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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]

Joe Consorti

59,155 subscribers

202,175 次观看 • 1 年前 •via X (Twitter)

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10 条评论

Jeff Park 的头像

Jeff Park1 年前

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

Joe Consorti ⚡️ 的头像

Joe Consorti ⚡️1 年前

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

DukeWanders 的头像

DukeWanders1 年前

@TheyaBitcoin great explanation! Well done.

ChuckE 🧡☕️🥓🥚🥩 🥃 的头像

ChuckE 🧡☕️🥓🥚🥩 🥃1 年前

@TheyaBitcoin Love your take on $MSTR Joe.

Joe Consorti ⚡️ 的头像

Joe Consorti ⚡️1 年前

@TheyaBitcoin All credit to @dgt10011!

Pedro de Noronha 的头像

Pedro de Noronha1 年前

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….

PivotWithHer 的头像

PivotWithHer1 年前

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

anon_Frontiersman 的头像

anon_Frontiersman1 年前

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

Bravo Lee 的头像

Bravo Lee1 年前

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

Danny Iskandar 的头像

Danny Iskandar1 年前

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

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