MSTR

I_Sniff_Uranus

I did the math with MSTR current debt load and bitcoin holdings. If bitcoin hits 30k MSTR stock price will trade at or near $40. That takes into account all their convertible debt

Impressive-Mud-3362

Just got some MSTR, am gonna play the short term pullback

Samjabr

no joke - at this rate, MSTR has nowhere to go but zero.

BarbellPadawan

*Wrong*. The idiots over a r/MSTR have 712k of bitcoin, for which they paid about 4x NAV. Sailor has no one tell sell it to, that part is true.

tringitdad

I’m confused why MSTR’s infinite money glitch stopped working.

st0j3

Last time bitcoin was at $65k it went up 65% in three months… and MSTR went up about 300%. They’ll be back :/

LeBhikariLe

please let corn stay below 70k for 2-3 months, want to watch MSTR die

rdr31

MSTR will have the greatest comeback

carpetmagicianlaughs

Sayloe definitely regrets making $MSTR, he could have just retired as a billionaire

st0j3

Hope this sub keeps up the energy when MSTR keeps buying and bitcoin ends the year somewhere around $150k and MSTR has tripled.

st0j3

Do you idiots realize that would be years away and at a price quite a bit lower? The thesis is bitcoin will be quite a bit higher in a few years, and MSTR will be in orbit somewhere.

Total_Schedule591

I want to live listen to MSTR earnings call Thursday evening lol I hope they make time for some Q&A

Inside-Brush-9543

Does MSTR have an office cause Saylor is gonna look like hell monday morning i am sure

No_Skirt_4689

!banbet MSTR -10% 1d

No_Skirt_4689

MSTR bros how you clowns feeling? :spanishguylaughing:

BoringAward2832

MSTR boys wathc

BoringAward2832

MSTR whose buying

Extreme_Green_1708

Shit will probably drill at open but I’m impressed with MSTR at $138 right now.

AllCapNoBrake

r/MSTR has been saying that since 11/24 and r/Bitcoin have been saying that since 10/25. https://preview.redd.it/oi3gzxhbvzgg1.jpeg?width=120&format=pjpg&auto=webp&s=8de7635aab57c900adcd2f0954503cefdb48b4a5

MuricanWisecrack

ok. so heres my battleplan: Already bought some bitcoin MSTR at open TSLA is short and will stay short PLTR is short an will stay short i dont touch any metal, im not in crazy casino mood sell any remains of anything that could have any exposure to AI minus Google Buy more Bitcoin survive

default_accounts

Can I ask why not invest in Bitcoin itself? Does MSTR actually add value? I thought they were just a middleman

sck178

!banbet MSTR 130 72h

cryptopolymath

https://preview.redd.it/msh5i63sqzgg1.jpeg?width=1141&format=pjpg&auto=webp&s=3c9d771a057d4865db76091a4335560d76974669 MSTR $125?

Maximum-Side-9391

Yes MSTR now has good dividend for cash gang with upside of bitcoin plus silver and Grant Cardone real estate

No-Replacement-8297

MSTR down 8% at 138 🧑‍🦼‍➡️

rdr31

belive it or not, MSTR calls

ResolutionAny8159

Thinking about moving some of my TSLA shares into this MSTR dip. Mostly boring long term holds for me since the melania coin went tits up

MuricanWisecrack

MSTR 149,50 −0,21 (0,14 %) looks fuckin boring?

AlpacaDream7

Every time I feel bad about my investments, I look at MSTR and realize things could be much worse

vermilli21

These 150p MSTR 2/6 and 2/20 40p IBIT weren’t a stupid play after all LMAO. Eat dick Saylor Moon

Damandalorianway

once MSTR gets liquidated then i’ll know that’s our signal to buy

BigBootyHustla

Coin and MSTR puts printing easiest trade in the book

Who_is_Your_Zaddy

Alright, who bought MSTR at $457? Show yourselves.

AllCapNoBrake

A lot of you didn't take my shorting $MSTR FA, and it shows https://preview.redd.it/mn8ejmkrezgg1.jpeg?width=1080&format=pjpg&auto=webp&s=c2cee23c6e5a08d627dd3487897ba2ad13204db1

early-retirement-plz

Imagine looking across the landscape of stocks, so much potential, so many money printers, and you decide BMNR and MSTR is where you want to park your money https://preview.redd.it/th2jhpjqezgg1.jpeg?width=256&format=pjpg&auto=webp&s=d7872bb2a1dcff069721d8181fe0118229635965

dweeegs

honestly i thought MSTR would be worse

Specialist_Exam_8433

Wow MSTR is ded

Prestigious_Way_738

MSTR is so fucked

Prestigious_Way_738

50 minutes til we see MSTR pain

jnjapoker

I missed the Carvana short. I missed the silver short & Now I missed the MSTR destruction short…. My life will never be complete.

devereaux

With what money? Every time MSTR had made a buy they've had to issue more debt to do so

Happy-Champion1661

I heard they already have a lot of cash tho? Apparently MSTR not gonna go down that easily they can survive unless 🌽bear market lasts for too long ofc I won't touch it, I am just saying they are not completely dead yet

uncleBu

The loans are attractive to institutional investors that knew what they were doing. An institutional investor gets a lotto ticket that was betting on a positive outcome on the volatility of MSTR. Many loans came at a time where bitcoin had no ETF, it provided an easy way to get exposure to volatile outcomes. Even now, the same companies could hedge their position (e.g. by shorting BTC) to get a potential gain in extreme outcomes. Most big loans that MSTR got made sense because of the high volatility that MSTR had and that there wasn't bitcoin ETFs. I doubt that they will be able to get similar loans now.

Tzengi

Puts MSTR

Happy-Champion1661

as much as I hate 🌽, it's way too retarded to short it right at 76k, MSTR gonna defend it as much as possible

Konan_barbarian1

$MSTR puts are printing 🚀🚀🚀

LaserGuy626

I sold that shit after Saylor told people MSTR dilution would fund STRC dividends

LetigiousBoobFart

so can QQQ hold an emergency session and just boot MSTR out immediately?

LetigiousBoobFart

so can QQQ hold an emergency session and just boot MSTR out immediately?

Neat_Database6685

Friday was rough but at least I sold off all my MSTR before last week

billyb26

MSTR so cooked that it’s gonna be falling off the bone

WhoElseButMe_

MSTR opening at $125

dataCollector42069

LMAO rip MSTR I hate crypto bros this is music to my ears

foulmeow

puts on MSTR

HSuke

$350 is an oversimplification since I combined the values of all the convertible notes instead of treating them individually. But that's roughly the MSTR price needed to avoid ANY selling of MSTR or Bitcoin. If the value of MSTR is above that price, the lender will choose to redeem for MSTR shares since they get more that way. If it's below, they will choose to redeem for that value of the strike price since they get more that way too. Strategy can always sell MSTR shares at value. If MSTR < $350, they can make up the cost difference by selling more shares of MSTR then originally intended. If the price is JUST under $350, then there won't be massive selling. If it's well under $150, then there will likely be massive selling. So it really depends on the MSTR price at the earliest date the lenders can make their choice (i.e. 1 year before maturity date). The lower the MSTR price, the more they will need to sell MSTR to make up for the difference.

tika_dengu

SLV, MSFT and MSTR in danger of total collapse

BourbonRick01

MSTR hikes its divided payments on bonds to 11.25%. Because all great companies with strong balance sheets and fundamentals offer 11.25% to get people to hand over capital. Nothing to see here.

Hercules1579

Look, folks out here are making a whole lot of noise about that 74k to 76k range because they know that is basically the average cost for the entire stash. They see the ticker dip below 76k and start screaming about a margin call like they are praying for the boss to take a loss. But you got to understand that being in the red on a spreadsheet is a world away from getting liquidated in the streets. This is not some amateur out here trading on a phone app with no collateral to back his talk. The majority of that debt is locked up in convertible notes. We are talking about long term plays with maturity dates set years into the future. It is not like a standard brokerage account where the house just snatches your position because the price hit a certain mark. Even that old 21k threshold people used to whisper about was just for one specific loan. When you have over 712,000 BTC sitting in the vault, you have options. They can just move some of that extra coin over to cover collateral whenever they feel like it. Most of that stash is sitting there unencumbered, purely clean with zero debt attached to it. When the market starts acting up, they have maneuvers ready. They are never sitting ducks in this game. They have that 21/21 plan in motion, raising 42 billion to keep the engine running hot. On top of that, they are currently sitting on 2.25 billion in cash. That paper is not for buying more Bitcoin. It is a dedicated reserve fund meant to handle the interest and keep the lights shining for the next two years even if the market gets ugly. As a trader, you have to see the vision for what it really is. When retail starts panic selling because they are terrified of a margin call at 76k, that is exactly where the smart money is looking to scoop up liquidity. In the ICT world, we call that a stop run. They are hunting those retail levels to fuel the next leg up. They just proved it too. They grabbed another 2,932 BTC last week while everyone else was shaking in their boots. Loading up on MSTR when it dips is just logic because of the Bitcoin yield. Every time they issue more stock to buy more coin, the amount of Bitcoin per share actually increases. Right now, the stock is trading at a heavy discount compared to its usual premium. You are basically getting a leveraged version of the asset for a bargain while the paper hands are running for the exit. They can refinance or just sit on that cash pile and outlast the noise. They are playing the long game while everybody else is losing sleep over the one minute candles.

Samjabr

Few more percentage points and I think MSTR will be worth more than its actual Corn holdings

harbison215

Saylor has said for years that BTC could go to $500 and MSTR would still make money on their BTC treasury offerings

Amareisdk

You do realise that BlackRock holds more Bitcoin than MSTR? And the Bitcoin holdings per capita of India’s population is 1, where the US “only” has 0.8? You know how many people live in India? Saylor is just a semi-large fish in a reef of fishies.

Regardium-Leviosa

Once he has to sell BTC to pay the bills all hell breaks loose. BTC dumps -> MSTR dumps and will find it harder to finance operations through dilution -> MSTR has to sell more BTC. Both dump like a rock

ThinkBigger01

You said "they will sell if the price of MSTR is below \~$350" but MSTR current price is only $149.71 so does that mean they are massively selling? Can you explain how that works for them?

DubaiEnthusiast

They have a USD reserve of about 2 billion. It can be used to pay the interest on the debt for a couple of years or so. If MSTR stock is above the mNAV of 1, they can raise more money.

xeratice1

Genuine question is btc goes below Saylor's average cost basis why would he get liquidated? It's not like he's leveraged right? MSTR would just be unprofitable because they pay out dividends? Serious regard, TIA

TotalZookeepergame60

Is there any hope for MSTR? Thanks

witek-69

MSTR going to $50

Konan_barbarian1

$MSTR puts 🚀🚀🚀

cannythecat

Why did we let Saylor destroy the market twice. Did everyone forget the MSTR accounting scandal in 2001

MuricanWisecrack

who says they are to pay for existing preferred obligations? of course i see a problem with that, but the shareholders seem to have a consensus so far, that this is not problematic. they willingly take being dilluted. I guess they value the leveraged-yet-margin-call safe position of MSTR. if bitcoin was to stagnate at this price for 3+ years, MSTR is in trouble. At the moment i dont see that. for now, its relativly okay.

buttrnut

Wrong question, at what BTC price would MSTR continue buying

Status-Net2947

Are you ready for MSTR? Yes … me neither

BigWarning8696

That's the way to do it. I always sell my BTC when people start FOMOing into MSTR in here. It's a pretty good signal

AllCapNoBrake

Why I sold on 10/2 @ 119k. Got me banned from r/Bitcoin and r/MSTR (sold @ $410)

popsferragamo

They were all just hedging. They're not all in on btc like MSTR. They're not idiots... right?

xeratice1

what happened the last time BTC was around Saylor's cost basis and we were all memeing MSTR in here? Did BTC reverse upwards after that?

cbusoh66

I have no ill will against 🌽bros, we all make dumb decisions in life, but I do want to witness a real feedback loop in action: BTC Selloff --> MSTR Selloff --> More BTC Selloff --> Even Bigger MSTR Selloff

Big_Witness

MSTR down to 130

A55BAG

Strategy has 8 billion debt if those convertible bonds won't hit. I'm afraid he has to sell if MSTR won't get it's nav premium or BTC won't go to 300k in few years.

AllCapNoBrake

Most of you think this is the bottom for r/Bitcoin & r/MSTR and it shows. https://preview.redd.it/cc7zny985ygg1.jpeg?width=120&format=pjpg&auto=webp&s=7ae0e6a898806021bd6ee82a2d3644aea3894f6b

tika_dengu

Race to zero between MSFT and MSTR will be the highlight of 2026

Get_dat_money

it all just seems very suspicious to me- with the crypto meeting monday afternoon- I may be retarded but.. im buying some cheap lotto calls on MSTR monday morning if that shit tanks hard at open.

MuricanWisecrack

i guess everybody buying into MSTR right now knows very well what they are doing. So this is rather a retard-repellent. just imagine how you would laugh and insult somebody who went like BUY MSTR right now ;)

MuricanWisecrack

so as of now, it works pretty nicely to sell stock. i wonder why that is? I think you overestimate the impact MSTR has on bitcoins price, btw. Sure, they hodl 2%. But how many million people hold MSTR, often proxy trough their pension fund? Bitcoin was and is fine without or with Saylor, either way. He is a Clown, a Meme. Bitcoin is not a meme.

potato111a

I just need MSTR to drop to about $50 for generational wealth frfr

ThermalChaser

I got access last month. First thing I did was shirt MSTR at $175. So far so good.

Thecreamcheeze

MSTR bankrupt wen

Beriberi_Cheerios

Started a new X account just to post a daily update on how close MSTR is to being underwater on its corn holdings. Puts on my social life.

BarbellPadawan

MSTR is a piece of shit company and Sailor is a lying grifter.

Alternative_Rule6208

Everyone assuming if MSTR didnt get liquidated in 2022, then 2026 will be the same. But what if MSTR is the next Wolfspeed.

dataCollector42069

because I was banned there posting about my MSTR put gains. You mad bro?

neverpost4

Ok so MSTR used to be $400. Now at $150. Great it will not be bankrupt but MSTR will be $3.50?

FuckleUp

Buying puts on companies owned by men rejected by Epstein is actually smart 🤓 MSTR TSLA

OREG_Keith

🫵 are a 🤡 and seriously regarded. Please post your MSTR loss porn here at your earliest convenience. Thank you for your service. ❤️🥭

Shdwrptr

6 months? No I don’t believe that but I do believe BTC is a failed experiment being propped up by Ponzi schemes like MSTR and once it gets low enough that MSTR has to liquidate the house of cards will fall completely

Alone_Education_2530

MSTR literally just follows Bitcoins price action at a more volatile rate or smt like that. a pop back up to 90k would make MSTR go back to like 180-190 range i think.

Liquidsnake959

What does MSTR even do? I cant figure it out!

Alone_Education_2530

i HATE bitcoin but i will be loading MSTR calls soon.

Ht0wn713

Looks like my MSTR calls for my MSTR calls gona be obsolete when the market opens 🤦‍♂️

neverpost4

And the Saylor man will flat out refuse to give up passphrases of MSTR's Bitcoin hoards.