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Started By
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2
Posted on 12/1/25 at 3:13 pm to OysterPoBoy
quote:
I think this happens every December.
Technical trading says you're not going to see the bottom until October 2026
Posted on 12/1/25 at 5:47 pm to OysterPoBoy
MSTR market cap is now less than the current value of their Bitcoin holdings.
Saylor had to sell stock to pay dividend.
I read that he admitted today that he may have to sell Bitcoin to cover dividend.
If Saylor starts selling Bitcoin then this party is just getting started.
Saylor had to sell stock to pay dividend.
I read that he admitted today that he may have to sell Bitcoin to cover dividend.
If Saylor starts selling Bitcoin then this party is just getting started.
Posted on 12/1/25 at 6:18 pm to One Hoosier
He’s been methodical structuring the company to ensure the BTC remains unsecured. I haven’t seen any path to forced liquidation short of bankruptcy. Today he managed to sell another 8 million common shares for dividend payments which effectively bought him another two years.
Posted on 12/2/25 at 10:42 am to One Hoosier
quote:Would that constitute a negative "bitcoin yield"?
MSTR market cap is now less than the current value of their Bitcoin holdings.
Saylor had to sell stock to pay dividend.
I read that he admitted today that he may have to sell Bitcoin to cover dividend.
If Saylor starts selling Bitcoin then this party is just getting started.
Posted on 12/2/25 at 10:49 am to SlidellCajun
quote:
Now down almost 5%!
and up 5% today
Posted on 12/2/25 at 11:00 am to Chuckiee
It's actually still at a ~16% premium. That's a lot better than 4X.
Posted on 12/2/25 at 11:26 am to Chuckiee
quote:
and up 5% today
Another 40% and Bitcoin will be back to where it was in October
This post was edited on 12/2/25 at 11:37 am
Posted on 12/2/25 at 1:11 pm to One Hoosier
quote:
Another 40% and Bitcoin will be back to where it was in October
Posted on 12/2/25 at 1:22 pm to One Hoosier
Saylor has 2 years worth of dividends in cash right now. He will not need to sell BTC to pay the divvy for a long time
Posted on 12/2/25 at 4:24 pm to TigerTatorTots
Selling/spending btc is fine anyways. Next time it’s trading with a nice speculative premium like last December, I think it would be healthy to spend some on an operating company. It would go a long way in getting Wall Street to take MSTR and bitcoin more seriously. And it would make bitcoiners more comfortable with their role in the ecosystem. It also would make valuing the company more nuanced than it currently is.
Posted on 12/6/25 at 2:19 pm to SlidellCajun
quote:
quote:
But I make money on them because others are willing to pay the price. Bitcoin and crypto are similar. I don't have to believe in crypto as a commodity to want to occasionally trade it.
Yeah.
At least you can live in a house though. With crypto, you’re essentially buying nothing
Not the correct way to look at it. If others want to own it and it's price increases to generate a profit upon selling, then I bought something that made money. Making money is not "buying nothing." I am giving it a try.
I made my first purchase a few days ago. I went from 0% to having less than 1% of my portfolio in crypto. It is just a small trade based on my current speculation. Nothing philosophical involved.
Posted on 12/6/25 at 5:37 pm to KWL85
quote:
Making money is not "buying nothing.
I bought my recent holding just under 85,000.
As far as I’m concerned, I own nothing. I have zero use for it.
If I sell it for 90,000 then I make a decent profit and exchange for USD at which point I have something.
Posted on 12/7/25 at 1:25 pm to KWL85
quote:The point is there is no asset upon which to apply any sort of fundamental analysis of value. It's pretend online money.
Making money is not "buying nothing." I am giving it a try.
You might argue a stock is the same thing, but it isn't. It's a valuation of the earnings/cash flow of an actual company.
Posted on 12/7/25 at 2:54 pm to Big Scrub TX
quote:It’s an alternative monetary network that you can opt in to or you can disregard. It’s really not that complicated.
The point is there is no asset upon which to apply any sort of fundamental analysis of value. It's pretend online money.
Posted on 12/7/25 at 3:15 pm to beaverfever
quote:With no cash flow or fundamental value and extremely high friction and volatility.
It’s an alternative monetary network that you can opt in to or you can disregard
Posted on 12/7/25 at 3:42 pm to Big Scrub TX
quote:
quote:
Making money is not "buying nothing." I am giving it a try.
The point is there is no asset upon which to apply any sort of fundamental analysis of value. It's pretend online money.
You might argue a stock is the same thing, but it isn't. It's a valuation of the earnings/cash flow of an actual company.
No argument on these points. This is why I haven't put any money in it prior to last week. I am making a trade. Will either make a little money or not. I am of the opinion that it will at least return to the $125k that it reached a couple of months ago. Just trying it as a trade with less than 1% of my investment money.
Posted on 12/7/25 at 5:46 pm to Big Scrub TX
quote:I disagree on the no fundamental value part of your statement. Bitcoin is the most secure network in existence and in the history of every network that has ever been created.
With no cash flow or fundamental value and extremely high friction and volatility.
None of the super computers in existence can break it. Current Quantum computing technology is an order of magnitude away (likely decades away and trillions of dollars away) from having enough qubits to break it. Even then, a soft fork of Bitcoin will put it out of reach of any future Quantum computer technology if and when it ever gets anywhere close to being a threat.
So Bitcoin has extraordinary value in being the most secure network in existence.
I do agree with the part of your statement that Bitcoin has extreme volatility. Based on studying and investing in Bitcoin and Bitcoin related investments since 2016, I have seen that the one thing I can count on is that no matter which way Bitcoin is trending (up, down or sideways), I can always depend on Bitcoin to have unpredictable but frequent price swings of varying amplitudes, and that it always eventually recovers (i.e. in hours, days, weeks or months).
After inventing, tweaking and mastering an incremental Bitcoin volatility trading strategy in early 2024, I have been capitalizing on Bitcoin's volatile price action in our retirement accounts trading between BITX and cash.
Posted on 12/7/25 at 6:47 pm to Big Scrub TX
quote:You’re in the group that gets to disregard it and live happily. Others will prefer the alternative and many will just hedge a bit.
With no cash flow or fundamental value and extremely high friction and volatility.
Everyone gets what they want.
Posted on 12/7/25 at 7:38 pm to KWL85
quote:Sure. It's a fun, speculative trade.
No argument on these points. This is why I haven't put any money in it prior to last week. I am making a trade. Will either make a little money or not. I am of the opinion that it will at least return to the $125k that it reached a couple of months ago. Just trying it as a trade with less than 1% of my investment money.
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