell. I personally think this time crypto needs more time recover. The sentiment needs to go lower before it can go up again. Too many scams. When public figures that hold the most power in the world can do pump and dumps in plain sight with zero repercussion it truly starts to undermine this whole industry.

ValorousAnt

Well don't take my word for it. But here is how I feel: * Crypto-sentiment very low plus it is already mainstream. I feel like the amount of gullible investors is exhausted for a few years. Need a new batch. The average degen that used to gamble on crypto has moved to prediction markets or stocks. Why invest in BTC when you can find 20-100x gains on tech stocks. * Stock market is starting to show signs of AI hype exhaustion on multiple levels. Bubble will pop but will it be months or years from now. Who knows. If stock market shits the bed it will 100% make crypto shit the bed as well. * MSTR business model relies on cheap money + ever-increasing BTC value appreciation + degen investors.

Lavayo

With the selling yesterday MSTR hast bought 847.395 BTC and sold 3620 BTC. Yes, the BTC sold yesterday were sold at a loss - which enables them to use them as a tax write off. But at that ratio I really don't see a consistent pattern of buy high sell low. If anything they DCA. A better point is that MSTR tends to BUY the top. MSTR has more capital available when BTCs/MSTRs price is higher. They have to buy the top to some extend. YTD they bought 67,99% of the coins they bought in 2024 (year with most aquired BTC yet). In a bear market. Thats 21,57x the BTC they managed to buy in the entirety of last bear market year in 22, if they don't buy another coin til new year. In all likelyhood it will be considerably more.

Educational_Cable405

Worth checking whose sale that actually was. When the headline says Saylor sold, it's usually him personally offloading MSTR shares he got from options or covering a tax bill, not the company touching its treasury BTC. Strategy's actual coins haven't moved. Same scary dollar number gets printed for two completely unrelated things.

Lavayo

MSTR has more capital available when BTCs/MSTRs price is higher. They have to buy the top to some extend. That said they bought 67,99% of the coins they bought in 2024 (year with most BTC buys) just in 6 months YTD. In a bear market. Thats 21,57x the BTC they managed to buy in the entirety of last bear market year in 22, if they don't buy another coin til new year. In all likelyhood it will be considerably more. I would say they are "timing the market" as good as it is practically possible. In they end they just DCA.

ValorousAnt

I've been wrong on fundamentals so many times that I feel like somehow miraculously MSTR might get out of this. Just this feeling. Even though I want to think that this time the fundamentals are stacked too heavily against MSTR. The whole market just needs to pop at some point and MSTR is already on life-support

Mak333

I bought more MSTR, MSTX, and 10X leverage BTC with a $68k cost average. I'm down a lot, but patience wins this game. See you at the moon fellas. Going to be a good ride.

Recent-Bill7570

Avoid the MSTR Ponzi and consider buying BTC directly if you want exposure to the market.

quintavious_danilo

What’s funny is that the market totally ignored the fact that Saylor finally sold. Makes me bullish actually for both, BTC and MSTR.

Rain_sc2

There is zero point in buying MSTR because of the infinite dilution risk whenever they raise capital by selling ATM newly printed shares If you want leverage just buy perps, you’ll fare much better. Or even better dont lever up and just put it all in BTC

Posrover

$MSTU 2x for you MSTR degens. This ETF has been beaten.

Valyarian

Your holding a vehicle of Bitcoin exposure that's only working harder to increase your Bitcoin per share count, if you go check the increase over the years, you'll understand how superior MSTR is over regular ETFs because everyone at Strategy are engineers that understand how to crank the financial system. The best that Blackrock and the rest of the institutions could do was create covered call ETFs off YOUR OWN BITCOIN, literally they use your own exposure to create yield and give it back to you on a fee... I think as more pain hit these ETFs, MSTR will start looking like the superior option because they have the freedom to innovate while institutions are just being lazy.

8888-8844

It’s reassuring to see. I hate that MSTR manages such a significant portion of the supply.

LeoIsLegend

🤣 if BTC goes to 10k Saylor is completely fucked, that would be a Luna scenario. He can’t borrow enough to prop MSTR up through that sort of crash. The delusion is unreal. Some people never learn. There’s always a bigger fish!

HungryCurrent7901

Doesn’t change the fact they decide how much exposure they want. They bought up a sizable amount in MSTR in 2024 and have held since

Ughnotagaingal

You can also do this with IBIT or FBTC etc though, MSTR is not distinctively better than them except for leverage

MacMuthafukinDre

The fact that this has been posted in every single stock related sub, makes me even more bullish. Someone’s pushing the narrative trying to accumulate shares. Look at the MSTR volume lately.

HugeRoof

Tax free accounts can hold FBTC which doesn't introduce Saylor clown show, so that's not a good argument for MSTR.  I don't really care about MSTR one way or another, but MSTR is a weird way to hold BTC. 

zombiedividend

there is a 4x upside buying MSTR if bit coin goes back to previous all times highs.

Botlenose

Yes that *could* happen but historically that’s not what happens during bull runs. MSTR will trade at a premium to their MNAV. Again.. this is all cyclical. I remember seeing the comments about MSTR in December 2022 and everyone said they were dead. Their stock price absolutely exploded when Bitcoin resumed the bull market. I encourage people who think MSTR is going to collapse to shit or get off the pot. Buy some puts and short it while it goes to zero. You’ll make a lot of money if you’re right. I’m on the other side of that bet.

Rememberthisname3

You do realise even if Bitcoin goes up MSTR stock could still fall because he will constantly just dilute his stock by selling more of it to buy more Bitcoin Common stock holders are the bottom of the food chain for saylor that he uses to feed his flywheel - he does not give a flying fuck about increasing share holder profits

FullOf_Bad_Ideas

I actually thought that this would happen but many crypto haters were sure that it's gonna spiral down now as MSTR was portrayed as Ponzi that would break bitcoin if it crashed. Truth is, BTC is bigger than MSTR and will be fine without it. MSTR is a minority holder and MSTR investors, if not invested in MSTR stock, would often just buy BTC directly. Hopefully it's going to stabilize higher up and doomers will be proven wrong.

FullOf_Bad_Ideas

Bitcoin is fine, it survived first larger MSTR sale, which is bullish for MSTR - many people assumed that a sale like this would break bitcoin and it would enter a downward spiral now. Meanwhile, it had a short blip and then went up. So, it may have seemed obvious to some but not everyone - BTC is bigger than MSTR and MSTR alone isn't enough to kill it.

CatPeopleBleaux

Nothing would happen to the company at $10k tomorrow. If it went to $10k tomorrow and stayed there through the EOY, yeah, there may be an issue. If that happened, there would be bigger issues within the space anyway. MSTR would have to be the first domino to create $10k BTC for 6 months. I don't see anything else doing that scenario

CraftyBrother6974

I feel like so many fail to understand when MSTR trades at a discount to book there is an opportunity to bitcoin and buy back shares at a discount. It’s essentially an etf and it’s not nearly as important as people think

BrokenHefaistos

No no, you'll devaluate MSTR when you sell and take profit, only buying is allowed when saylor moon needs cash !

No-Masterpiece2246

Now that the short MSTR trade is profitable, we'll probably see more of it. Let it run up to $68k, then back to $60k.

Datsyuk420

I buy that in my wife's retirement account. She already has the account set up and she gets $ matched. I can invest that into FBTC or MSTR. Both have counterparty risk. So I buy MSTR in retirement accounts and self custody BTC. I turned down my retirement account because they did not allow for self directed. That is the fucking point.

frugaleringenieur

Congrats, $MSTR and $STRC up 1% over the day. You can only measure Bitcoin strategies in 5 year intervals.

Poopy_Krappenschitz

Cheers. I’ll also concede that I was wrong today. Complete retracement and holding. Did not see that coming. Will see where it goes from here. Also, don’t get me wrong. I’m a long term MSTR and Bitcoin bull, I just don’t think we’ve seen the bottom. I’m still waiting for my bull market entry.

The_Bitcoin_Act

$15k BTC by year-end assumes MSTR becomes a systemic forced seller. Nothing in the filing supports that, it supports the opposite.

cryptocraze_0

MSTR is actually more volatile than bitcoin now. Bitcoin at ATH is a 2X, while at that same time MSTR will do 4-5X surely.

joefunk76

With ~845k bitcoins, Saylor can sell 3,588 bitcoins 235 times before he runs out of them. It’s not a big deal if he has to do this for a few quarters before the bear market turns around, and he regains the ability to sell STRC and MSTR to fund the dividends. Your whole argument is little more than a long-winded tirade of pearl clutching.

Wheaties4brkfst

This doesn’t make any sense. They didn’t buy any MSTR. They just used this to fund dividends. Go look at their website, their BTC per share has only decreased over the last few months.

A_Long_Knight

That wouldn't make financial sense... the MSTR shares are worth only 71% of the BTC value.... meaning I could buy the entire company (and the BTC pile) for 30% off if I bought shares. So if someone has $36 billion and wants to buy $52 billion worth of bitcoin, they could just buy the entire company and they would hold $52b in BTC but will have only paid $36b for it.

Botlenose

I only play with money I can lose. You sound scared, my advice to you is stay away from MSTR. I buy the fear and sell the hype.

Botlenose

MSTR is a trade for me. I was right about it last cycle exceeding bitcoins return from bottom to top, and I’m putting my money where my mouth is, that MSTR will have a bigger return than Bitcoin. My personal base case is BTC will approx 5x from the bottom, MSTR will likely 8-10x at least. You can disagree with me, but I’m betting you’re wrong and I am a buyer.

WhatsTheStoryMG_1995

Yes there is, I don’t pay tax on MSTR as it’s inside a tax efficient account, bitcoin I do

IcyMathematician5632

Agree. Same goes for a good reason to own MSTR -being able to sell covered calls.

wkndatbernardus

I like to tax loss harvest BTC ETFs buy selling and, to avoid a wash sale, investing the proceeds in MSTR. Once MSTR goes back up to my cost basis ($135), I'll sell my lot and invest back into BITB.

OsChMoScH

There are companies stacking ETH just like MSTR

hdn3007

he can sell MSTR instead of btc to keep his company afloat

spid3rfly

The only other reason to tag on would be if you have money locked up in a 401k and don't have any other way to use funds from there to buy a bitcoin proxy. Still then, you'd be better allocating 401k money to the Bitcoin ETFs if you're able. I've been bugging the hell out of my employer/brokerage company to open up some type of bitcoin exposure(Grayscale before the etfs/ETFs/MSTR) so that I can allocate 401k money. Have they? Still no :-/

crooks4hire

Yea leverage or not, MSTR is gonna be a direct dependent on the fiat price of BTC. Never understood the mentality of sucking off a corpo who’s just using BTC as a fiat hedge and tax haven 🤔

Pygmy_Nuthatch

Why is MSTR up today?

Zestyclose-Suit-2858

There is no logical argument to buy MSTR if you are capable of buying BTC

HSuke

Correct. Their focus is on arbitraging MSTR price. * For MSTR: this is buy low, sell high * For BTC: this is buy high, sell low What's beneficial for MSTR is not necessarily beneficial for BTC when doing this arbitrage.

HSuke

For the past half a year, Microstrategy (aka Strategy) has pivoted to a new Key Performance Indicator (KPI) called **Bitcoin Per Share (BPS)** to measure success. Their goal is to buy and sell MSTR that will maximize BTC price per share of MSTR, thus **maximizing the value of MSTR shares in terms of BTC holdings**. This strategy is beneficial to MSTR, but not beneficial to BTC. BPS is calculated by: BPS = (market cap of MSTR) / (total Bitcoin holdings) 1. BTC price is high -> MSTR price ratio is higher > mNAV is high -> sell MSTR to buy BTC 1. BTC price is low -> MSTR price ratio is lower > mNAV is low -> sell BTC to buy MSTR Since the MSTR price is more volatile than Bitcoin price, it both increases faster than Bitcoin and drops faster than Bitcoin. It seems like they're selling BTC low, but they're actually focused on buying MSTR when its ratio to BTC is low. It seems like they're buying BTC high, but they're actually focused on selling MSTR when its ratio to BTC even higher.

Wheaties4brkfst

Strategy isn’t going to melt down à la FTX. What is going to happen is a slow, grinding decline over time as MSTR holders get diluted more and more to fund these dividends. Eventually they’ll just stop paying them and completely destroy their ability to raise money. Then it’ll just kinda be….there. No real developments. It’ll start to act much more like an etf and that will be that.

Zestyclose-Suit-2858

Why buy MSTR? Literally: what the fuck is the point? Just buy Bitcoin. Don't help this orginisation with staying this big of a player in the market.

KenFX4

All business decisions Strategy and Saylor are doing now should viewed through the lens of trying to get into the S&P 500. Selling 3,588 bitcoin is one of those decisions. They must demonstrate they're willing to sell capital. Saylor referred to it as "inoculating the market". This was done to satisfy S&P Global requirements and something Strategy said they would do in their last earnings call. It's actually quite brilliant, if and when Strategy gets added to the S&P 500, $MSTR will automatically be added to a variety of index funds. Couple that with the end of the crypto winter this year (AKA., bitcoin halving cycle) and $MSTR will likely 3x - 5x in the next bitcoin bull cycle.

YePeX

Never sell his own, MSTR was never part of that comment lol

YePeX

Never sell applies to his personal wallet it was never for MSTR.

HungryCurrent7901

Really the only news I’m looking out for is whether or not Norways sovereign wealth fund sells or buys more MSTR. They seem patient with their position and are holding for now afaik

Botlenose

He sold some bitcoin in 2022 for tax loss harvesting and no one seems to remember that. Who cares, everyone on the side knows he will need to sell some bitcoin in bear markets to make this all work. Some are acting like the sky is falling. I’ll wager Bitcoin and MSTR will both be much higher in 2 years, and I am actually buying both.

jsands7

!remindme 2 years “Well, was it nearly over? Reference: MSTR back up over $100 today.”

boringtired

I don’t understand why people care so much about MSTR. While it’s him stacking BTC, BTC does exist on its own fwiw.

Real-Technician831

Now they are insisting that MSTR was never about not selling BTC, and this is all normal. Cultists gonna cult.

Poopy_Krappenschitz

And It’s already a bloodbath. It’s about the news, not the sale. Blackrock sells tons of bitcoin everyday and it doesn’t swing Bitcoin that much. A week or two ago, everyone was saying he just got the approval to sell, but he wouldn’t actually sell. Then he sold 32 bitcoin to “test the water and show people that he could sell”. Selling $225 million dollars worth of bitcoin is something completely different. This is a pretty big deal. MSTR had a 76k avg BTC cost and they sold $225 million dollars worth at a 15k loss. If this was the right move for them right now, it’s because they had to sell some Bitcoin for financial reasons. Companies don’t sell their assets at a loss for fun. There is no way this news is anything but bad news.

PureCod9290

The whole treasury idea was always just so god damn stupid. Guy really unironically was telling everyone he basically discovered an infinite money glitch and it has worked out about as well as you'd expect. Anyone holding MSTR is getting what they deserve and it ain't nearly over

HSuke

Yes. That's their real strategy. I wish I were joking, but they literally said that during their 2026 Q1 meeting. It's because they're trying to maximize their **Bitcoin Per Share (BPS) KPI**: 1. Sell MSTR to buy BTC when Enterprise mNAV is high (> ~1.22) 1. Sell BTC to buy MSTR when Enterprise mNAV is low (< ~1.22) Their strategy is literally to **buy high and sell low.**: 1. BTC price is high -> MSTR price ratio is higher > mNAV is high -> sell MSTR to buy BTC 2. BTC price is low -> MSTR price ratio is lower > mNAV is low -> sell BTC to buy MSTR

HSuke

If you want a **serious** answer, it's because they're trying to maximize their Bitcoin Per Share (BPS) KPI. 1. Sell MSTR to buy BTC when Enterprise mNAV is high (> ~1.22) 1. Sell BTC to buy MSTR when Enterprise mNAV is low (< ~1.22) Since mNAV is high whenever BTC price is high, and mNAV is low whenever BTC price is low, **they will be buying high and selling low.** That's their strategy. I wish I were joking, but they literally said that during their 2026 Q1 meeting.

piggleii

Congratulations. I don't hold MSTR, so it doesn't really affect me.

TrustInNumbers

MSTR selling bitcoin is good long term, they will crash and we will get rid of bad actors. A lot of people are avoiding BTC due to MSTR crash risk. Imagine how many new buyers we could get once MSTR is finally finished

TrustInNumbers

MSTR selling bitcoin is good long term, they will crash and we will get rid of bad actors. A lot of people are avoiding BTC due to MSTR crash risk. Imagine how many new buyers we could get once MSTR is finally finished

gigasawblade

They buy with investors money so price in USD doesn't matter. BTC price measured in MSTR stocks matters, and from this pov they sold high. The question remains whether it is reasonable to investing in MSTR with the goal of getting more USD

hamsandwich369

These comments suck. Yes. The second half of the bear market year is known as the accumulation period (from now till December). Historically, the best possible time to buy is when the price is around or below the 200 week moving average ($62,000). I expect it to hit it's lowest point in oct-nov but it's impossible to know with certainty. MSTR is also worth considering.

snack_case

I've been sitting on MSTR since before the stock split because I got greedy and purchased it all through my UK ISA as a tax free bitcoin proxy. Saylor should have stopped buying years ago and just sat on his stack. Everything he's said or done makes me regret not buying bitcoin directly.

dataCollector42069

MSTR sold 3,588 btc lmao. Only complete idiots believed in this con artist. Did great shorting this ponzi

Minute_Kiwi031

Why not just go long? Its bitcoin. Go swing trade MSTR or something.

mercuryy

MSTR bought every week for a few years, and they are conpletely underwater with an average buy price much higher than 70. So that might not be the best strategy. If you bought with a lump sum five years ago you would roughly be at the same place. If you bought other investments then you would be better off. Now i know that (that devastating) past performance does not garantee any future development, but btc is suffering diminishing returns dor a long time now. Each cycle rised lower than the previous one, relatively.

usrname_chex_out

I’ve gotten most of my btc by lump sum investing at 7k (2020), 16-20k (2022), and 58-62k (2026). At times I’ve also DCA’d small amounts, but typically stop once we are above all time highs. My first cycle I took profits at 45k. This past cycle I didn’t sell btc but sold my position in MSTR (thank god lol). Something like a dynamic DCA strategy probably would work best for most people. Just cause I’ve had pretty good success buying btc at good prices doesn’t mean someone else will. Plenty of people on this sub last cycle were waiting for 10k to buy. Clearly didn’t work out for them.

Soggy-Welder2265

His number is wrong because MSTR has purchase 174,895 BTC and sold 32 BTC! Not counting strive ?

froz3nt

How much of that is MSTR?

asuragana

Why not buy MSTR or IBIT so that it will be in your trading account like stocks than keep it in wallet which most families have no idea on how to recover ?

Arbeke

Ha sfruttato anche la volatilità di MSTR?

Arbeke

Io sono dentro su MSTR, per me non è più il momento di vendere, ogni volta che raggiunge una possibile resistenza vendo una call coperta, se sale rollo ancora , se scende incasso e acquisto ancora, nessuno può sapere se BTC sale o scende ma è già il momento di iniziare a fare scorte. Mio parere personale naturalmente.

scott_in_salzburg

When MSTR implodes. I’ll buy.

BrokenHefaistos

I can't speak for bitcoin but most crypto and memers will be fine, it's a game with fiat prices. People like games, but hate their games being rigged by Trump, MSTR, Fink and those are all playing tricks on the one thing everybody knows, and like a rockstar might succomb to its own fame.

Donut_LordO

If BTC doubles in price, MSTR quadruples 👍

Peepzer

Hey lad, I wasn't giving my opinion on Strategy (but I will below haha)😁 Just so fed up with people on **both** sides of the argument flinging shit without substance/proof. WSJ isn't exactly proof btw - citing a news outlet to be your source rather than doing the research yourself is a cop-out I'm afraid. I'd say the same to a MSTR fanatic that blindly defends Strategy too. So my opinion then: I do lean more on the side that Strategy will be fine because they now have 17.4 months of cash for dividend coverage. BTC could literally sit here for the next year and a half and Strategy are chilling. I think them paying off that other convertible debt recently was not a good move but it's not "death"-inducing, and is entirely separate to their pref obligations. Plus, it's a very human thing to want to find a scapegoat for anything bad in life, and it happens every crypto cycle. This cycle's blame game is being sent in Strategy's direction but it's unfounded. Only those who *haven't* read Strategy's balance sheet and *haven't* been present in their shareholder meetings are saying that Strategy will die, because once one reads the numbers the "Strategy will die" mantra becomes an argument with math itself. I will now step off my soapbox.😉

BigWhatoh

They'll all still be here, surely. I mean imagine a world without 10 million ways to send someone a bit of unstable currency. Just BTC maybe? The rest will be more defunkt than now. Proof case of viable tech at best. If governments wanted you to 'own' money then fiat wouldn't still be owned by the printers. Only BTC had half a chance at being an alternative to that. Frequent BTC forks and companies like MSTR trying to own 5% of it only destroys the premise