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$MSTR is simultaneously long & short global carry. Taking on debt at low rates to invest in bitcoin is long global carry. Bitcoin in and of itself is short global carry. MicroStrategy has created a 60/40 portfolio, all inside of one investment vehicle. [B2YB Theya]

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Joe Consorti

59,155 subscribers

202,175 Aufrufe • vor 1 Jahr •via X (Twitter)

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10 Kommentare

Profilbild von Jeff Park
Jeff Parkvor 1 Jahr

@TheyaBitcoin My man nailed it! Couldn't have explained it better. 🙌

Profilbild von Joe Consorti ⚡️
Joe Consorti ⚡️vor 1 Jahr

@TheyaBitcoin Appreciate it Jeff, keep up the great work!

Profilbild von DukeWanders
DukeWandersvor 1 Jahr

@TheyaBitcoin great explanation! Well done.

Profilbild von ChuckE 🧡☕️🥓🥚🥩 🥃
ChuckE 🧡☕️🥓🥚🥩 🥃vor 1 Jahr

@TheyaBitcoin Love your take on $MSTR Joe.

Profilbild von Joe Consorti ⚡️
Joe Consorti ⚡️vor 1 Jahr

@TheyaBitcoin All credit to @dgt10011!

Profilbild von Pedro de Noronha
Pedro de Noronhavor 1 Jahr

What are you guys smoking? 😅. Buying MSTR gives u - at this price - little more than the opportunity to buy a derivative of bitcoin at almost 170,000 usd per coin when you can buy a real bitcoin for 62,000usd. If you don’t know how to calculate a net asset value and do a sum of the parts valuation I suggest you learn, so that you stop saying things like these. Their debt is convertible into equity. It will dilute shareholders and give them very little bang for the buck. If you run the numbers you’ll understand. I love Saylor and he is a genius. But the mor&@ns who took the premium to NAV to this obscene level have no idea what they are buying….

Profilbild von PivotWithHer
PivotWithHervor 1 Jahr

@TheyaBitcoin Great, simple explanation guys. Thanks for your help in translation!

Profilbild von anon_Frontiersman
anon_Frontiersmanvor 1 Jahr

@WClementeIII @TheyaBitcoin This is a weird way to say they are short fiat and long assets

Profilbild von Bravo Lee
Bravo Leevor 1 Jahr

@TheyaBitcoin Mkt cap $39bil, BTC holdings under $15bil , and billions of debt. Very overvalued unless BTC breaks out of this channel over 70k

Profilbild von Danny Iskandar
Danny Iskandarvor 1 Jahr

@TheyaBitcoin lol, so you are saying that's every position when people buy bitcoin ... kind of

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