Wow, at 1:23~ look at that all star cast of incredible bitcoiners and leaders in the space. Congrats to MSTR and team reaching out across the industry.
MSTR should be valued at 2.5x their Bitcoin holdings why?
Because they can issue debt to buy more Bitcoin?
They already own 4% of the float, and they’re saying you should value them at 10% of the float. Do you really think they’ll own more than 10% in the future?
Bitcoin is scarce, you can’t have exponential growth on something with a fixed supply, you simply run out very quickly.
And if they do get to 10% of the float, should they still be valued at 2.5x? They’d have to own 25% eventually for that valuation to make sense. And if they do get to 25% of the float should they then be valued at 62.5%? You can’t 2.5x from there because you’d own more than 100%
If William Durant were here today, he might have titled his book on Michael J. Saylor "The Digital Reformation." He would write that in an age of unchecked inflation, Saylor is conducting the most significant economic experiment of the century. He is single-handedly YOLO'ing and forging the rails between TradFi and a DeFi future, positioning MSTR as the first true bulwark and designated savior of the United States, and by extension, the world economy itself. Fix the money, fix the world.
I personally think the J. in Saylor's name stands for Jesus.
Awesome answer by Michael Saylor on the proof of bitcoin reserves. As a shareholder I don't need to see a proof of reserves. Owning one share or 50K shares doesn't give me the right to demand a proof of reserves. In fact, I would prefer to see Strategy never share their addresses for the very reason he noted, some fool on X will be panicked over some movement because an armchair expert gave their opinion on X. Trust the company and trust the audit. if not, put your money elsewhere and have fun staying poor.
I would like to see Michael Saylor expand and share his education or plan with MSTR shareholders on the question that Lyn Alden asked. My plan was to sell MSTR and move into STRF as BTC moves into the bear market 50% drawdown or more then DCA back into MSTR. I would really like to understand why I should keep MSTR during the traditional bear cycle.
If you spent 2023 hearing 'Bitcoin is dead' and ignored ETFs, you missed life-changing gains. Took profits this week but the real question is: What's the next narrative you're underestimating?
Is the 'BTC rating' of STRK, STRF, STRD, STRC based on the same BTC collateral? Ie. is BTC being rehypothecated by being collateralised and re-collaterised over and over?
Bitcoin is a protocol. Comparing it to gold makes it easier for Boomers to understand. Main difference is that Bitcoin isn't unproductive as gold is. As a tool, it can be used to build automated, frictionless financial rails, products, and contracts. Buying now unlocks Lightning, Taproot, and RGB products, all based on Bitcoin as a foundational monetary system.
FINALLY!! They are going to let the Stock breathe and let the Mnav run hot! been waiting patiently for this!! Plus…STRC Is going to be a massive Boon for MSTR stock over time!
26 Comments
Wow, at 1:23~ look at that all star cast of incredible bitcoiners and leaders in the space. Congrats to MSTR and team reaching out across the industry.
wtf $396
These guys are scammers. They are saying they are undervalued but it's because they diluted the hell out of their shareholders. Transparency BS
10:12 to 18:31
Nice biggest modern day Ponzi scheme.
why does the stock not move …stop syphoning …
MSTR should be valued at 2.5x their Bitcoin holdings why?
Because they can issue debt to buy more Bitcoin?
They already own 4% of the float, and they’re saying you should value them at 10% of the float. Do you really think they’ll own more than 10% in the future?
Bitcoin is scarce, you can’t have exponential growth on something with a fixed supply, you simply run out very quickly.
And if they do get to 10% of the float, should they still be valued at 2.5x? They’d have to own 25% eventually for that valuation to make sense. And if they do get to 25% of the float should they then be valued at 62.5%? You can’t 2.5x from there because you’d own more than 100%
If William Durant were here today, he might have titled his book on Michael J. Saylor "The Digital Reformation." He would write that in an age of unchecked inflation, Saylor is conducting the most significant economic experiment of the century. He is single-handedly YOLO'ing and forging the rails between TradFi and a DeFi future, positioning MSTR as the first true bulwark and designated savior of the United States, and by extension, the world economy itself. Fix the money, fix the world.
I personally think the J. in Saylor's name stands for Jesus.
Extraordinary presentation! Well done!
Awesome answer by Michael Saylor on the proof of bitcoin reserves. As a shareholder I don't need to see a proof of reserves. Owning one share or 50K shares doesn't give me the right to demand a proof of reserves. In fact, I would prefer to see Strategy never share their addresses for the very reason he noted, some fool on X will be panicked over some movement because an armchair expert gave their opinion on X.
Trust the company and trust the audit. if not, put your money elsewhere and have fun staying poor.
I would like to see Michael Saylor expand and share his education or plan with MSTR shareholders on the question that Lyn Alden asked. My plan was to sell MSTR and move into STRF as BTC moves into the bear market 50% drawdown or more then DCA back into MSTR. I would really like to understand why I should keep MSTR during the traditional bear cycle.
If you spent 2023 hearing 'Bitcoin is dead' and ignored ETFs, you missed life-changing gains. Took profits this week but the real question is: What's the next narrative you're underestimating?
First time I ever heard Michael laugh heartily 🚀🚀
MSTR @ $4,800
Is the 'BTC rating' of STRK, STRF, STRD, STRC based on the same BTC collateral? Ie. is BTC being rehypothecated by being collateralised and re-collaterised over and over?
Thanks for this great format STRATEGY team – bullish on the future
Im all in MSTR. And i know im so early 😎
Amazing 👍 mstr is my best investment
Mstr Is better then nvda nVidia since btc adoption… That speaks for itself! 💯
Thanks
Bitcoin is a protocol. Comparing it to gold makes it easier for Boomers to understand. Main difference is that Bitcoin isn't unproductive as gold is. As a tool, it can be used to build automated, frictionless financial rails, products, and contracts. Buying now unlocks Lightning, Taproot, and RGB products, all based on Bitcoin as a foundational monetary system.
FINALLY!! They are going to let the Stock breathe and let the Mnav run hot! been waiting patiently for this!! Plus…STRC Is going to be a massive Boon for MSTR stock over time!
outstanding guys
This is history in the making. 🙌🏻🧡
lyn straight napping XD
The worst question goes to Mark Palmer – massive clown