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Started By
Message
re: Anyone buying MicroStrategy Inc (MSTR)?
Posted on 11/18/24 at 10:30 am to Double Oh
Posted on 11/18/24 at 10:30 am to Double Oh
I make asymmetrical bets. My bet on MSTR has nothing to do with MSTR.
My original bet was Bitcoin would go from retail to institutional. It did.
Now my bet is adoption by Fortune 500 companies and governments.
I have 700 shares of MSTR that is worth about $250,000 right now.
My original bet was Bitcoin would go from retail to institutional. It did.
Now my bet is adoption by Fortune 500 companies and governments.
I have 700 shares of MSTR that is worth about $250,000 right now.
3
Posted on 11/18/24 at 10:40 am to I Love Bama
quote:
I have 700 shares of MSTR that is worth about $250,000 right now.
Nice.....
Posted on 11/18/24 at 10:42 am to I Love Bama
I just created a position last week. 39 shares worth 14,000. I will add more in future
Posted on 11/18/24 at 10:49 am to Granola
I think it is a big gamble to be honest. We are going up forever or this thing ends at zero.
Posted on 11/18/24 at 10:58 am to I Love Bama
Let me know when to sell. I view this as a 5 year holding, maybe less
Posted on 11/18/24 at 11:25 am to I Love Bama
quote:
I think it is a big gamble to be honest. We are going up forever or this thing ends at zero.
I have been trying to figure out the best way to put into words the current strategy at "Microstrategy", but finally someone does a much better job.
If you are holding a lot of stock, I suggest watching this video. You may disagree with his analysis, but always a good idea to look at both sides.
I think it clearly shows even if you are big on BTC, perhaps holding MSTR is not the best way to get exposure. Because it could quickly death spiral
Direct Jump to MSTR discussion
Posted on 11/18/24 at 12:06 pm to UltimaParadox
Little too technical for me, but my gut says the music stops soon.
I will probably be looking to exit the trade in the next few weeks. I made 1,000% return as of today so I'll be happy to take 50%-75% off the table and stick it somewhere a little more boring and predictable.
I will probably be looking to exit the trade in the next few weeks. I made 1,000% return as of today so I'll be happy to take 50%-75% off the table and stick it somewhere a little more boring and predictable.
Posted on 11/18/24 at 12:19 pm to I Love Bama
quote:
I made 1,000% return as of today
Yeah nobody should complain about locking that in
Posted on 11/18/24 at 1:10 pm to I Love Bama
Posted on 11/18/24 at 1:59 pm to I Love Bama
I’m just leary about what it means when he can buy 50k and the market doesn’t flinch. It makes me think that kind of action is premature. Like he’s playing a game that hasn’t started yet. I have the same feelings about the US actively buying it. Bitcoin is still too young IMO. It puts a lot of pressure on the price to run quickly or it could damage the asset.
Posted on 11/18/24 at 2:39 pm to TigerTatorTots
You're a mad man. Sell half.
Posted on 11/18/24 at 2:57 pm to I Love Bama
I think the music is just being turned on and we have not even listened to a song yet
Posted on 11/18/24 at 3:09 pm to I Love Bama
quote:I took my profits when I sold half of the MSTR $45 calls. The rest will be ridden on the ~13 month runway I have
You're a mad man. Sell half.
Posted on 11/18/24 at 3:47 pm to TigerTatorTots
I’m late to the party, but I’m finally in
Posted on 11/18/24 at 4:38 pm to I Love Bama
quote:
Now my bet is adoption by Fortune 500 companies and governments.
Mind if I ask, adoption of what exactly? Others picking up billions in BTC like MSTR, driving it up or some other kind of approach? Just wondering if there are other type of things that can be done by these companies.
Ie...is what DJT might end up doing with BAAKT considered an "adoption" type play? Though i don't know enough about the BTC industry to know what BAAKT does, so don't know why DJT is looking to buy them.
Posted on 11/18/24 at 5:49 pm to LSUSLU106
quote:
I think the music is just being turned on and we have not even listened to a song yet
I would bet a decent sum of money you’ll be able to buy MSTR below $100 again, I just don’t know when.
Posted on 11/18/24 at 5:54 pm to slackster
What makes you say that?
Posted on 11/18/24 at 5:59 pm to slackster
Not sure on the nominal amount but a NAV at 1 makes sense. I mean it was trading at a 1 NAV this year.
That said, if the market thinks MSTR will figure out a way to leverage BTC for a yield then the NAV could go higher.
It’s a big gamble. Who fricking knows. But it’s interesting to think about.
That said, if the market thinks MSTR will figure out a way to leverage BTC for a yield then the NAV could go higher.
It’s a big gamble. Who fricking knows. But it’s interesting to think about.
Posted on 11/18/24 at 6:11 pm to I Love Bama
quote:The ship has sailed on “if”. They’re doing it now and at an alarming rate.
That said, if the market thinks MSTR will figure out a way to leverage BTC for a yield then the NAV could go higher.
Posted on 11/18/24 at 6:41 pm to beaverfever
quote:
What makes you say that?
Historical BTC volatility and MSTR’s price action around it.
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