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.
Your account balance should be the only validation you need. [MEDIA]
He typically writes puts.
[MEDIA] Just figured out johnarb's twitter handle.
Lots of politicians were at the Bitcoin conference. The two presidential candidates (Trump and Kennedy), two prior candidates (Vivek Ramaswamy and...
I was there in the third row. Pretty cool seeing these Bitcoin luminaries up close and in person. And to be in an auditorium of 8,000 (!)...
Because everyone who held it at the close on Friday was given $1.50 per share.
BITO often pays hefty dividends. The current bitcoin price will take BITO to approximately $22 from its ex-dividend price of $21.01 (Friday's...
News trumps technicals. The news flow for bitcoin is so thick these days that I wouldn’t read too much into any particular chart pattern.
I distinctly remember the bitcoin price moving up as the regional banks were selling off back when all of that was going on the first half of...
It's more what we expect USD to do relative to hard assets, rather than other currencies.
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