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If you own $MSTR, do NOT fall into this trap. YouTube link in replies.
25,414 Aufrufe • vor 2 Monaten •via X (Twitter)
10 Kommentare

Buddy MSTR isn’t a real company, invest in something that makes money by providing an actual service

Lol. This is so gay man.

So let's say we have a 4x increase of Bitcoin from here... Are you saying you'd expect a 6x to 8x increase in MSTR share price?

YouTube:

OK so buy $ASST instead of $MSTR - got it!

I agree, however, MSTR will have a myriad of ways to generate income over time with its stack once the mnav becomes harder to increase based solely on purchasing more bitcoin.

Which definition of mNAV are you using?

I never claimed it myself. I actually mostly expect x1 mNAV going forward unless markets feeling bullish which will have higher mNAV. Markets are more prudent to buy high mNAV going forward.

2x MNAV does not mean an expectation of 100% BTC yield JP Morgan trades at a 3.2 multiple with expectations of a 6% balance sheet growth rate. Bank of America trades at a 2 multiple with a 4% growth expectation

You can artificially manufacture BTC yield by doing share buybacks of MSTR common, by issuing digital credit, to create BTC yield, as long as Bitcoin goes up. We don't have to buy BTC to create BTC yield there is different levels of financial engineering.
