MSTR

ThrasheryBinx

Not quite the same thing, borrowing against your btc is more at the mercy of market swings, whereas the STRK plan would just rely on MSTR not going bankrupt in my lifetime. However, I'm personally doing more of the rolling borrowing as you describe, and would never want to lose my BTC position entirely.

ThrasheryBinx

STRK is microstrategy's convertible preferred share. Simple math is that I expect MSTR to generally 1.5x btc's gains, and STRK to get 1/3 of that upside while paying me a fixed amount that I could plan my life around. So I'd get half as much upside of BTC but with a stable income in perpetuity. However, I could also convince myself that my BTC will go up to 2 million, and if I execute the strategy at that point, i could live on $142,000/year instead. And I think STRK is stable with a great future so long as MSTR doesn't go out of business.

Due_Tree_3959

Do 50/50 BTC/MSTR and tell her you decided on a more diverse portfolio.

JKimRX

Personally would split that between a BTC ETF like FBTC… and a leveraged ETF like MSTR.

MrCanelin

The real question is how to distribute funds between BTC, MSTR or MSTY (if you’re into that)

Hairy_Shine_6629

When MSTR's ponzi scheme gets public, that's a possibility

shigydigy

MY question is, why is MSTR barely down? There is a really weird decoupling going on lately...

leftyrancher

Diversify more––a ***LOT*** more. BTC is good, but having the rest in ***just*** MSTR is dangerous.

fullthrottle4562

Yep, even Ray Dalio saying we need at least 15% of Gold or Bitcoin. Your call on how you want to handle that. I am about 30% in digital assets (BTC, MSTR, ETH, BITW) and and about 10% in Gold.

Imrahulluthra

Risky, but not crazy. I'd personally diversify more than just BTC and MSTR, though. What other assets are you considering?

Mother-Chipmunk2778

Why couldn’t older wallets migrate? Or even migrate now? And that’s my whole thing too. If it’s just about cold wallet storage, and the concern was real, why wouldn’t people just move their wallets to an exchange. The whole cold storage thing is overhyped anyways, govt, companies, fkn MSTR with the second most btc in the world use coinbase among others as custodians, so if the only concern with quantum computing is cracking Satoshi era wallets, I think that’s a lil ridiculous

HighSolstice

I’m also buying some of MSTR’s [preferred stock offerings](https://x.com/strategy/status/1955630422236516759?s=46&t=jkCK9wusChTyibpPYP5ZhA) which offer 8-10%. Not as “safe” as US treasury since these could potentially suffer at the same time BTC is suffering but it’s only a small percentage of my portfolio that I am willing to grow over time anyways. If STRC trades below $100 I’m a buyer for the additional yield, if it trades above $100 then MSTR issues more shares to buy more Bitcoin and bring the price back to $100 which then benefits my MSTR shares, I like that deal.

Content-Soil-3686

Start slow and build it. I put in 2% to start, then learned more, 5%. Then over the years I got to 60% in btc and related (MSTR, energy, miners). I feel I’m a bit too heavy now but I believe in it. Don’t go 100% to start, it will take some time to build diamond hands which I feel is required for it. In April I had back to back days dropping 6 figures, only to see it turn into a 40% gain on the year in july.

Thegame_changer21

What happens if MSTR strategy ends up having to sell Btc ? Lots of shares of their company being sold. To cover it they’ll eventually have to sell Btc. If sailer sells Btc I imaging Btc price being heavily impacted

global_hodl

I have IBIT and MSTR and I write covered calls on them to accumulate more

3Puttz

Yes mostly, but some MSTR and IBIT calls.

ImprovementSweaty188

No, but I do have about 25% of it in FBTC, IBIT, and MSTR.

GapeJelly

MSTR

Darkerjev

Since the beginning of this year, almost all of my invested assets are in bitcoin. My only investments are Bitcoin in cold storage, large amount IBIT and some stocks in 401k, MSTR and IBIT in Roth IRA and my HSA just MSR, and tax brokerage account MSTR. The majority of my bitcoin amount is cold storage and IBIT. I should’ve done this earlier, this insane concentration send my wealth accumulation into warp speed, im expecting to retire soon and im age 34. The volatility hurts yes, but im highly confident in bitcoin after thousands of hours of research. Do it, go all in on Bitcoin, dont diversity, dont have paper hands. Only diamond hands here.

Simke11

Anyone who has been in this space for longer than a couple of years isn't taking them seriously. Saylor is just trying to pump his bags so that he can keep MSTR ponzi going. After all, just look at how MSTR ended up after dot com bubble.

phul_colons

Bitcoin is not owned by the holders of $MSTR. Saylor is taking money from the common stock holders, but they have zero claim to Bitcoin. Saylor can dilute shareholders down to nothing and they will only have the cash value of the share.

onetruecharlesworth

That’s just observably, not true. considering the sat per Vbyte rate per transaction is like 80% lower than it was 16 months ago and the price is over 100% higher. Increase in bitcoin price does not directly correlate to an increase in onchain fees. If most people are settling off chain via centralized exchanges or using lightning, then the fees won’t go up. You’re also assuming that they’re buying at the margin when in reality they’re buying OTC. They only need one seller the OTC desk who is sourcing directly from miners. I know that that supply eventually runs out because bitcoin is finite, but that’s way down the road. I 100% agree with the execution risk. Literally every treasury company, including MSTR has this problem as well It’s why I self custody. I just feel like you’re blowing it out of proportion a little bit or you think it’s more likely than it actually is. Idk though I’m just a pleb

Comprehensive-Emu398

O just saw a video explaining it. Sell OOM covered calls, collect premium rinse and repeat while getting more and more stocks. The only problem of course is you need to have at least 100 shares of MSTR haha. There is a “selling” pressure with mstr because when the mnAv is too big, shares will get diluted and lose value, you only benefit from this if you sell calls, not puts.

lovely7451

Haha, love the order — and yeah, converting MSTR to MSTY at retirement feels like the natural next step

lovely7451

Right now, I’m focusing on BTC, MSTR, and Real Estate

RemarkableAd210

So anyone can get a wallet to receive payments, however you're wanting to buy some Bitcoin. Being in the UK myself I've realised how difficult this is, and the only workaround I had for myself is if you have a pension with any amount in. Set up a SIPP (self investment pension) with AJ Bell. I did this then they applied for the pension money from my workplace one (which was only earning me 2 or 3% a year, which with inflation I was losing money on) I then put all my pension money into MicroStrategy 'MSTR' shares. Obviously you don't hold the Bitcoin yourself so there's some risk there, but without going to another country and using their Bitcoin ATM's you're kinda stuck. Because of our laws. Or getting someone to buy you Bitcoin, however this is breaking the law (as you need to have the correct licences to do so) which is ridiculous, I know.

Training-Fig4889

Wait for reputable multi sig cold storage lending or retire now and spend your bitcoin. You could sell MSTR or IBIT CC’s if it suits you

Zigxy

Completely incorrect I don’t know where you are getting that info from The bulk of the MSTR purchases are funded by stock issuance which doesn’t need to be paid back. My guess is that the $58k figure you saw was MSTR’s average buy price? It is $66k now. But they don’t need to worry about margin calls until like $9k

Waste_Molasses_936

Already have some but I want my $MSTR stock to go up

StatisticianEnough10

Too much demand to drop. Btc winter isn’t a thing anymore. The US government is in. Blackrock is in. MSTR alone is buying up more BTC than is mined. Exchanges are at historic lows. Plus the big print incoming… Supply shock is inevitable.

sunfrost

You are right about this and the answer is, it’s complicated. Because MSTR raises funds through debt, preferred shares, and common share issuance (ATM). This creates a drag vs BTC itself. If MSTR stopped raising as much capital and BTC climbed on its own, then you’d see the MSTR price rise quicker than BTC itself. The dilemma there though is that if MSTR stopped buying BTC for a while it would probably result in BTC price dropping. So… it’s complicated.

ImMaury

But BTC grows much more in % terms compared to MSTR? Where’s the leverage? Pardon my ignorance.

harvested

Blackrock and MSTR are both use coinbase to custody their coins.

Tough_Level5561

No, but MSTR is on there

Zigxy

doesn't matter, I hate MSTR, but they are never getting margin called until price is down like 90% for a very long (several years) time.

QuirkyMulberry7189

MSTR getting liquidated will send it to 10k no problem. 

SpecialDonkey6563

The United States President could easily issue an executive order to confiscate Bitcoin as FDR did with gold. All he would have to do is declare it a national security emergency, and the U.S. would pay MSTR, Coinbase, Fidelity, etc market price for their Bitcoin. This is why you should self custody.

sunfrost

Leverage. I think is the answer. He raises debt at a lower rate than you could. He buys BTC. So the MSTR shares act as a leveraged long at a cheaper finance rate than retail could get. That’s the theory at least.

LimitAlternative2629

Just buy MSTR they do this professional. So generally I would say no. Don't do it. In no way shape or form, because ultimately you're exposing yourself to a large risk of losing.

Mak333

That's the sound of my MSTR covered calls hitting a bank register. Time to re-up.

JerkyJunkie

Things have changed since the beginning and inception, but the truth is nobody can say definitively what is what yet… The drawdowns that you are seeing currently are likely Market makers eliminating long positions, and covering Short positions. However as far as a break in the four-year cycle for an incoming bear market at least one that would be comparable to previous bear markets draw downs in my opinion, is a slight mystery. I say that, because although the halving cycles have not changed, nor will they… Institutional adoption, ETF inflows, bitcoin treasury companies, states/nations/funds creating reserves, 401ks/pension access, and the beginning of financial instruments that are able to tap other markets/their market caps (bond market 500T alone etc.). Have changed not only the amount of exposure that people who previously did not have the opportunity to have to bitcoin, and other crypto assets for that matter. It has also changed the amount of M2 money supply that can flow into bitcoin that previously was impossible through new legislation, and more crypto friendly environment, and more recognizable adoption by those who previously didn’t understand what it even was or how to acquire it. This is not financial advice in anyway.. I’m a degenerate bitcoin maxi, with a heavy biased, who owns bitcoin, and is also irresponsibly long MSTR! The only thing I can say is you can’t go wrong stacking stats, and not worrying about the short term, if you truly believe, and are in this for the long game.

whisper_of_smoke

manipulation. practically every Sunday night before the weekly close and then one hour before the market opens each day. Even MSTR manipulators beat up on Bitcoin each morning. In the end, up is inevitable.

global_hodl

Nah but I have a margin against my MSTR and IBIT position. I am not letting anyone come near my on chain bitcoin.

Alternative_Week3023

To keep it short… If you research it, MSTR structures its debt maturity according to the BTC’s halving cycle. He is buying future Bitcoin at today’s price if you have the conviction in its price appreciation which this GigaCHAD believes in.

Ok-Comfortable-3174

Wow this sub is genuinely clueless. ETH ETFs are heating up. Like MSTR but for ETH the biggest is headed up by Super bull Tommy Lee buying up 5% of all ETH.

s1cWid1T

We all have been shaken out at some point of something. I got shaken out of 70 out of my 100 MSTR shares in the lows I had to buy them back at a much higher price. Glad I stacked btc tho. Learn from it and move on.

Blixx96

Correction. Boomers and those who are computer illiterate are buying ETFs and MSTR.

No-Pepper6969

I leverage MSTR, at peak(450$) I almost made 30% gain this year. Last year I did it with FBTC and netted 100% gain over the year. I DCAed every week a portion of my margin, never go more then 25%

RoyYourWorkingBoy

I reject this premise, you can't measure retail looking on-chain anymore. Retail is here in the ETFs and MSTR, they aren't buying $500 worth and throwing on a Trezor, they're buying shares of IBIT.

xxs0raxx

If we see 5.5k-6k eth im 100% out and buying back in when it’s sub $3k. If crypto ever taught me anything it raises fast but also goes down fast. I could see btc back at $90k range. IMO as long as you’re below MSTR avg you’re in a good spot.

acorcuera

Volatility? Try investing in MSTR.

OkDiver6272

That’s the truth. I just retired this week, in my upper 40’s with about $1M in investments. My goal is ~ 20% CAGR with half in BTC and half in tech/AI/bitcoin treasuries. The folks over at r/FIRE did not like that idea. Said I should plan on only 4% and hope for 8% returns. They just don’t get that this isn’t your grandpa’s stock market. The 60/40 portfolio is dead. BTC is my savings account. TSLA, NVDA, PLTR, HOOD, COIN, MSTR, etc are my investments. Excess gains from them will be rolled into BTC. That’s my FIRE plan.

Pale_Drink4455

This particular FIRE guy is a strong believer of BTC. Long time holder as well as long on MSTR!

Fearless-Act-345

MSTR in S&P 500 will help that even more

Sector__7

The other benefit is that in a brokerage account you can use sensible margin lending which having bitcoin on a blockchain doesn’t allow you to do. With how much MSTR moves, it’s not a bad idea to use margin when it’s low then sell shares to cover your margin when it’s up. This results in more shares than simple DCAing.

King-Choco

Well actually you’re correct that MSTR in not in the S&P 500, yet anyways. But they should be because they meet all the criteria. It’s inevitable at this point. And you’re talking about all time chart for NVDA of course they’re gonna have outperformed MSTR. But in the last 5 years, MSTR has significantly outperformed NVDA by almost double. Why do you this is if NVDA is such a good stock? Why would you even want to invest into anything else? Not to mention that Bitcoin alone has also continually outperformed anybody who invests in the S&P 500. Times are changing man. Im sorry but the facts are the facts. Don’t hate the player, hate the game. Im also not gonna sit here and act like I know everything, because surely don’t, and neither do you. In fact the world is forever changing and I’d like to think most would be better off if they made adjustments with it instead of try to fight the natural cycles of change. We must be like water my friend.

conceiv3d-in-lib3rty

Doesn’t matter if you’re invested in MSTR, what happens to Strategy will affect the entire market. The second their bet on Bitcoin were to turn sour for any reason, it’s going to crush the market. Especially if they are forced to sell BTC in order to service debt. You hope this never happens, but it’s a very real possibility.

SmoothGoing

He isn't buying it. The comment company he works for does. And they do it as a matter of policy. So basically, no matter what. Unless MSTR changes the treasury policy it's business as usual. When they announce a buy that's not even news. When they announce a treasury policy change then it's news.

Radiant_Addendum_48

It’s funny but you’re not wrong. M2 can skyrocket but if every soul on the planet suddenly stops buying that what can you do? At that point MSTR would be kaput too.

Available_Win5204

Oh and MSTR isn't part of the S&P. Although I'm sure you're aware of that. Just like you're surely aware that their performance only outpaces "every other company in existence" if you pick some specific time box that caters to your point. But I'm sure you're aware of these things. Like I'm sure you're aware that MSTR is up 3,000% from IPO while NVDA is up 382,000% right. I'm sure you know how to compare 2 numbers and tell which one is bigger right?

King-Choco

It’s the exact opposite. Bitcoin represents the value of the whole world’s energy production. The production of your index is backed trust from an inflated corrupt monetary policy. These companies provide value to humanity with a whatever service they conduct or product they produce. But they will all end up having to put Bitcoin on their balance sheet in order to stay relevant in today’s day and age. Bitcoin is reinventing what money should be in the first place, just look at the best performing stock in the whole S&P with Microstategy (MSTR). Their company converted to a Bitcoin accumulation strategy and they outpace every other company in existence. Times are changing my friend. For the better.

Early_Somewhere3465

Agreed. Bought GBTC a while back in my Roth and it's all tax free. Can swap it into something else like MSTR if I want as well.

ParkingAccountant288

It’s not a 0 sum Game; but if it was - any AI will tell you which one fulfills the Bitcoin white paper better - and AI will reward speed and capability; which people will rely on instead of BSTR and MSTR/Blackrock.

Waste_Molasses_936

Still, its been a sucky 4-6 weeks for $MSTR

numbersev

Bitcoin goes down when there's more people selling than buying. Recent news: MicroStrategy Stock Hits 4-Month Low Amid Share Issuance Shift [https://bitbo.io/news/microstrategy-stock-share-issuance/](https://bitbo.io/news/microstrategy-stock-share-issuance/) >MicroStrategy (MSTR), led by Michael Saylor, has seen its stock price fall to a four-month low following a controversial update to its equity issuance policy and a broader downturn across public bitcoin treasury firms. >The stock is down 8% since Monday, paralleling an 8.6% decline in the price of bitcoin since last week’s all-time high. It could also be a pullback/correction before it goes parabolic ($140k-200k). People think this because of the timing since the halving event last year (creates a supply shock) and because the indicators of alt-season are almost all flashing (except an increase in global liquidity). But this could happen with interest rate cuts in September. No one in the world knows for sure. That's why doing your own research is important and you shouldn't just rely on anyone's authority, nor look to past performance as an indicator of future.

faiqR

Well, if you zoom out more (1Y) it is outperforming Bitcoin. But the flip flopping on their strategy in regards to ATM, killed it for me. I moved all my $MSTR to BTC. I am so done with treasury companies. If I ever want leveraged exposure, I'll just do it myself, instead of relying on a group of individuals that make questionable decisions.

002_timmy

I know I’m going to get killed for saying this in this sub….. and I know that this isn’t Bitcoin in the purest sense of Bitcoin as the BTC on the Bitcoin Network is held by a custodian, but with a project like Lombard you can actually earn interest on your Bitcoin. It’s similar to how MSTR generates yield on their Bitcoin through different treasury operations. I’m not saying it’s as safe as holding the keys to your Bitcoin on the Bitcoin Network. But if you’re custodying dollars at a bank vs Bitcoin at a financial institution, you should compare apples to apples.

letsdrinktothat

Huh? The MSTR price has been correlated to bitcoin, the premium never has. The premium is down from recent highs, but it's higher than the lows of Jan 2024, much less 2022 and 2023, when it did go below 1. So the current premium of 1.5 seems normal and within bounds. Previously when it dipped below 1, it didn't go much below 1, and rebounded quickly. So the time to worry would be if it dips below 1 and doesn't rebound, but I wouldn't hold my breath, people like buying bitcoin at a discount.

CloKey3

I wish we had done this. I’m 31(f) and husband 33(m). We had 5 bitcoin last year and both had high paying jobs (around 200k each). Used 1 bitcoin to help with house down payment and kept 4. Did renovations with personal loans because our income was great. Decided I would be a stay at home mom while our kids are little in February and quit my job. Well.. my husband decided options with MSTR and MARA would make us wealthy fast (it could’ve.. but mostly gambling IMO). Agreed we’d use 1 bitcoin on that. Turned into an addiction of some sort for my husband and he spent remaining 3 bitcoin behind my back. Could’ve easily paid off all debts and be living financially free in early 30s. Instead our savings are gone and I wish we had the bitcoin back more than anything.

Consistent-Baby5904

michael saylor wants to die with his BTC, said it himself. i wonder if he will be the final laugh when he has a trigger pulled on the blockchain that burns those BTC tokens mysteriously ... or gives it away when he dies. he literally got on public TV and said that he wants to be buried with his BTC. now are we are we talking MSTR BTC? or his own BTC? was he just fucking with us in that interview? will he live forever? will Satoshi let his BTC go to the grave?

Sector__7

Yes, diversify into MSTR, FBTC, IBIT, a little into MTPLF and for your savings/emergency fund STRC.

VariatCA

MSTR fud has literally never stopped lol, people have been loudly hating on it with every what-if scenario they could throw at it for years. Not even the last bear market put a dent in them.

Notoriousrb

MSTR FUD has already started and we are barely down. Buckle up.

sisyphus0104

Imagine thinking MSTR and by extension, Saylor are trustworthy entities. A man convicted of accounting fraud, and we got folks on here shilling him like he is the fact of BTC. You could not ask for a worse person to represent BTC.

devCheckingIn

Camel says MSTR is going to $35. 🤦‍♂️

AccomplishedView4709

Strategy is now issueing 8 to 10% high yield preferred stocks instead of issued convertible notes to borrow with BTC as collateral. The latest ones are flop because of the terms (no conversion or rate guarantee). The first one has reasonable term with ability to convert to MSTR common A stock if MSTR hit $1000 at 10:1 ratio while paying 8% dividend until term end (I believe in 2030) or whenever conversion happens and also have seniority to Common Stocks shareholders if Strategy go under. It is still very risky investing in their preferred stocks because of high leverages (convertible notes are senior to the preferred stocks), but a good bet if you believe BTC will reach 1M. I bought a few of their 1st Preferred Stocks, if they don't go under, I will get back my invetments in around year 12 with just the dividends (not compounding or reinvest this one) payout.

Waste_Molasses_936

When is pumptober? I have some $MSTR October calls that could use a moon. (Yes, I know its not exactly bitcoin but Im using profits when i have them to buy some BTC

harvested

Yep. It got David Bailey at the helm. No idea about investment prospects. I stay away from treasury companies other than MSTR (which has been tested in a bear market).

jamesnaranja90

The main risk I see with tether collapsing are the crypto backed loans and leveraged funds like MSTR being forced to sell, thus collapsing the price even further.

AlternativeWonder471

If it actually does face a downward spiral like that, he will be selling BTC to cover debt, not the other way round! He needs to come up with the money to pay bond holders in that scenario. I highly doubt any bank would lend money in that case. Especially if it is during a global recession or crisis. The odds of this happening aren't high, but not insignificant. I think I worked out it would be somewhere within 5-20%. But the odds of a major crisis for MSTR and major selloff is much higher, around 50%. Will be interesting. If he strategically raised money to use when there are dips, and only to a calculated risk, I would be much more optimistic about MSTR. But the buy every top and with as much money as I can get my hands on is a recipe for disaster.

dormango

Says the dummy who asks: what’s the difference between MSTR and Terra Luna. Show us one trade where you’ve ‘made a killing’ and I will mock you no more.

VariatCA

...You have no idea what MSTR's average is for all their Bitcoin, do you lmao.

AlternativeWonder471

The part most related my comment: **2. If Stock Crashes, ATM Offerings Become Ineffective** MSTR uses ATM stock offerings to raise cash when needed, but this assumes: There are willing buyers of new shares. The share price remains high enough for dilution to be manageable. If MSTR stock drops below key levels, ATM dilution would be severe. At $300 per share, issuing $1B = ~3.3M shares. At $150 per share, issuing $1B = ~6.6M shares (double dilution). A falling stock price accelerates dilution, worsening sentiment and triggering more selling. **Example of ATM Failure Spiral** Stock drops to $150 → more shares issued → dilution fears rise → stock drops further → even more shares needed for the same cash. This could lead to a scenario where debt becomes unmanageable because equity issuance can’t offset liabilities fast enough. **3. Convertible Debt Holders Could Demand Buybacks at a Discount ** If MSTR bonds trade at distressed prices (e.g., 50-70% of face value), bondholders might sell at a discount, forcing MSTR to repurchase them or face refinancing risk. This could drain cash reserves and force BTC liquidations at bad times. **4. Bitcoins Price can lag behind urgent liabilities** Even if BTC never drops below -60%, it might stay at -40% or -50% for a long time, limiting their ability to refinance. The longer MSTR operates in a stress scenario, the harder it becomes to raise new debt at good terms. If bondholders expect trouble ahead, they may sell bonds at a steep discount, creating a **negative feedback loop.**

AlternativeWonder471

Nah there average is like $72k or so now. https://chatgpt.com/share/6874926e-130c-8001-9eba-dfae0eef4f98 It's a long read, worth it if you are invested in MSTR or considering it. The numbers would have to be updated now for the projections part.

_Commando_

The MSTR buys at ATH prices wont last long, then we can finally correct down to reasonable levels so these artificial prices can cool off. Also the over leverage could be cryptos downfall. Big banks that don't want to go quietly into the night will plan just that for the next big 70% to 90% crash. MSTR could be caught in that. Time will tell....

SUPERDUPER-DMT

They're investment funds will buy it by way of MSTR soon when MSTR enters the S&P500

macetheface

MSTR might be a good buy towards the end of the coming bear market. I wouldn't want to ride it down though. Like sitting in BTC with 2x leverage.

_Commando_

The MSTR buys at ATH prices wont last long, then we can finally correct down to reasonable levels so these artificial prices can cool off.

fivehints

MSTY its a options income ETF underlying is MSTR. BTC yield proxy.

didnt_hodl

exactly! where were all these commenters in 2022 when BTC was 16k and Saylor was still buying and no one congratulated him. everyone was expecting a quick death for MSTR and for BTC

TheRhythmTheRebel

I did. It’s nonsense. The market is becoming lukewarm to endless companies sprouting that they commit to hold assets in shitcoin x. All are paper thin agreements to gain some hype of MSTR and other companies who do hold crypto. Most of which are either bullshit or offset by warrants so they can dump as soon as it is priced in… The writer is saying the ftse is falling because companies are not jumping on hype and stating this. While the economy has many issues, this isn’t one. Neither is criticisms from exchanges who are angered by regulation (adherence to fca/pra compliance and FSCS) and the cost associated with this. So yeah. I read it. It was a waste of my time….

Jayrovers86

Papa you absolute 🤡 if BTC dies it brings everything to the grave with it. MSTR have no forced liquidation/Margin call number they are well covered across the board anyway. That’s enough replying to a 20 watt lightbulb

uglypand

max out your Roth with QQQm and MSTR, then spend the rest on bitcoin

pablo_in_blood

Always max out your Roth every year. The tax free growth can’t be beat. You can get MSTR or IBIT if you want to use it for btc

Unlikely-Pin9555

I got the Bitkey as I am a newbie and it works very well. The reason I got it is for inheritance. I don’t have much of a stack now, but hope it becomes one in future. No matter what anybody says, Bitcoin is complicated to unitiated. You can have a stock portfolio of a couple of million and not worry about inheritance because of a will. You can’t put your seed phrase on a will. I can teach my wife how to use a Bitkey very easily with biometric multiple thumbprints. I can teach my kids. I would be scared that somebody would screw up or lose the seed phrase when I am gone. And if me and my wife pass, my kids would be screwed. Bitkey helps with this. You also can send Bitcoin to your wallet without the wallet being in your possession. You can leave it in a bank, storage unit, relatives house, somewhere away from you do you are not at risk for wrench attacks. But you cannot send any significant amount without the wallet, just receive funds. Also it’s key is encrypted on phone and on servers. It’s not like it’s hanging out in your photos or email. You can’t get to it with just your phone. I agree with etfs there is concern , but it is same as concern for MSTR or ibit, that there is counterparty risk with Coinbase. If anything ever happens to Coinbase the market would likely crash much more than in 2022. It is becoming the one largest holder of Bitcoin in their cold storage. Bitcoin adoption will continue, but it will most likely be through etfs. Self custody will be for DIYers, like most people on this Reddit. Everyone has their own risks in life. For people who don’t live in most secure environment, or rent , or have roommates, self custody doesn’t sound like a great idea. Many people lost their seed phrase when they are young and alert just dumb. .

Impressive-Ad-9957

I invest in the market, and Bitcoin mining company IREN is one of my largest holdings. I think the treasury companies that are copying MSTR could be a possible black swan event if they have to all sell at once due to over leverage.

Simke11

It’s almost guaranteed there will be insolvencies. MSTR is the biggest elephant in the room

harvested

Probably joking, but for everyone else: MSTR doesn't buy weekends, it would defeat the purpose. Since the common stock ATM was paused at the earnings call, he doesn't have a lot of powder to buy, only what he can get from preferreds.

Reasoned-Listener

Lots of people if you include indirect exposure. Lots of people with thousands of MARA, MSTR, IBIT etc…

Eastern_Abalone1406

Yeah the US has to announce that they’re buying to be leading IMO. In reality MSTR is leading lol