- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Winter Olympics
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Anyone buying MicroStrategy Inc (MSTR)?
Posted on 12/24/24 at 12:37 pm to Big Scrub TX
Posted on 12/24/24 at 12:37 pm to Big Scrub TX
quote:
I don't know man. If you like bitcoin, just buy bitcoin. Paying 2-3X for it is the definition of insanity.
quote:So is there an opportunity in MSTR or not? These sentences seem contradictory.
Just thought I would mention again that bitcoin vol is only 50ish, while MSTR is 150ish. That's the play.
3
Posted on 12/24/24 at 12:37 pm to I Love Bama
quote:
That said, you guys going are levering an already levered play. It's going to wipe most of you out.
Im getting that feel. Why I'm trying to notice the ups/downs and wanting to go in and out quickly with the up/down ETFs.
I just need to teach myself to execute quicker, and get over the greed of trying to squeeze as much out of it as possible, be happy with what i can get by not chasing runs, and diamond hands. Things I know I need to improve and working on.
Posted on 12/24/24 at 1:05 pm to beaverfever
Here’s my understanding of what’s really going on with this stock.
Saylor has a growing reserve of Bitcoin. He essentially runs a volatility casino on top of that asset base. The rake is used to buy more bitcoin which accretes back to the shareholders.
If you buy the bonds you are buying the ability to trade the volatility and collect a premium.
If you are a retail trader jumping in and out, a leveraged degen, or someone buying because they want exposure to bitcoin because they can’t buy it directly, you are the casino patron.
If you buy and hold, you’re owning the bitcoin as a base plus a portion of the casino operation. You may or may not beat bitcoin long term.
All three groups contribute to the ecosystem and put enormous buy side pressure on bitcoin.
Saylor has a growing reserve of Bitcoin. He essentially runs a volatility casino on top of that asset base. The rake is used to buy more bitcoin which accretes back to the shareholders.
If you buy the bonds you are buying the ability to trade the volatility and collect a premium.
If you are a retail trader jumping in and out, a leveraged degen, or someone buying because they want exposure to bitcoin because they can’t buy it directly, you are the casino patron.
If you buy and hold, you’re owning the bitcoin as a base plus a portion of the casino operation. You may or may not beat bitcoin long term.
All three groups contribute to the ecosystem and put enormous buy side pressure on bitcoin.
Posted on 12/24/24 at 2:17 pm to HagaDaga
quote:He doesn't get paused on buying BTC. Only a pause on issuing MSTR shares (dilution) to the market to raise funds for buying BTC. He is still able to go the convertible debt route to raise funds to buy BTC during the blackout period
I'm still on the train that this BTC bump today is Saylors last big buy before he gets put on pause Thurs/FR
Posted on 12/24/24 at 2:20 pm to Big Scrub TX
quote:MSTR represents roughly 20% of my net worth at the moment
If MSTR is essentially in your gambling bucket, then that's fine..but I would request you continue to make htat clear to onlookers here.
Posted on 12/24/24 at 2:24 pm to TigerTatorTots
Like he said, your gambling money
Posted on 12/24/24 at 2:49 pm to beaverfever
It kind of started out as my gambling money
+5000% later here we are
+5000% later here we are
Posted on 12/24/24 at 4:30 pm to beaverfever
Yes, the opportunity is there it's still early, But I think you guys are overthinking this whole thing, If you're a believer in BTC and believe it's going higher much higher than how could you not want to be in MSTR. Saylor is on a rampage to acquire as much BTC as possible here in the last 7 weeks alone he has acquired 1.2 years' worth of BTC. It is as if he knows the game theory is going to pick up in 2025.
Posted on 12/25/24 at 12:19 am to beaverfever
quote:The opportunity is in the vol markets.
So is there an opportunity in MSTR or not? These sentences seem contradictory.
Posted on 12/31/24 at 8:35 pm to Big Scrub TX
bump
Posted on 12/31/24 at 8:48 pm to Big Scrub TX
+73% over the last 3 months. Make sure you bump it again at new all time highs
This post was edited on 12/31/24 at 8:49 pm
Posted on 12/31/24 at 8:55 pm to Big Scrub TX
Yeah. I overpaid.
We will rebuild
most stocks took a haircut this week though. mstr more than others
We will rebuild
most stocks took a haircut this week though. mstr more than others
This post was edited on 12/31/24 at 9:02 pm
Posted on 12/31/24 at 9:07 pm to jefforize
quote:Yes. You can buy a bitcoin ETF for less than half the price.
Yeah. I overpaid.
quote:What does this even mean?
We will rebuild
quote:Most stocks don't hold a single asset that is liquid with a known price, yet trading at a huge premium.
most stocks took a haircut this week though. mstr more than others
Posted on 12/31/24 at 9:08 pm to Big Scrub TX
Kind of a short term bump eh?
Lets see how 2025 plays out to determine if you were correct or not. Pretty much everyone in here is buying MSTR for a longer term than a month
Lets see how 2025 plays out to determine if you were correct or not. Pretty much everyone in here is buying MSTR for a longer term than a month
Posted on 12/31/24 at 9:34 pm to TigerTatorTots
quote:My bump isn't really based on price action. Rather, it's based on getting ANYONE to answer my very simple questions. Still waiting.
Kind of a short term bump eh?
Lets see how 2025 plays out to determine if you were correct or not. Pretty much everyone in here is buying MSTR for a longer term than a month
Posted on 12/31/24 at 9:38 pm to Big Scrub TX
Merril lynch (bank of america) self directed brokerages in a 401k doesn’t allow purchases of bitcoin ETFs.
MSTR is one of the few instruments available for bitcoin exposure.
MSTR is one of the few instruments available for bitcoin exposure.
Posted on 12/31/24 at 10:21 pm to jefforize
quote:This doesn't justify paying a 2-3X premium, but it's at least somewhat logical.
Merril lynch (bank of america) self directed brokerages in a 401k doesn’t allow purchases of bitcoin ETFs.
MSTR is one of the few instruments available for bitcoin exposure.
Posted on 1/1/25 at 4:03 pm to SeymourButts
Only a matter of time before we see all-time highs again 
Posted on 1/1/25 at 5:58 pm to LSUSLU106
Going to avg down my position tomorrow
Posted on 1/2/25 at 12:45 am to LSUSLU106
Fud is everywhere. I answered scrubs questions about premiums already. He just didn’t like the answer. But I’ll continue to hold.
Page 29 of 43
Popular
Back to top
Follow TigerDroppings for LSU Football News