Trying to get a handle on what CEP is worth. Any idea, or just playing the asymmetric payoff related to bitcoin exposure? Contemplating dipping my...
There's only one Michael Saylor. He's so reliable, always does what he says he's going to do with respect to bitcoin. Don't you worry that GME is...
It's only a double bottom if it rebounds off 79k. Not so sure it's ready to go back up.
The network effect wouldn't have happened if bitcoin's supply wasn't limited. It's one of many core features valued by the market. Given the...
Why would you assume their convertible bond deals would disappear? Are you assuming Exxon's ability to sell oil will disappear? Selling...
You said it would drop to 1 if Europe pensions could directly invest in crypto. It shouldn’t drop to 1 if MSTR can continue issuing the...
MSTR's mNAV should be > 1 as long as MSTR can issue convertible debt at 0% with a conversion price set at an mNAV > 1 (the most recent issuance...
No. According to data from CoinKickoff, between 2013 and 2022, at least 2,383 cryptocurrencies have "failed" meaning their value essentially went...
It's the evangelicals that have made the most $ profit. Microstrategy is up over $14 billion on its bitcoin holdings. johnarb's initial MSTR call...
Less than 0.2%.
Staying between 90k and 95k for years implies loss of buying power. The idea is to maintain or increase buying power in a world where governments...
I don't think they need revenue from the software side to pay interest. They currently sell their stock at 2.6X their BTC holdings. So, if they...
My take on Meldrum's analysis is that he misses the key advantages ("Unique to MSTR") that most of the FinTwit types have been emphasizing. 1. He...
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You demand attention. johnarb commands attention. Big difference.
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