MSTR

Unable_Illustrator_2

After I get to 2 BTC, I'm going to max out my ROTH IRA for 2026 ($7,500). I plan on buying Coinbase, MSTR, Amazon, Google, Netflix, and take a long shot on SMCI and BMNR. I actually started today with a GOOGL buy and Im holding a good Netflix buy. Not much (GOOGL), just a placeholder for now. But, I will most likely be buying into 1)Google, 2)Amazon, 3)MSTR, 4) BMNR, and a sleeper pick is SentinelOne.

Spirited-Tie8758

lol except companies that offer stock make and sell goods or services.. well all except MSTR

Burbucoin

MSTR is one of the most shorted stocks right now. Makes sense.

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Post is by: ScholarPrize1335 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1rkunv8/can_someone_please_explain_to_me_how_mstr_is/ This is a genuine question. Not trying to troll anyone or make any comments about the price MSTR "should" be at. I was watching both of them today and out of curiosity pulled up the chart from the last year and the difference is staggering. MSTR needs to increase by roughly 300 % to get back to its high point. Whereas as IBIT only needs a 67% increase to get back to its high point. Is the short MSTR buy IBIT theory correct? *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

praise_the_most_high

Same (twice at 62 & 65ish) through MSTR more specifically

oogally

When it seems like the market is overstretched, I might trim just enough so that I won't feel stressed if a pullback occurs. I.e., if I have any large expenses coming up, make sure I'll be able to cover those. Mostly this is with my play money though. I dabbled with MSTR options over the last few years and those did quite well and I sold them when they were well into the money. I also have some FBTC in my IRA brokerage account. I don't consider that real bitcoin (not my keys) , and there's no tax penalty for selling, so I can trim that position a little too. However, my cold storage is receive only - once I deposit there, the bitcoin is not coming out until I have no other assets - I assume it will be decades from now. Timing the market is risky when you already have a long-term winner and nothing is forcing you to sell. It's better to find your zen and become at peace with the volatility. I don't think any long term holders (8+ years) regret just sitting tight.

ElKaWeh

An artificial demand squeeze would only be temporary though. A higher price also creates more supply, since people want to take profits. Also such an effort would be much more difficult than you think. Look at MSTR for example: They are the biggest holder of Bitcoin in the world, their stack is worth billions of dollars, still they own only about 2% of the total supply.

TheRadishBros

Decent likelihood this will become the US strategic reserve. Let MSTR buy it instead of the govt to minimise cost impact from buying.

Ryytter

That's a really good and thoughtful question. I was considering it but decided not to for a few different reasons. I am however a bit unsure what you mean by comparing to the SPY 🤔 1. Why not use STRC instead of SPY? SPY is as much about diversification as it is about returns for me. STRC is a in my opinion a good product but it isn't exactly diversified from MSTR's financial situation 🤔 2. Why not park cash in STRC while waiting to get into BTC. This looked attractive to me on the surface, but after doing the math it looks a bit meh. Not to any fault of STRC. Just fees man 🤷 My time frame to get the rest into Bitcoin is still September-October. So let's say 7 months. That's the time frame I would hold STRC. So we gonna get roughly 7% return in that time frame which is good. But this is assuming I buy in full and sell out in full. That's 7% return. But that's probably not what's gonna happen. I'd probably buy in full and sell out over 6-7 months. So that brings return down from 7% to maybe 4% ? 🤷 And then you have big fees, slippage, spread to account for. Especially at my brokerage I have to use due to taxes. Its quickly 0,5-1% per side. So then we have 3-3,5% 🤷 Add in any depeg from par and just the hastle of it 🤔 It's not that attractive to me 🤷 But it's mainly a time frame problem more so than a problem with STRC 😆 I hope that answers your question

harvested

ETFs and MSTR are sucking up coins and dumb dumbs are still selling to them

dj_destroyer

I think it would just be MSTR selling their entire bag at this point... or ya maybe Coinbase getting hacked.

thatguy9158

Im in my mid-30s. Aside from home equity ... 98% Bitcoin. 2% MSTR. If you like risk (in the form of short term volatility), Bitcoin is the most lopsided bet in history. Imagine if you could "invest" in the Internet in the 1980s. Do it.

SaltyMeatballs20

lol just throw it all into MSTR with 11.5% monthly dividends (so like 500k a year rn if he threw in all the after-tax money).

xyrrus

I have a conspiracy theory that Saylor(or a close ally) secretly has a stash of bitcoin that he sells offchain into stables for huge profit when things are going well that isn't part of MSTR. He then uses MSTR to market the fact that they keep buying(and never selling) even if their position is at a loss and that they could sustain it even if bitcoin falls to 9000 but if we look at MSTR, someone is certainly buying it and keeping it afloat. Well if he's actually well into the green from the bitcoin he sells offchain, it's a great way to trick MSTR shorts and then wreck em. That's personally why I'm staying far TF away from MSTR and largely ignore all the purchases they make.

BourbonRick01

Umm….that’s not what the price action has shown. Look at who’s buying, MSTR has been the only major buyer recently. Meanwhile the price has fallen by 50% and most believe it’s likely to fall further. So it doesn’t appear that the banks “are fighting over the last bitcoins”. 😂😂

Automatic_Vast_1858

50% BTC, 25% MSTR, 25% FBTC (Roth IRA)

HSuke

Bullshit. Unlike you, I'm actually doing super well. You don't even know my portfolio, but I know you went deep in MSTR.

HSuke

Nah. With a risk profile like that, he went all in on peercoin and safemoon coin years later. No sense of financial intelligence, just loke everyone who went all in on MSTR this cycle.

nafnaf0

Yep, this strategy would have been great from 2016 to 2026, and even better before then. Michael Saylor / MSTR still offers convertible near zero coupon corporate bonds with the main purpose to buy more BTC. They have products like STRC that they have to dilute when the price gets too high and they use that money more BTC.

harvested

Okay cool, but serious question, if you're bearish on the price why short btc instead of MSTR or an alt coin which will have a larger decline should btc fall to your target?

aaakasei

lol BTC>>>MSTR anyday

desertstorm4

Thanks for your perspective. I agree that MSTR is a wild volatility ride. This is a longer conviction bet for me. I will hold until MSTR price reaches $450 again.

Ryytter

I find that unlikely as well. I already got my leverage via MSTR I like that better than playing with margin. Either works though

Ok_Speaker_265

MSTR doesn’t have due dates on much of its debt, so they’ve secured terms that are far more favorable than what most individuals could get from a bank. That gives them significantly more flexibility. In their Q4 earnings call, they stated they would only face serious pressure if Bitcoin fell to around $8,000 and stayed there until 2032. In that scenario, I believe they could struggle to cover interest payments and their dividend obligations. But for Bitcoin to drop to $8,000, I think something fundamental would likely have to go wrong, not just normal market volatility.

AdSelect4483

While a lack of buyers could theoretically drop the value to zero, I believe there are permanent participants who act as a price floor. These include: Retail 'HODLers' & Whales: Individual investors who 'buy the dip' and long-term billionaires committed to the asset. Corporate Treasuries: Companies like MicroStrategy (MSTR), which holds over 700,000 BTC, and others like Metaplanet or Tesla. Crypto Infrastructure: Exchanges (like Coinbase) and service providers that rely on Bitcoin’s ecosystem for fees and subscriptions. Spot ETFs: Wall Street instruments that have institutionalized demand, with inflows exceeding $50 billion since their inception. Sovereign Nations: Countries like El Salvador and Bhutan that actively buy or mine Bitcoin, alongside the U.S. government, which holds nearly 200,000 BTC. Stablecoin Issuers: Entities like Tether, which uses a portion of its profits to regularly purchase Bitcoin as a reserve asset. Together, these entities provide significant liquidity and support, making a total collapse to zero a highly improbable scenario." (corrected text in English , using gemini)

TheAnon511

My parents got divorced while I was in my later years of high school (my mom cheated and abruptly left) and I got a mortgage in 2017 the year after graduation to help my dad, brother and sister because rent was going up too much and my dads score and finances were wrecked from the divorce. I got a USDA mortgage meaning it was 0% down in certain qualified rural areas. It was 3 bed 1 bath and I gave the bedrooms to my dad and younger brother and sister while my dad got back on his feet and my younger siblings finished school. I slept on the couch for 4 years. After they moved out, I sold the house and put 100% of the proceeds into Bitcoin and MSTR in 2021, slept in my car for almost 2 years while working and throwing everything extra I made into Bitcoin and then moved in with my dad for 1 year. I lost my job and moved out of state for a new job and met my girlfriend. We’re moving to the Philippines (her home country and I am also part filipino with family there) to get married and basically retire in September. Only high school diploma. We’ve moved enough of the savings into BITO, BTCI, IAUI, JEPI, QQQI and SCHD so we’re just going off passive income now. I know this sounds fake and extreme but im completely serious. Conviction is everything. We plan to also donate to our local hospital and start a food bank for the public together after we move.

Asleep_Process8503

I think it will all implode along with MSTR, tether and come crashing down.

Riskismyapellido

Do u know how much MSTR makes or loses by a 5k move? About 3.5 BILLION USD

CryptoOnTheSidewalk

MSTR always feels like turning the volatility knob up to max. You’re basically getting leveraged exposure to BTC plus the added layer of corporate strategy and market sentiment. That can work great on the way up, but it cuts both ways fast. The short interest angle is interesting because squeezes can create crazy moves short term. The question is whether you’re playing a trade or holding it like a long term proxy for bitcoin. Those are two very different mindsets. Personally I try to keep it simple and just hold spot. Less exciting, but also easier to sleep at night. Are you looking at this as a quick momentum play or a longer conviction bet?

SilverbackViking

In a word "yes" Also further to this BTC passing a majority liquidation area for shorts at around 74-75k there will be massive forced buying of BTC, this would trigger a MSTR pump past liquidation zones also, when this happens it triggers a reinforcing reaction as when MSTR shorts get liquidated the spikes in price actually raise cash for MSTR to buy more BTC. Once the pump starts it will be ON!

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Post is by: desertstorm4 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1rey3mr/what_are_your_thoughts_on_mstr_shares_of_strategy/ Approximately 14% of Strategy’s (MSTR) traded shares sold short. This makes it one of the most shorted large cap stocks. Bitcoin’s price surge caused Strategy’s price to rise, likely forcing the short sellers to buyback shares to cover their positions. The additional boost is that MSTR is like bitcoin with leverage. I think this is a great opportunity. What are your thoughts? *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

naturallin

nah bro, buy MSTR

salinungatha

MSTR is the most shorted stock on Wall St. Possibly some kind of manipulation to flush out those shorts.

CuteMountain6514

I used to use IBIT but dumped all of that to FBTC because I trust Fidelity. I have large allocation in FBTC and MSTR. I worry somewhat but I think it is the right play for the next 5 to 10 years and beyond for that matter. I'm accumulating in fidelity tech mutual funds and S&P 500 as well.

Unableduetomanning

MSTR $1000 here we come

Rich-Equivalent-7957

MSTR short squeeze wen

harvested

MSTR will do better in bulls but worse on the way down. Good buy though mate!

Coretron

I rarely look at MSTR but yesterday in the daily someone mentioned it was trading at a discount to their holdings so I got in at $122 and am up 10% in a day. I like MSTR cause I feel like I can sell it for profit whereas my coins are for holding til I retire.

harvested

>**My nightmare finally came true** >Well I'm kinda a new investor for only 2-3 years started in 2024, and lost all my life savings, thinking it was a good idea to full portolio MSTR few weeks ago ​at $320 thinking it was good to buy the dip and on x2 margin cus I got greedy. Today MSTR is worth $106 (-70% from my entry point of the "dip"), and worse, keeps going down showing ​no signs of stopping​. >My biggest nightmare as a novice investor at the time ​is picking the "wrong" company ​and ​losing all my money​, and stock price ​plummeting along with my life savings, ​and never thought i was that unlucky. However, today it came true cus of a crap stock and company called MistroSrategy and now my account portfolio is $0. (​I lost about $35k of hard earned money I saved up years). Haven't slept good at all the past month and every day MSTR kept dropping -5%+, l​iterally. ​Good job Michael saylor and Bitcoin for taking a innocent civilians hard earned money. You fucing crook. - cheese20202 MSTR is on the way back up, might take a position. Thanks for the entry, cheese!

Valuable-Scallion699

I was thinking about how low will Bitcoin go and it occured to me it could actually go to a minus value.  You would have to pay people to take it off your hands. In the midst of the pandemic oil prices actually went negative. You literally had to pay people to take away your crude oil.  As the nominal value of BTC approaches zero, holders may need to pay a fee to keep the network going. In that event, maintaining holdings of BTC becomes an expense -- literally negative value, paid as a bet the nominal value will rise again. MSTR is in the silly place of paying installments on debt to prop up the value of its only asset, and failing. So it loses twice -- the decline in the asset value, and the extension of the debt. Have there ever been a business model like this?

harvested

>**My nightmare finally came true** >Well I'm kinda a new investor for only 2-3 years started in 2024, and lost all my life savings, thinking it was a good idea to full portolio MSTR few weeks ago ​at $320 thinking it was good to buy the dip and on x2 margin cus I got greedy. Today MSTR is worth $106 (-70% from my entry point of the "dip"), and worse, keeps going down showing ​no signs of stopping​. >My biggest nightmare as a novice investor at the time ​is picking the "wrong" company ​and ​losing all my money​, and stock price ​plummeting along with my life savings, ​and never thought i was that unlucky. However, today it came true cus of a crap stock and company called MistroSrategy and now my account portfolio is $0. (​I lost about $35k of hard earned money I saved up years). Haven't slept good at all the past month and every day MSTR kept dropping -5%+, l​iterally. ​Good job Michael saylor and Bitcoin for taking a innocent civilians hard earned money. You fucing crook. - cheese20202

harvested

>**My nightmare finally came true** >Well I'm kinda a new investor for only 2-3 years started in 2024, and lost all my life savings, thinking it was a good idea to full portolio MSTR few weeks ago ​at $320 thinking it was good to buy the dip and on x2 margin cus I got greedy. Today MSTR is worth $106 (-70% from my entry point of the "dip"), and worse, keeps going down showing ​no signs of stopping​. >My biggest nightmare as a novice investor at the time ​is picking the "wrong" company ​and ​losing all my money​, and stock price ​plummeting along with my life savings, ​and never thought i was that unlucky. However, today it came true cus of a crap stock and company called MistroSrategy and now my account portfolio is $0. (​I lost about $35k of hard earned money I saved up years). Haven't slept good at all the past month and every day MSTR kept dropping -5%+, l​iterally. ​Good job Michael saylor and Bitcoin for taking a innocent civilians hard earned money. You fucing crook. - cheese20202 in buttcoin

harvested

How do eth holders feel about the poster boy dumping coins on them? At least when MSTR print new shares they buy assets for the balance sheet. Vitalik just flat out selling for personal gain.

ReliantToker

Jane Street Grows MSTR Position 473% to $121M in Shares https://share.google/YTbYuIvpfEh7tcO72

Sharp-Perception5658

Scam is a very overused word nowadays. It's not a scam. It's just leverage. MSTR has a solid strategy while BTC is rising. In a rising environment, everybody is winning.. However, during sustained bear markets, MSTR would need to service their loans. The only logical ways for them to do that is to issue more shares. This dilutes shareholder value. If you took out a loan right now and bought BTC and the BTC crashed, you'd still need to have money laying around to make payments on your loan and that money has got to come from somewhere. MSTR has a great strategy truly but BTC must always go higher for it to work...which I hope it does, but sadly there are no guarantees. There is something very broken this cycle...very broken...and I wish I understood it.

Sharp-Perception5658

Well, I'm not talking about MSTR. I'm talking about actual Bitcoin. The thing I don't understand is that it was always the goal for BTC to gain institutional adoption. Back in the day, BTC operated under the radar and fraud and theft were quite prevalent. It was hard just to store BTC. We never trusted the exchanges because there were all kinds of risks we weren't protected from. They could go belly up and run off with our BTC, they could get hacked, they could simply ban us from the exchange and our BTC would be trapped. We all longed for the day, BTC would be accepted by institutions and used on a more macro level because it would at least solve some of these issues. I remember how excited we were for an ETF to finally be released. We waited for years...and then it came. I feel safer holding BTC now than in the past. Institutional buying and gov acceptance will also create a larger user base. So what's the problem?

BQbaobao

The black hats are pros at this. It is clear to me that the “4 year cycle” has nothing to do with the BTC supply side anymore - and everything to do with pump and dump style manipulation. They’re playing us all - retail and OG holders alike. That’s why “this time is NOT different”. They prey on 100% predictable human nature to shake down over-extended retail and squeeze out every last drop. That said, I’ve said before that I’d fucking love to see a WSB style short squeeze on MSTR or BTC.

BITCOIN_FLIGHT_CLUB

The hype around the Emirates NBD news and the upcoming supply milestone doesn't hold up. The 0.5% is roughly 1.5 BILLION, equal to past MSTR buys. Likely buying small and even if lumped it would be 5-7% total market volume in a day….. which wouldn’t happened because they’re not buying market BTC.

Flexerrr

Supply has changed. Plus big players hold more, MSTR has insane btc supply. We are no longer early

Academic_Lock_1699

People lost trust, btcs base idea is gone now that big money controls everything and they understand that MSTR is a scam company

Wonderful_Writer_133

That's my break even too. Bought in 1 year ago. I was so bullish after the ATH I used up my dry powder on 115k, 111k, 107k.... Now I'm limited how much I can buy at 63k and frankly don't want to catch anymore knives. I also own some MSTR. What a motley hapless lot we are. :)

WorthwhileDomains

I also bought short term MSTR calls last month after it got smashed around 140-150, for March and April, and those are basically dead now too.

Juice0188

The entire market is irrational to a degree. Everything eventually returns to mean though. Tesla will eventually either crash or have it's earnings catapult without share price appreciation (likely the former), Carvana will crash.  The entire market as a whole follows rational rules though. Sure stuff spikes in valuation, but companies trade at a value against their assets and projected earnings. There are plenty of rational investments, value priced companies, and so on.  I'm not emotional about MSTR, I've simply asked why you'd own MSTR instead of just bitcoin. There really isn't a good answer, which is why MSTR is in trouble. Saylor knows this, and it's why he gets so emotional when it's brought up in interviews. If bitcoin skyrocketed in price, you'd still be faced with "pure bitcoin" versus "bitcoin with overhead and a shitty software firm attached to it"  

Juice0188

Wait, so you agree with me the buying MSTR is irrational and nobody should do it?

Juice0188

Imagine bitcoin does hit another ATH (hopefully it doesn't, but for the sake of discussion it does), why would anyone buy a company whose only plan is to buy bitcoin but with a small and shitty software firm strapped to it? Even if you believed entirely in bitcoin, there's really no case for buying MSTR. 

gizram84

> I don't see a filthy rich future for MSTR just relying on passing of time. Really? You don't see it? So I'm your opinion, Bitcoin will never make a new ATH ever again? Ok buddy 👌

DPSK7878

MSTR will blow up BTC some time in the future. I can smell it.

Serenaded

MSTR and BTC are institutional dino-stocks now. I think it's finally becoming ETH's turn. I care more about Tom Lee or Sharplink's purchases now.

404PoptartNotFound

Do you believe BTC will eventually go to new ATHs? If so, what do you think will happen to MSTR when BTC is worth $200k+?

Shot-Structure-1274

It's a choice to own MSTR and it's a choice to own crypto assets. Big asset managers choose not to own crypto assets, that's just a reality. MSTR isn't even a SP 500 company, they're small potatoes.

bbqyak

Bitcoin historically is one of the best performing assets ever, going from $0 to 126k, yet MSTR still manages to be at a net loss after 6 years of injecting BILLIONS of dollars in. That has to be one of the biggest fails in the history of investing.

thebroned

The core thesis is actually pretty straightforward: these companies believe holding BTC on their balance sheet is a better long-term bet than holding cash that gets inflated away. Why BTC Treasury Companies?The leverage play. Companies like Strategy take it further by issuing debt and equity specifically to buy more BTC. When BTC goes up, the stock outperforms BTC itself because of the leverage effect. Investors buy MSTR as a leveraged BTC proxy. This works beautifully in a bull market but amplifies losses in a downturn — as we saw in the Feb crash where Strategy's mNAV dropped below 1x (stock worth less than the BTC it holds). The bear case: BTC is volatile. Holding it on a corporate balance sheet creates earnings unpredictability, makes financial reporting messy, and if the price drops significantly below your cost basis, it can tank your stock price and limit your ability to raise capital. Not every company can stomach a 30%+ drawdown on their treasury. The reality: Over 150 public companies now hold BTC in their treasuries. It's become a legit strategy, not just a Saylor meme. If you want to see who's holding what, their cost basis, and whether they're currently in profit or loss, CoinGecko tracks all of it in one place: [https://www.coingecko.com/en/treasuries](https://www.coingecko.com/en/treasuries)

Slider33333

What ridiculous mental gymnastics. 'MSTR is a company that buys bitcoin, not an institution that invests in crypto'. Difference between a company and an institution? Nothing. Difference between buying and investing? Nothing. Keep doing your cognitive cartwheels mate.

Shot-Structure-1274

MSTR is a company that buys BTC, that's not institutional investment, it's a single company that buys the asset. Do some institutions own MSTR? Yes, but the big financial institutions refuse to own crypto assets.

Financial_Vanilla_47

I know so what's your point I'm not arguing they are the same... I'm saying if most of the money flows is in MSTR compared to BTC that's very bad.

UC_DiscExchange

MSTR trade volume isn't equivalent to BTC trading volume

Financial_Vanilla_47

Yes professional analysis has historically given wide range of estimates from 10% to 40%... That's for Bitcoin LOST... 3% is just the supply that MSTR holds compared to ALL OF BTC in existence (including whatever is "lost")

CoffeeAlternative647

What I can't fathom is that people actualy have the time to make these kind of silly questions on the internet but can't manage to spend that time to study the asset instead. I mean, there is literaly loads of Bitcoin research done in the past 17 years and there are still people saying "how can i be decentralized with MSTR owning 3%/4% of the supply". It proves Bitcoin is still one hell of a different beast and it still slays these people comprehesion and reason up to this day.

CoffeeAlternative647

You're conflicting decentralization of a protocol with price action. If suddenly MSTR has to sell all his stash it will definitely affect Bitcoin price but not Bitcoin functionality. No one controls Bitcoin as a technology, all they can do is affect its price.

PirateSKB

Strategy has acquired 592 BTC for ~$39.8 million at ~$67,286 per bitcoin. As of 2/22/2026, we hodl 717,722 $BTC acquired for ~$54.56 billion at ~$76,020 per bitcoin. $MSTR $STRC -Michael Saylor https://x.com/saylor/status/2025919387283099870

baIIern

The MSTR black swan will hopefully bring us juicy prices to buy in

b0b0xD

The honest answer is probably with MSTR puts

Novel-Article-4890

Same thing as MSTR except they don’t sell shitty software that loses them money at the same time 

SilverPrivateer

Okay... I got a little bit of actual bitcoin via an etf because everytime I post that I have it through MSTR people were saying I don't really have it (like they don't understand stocks and how those work, you own share in a company...) and that went down also! But hopefully it goes up soon...

SilverPrivateer

Ugh. As a bitcoiner via MSTR... really dissapointed in you guys. Seems like Saylor and the MSTErs are the only ones buying while all of you "OGs" just sell and sell and sell! I guess fair play to you guys... I'd probably take some profit as well if I had gotten a 100x on bitcoin like a lot of you guys that have been in the game for ages, but it still stings. At what point would you start buying again?

dmitryaus

I wouldn't touch crypto until Saylor and MSTR people are wiped out from the market. I will also wait to see who's gonna take over the 700k BTC stack. It most likely will be Trump's family. So a rug pull will be inevitable in a few years.

Ryytter

Fucking Denmark man 😆 56% tax on gains, 26% deduction on losses And it's on a trade basis 💀 So you can be up but owe more than the profit in taxes 😆 I'm sticking to MSTR in my tax advantaged investment account. Only 17% but on unrealized gains.

la-bella-confusione

don't forget about MSTR

KateR_H0l1day

Because it doesn’t fit in with his “argument” same as BTC is not MSTR, so by his definition, you shouldn’t bring that into the discussion either! As I said before, it’s a pathetic feeble attempt to stop people answering the question, which was who & why is anyone buying MSTR.

FurlessSasquatch

It's not necessarily about who wins. He who owns any BTC if it goes up, is a winner. The illogical part is if those people are buying BTC for the sake of buying BTC they don't need to be buying MSTR. They can just buy BTC. Hypothetically BTC could continue upward it doesn't mean MSTR has to. MSTR value as a company would go up but the share price is a result of buyers and sellers not the price of BTC. Buyers would obviously be more enticed to buy as a result of BTC going up but again if that's your logic, just buy BTC forget Saylor and MSTR

volocom7

If logical people buy BTC . . . and Saylor also continues to buy BTC . . .wouldn’t BTC supply leave the market and raise the price? Wouldn’t that make the BTC Saylor more valuable? He wins in your logic. MSTR wins

quantumdotnode

Congrats on 0.1. But honestly you’re not a real bitcoiner if you’re not buying $MSTR Not having MSTR in your portfolio is basically saying you’re bearish on btc

Potato_Donkey_1

I just don't understand the confidence in targets, whether higher or lower from here. I think the arguments for Bitcoin long-term look weaker than they did closer to its launch. That could change, but with its volatility and the culture built around hodling, right now it's like an alternative gold rather than an alternative currency. And sequestration of Bitcoin in MSTR and ETFs means that a lot of Bitcoin isn't really available to use as money. You'd have to sell your shares first and buy Bitcoin with the money in order to make a Bitcoin transaction with ETF holdings. I'm starting to see Bitcoin as a speculation in mass psychology. That could take it to all time highs. That could crash it enough to get miners to drop out. Will four-year cycles continue? Because of sef-fulfilling expectations? Good luck to all. I remain fascinated.

AkimboPiccolo

I actually think people need not concern themselves at all with MSTR or Saylor.

oopssomething

Now a good time to buy MSTR, or would just BTC be performing better?

Awkward_Classic5718

Buy MSTR shares and get diluted to pay dividends to others!

Awkward_Classic5718

DAT founders job is to be perma bull, get you to buy their stock so they can use your money to pay dividends on STRC and others. They were smart diluting the hell out of shareholders for like $2b months ago to build a reserve for dividends, but that should tell you all you need to know about the risk. it will get tense if the price is below the current level all year. When sentiment is high, people buy the stock, Saylor dilutes them to pay dividends to others. It’s a horrid model for MSTR holders unless Bitcoin is going up and new money is constantly flowing into to dilute. Ponzi-ish, absolutely. When sentiment is low, no one is buying the stock, therefore Saylor can’t dilute and buy the dips. This is why he is always buying tops. Nice model, hey?

thewaterisboiling10

So btc went to $60k and is now at $68k and yet MSTR's mNAV is actually higher now at 1.18 You seemed convinced that nobody would buy MSTR when it's over 1.0x mnav and yet......??

bbatardo

Saylor will keep diluting MSTR shares until the price bottoms out. Much bigger risk investing in Strategy than Bitcoin.  I don't think they ever sell any Bitcoin because it would end their house of cards.

gizram84

If MSTR sells, we buy it cheaper. Unfortunately, not likely to happen

TheManWithTheBigBall

Every single asset you get involved with is going to gave a whale throwing their weight around. This is a moot point as a small investor if it’s something you’re worried about. Saylor/MSTR sucking up more BTC is extremely good for the price, which is what will continue to attract new Bitcoiners.

Used-Commercial203

You all are forgetting that Strategy is a publicly traded company. Saylor isn't the sole prop here. Anyone and everyone invested into MSTR would own their own slice of the pie.. And with people having it on DCA? Idk.

dmitryaus

People did the same to buy MSTR at $400.

drslovak

You have nothing to add to any conversation other than you own MSTR and bitcoin from 2020

drslovak

you lyin pos. another pandemic "investor" about to be taken to the woodshed. jacestrachan•[1mo ago](https://www.reddit.com/r/MSTR/comments/1q6hqkd/comment/ny7on2p/) Just say you bought in at the top last year lol. I’ve been in since 2020 not worried at all

Robb-san

This is like a weekly purchase amount for MSTR - nothing burger.

IgotnoideawhatIsay

I’m 60% down on my MSTR stocks. When will the pain end?

Few-Beginning-6478

Like half of the left column is from MSTR and the FUND/ETF column is for exposure to (mostly) individual investors in the BTC sphere.

baIIern

MSTR looks like Bitcoin chart, but they are diluting their own stock supply to buy Bitcoin. When shit hits the fan, your stock will be hit harder than BTC

Disastrous_Rent_6500

I just buy crypto stocks to be honest, not BNMR or MSTR tho