MSTR

TheAudacityofHopium

What's better than Bitcoin in the short term? I was gonna buy a couple MSTR today but I forgot because I had to get stuff done. 😭 I think that if Bitcoin can accumulate this year, holding the stock may offer more returns than the asset itself. I need to get on that ASAP.

bdjc_ink

I’m ready to allocate a chunk to MSTR as it is😌🧐

CollarControl

MSTR would have to collapse like FTX for BTC to hit 20k.

tomsmac

Yeah, I know. Nevertheless, IMO we’re going to see MSTR collapse.

tomsmac

The math ain’t mathing. MSTR is going to have to liquidate sooner rather than later. And when it does it’s going to take the entire market with it.

e07f

lol banned from MSTR for calling them a cult. WTF 😂 they no different than buttcoin, which I’m ALSO banned from hahaha

Low_Date1078

Back up the dump truck and start loading up on MSTR and BTC!! #LFG 🚀🚀

Expensive_Special120

I cant wait for MSTR to fold. Its going to pull BTC down to absolute amazing levels.

baIIern

MSTR stock is so diluted at some point the company will just be bought up to sell all the Bitcoin lol

PirateSKB

If BTC drops like $10k saylor is gonna be underwater and a bagholder (well, MSTR will be a bagholder). There's no guarantee that it'll drop that far (anything is possible), but I do wonder if Saylor thinks about the optics and how skittish investors might get

xarips

So let me get this straight Saylor thinks BTC will be worth 21 million per coin in 2046 So if MSTR doesnt buy a single other BTC their CURRENT stack would be worth close to 15 trillion dollars. Aiight homie

PrestondeTipp

Sure, but if MSTR unwound all their BTC holdings, what would the price really be? He is effectively the eggman

Advanced_Scallion711

They are though. They’re buying his 10% yield STRC shares and all his little dilutive financial instruments. He’s creating volatility that can be arbitraged and played with by standard market players which draws in capital. I actually like Saylor because he’s essentially stealing from the rich and propping up an asset that your everyday person can own. The problem is that retail is dumb and not buying what he’s been saying to buy. Bitcoin. Actual bitcoiners shouldn’t care what he’s doing because he’s just permanent buy pressure for the underlying asset they own. The people who care are those who bought MSTR thinking it would go to the moon.

tomsmac

I think the next leg is going to be MSTR is going to collapse and take everything with it.

crazy_lolipopp

That MSTR stock chart is absolutely hilarious

mickalawl

Isnt it just for morons who think lazer eyes portrait pictures on social media are clever? No self respecting institution with an ounce of dur dilligence is buying MSTR over other etf or similar offerings.

tomsmac

I’ve always said that MSTR will collapse and take EVERYTHING with it.

bbqyak

MSTR can't even save this

pop-1988

> We've all seen how many Satoshi era wallets have been selling That's not true. There are old coins being moved to new addresses because those holders are spooked by the fad publicity about the so-called quantum risk > bleeding his shareholders dry MSTR shareholders are willing victims. They've had at least 3 general meetings which are opportunities to dismiss the board if they don't like the company's Bitcoin investment pivot. They've had 3 or 4 years to sell their shares. Their risk. Their loss Also, stop the Saylor worship. He isn't the CEO

fr4nck8

Just short MSTR already. It's the only sensible move right now

Itur_ad_Astra

Then MSTR is the biggest scam of all time in crypto. And that's a *really* high bar!

bbqyak

MSTR is catching a falling knife at this point. I think he knows it will go lower and he could catch lower buys but they want to try their best to prevent BTC sentiment from crumbling.

Academic_Dust2467

First of all, I think quantum risk is an overhang now and that needs to be addressed. Second, the institutional narrative needs to continue. You need major corporations to start buying it up as a currency/geographic hedge (like mainstream, not just MSTR and the like), and you need the gold mania to continue, and after it cools, a lot of people saying, “This physical gold is too hard to secure/carry around, and sell when I need to, and the gold that institutions hold for me is still subject to a lot counter-party risk. If only there were a similar asset that didn’t have those issues.” Third, I think you need developing world countries with unstable currencies to start holding it sovereignly. Right now, it’s too much a stretch to ask a developed nation’s central bank to hold BTC. Their currency is already stable and BTC is too volatile for that. But for developing nations, it’s a hedge that can provide an assymetric advantage at this point.

Zigxy

MSTR is for people who hear Saylor’s speak and think he is a genius > “When you encrypt monetary energy on the Bitcoin network, it’s like achieving escape velocity out of the gravity well! Bitcoin is the most efficient system for channeling energy through time and space in the history of mankind! If I put my $100 Million of monetary energy, I have energy. I take energy, I sell it on the grid, you give me money! **You’re trying to make time go backwards! I’m trying to reverse entropy.**”

Specialist_Hawk_5604

it’s a weird look for sure, feels like he’s propping up BTC for whales while MSTR shareholders bleed.

Right-Avocado3870

It was true that MSTR was a way for institutions to hold btc but now there are many ways. Really, it is a meme stock held by retail investors who think number go up.

Right-Avocado3870

Right, its not his money its the money of Strategy shareholders and convertible bond holders. The shareholders seem like dumb money retail to me. This is purely hypothetical but if you could use MSTR to prip up btc there are probably ways Saylor can get paid off by whales exiting the market.

tomzi9999

He is a whale to us but in finance world he is a shrimpf. He can do whatever he wants regarding buying BTC, but he can't stop the recession tide/crash coming in. He will get bought out 30 cents on dollar if lucky, when MSTR fails. And rich will get all the BTC back on cheap. The same BTC they are offloading now.

tomsmac

No, you’re absolutely right to bring this up. We’re definitely getting closer to the axis where MSTR is going to have to liquidate.

MechRxn

I think MSTR is a solid speculative buy in this price range, I’d be cautious going into 2029. The premiums for wheeling MSTR are worth it.

AsianBurgerSpam

Save your breath. Any monkey who thinks OTC trades dont affect markets is just ignorant. Sure an OTC trade of 5 BTC isnt going to be felt much by the markets, but you best believe the desk taking your OTC is offloading their delta somewhere. With sizes that MSTR do, their OTCs at the very least ripple across markets. They recently purchased 2.9k BTC. Bro thinks the desk who sold MSTR their Bitcoin are just going to be like yep, I was perfectly ready to sell 2.9k BTC, just had to find the right dude at the right time. No need to manage my exposure at all even though i'm effectively 'short' 2.9k BTC post OTC trade.

TheRadishBros

MSTR’s volume is tiny compared to daily transaction volume.

jayquez

MSTR shareholders have been propping up the price of BTC.

BitcoinBaller420

Amen. I just fist-pump bought a bunch of MSTR today in fact.

harvested

Wouldn't crush it. It's only Satoshi era coins that will move again. I forget the exact estimates but something like 1.6m? Basically MSTR+ETFs stack.

dweeegs

The stock might go down more but it doesn’t really matter if he has to average down. His notes aren’t due until next year (which he can probably refi anyways) and they have cash on hand for dividends. There’s nothing really forcing him to sell He’ll just keep shitting out MSTR like it’s a day that ends in y

azdcaz

Sshhhh you’re gonna ruin their narrative that MSTR is literally the only one buying. I’ve read about several public and private entities buying more BTC this week but that doesn’t matter.

LinoStar69

MSTR -10% lmao

dataCollector42069

lmao ty BTC for making me $5k on MSTR puts

Bongressman

MSTR doesnt affect BTC price. They buy OTC. There is no propping up there. Also there buys are too small to move the price either way. The only way MSTR affects BTC is if MSTR implodes and seels BTC off out of desperation.

Advanced_Scallion711

MSTR is strictly for institutions who can’t access bitcoin. For everyone else it’s a dilution engine. If you’re retail buying MSTR, you weren’t a bitcoiner in the first place.

GrittyMcGrittyface

> I don't own and MSTR or BTC currently Should've led with that and saved us all a click

Supaflyray

BTC doesn’t need MSTR MSTR needs BTC. There’s a difference

NatBitty

This is nuts my ETHD, MSTR puts, and IBIT covered calls are out gaining my losses on 25,000 shares of IBIT. Was supposed to just be a hedge!

HSuke

Yeah. Just peel off the bandaid already. There's too much risk masked by MSTR.

Glittering_Pick_9738

I just bought 2 more shares of MSTR. I hated doing it but this company gets so much hate that the bottom might be in. Or I am just a degen who lost so much already that losing a bit more doesn't really hurt. 

DeFi_Ry

Well, I don't own and MSTR or BTC currently. So I can effectively say he's propping up the price and call him a snake in the same breath. I guess BTC holders are happy he's not allowing things to crash. Without him there wouldn't be much liquidity left, so prices would be much much lower 

PirateSKB

MSTR down 7.39% today I can't tell if this is a good thing or a bad thing lol

RatherCynical

Look at macro. Post-Covid, we had the craziest stimulus money coming in. $1200 checks, huge unemployment checks, furlough checks, and so on. 0.25% interest rates. A hundred billion in Quantitative Easing a month, easily. In that environment, you can't make money at all by holding cash. You HAVE to risk it, and you HAVE to put it in DeFi yield farms. The TVL for everything went up like crazy, and it bled into everything that could be described as a risk asset. The riskier and more speculative, the better it did, generally speaking. This time, we don't have that environment at all. We had over 4% interest rates for basically the whole cycle. Everyone is happy with their High Yield Savings Account or Money Market Funds. Nobody cares about DeFi yield farms because why would you take on huge amounts of risk when the risk-free alternatives are nearly as good? In that environment, only things that provide leverage pumps. Injective pumped strongly because it has a Futures Exchange (Helix). PENDLE pumped strongly because it has an interest-derivatives exchange. RAY pumped strongly because people can get 100x on their memecoins (like FARTCOIN) within weeks, which is strong enough to be worth the time. Rollbit is a gambling site but it also allows you to buy futures, so that pumped too. Practically everything else fucking sucked donkey dick. Only Bitcoin Treasury companies like MSTR and Metaplanet did well, but MSTR has too many Bitcoin for their playbook to work again (Metaplanet is still fine, only 35,000 BTC in their holdings right now). Crypto will see its day in the sun again when we return to low interest rates, QE, and so on. But for now, high rates and easy risk-free money means there's absolutely no reason at all to be in the speculative markets.

in_sufficient_8in

Buy bitcoin treasury, you have a lot of years ahead, having a passive Bitcoin accumulater is a game changer, + dirt cheap atm MSTR Strategy

highschoolhero24

It’s so weird how the Bitcoin narrative changes over time because the pricing dynamics and valuation are impossible to predict. At first it was a novelty, then it became a currency for the online drug trade, then it became an exciting new risk asset, then the crypto space became synonymous with scams after the FTX meltdown, then Saylor became the new Bitcoin Messiah with the MSTR Bitcoin Ponzi scheme. There were even some people saying Bitcoin was “digital gold” and now actual Gold and Silver are both outperforming Bitcoin on a 5 year chart. You can’t predict the price or value of Bitcoin because there’s never been an asset like Bitcoin in the history of finance.

Adventurous_Pen_1971

Michael Saylor is all in on bitcoin. What do you think he's gonna say? I'm worried ? MSTR is down 60% in the last 6 months. He's trying desperately to start another bull run.

YogurtCloset3335

Sorry for your loss. Ripple is a shitcoin. It's premined. It's controlled by a corporation and subject to regulatory uncertainty. You're probably better off buying MSTR stock then buying XRP.

Express-Economist-86

Hey man, I’m a retired veteran, I’m not pushing that though. If you understand you’re truly trading a chunk of your soul and personality, permanently for that security, then it is a way. The US has a shortage of CPAs right now, especially qualified in crypto. It’s not something an AI company can provide assurance of since there’s so much variety in the tax code. All jobs that require hand tools and skilled labor are still going to be around for a long while. Mechanics, plumbers, electricians, robotics techs… anything like that. Personally on crypto, I like the explosion of digital mining. I use GoMining, their miners start at $25, it’s been good to me. It’s very slow but very steady, guaranteed payouts, 1TH of power is about $0.04-$0.06 depending on the day. Sure, I could have made more just dumping my cash in Bitcoin but I know how I am. When it pops big enough I sell for bills. With mining, I’m constantly getting crypto. I don’t want to self promote because that’s usually frowned on but if you message me I can give you a tiny discount code. Another alternative is sazmining. Look for ones that let you OWN (not rent) the power. Also look for where their servers are located, stay with countries that lean away from communism - just is what it is there. Watch financial YouTubers especially those into crypto. Most of the simply Bitcoin guys are good, Mark Moss, check out Anderson advisers for legal (they cost about $3k). Start watching Michael Saylors talks. Learn about STRC. They pay an 11% dividend on $100 invested, it is tax deferred income until you sell. Nothing gets a rate like that and it directly supports bitcoin. MSTR is low now, but learn about that too, it’s a leveraged position on strategies Bitcoin holdings - any of these are accessible with a free fidelity account. However you do it, invest now and do it rabidly. Change is scary, we don’t remember monetary Shifts, they’re a once in a lifetime opportunity. When it feels too much, try to reframe it as gratitude that you understand (at your young age) what we have here, a real chance to pull ahead and dismember these dinosaurs. Find your retirement number - what you will need every month in cash flow to survive at 85. We have like 9 million people over 85 now, by 2050 that’s projected to be around 21m. People are living longer than ever, your chances of making it that far are high. That’s what you must set up whether dividend, mining income, or investment interest. I’ve met the most unassuming looking guys driving Kias and looking like they could be impoverished who were quiet millionaires, fidelity did their report on them - it’s mainly consistent investors who stayed the course through up and down. Whatever you do, do with conviction, stay the course, and research hard yourself. Don’t live like others now and you’ll live like others can’t later. You got this.

callebbb

Well that is a matter of opinion not fact, ultimately. Unless you have a crystal ball. I personally think he’s right in thinking that Bitcoin will only go up when denominated in FIAT currencies. So he’s borrowing in FIAT and buying Bitcoin. He’s issuing equity to do it as well. He has tranches of risk built into his different products. It’s pretty interesting financial engineering. And he has shown a Bitcoin Rate of Return for MSTR. It seems to be working according to plan.

gizram84

GME was just smoke and mirrors. MSTR has the largest Bitcoin in the world backing it. These two things aren't even in the same universe.

DryMyBottom

in the meanwhile MSTR investors think Saylor is their biggest risk xD

SeemedGood

Nah, that’s the best case. Base case is that MSTR goes belly up spectacularly and takes BTC down with it. Worst case is that MSTR goes belly up spectacularly, takes BTC down with it, it goes systemic, ruins crypto for normies for a generation, and becomes the excuse for massive regulation.

IWT0

MSTR is the next GME

SWT_Bobcat

That’s one way for sure (bankruptcy) Another is “run on the bank”…or in other words a fast selling of the MSTR by the shareholders. When he can no longer dilute and must fast cover it’s a liquidation to cover

Kontrav3rsi

I’m part of the XRP Army but I’m still gonna feel bad when the coin drops to under MSTR average and Mikey gets “the call”.

ternymal_velocity

...and when all BTC is owned by MSTR and Blackrock, there'll be no hope of it being taken seriously as a currency or reserve asset and it'll be worth 0.

Low_Date1078

$100k in MSTR would also follow BTCs parabolic growth, just buy a $100k of one or the other 🚀

RepresentativeNo7802

I never participate in these things. I know nothing. Is it possible that some larger wealthy people see the vulnerable state of MSTR and have acquired enough BTC to be able manipulate the price at any given time around that critical time to push the price low enough to cause MSTR to rupture like a stuck pig? And at the same time profit off it because despite them having to dump all that BTC to do it, might they have off-setting bets in the market that would allow them higher gains that whatever they spent to kill MSTR? Would there be anything illegal about it, it it was all executed in the crypto space? Again I know nothing. Thank you.

Total-Wave5026

Is Adam Livingston an influencer. I want to try out his retirement strategy. 80% STRC 10% MSTR 10% Spot or IBIT. Blow up my retirement.

callebbb

He’ll never sell, and if he does sell the stock dumps and the entire motivation to own any of his financial products will evaporate. The entire investment thesis for MSTR relies on him continually buying.

aaj094

The key point is the MSTR price now is just about near its NAV. Which is a good thing if someone was evaluating the stock.

Fit_Relationship2463

Either way I’m just here accumulating, bought some MSTR this morning.

23_skido-o

When does MSTR set a new 52 week low?  As of writing, about $9 separating current price from that

J0hnnyBlazer

ATM:ed almost exclusively MSTR shares, that fukkin lunatic

pablo_in_blood

Open a ROTH IRA and max it out every year. Tax free growth is unbeatable over 50+ years. If you really want to, you can buy MSTR or IBIT within the ROTH, but personally I think everyone’s portfolio should have at least some traditional stocks / index funds. Diversity is your friend.

OkEmu7082

china is buying gold, and wall street is targeting MSTR

Over9000Holland

Not going to make myself populair but I feel your sentiment. I am not worries about Quantum at all, so would scrap that one off the list. But I would add MSTR - they are holding so much bitcoin, that makes the asset way less attractive to other potential big investors or even nation states. I do not see MSTR as a system risk factor in itself, at least not for the short term, their set up is looking solid. But imo MSTR makes Bitcoin less appealing to the masses? Let’s see, hope i am wrong.

namo7amituofo

Thank you OP for this incredible honest post. I’d add one more thing to your observation- recent holds of key levels can be partly attributable to MSTR keeps buying. Their concentration is a double edged sword - while some cheers this each time there’s another orange dot, it means the risk of selling also increases with price keeps hitting lows.

menntu

I’m buying MSTR. Call me crazy.

westbourn

I wouldn't risk my home on an investment theory. I'm deep in BTC via MSTR and I'm down 38pc on my last average buy - but that's my pension and it's long term. First - get a mortgage free home for your family

biba8163

The proposal to give Tom Lee 4.5 Million more shares of BMNR based on the criteria below passed on January 15. He is being handsomely paid to shill ETH and people fell for his bullshit hype. - Tom Lee gets 500,000 shares or ~$14 Million at today's price when BMNR get 4% of all ETH regardless of whether ETH is $1K or $5K - Tom Lee gets 1,000,000 shares or ~$28 Million at today's price when BMNR get 5% of all ETH regardless of whether ETH is $1K or $5K - The other compensation is based on BMNR stock performance | Performance Criteria | Hurdle | Shares | |:-----------|------------:|:------------:| | Share of ETH | 4% | 500,000 | Share of ETH | 5% | 1,000,000 | BMNR Stock Price | $125 | 500,000 | BMNR Stock Price | $250 | 1,000,000 | BMNR Marketcap | $25 Billion | 500,000 | BMNR Marketcap | $50 Billion | 1,000.000 https://www.bamsec.com/filing/149315225026868 If Tom Lee genuinely considers ETH the **"Biggest Macro Trade of the Next Decade"** then: - Why was he not screaming this in 2024 or before July 2025 when he was marketed as the chairman of BMNR? - Why does he not even understand the basics of Ethereum and call it a fork of Bitcoin? - Why has he not allocated a percentage to ETH in his OWN ETF, Fundstrat's flagship ETF? - Why is Tom Lee allocating to BTC in his very own ETF portfolio through MSTR and not have ANY exposure to ETH? https://grannyshots.com/holdings/ **No, Tom Lee suddenly started shilling the hell out of ETH since June 2025 because he was appointed Chairman of BMNR and is getting handsomely compensated to SHILL SHILL SHILL.**

OkEmu7082

the more he buys, the more MSTR's BTC-per-share will drop. please don't sweep this fact under the carpet

Seattleman1955

Yes, you should get back into Bitcoin. Take out a home equity loan and put it all into MSTR.

Dynastar454

Why would mNAV ever go back up?  The while concept of MSTR is looney. 

Chuu

I think the disconnect here though is that MSTR ultimately is supposed to be a yield strategy by playing the vol on the price of bitcoin, but people treat it like a proxy for bitcoin. As a yield strategy they basically always should be buying. What happens when the price of bitcoin goes above mNAV though? I guess we see how robust their model actually is.

TrustInNumbers

MSTR is buying all this supply anyway, doesn't matter

OkEmu7082

The more he buys when MSTR is at such a low mNAV, the more BTC-per-share will drop. He is still buying because he cannot show weakness.

snek-jazz

My point stands, that shitload of 11 trillion will be competing with stable coins. Those money market accounts will be competing with things like MSTR's STRC preferred. short-term transactional funds can still stay in stable coins.

Kind_Soup_9753

if you include MSTR it’s close to 100%.

Hitem20

AI Long Answer: +7 STRC (often referred to as "Stretch") is a  Variable Rate Series A Perpetual Preferred Stock issued by Strategy Inc. (formerly known as MicroStrategy, MSTR). Launched in July 2025, this instrument is designed as a high-yield, income-focused asset that aims to maintain a stable share price around a $100 par value, effectively operating as a Bitcoin-backed "stablecoin" or cash-alternative with high, variable dividends.  Key Characteristics of STRC: High Yield with Monthly Payouts: STRC pays a high variable annual dividend, often in the 10%-11% range as of late 2025, which is paid monthly. Price Stability Mechanism: The dividend rate is adjusted monthly by Strategy's board to encourage the trading price to stay near $100. If the price falls below $100, the dividend may be increased to attract buyers; if it rises above $100, the dividend might be decreased. Bitcoin-Backed: The proceeds from the sale of STRC are used by Strategy to purchase Bitcoin. The stock is intended to be heavily over-collateralized by the company's significant Bitcoin holdings. Perpetual Structure: As a perpetual preferred stock, it has no maturity date, meaning it does not need to be redeemed by the company at a specific time, though it is callable at $101. Capital Stack Position: STRC is considered a senior security compared to the company's common stock (MSTR) and other more junior preferred shares (STRD, STRK), but it sits below debt holders.  Risks and Considerations: No FDIC Insurance: Unlike bank deposits or money market funds, STRC is not insured by the FDIC. Variable Dividends: The income is not guaranteed and can change monthly based on the board's decisions and market conditions. No Hard Peg: While designed to stay near $100, it is not guaranteed to remain at that price, and it can fluctuate. Exposure to Bitcoin: While providing high yield, it is tied to the success of Strategy’s Bitcoin accumulation strategy. 

FinancialYesterday56

Ask yourself if you’d still be bullish on btc if it went down to the 30k area again. If not you haven’t got what it takes. Don’t get me wrong, I’m not that pessimistic, but if MSTR goes to shit I’m still bullish on btc.

Beginning_Text9292

They may not have any loyalty to the little guy. Saylor has a good chunk of stock, as well as other board members who I heard one of which just bought a good chunk of MSTR with their own money…. So they do care about share price, and SATs/share. Carl Rickertsen bought 5,000 shares of MSTR common stock for approximately $779,395 (at an average price of about $155.88 per share) around January 12-13, 2026. This was his first purchase in over 3.5 years. Jane Dietze bought 1,000 shares of preferred perpetual stock (STRC/Stretch) for ~$99K at $99.48. - This one is Not MSTR stock, it does also show belief in how MSTR is raising money to buy BTC. STRC is currently paying an 11% yield. Many people with Bonds that pay 4.5% would do better putting 10% of those bonds into STRC. Even better in a taxable account since the dividends are not taxed until you sell. (Make sure to hold >1 year to pay lower taxes)

DrEtatstician

If 1 institution like MSTR. Is owning 5% of supply , the very purpose of instrument ( few people like central banks can’t control narrative for BTC) is totally destroyed

ARoundForEveryone

People are getting upset or irritated at Saylor and MSTR. But why shouldn't they be allowed to buy as much as they want, at whatever price the markets set? That's literally what Bitcoin's about - not some organization or government setting the price, but the market telling the buyers what the price is. Not about restricting access to it, but letting the free market do its thing. I'm sorry you don't have the millions and billions of dollars to keep up with them - neither do I. But if they're gonna effectively reduce circulating supply $2B at a time, why aren't you buying even $2 worth? Let them do the hard work, and profit even just a little from their risk-taking. The fact that they're balls deep in a speculative asset might be sketchy for MSTR, but it's not antithetical to Bitcoin or its availability or markets as a whole. If they go under, they'll sell it to pay off debts and bankruptcy proceedings. Then Bitcoin will return to a more "natural" price than what it is now, propped up by them holding so much. Just keep an eye on MicroStrategy and their financial reports and news surrounding them. If it goes south, sell. If not, keep buying because they will continue taking more and more out of circulation - until they *can't*.

VendaLea

MSTR lol

elidevious

Making 1% a week selling CSPs. Love me some MSTR options.

diamondgrin

MSTR down 60% in 12 months and you think *more* people should listen to Saylor?

Giordano86

I used to think the same until I started selling my own CCs on MSTR. Far more premium and much more growth potential. This is on top of having cold-storage Bitcoin. BTCI does serve a purpose though, and I am glad you're enjoying it in your portfolio.

Commercial_Ad_9864

just buy MSTR so much better

SquaredTheOG

This is going to make an uptick in people buying IBIT and MSTR instead of actual Bitcoin. Because you can buy bitcoin etfs and bitcoin related stocks into a Roth IRA but not actual Bitcoin. This is probably lobbied by Blackrock for actual holders to buy their ETF instead of the real thing.

poloace

Here’s the thing- when btc was returning 500/1000-% reruns in a year…. that was unheralded for an asset class. Imagine if gold or silver pulled that shit? There will be lulls, I imagine. People will claim it’s dead, like they have before…. And yet, we sit at 90k. 90 FUCKING thousand. ‘Oh but, we were here two years ago!’ Yes, we were. And in jan 2024, we were where we were in Jan 2022. Has anything changed about btc? That’s how I look at it- it’s the only thing that makes sense to evaluate it on. Is it still the best money available? Is it being diluted like fiat? Has it been hacked (not the honeypot exchanges, but btc itself) If no…. Then why the fear? And look, I do the same thing too- I’ve bough upwards and into the 120s. But, the on thing I haven’t done is sold. And that same mentality has rewarded me previously. And I feel like we put a lot of emphasis on MSTR….. on trump…. Btc existed before then and will exist after them. They may manipulate the market in a sense- but just like Elon, or china…., I think this too shall pass. Down the road, these moments may be just that…. Moments. Not financial advice.

ReliantToker

Over 90% of the MSTR bitcoin stack is unencumbered.

heinzmoleman

MS is not concerned with short time spikes. It does nothing for BTC or MSTR. MS is a BTC maxi who knows in the future BTC will only be more valuable.

jenya_

> buying the exact same amount each month He didn't have the money available. His money machine started about October 2024 (money from selling MSTR stocks). His stocks started to rise meteorically about October 2024.