You are by far the most dedicated and brilliant mind in this space. On top of that, you are a GOOD person who does so much for this community. 👏🏼 👏🏼 👏🏼
Saylor is almost singlehandedly transforming the entire financial world. Exponentially bold and brilliant. Plus he is bringing as many of us as he can along for the ride of a lifetime.
I got in at $495 before the split. This has been the best purchase I have made in my life! James, I cannot thank you and the team enough! This will help me retire early. I just wish I would have gone harder! Love you guys and gals!
You need to factor in a 10 for 1 stock split into your assumptions and rerun your analysis. $420b atm/convertible share offering with a 10 for 1 stock split is what this 10b share authorization signals.
Michael is a very smart man and wouldn't be doing this unless he's 100% convinced there is enough interest out there for the 12 Billion shares without it crashing the price.
I wanted to thank you for all you do for the community. My Journey to investing started of a few years back when me and my wife realized we did not have any retirement . my wife was scanning the Internet and she found your UA-cam channel. We’ve been watching all your videos for the past few years, it has changed our life and is encouraged us to invest in the market. I know you don’t give financial advice, but listening to your channel helps us and guides us to our investing decisions , thank you for all you do you have changed our lives. We are both Patreon members now we have been watching all your videos together we look forward to your videos every day ❤🙏 Thanks again.
One thing that I believe was not mentioned: I believe Saylor holds 45% of the voting rights of MSTR (thanks to preferential shares). So one can easily draw the conclusion that the vote will be passed.
MSTR on a very thin ice here, if one company will own 20% of all BTC supply, many other countries and institutions may simply loose interest in it!! you have to be very very careful here!! Remember, Bitcoin has value as long as others need it!!
I wait to listen to you everyday! Love the content, the depth of analysis and the macro view. No one beats your analysis and calm way of delivering content! As a mom, I am glad I found great content to also have my kids listen to. Cheers from 🇨🇦
I’ll be looking forward to your video explaining the potential share prices and the effect all this has on it I’m trying to follow what you’ve explained but the thing I really want to know is how the price is effected
Saylor sells volatility to issue convertible notes. He wants the share price high to sell a high convertible share price Right now he’s utilizing atm share offerings but this will change and stock will increase soon, imo
44,000 views. Not sure how many people you put in MSTR but I suspect more than 10k. I bought MSTR thanks to you and then I made my kids buy. I have 4 of them. Exponential message impact
I think you’re missing something fundamentally simple. The extra authorized shares just allows sailor to do a 10 for one stock split say when the stock reaches $1800 or something like that bringing the price down to $180. It’s not that he’s going to use the extra 9.7 billion shares as an ATM or for convertible debt. It just means that when the share price runs up enough he’s gonna do a 10 for one stock split that will mean that there’s gonna be something like 3 billion shares roughly
Yes, obviously he will use the ATM and he will also if you convertible debt, but I do not believe that the 31 times metric that you use anywhere close to being accurate for the extra authorized shares
I got into $MSTR a few weeks ago at $440. I am just holding on, and thinking about doubling down here at 325. I know you got in much lower but I only found your channel. What should someone do if they got in late. Everything it goes up Saylor sells more shares.
I bought some mstr about 8 months ago and when it went up I got scared of buying more and even sold some. now I think I understand the stock and I'm dollar cost averaging. Basically I assume every new share I buy will be negative in the next 6 to 12 months and very positive in 5 to 10 years.
First time I bought micro strategy it went down 40% for about a year. Now up nearly 10x. Patience is key. Your entries will get better with practise but it takes time and discipline.
@@sgn6515 I can (kind-a) see how this would continue to increase the BTC per share, but I can't see how this would help MSTR share price. Currently each MSTR share is worth 0.00181437BTC. At $95k that means each MSTR share is worth $172.37 (in BTC equity). I just can't see why MSTR share price would not go down when: A) When the market realizes how much they are asking to dilute shares B) When the plan is approved. (Yes, I think the plan will be approved.)
I trust James, but my poor math skills tells me, I, the stockholder, gets the short end of the stick here. How can there be more BTC per share when shares are printed like fiat? This makes no sence to me.
I'm long MSTR, but do share the concern that this will put downward pressure on the share price. That's a LOT of shares, even if metered out over long periods of time. I hope he does this slow enough to also allow share price outperformance. I get the LONG terms implications of this plan are incredible, but if you dont also allow for short term price appreciation he wont get enough buyers of the stock to keep the plan going. All of this I'm sure Saylor has thought out. While i have concerns, i love the boldness of the plan and the long term implications. Just added a lot to my position recently and would love to see it comfortably above water.
Only 1-20 for one split allowed under this plan. Two 10-1 splits would 100x the number of outstanding shares, leading to 33,000,000,000 shares outstanding (well over the 10000000 authorized shares under this proposal)
Great video and thank you. It would be great to hear even an estimate of what could happen to MSTR stock price if this happens. The chat was blowing up with people asking about MSTR future stock price.
Started watching at 4am from London UK, I'm not going to get any more sleep this morning! This is so radical i don't want to think what it means, just yet!
I dont see how they can keep the stock price at the current level if they increase the number of stocks 31x. If they had so much demand for their stock to increase the total market cap to 31x what it is now, they could have done it without increasing the number of shares, just the price per share. Sounds like the number of shares will increase 31x and the price per share will go down 31x. Its gonna be the 31 to 1 split. I hope i am missing something
The increase in stock issuance will be a trickle, not a flood. It will instantly be used to buy more BTC, so the price of BTC will go up, keeping the stock price high. Nobody is intersted in selling cheap shares, least of all Saylor.
In other words we'll just keep sailing at these prices indefinitely as he dilutes till kingdom come. Even if we said long term my shares are going to be worth more.. everyone will have a similar sentiment, why invest if it's going to be atm'd to be kept at the approx but in price? I think this is a disaster for mstr perception. The negativity around his purchases on other platforms from previously bullish investors is getting to a fever pitch. I'm genuinely worried about my investment. Will probably de risk and pull majority of my money out.
@@InvestAnswers I am not sure I agree with your fourth quadrant. China and the US can kick the inflation problem down the road indefinitely. So long as they can control their populations and force them to accept some level of inflation. The Chinese population has no voice and the US population has only limited power to control the Fed. If they both reject, or choose to slow roll Bitcoin, we are in for a long hard fight. (But to be clear I am long MSTR, long BTC, GenX and been in the game for a long time. My bet is that it will succeed.)
@@MobileMood How do you know the Chinese population has no voice? Its the most educated population in history, how does any government gain the confidence of its people ... by providing them with what they want, check your facts! Check out the country with the most advanced cities in the world ...
“All perception is reality”…. if you own a small piece of land and work it with your hands to produce food and extract water you will realise that all units of circle Money proxies for the things necessary for survival. is my assertion however that these proxies become real in the minds of the holders and when enough holders have joined in the delusion it becomes a reality that can be imposed on the non-believers. Eventually the non believers will have to adopt it too in order to survive in the society alternatively they can leave the society.
Pretty simple to estimate what will happen in 2025... Saylor gets 3.3 trillion USD cash, Bitcoin has a marketcap increase of 16$ per 1$ bought, meaning BTC marketcap will increase 16x to 31 trillion usd. with the liquidations, with the other companys buying, with country's buying the minimum pricee of BTC end of 2025 is >2m USD. Assuming Saylor is able to aquire 1m BTC in total, then the 10,33B shares would equate to >193$ / share. That is the worst case that can happen (minimum price) If there are not at least 1m BTC available, there is no limit to the upside... the upside is infinity.
Got In early and it has been a wild ride, I had zero idea when I did just how wild. But I made it my biggest position because I believed In Michael Saylor for my mind thinks similar to his. So bloody exciting .
It's just shares that are available for future ATM's and Convertible bond offerings. They are not meant for immediate dilution. They are a technical necessity to go forward with the current strategy as there just aren't enough available shares at the moment. The whole calculation with same price... feels silly. If they want to do another stock split of lets say 10/1, they just aren't allowed at the moment because the amount of allowed shares is not high enough. So it needs to be higher. If they want to do convertible debt offerings, they need to be able to offer shares, which currently they don't have many left, so they need to be able to have more shares. That's it. Why would you go and say "Ok, that's 30 times the shares, let's just assume same price". Ok, now let's do the same for google. Let them add 30x more shares and assume same price per share. Boom, 30 trillion dollars. What? No. You say the numbers don't lie, which is true. But here is one of my favorite quotes. "The numbers never lie, but they can be wrong".
One would hope. But this ultimately leaves too much power in MSTR's hands that might not fit with all shareholders timelines. For the last month MSTR has been on a downward trend. He might extend it for 6 months while BTC continues to hit new heights. It is honestly a gamble.
Truly monstrous! My only question mark over your calcs is the assumption that the share price stays the same. And you say this is adding to the shares, not diluting them. That may be the case when all BTC are bought, but I’m not sure the market will see it this way initially, when the company is the same size, just having 10bn more shares to divide it all up. Unless I’m missing something???
Thanks for putting this into perspective re number of issued shares being comparable to Amazon, Pple etc. and concentration actually being across all shareholders of MSTR not just him. I was initially scared on hearing this announcement, now Im bullish again. Glad to continue to be part of this incredible journey. Thankyou!
Thanks for sharing all about $MSTR. Wish I had heard about it much earlier (I have been on $IBIT earlier this year). But I’m slowly DCA-ing into $MSTR.
I will add that it's not really Michael holding 20% of all BTC but share holders of microstrategy who is holding a leveraged BTC, sounds way better!!! And less worry me! Oh, I was jumping the gun, was mentioned😅😎😎
I can (kind-a) see how this would continue to increase the BTC per share, but I can't see how this would help MSTR share price. Currently each MSTR share is worth 0.00181437BTC. At $95k that means each MSTR share is worth $172.37 (in BTC equity). I just can't see why MSTR share price would not go down when: A) When the market realizes how much they are asking to dilute shares B) When the plan is approved. (Yes, I think the plan will be approved.) I know some will be tempted to reply to the & say "Then short MSTR". That is not helpful. I want to understand what I am missing?
I believe James missed that this also simply allows them to split the stock 10 for 1 or 20 for 1 when the time comes. Currently, they can't split the stock that much because their total authorized share is 330,000,000. One 10-1 split would result in 279,000,000*10 (currently around 279,000,000 outstanding shares) outstanding shares, or 2.79 billion outstanding shares, well over the authorized amount. I think Saylor is simply preparing for more splits in the future as under the 10,000,000,000 authorized share proposal they are trying to pass, it would only allow him to split shares up less than 40 for 1 with no ATM issuances. Logic: 279,000,000 current diluted shares * 40 (split factor) = 11,160,000,000, well over the 10,000,000,000 authorization amount. Assuming the share price and bitcoin appreciate like we expect it to, I expect them to at least want to 10 for 1 split once the price gets over 2,000 (or maybe even sooner so more people can buy, more liquid options market, etc.). After the first 10 for 1 split, they would at max only be able to 3-4x split it from there.
@@valuefinder21 That could make sense, but I got the impression it was increase the quantity of shares to dilute & use that money to buy BTC. Technically I think a stock split would increase the number of shares available to sell, but it would result in the same $$$ to buy BTC. I guess I'm going to have to wait for more info.
@@Jeffery-o6i You're not understanding what I'm saying. Diluted outstanding shares can never be greater than authorized shares. Therefore, this authorization increase doesn't necessarily mean equity issuances (dilution to buy btc). They will 100% want to split the stock again (10 for 1 or even 20 for 1) once it gets more expensive. In order for this to happen, outstanding shares must increase by that same factor and thus authorized shares need to increase as the current limit is 330,000,000, but there are already 279,000,000 diluted shares outstanding, meaning they don't even have the flexibility to split their shares because splitting even 2 for 1 would put them over the limit. Make sense?
@@valuefinder21 I understood exactly what you meant. In order to do a 10 for 1 stock split they need an authorized share amount = or greater than the resulting share count. If that is the case then great. However I have the impression they want a higher authorized share count to straight dilute (raise money) to buy more BTC. If this is the case then I would expect the share price to drop (in the short-medium term).
@ I understand your concern but i find it highly unlikely this board of geniuses would do that. If they dumped that amount of stock on equity holders even over time, people would sell off before they could do it, meaning they wouldn’t generate any money from it. It’s much more likely that this is so they can split in the near future when MSTR gets up to 1000-2000. Saylor understands that the name of the game here is liquidity and volatility, (so he can raise more convertible debt), so he pretty much needs to split the stock at 10 for one once MSTR gets to the 1000-2000 range.
I’m new stocks so I’m not sure I understood this. Option 1: is this a stock split where he increases stocks but market cap stays the same and is reflected in the new split stock price, of which owners get extra in the same proportion? Or Option 2: does he just increases the number of stocks and does nothing for the holders so he wins as he gets heaps more stocks but everyone else gets diluted? This would also increase the MSTR market cap by around 31x in stock price if no one sells, which won’t happen. Thanks
James, Can you answer a question for me? Two thirds of my portfolio is BTC and MSTR. The other third is traditional stocks in my 401K. I had planned to spend the next year filling my altcoin bags which currently represent 1/2 percent of my current holdings. In light of this news should I continue with this plan or would I be better off just buying more BTC and MSTR?
I have BTC , along with MSTR and TSLA. I sold my MSTR to buy more TSLA, while keeping my BTC. I do have options in MSTR, and will buy more MSTR on the way up
James. Thank you. I know you don’t have time for movies. But Dune is this. The entire universe is built on who has control of the “spice”. BTC is the spice. Saylor is the Emperor
You can picture Saylor's mind discovering .... hey Eureka... I will be the nation state to kick off Game Theory.... that's a light bulb 💡 on moment, wow
Thank you as always James, I woke up in the UK gutted I missed this live! But always a treat waking up to hearing your amazing insight and brain on everything that’s going on. I originally started years ago but was too focused on your Crypto videos and didn’t understand what MSTR was (I wasn’t hugely involved with stocks so didn’t pay much attention) stupidly I have missed out on so much in the past because of not exploring and asking more questions. You are answering all those questions now so I thank you so much Sir, I am in and can say I am excited for the future and one day that I will be cracking open my own “nasty s$£t” Whiskey to celebrate! Thank you for all you do and the team too, always appreciated hugely 🙏
I'm 62...wish ...hope...I'm around another 30yrs to see this play out...for my kids..grands...and one day great grands
This sort of financial wizardry is way beyond my pay grade. Glad James is here to help decipher it.
James, you are a machine!!! You're energy is unbelievable and alpha bar none!!
merci, mon ami! happy holidays
@@InvestAnswers Happy holidays and best wishes to you to James. Je suis Argentine mais je parle un peau de francais..LOL!!! Much love!
You are by far the most dedicated and brilliant mind in this space. On top of that, you are a GOOD person who does so much for this community. 👏🏼 👏🏼 👏🏼
❤
James is the best,I get very upset when people attack him on X❤❤❤
i couldn’t have said it any better - and you are GOOD person yourself 🎉 Merry Christmas 🎄
Hear hear! Loving James's contributions to the space.
And James is quite the character too! Notice the proper spelling here, TOO.
Saylor is almost singlehandedly transforming the entire financial world. Exponentially bold and brilliant. Plus he is bringing as many of us as he can along for the ride of a lifetime.
I got in at $495 before the split. This has been the best purchase I have made in my life! James, I cannot thank you and the team enough! This will help me retire early. I just wish I would have gone harder! Love you guys and gals!
Would it be smart for me to purchase as much MSTR as I can ?
Love you, James! Thanks for getting online and celebrating with us. My conviction in MSTR is as strong as my conviction in BTC; unwavering!
You need to factor in a 10 for 1 stock split into your assumptions and rerun your analysis. $420b atm/convertible share offering with a 10 for 1 stock split is what this 10b share authorization signals.
If he adds that many shares it will severely dilute the price. Why would you “assume the share price stays the same”???
Mstr is a once in a lifetime chane! Gamechanging!!!❤
Michael Saylor will be the richest man in our solar system by 2035 or sooner.
Only if Elon leaves this solar system
Game changer. Saylor will be buying himself a country very soon...
Thank you James!
Majority of investors are not touching Bitcoin until their bank accepts it as payment. Insanely early.
A country in cyberspace
He won’t buy a Country 😂
Michael is a very smart man and wouldn't be doing this unless he's 100% convinced there is enough interest out there for the 12 Billion shares without it crashing the price.
19:30 Saylor owning 20% of the network is not a positive for the world
@@DTR89 I will tell him to stop pumping our bags
Saylor doesn't own it! We do!
@ correct how come people don’t recognize that
I wanted to thank you for all you do for the community. My Journey to investing started of a few years back when me and my wife realized we did not have any retirement . my wife was scanning the Internet and she found your UA-cam channel. We’ve been watching all your videos for the past few years, it has changed our life and is encouraged us to invest in the market. I know you don’t give financial advice, but listening to your channel helps us and guides us to our investing decisions , thank you for all you do you have changed our lives. We are both Patreon members now we have been watching all your videos together we look forward to your videos every day ❤🙏
Thanks again.
One thing that I believe was not mentioned: I believe Saylor holds 45% of the voting rights of MSTR (thanks to preferential shares).
So one can easily draw the conclusion that the vote will be passed.
❤
Thanks James! Good timing to remember why we are in this. Math, money and freedom
yes indeed, thank you so much for being here
MSTR makes up over 1/2 my bag, happy so far.
Are you sell Cover Call?
You will cry soon
MSTR on a very thin ice here, if one company will own 20% of all BTC supply, many other countries and institutions may simply loose interest in it!! you have to be very very careful here!!
Remember, Bitcoin has value as long as others need it!!
I wait to listen to you everyday! Love the content, the depth of analysis and the macro view. No one beats your analysis and calm way of delivering content! As a mom, I am glad I found great content to also have my kids listen to. Cheers from 🇨🇦
I’ll be looking forward to your video explaining the potential share prices and the effect all this has on it
I’m trying to follow what you’ve explained but the thing I really want to know is how the price is effected
I’m scared all that dilution would tank the stock.
Why do you think it would be diluted when he’s just buying more bitcoin?
Will the stock ever go up?
This is my fear as well. The BTC per share goes up but the $$$ per share goes down. Really hoping someone can explain this...
Temporary.
Saylor sells volatility to issue convertible notes. He wants the share price high to sell a high convertible share price
Right now he’s utilizing atm share offerings but this will change and stock will increase soon, imo
🚀 🚀. Saylor is trying to pass Elon for the richest man in the world in a few years.
yup but he is a ways off
Probably be second though
Never happening but he could hit top 5 for sure
When Bitcoin hits 100 M he will be number one ❤😅
He has the best chance! But likely just be 2nd richest man.
Happy holding both shares
44,000 views. Not sure how many people you put in MSTR but I suspect more than 10k. I bought MSTR thanks to you and then I made my kids buy. I have 4 of them. Exponential message impact
Bought more microstrategy this morning! Merry Christmas to James and Family !!! Thank you for your Love! And Education!
Saylor is going for Empire. War Hammer 40k God Emperor Status. Wealthiest man on earth in 5 years.
The Orc hoard will get bolter fired to deth.
As a warhammer player I love this comment hahaha
The Emperor protects
Thank You James! Merry Christmas to all!!
Never saw James so excited ! And it's communicative !! Thank you so much James 🙏
I think you’re missing something fundamentally simple. The extra authorized shares just allows sailor to do a 10 for one stock split say when the stock reaches $1800 or something like that bringing the price down to $180. It’s not that he’s going to use the extra 9.7 billion shares as an ATM or for convertible debt. It just means that when the share price runs up enough he’s gonna do a 10 for one stock split that will mean that there’s gonna be something like 3 billion shares roughly
Yes, obviously he will use the ATM and he will also if you convertible debt, but I do not believe that the 31 times metric that you use anywhere close to being accurate for the extra authorized shares
In short, I think your figures are off by maybe a factor of 10 maybe eight or nine
James, all of your members appreciate you sir! Thanks for all the hard work and a vid this late!🙏
I still don’t understand what will happen to the share price of MSTR short and long term?
Thanks for covering this!
No worries!
I got into $MSTR a few weeks ago at $440. I am just holding on, and thinking about doubling down here at 325. I know you got in much lower but I only found your channel. What should someone do if they got in late. Everything it goes up Saylor sells more shares.
Sell calls for income
You let Fomo kill your 😂 we will not see 440 again for years if the sharholders will vote for this ideology
Thank you. I appreciate your views and research. You have been a gem.
I bought some mstr about 8 months ago and when it went up I got scared of buying more and even sold some. now I think I understand the stock and I'm dollar cost averaging. Basically I assume every new share I buy will be negative in the next 6 to 12 months and very positive in 5 to 10 years.
First time I bought micro strategy it went down 40% for about a year. Now up nearly 10x. Patience is key. Your entries will get better with practise but it takes time and discipline.
A very merry Christmas to you and your family and may it be filled with peace. Thank you for all you do.
Thank you very much James for this extra one 👍🏻🎉
Very welcome
Does this mean that shares split, or are new shares printed out of thin air diluting the value of my shares like a fiat currency does?
You will be diluted like crazy
@@denmarkliveI don’t understand how this is good… for those of us who hold microstategy
@@sgn6515 I can (kind-a) see how this would continue to increase the BTC per share, but I can't see how this would help MSTR share price. Currently each MSTR share is worth 0.00181437BTC. At $95k that means each MSTR share is worth $172.37 (in BTC equity). I just can't see why MSTR share price would not go down when:
A) When the market realizes how much they are asking to dilute shares
B) When the plan is approved. (Yes, I think the plan will be approved.)
I trust James, but my poor math skills tells me, I, the stockholder, gets the short end of the stick here. How can there be more BTC per share when shares are printed like fiat?
This makes no sence to me.
There wont be. @jagarkapten
Thank you James, great Alpha, Merry Christmas
Happy holidays!
I'm long MSTR, but do share the concern that this will put downward pressure on the share price. That's a LOT of shares, even if metered out over long periods of time. I hope he does this slow enough to also allow share price outperformance. I get the LONG terms implications of this plan are incredible, but if you dont also allow for short term price appreciation he wont get enough buyers of the stock to keep the plan going.
All of this I'm sure Saylor has thought out. While i have concerns, i love the boldness of the plan and the long term implications. Just added a lot to my position recently and would love to see it comfortably above water.
I went in heavy on MSTR Friday....so was curious what you thought.
Authorized shares. Allows for two 1-10 splits.
Only 1-20 for one split allowed under this plan. Two 10-1 splits would 100x the number of outstanding shares, leading to 33,000,000,000 shares outstanding (well over the 10000000 authorized shares under this proposal)
It would be very helpful if James would explain with share splits how this would work...If what your saying 20:1 split...we need to buy more!!
Saylor, the rocket scientist, is using classic escape velocity with this huge thrust!!!
Great video and thank you. It would be great to hear even an estimate of what could happen to MSTR stock price if this happens. The chat was blowing up with people asking about MSTR future stock price.
Started watching at 4am from London UK, I'm not going to get any more sleep this morning! This is so radical i don't want to think what it means, just yet!
Merry Christmas James and team -- thank you for your important work!
When you said 3.35 Trillion I actually laughed out loud!! 😂😂 Michael saylor is truly a wild man.
wild indeed. Where is Alston Powers when you need him?
Lol Saylor is just getting started.
I dont see how they can keep the stock price at the current level if they increase the number of stocks 31x. If they had so much demand for their stock to increase the total market cap to 31x what it is now, they could have done it without increasing the number of shares, just the price per share. Sounds like the number of shares will increase 31x and the price per share will go down 31x. Its gonna be the 31 to 1 split. I hope i am missing something
You are. It's only authorizing him to issue those additional shares , which he will do over time to increase BTC stack.
The increase in stock issuance will be a trickle, not a flood. It will instantly be used to buy more BTC, so the price of BTC will go up, keeping the stock price high. Nobody is intersted in selling cheap shares, least of all Saylor.
I was thinking the same. Good answers to a good question.
In other words we'll just keep sailing at these prices indefinitely as he dilutes till kingdom come. Even if we said long term my shares are going to be worth more.. everyone will have a similar sentiment, why invest if it's going to be atm'd to be kept at the approx but in price? I think this is a disaster for mstr perception. The negativity around his purchases on other platforms from previously bullish investors is getting to a fever pitch. I'm genuinely worried about my investment. Will probably de risk and pull majority of my money out.
Thank you James! I am so glad you are here to break things down for all of us❤!
Thank you to James and team
I appreciate how you make these off-the-cuff videos - you are very dedicated to us the viewers. Thanks, James.
The Sovereign Individual thesis continues to play out in real time. I want to live in the MSTR Nation State.
Saylor's thesis is simply this: He is selling something worthless for, what he believes to be, the hardest store of value there is.
one way to put it yes
@@InvestAnswers I am not sure I agree with your fourth quadrant. China and the US can kick the inflation problem down the road indefinitely. So long as they can control their populations and force them to accept some level of inflation. The Chinese population has no voice and the US population has only limited power to control the Fed. If they both reject, or choose to slow roll Bitcoin, we are in for a long hard fight. (But to be clear I am long MSTR, long BTC, GenX and been in the game for a long time. My bet is that it will succeed.)
@@MobileMood How do you know the Chinese population has no voice? Its the most educated population in history, how does any government gain the confidence of its people ... by providing them with what they want, check your facts! Check out the country with the most advanced cities in the world ...
“All perception is reality”…. if you own a small piece of land and work it with your hands to produce food and extract water you will realise that all units of circle Money proxies for the things necessary for survival. is my assertion however that these proxies become real in the minds of the holders and when enough holders have joined in the delusion it becomes a reality that can be imposed on the non-believers. Eventually the non believers will have to adopt it too in order to survive in the society alternatively they can leave the society.
Thanks, James you’ve done a lot for me and I appreciate you have a merry Christmas
You are the greatest financial Guru on the planet James, who doesn't give financial advice. What a time to be alive. Merry Christmas ❤️
James is the GOAT! There is no second best!!!!
Pretty simple to estimate what will happen in 2025...
Saylor gets 3.3 trillion USD cash, Bitcoin has a marketcap increase of 16$ per 1$ bought, meaning BTC marketcap will increase 16x to 31 trillion usd.
with the liquidations, with the other companys buying, with country's buying the minimum pricee of BTC end of 2025 is >2m USD.
Assuming Saylor is able to aquire 1m BTC in total, then the 10,33B shares would equate to >193$ / share.
That is the worst case that can happen (minimum price)
If there are not at least 1m BTC available, there is no limit to the upside... the upside is infinity.
Got In early and it has been a wild ride, I had zero idea when I did just how wild. But I made it my biggest position because I believed In Michael Saylor for my mind thinks similar to his. So bloody exciting .
great content. Instant follow. Thank you
Awesome, thank you!
What a time to be alive!!! I tried to model this and it was making my head explode. Will try again next week once i have time to digest.
It's just shares that are available for future ATM's and Convertible bond offerings. They are not meant for immediate dilution. They are a technical necessity to go forward with the current strategy as there just aren't enough available shares at the moment. The whole calculation with same price... feels silly.
If they want to do another stock split of lets say 10/1, they just aren't allowed at the moment because the amount of allowed shares is not high enough. So it needs to be higher. If they want to do convertible debt offerings, they need to be able to offer shares, which currently they don't have many left, so they need to be able to have more shares. That's it.
Why would you go and say "Ok, that's 30 times the shares, let's just assume same price".
Ok, now let's do the same for google. Let them add 30x more shares and assume same price per share. Boom, 30 trillion dollars. What? No.
You say the numbers don't lie, which is true. But here is one of my favorite quotes.
"The numbers never lie, but they can be wrong".
One would hope. But this ultimately leaves too much power in MSTR's hands that might not fit with all shareholders timelines. For the last month MSTR has been on a downward trend. He might extend it for 6 months while BTC continues to hit new heights. It is honestly a gamble.
thanks for getting this out to us so quickly! awesome!
You bet!
Truly monstrous!
My only question mark over your calcs is the assumption that the share price stays the same. And you say this is adding to the shares, not diluting them. That may be the case when all BTC are bought, but I’m not sure the market will see it this way initially, when the company is the same size, just having 10bn more shares to divide it all up.
Unless I’m missing something???
Thank you James as alway you are the best one of a kind , And Merry Christmas to You and everyone else out here.❤✌🎄☃
When is the vote ?
Thanks James got in Mstr last year before the 10 to 1 split love your insight on this market
Thank you James
Merry Christmas
Thanks for putting this into perspective re number of issued shares being comparable to Amazon, Pple etc. and concentration actually being across all shareholders of MSTR not just him. I was initially scared on hearing this announcement, now Im bullish again. Glad to continue to be part of this incredible journey. Thankyou!
Thanks for sharing all about $MSTR. Wish I had heard about it much earlier (I have been on $IBIT earlier this year). But I’m slowly DCA-ing into $MSTR.
Glad it was helpful!
I flipping love this channel.
HEY JAMES, WHAT WILL BE THE VALUE OF MSTR IN DOLLAR TERM PER SHARE WHEN BTC HITS $1M?
I will add that it's not really Michael holding 20% of all BTC but share holders of microstrategy who is holding a leveraged BTC, sounds way better!!! And less worry me!
Oh, I was jumping the gun, was mentioned😅😎😎
This is true, but Saylor would probably be the biggest holder.
Thanks James for your wisdom and hard work
MSTR & BTC are best thing going. It’s just the truth, I think but people need to be brave & patient & have balls of steel. 😐
for when u get kicked in na nnnnnuts.. repeatedly. 🥺
Brilliant Analysis! You are the man!
Saylor’s money printer goes BRRRR!!!
I can (kind-a) see how this would continue to increase the BTC per share, but I can't see how this would help MSTR share price. Currently each MSTR share is worth 0.00181437BTC. At $95k that means each MSTR share is worth $172.37 (in BTC equity). I just can't see why MSTR share price would not go down when:
A) When the market realizes how much they are asking to dilute shares
B) When the plan is approved. (Yes, I think the plan will be approved.)
I know some will be tempted to reply to the & say "Then short MSTR". That is not helpful. I want to understand what I am missing?
I believe James missed that this also simply allows them to split the stock 10 for 1 or 20 for 1 when the time comes. Currently, they can't split the stock that much because their total authorized share is 330,000,000. One 10-1 split would result in 279,000,000*10 (currently around 279,000,000 outstanding shares) outstanding shares, or 2.79 billion outstanding shares, well over the authorized amount. I think Saylor is simply preparing for more splits in the future as under the 10,000,000,000 authorized share proposal they are trying to pass, it would only allow him to split shares up less than 40 for 1 with no ATM issuances. Logic: 279,000,000 current diluted shares * 40 (split factor) = 11,160,000,000, well over the 10,000,000,000 authorization amount. Assuming the share price and bitcoin appreciate like we expect it to, I expect them to at least want to 10 for 1 split once the price gets over 2,000 (or maybe even sooner so more people can buy, more liquid options market, etc.). After the first 10 for 1 split, they would at max only be able to 3-4x split it from there.
@@valuefinder21 That could make sense, but I got the impression it was increase the quantity of shares to dilute & use that money to buy BTC.
Technically I think a stock split would increase the number of shares available to sell, but it would result in the same $$$ to buy BTC. I guess I'm going to have to wait for more info.
@@Jeffery-o6i You're not understanding what I'm saying. Diluted outstanding shares can never be greater than authorized shares. Therefore, this authorization increase doesn't necessarily mean equity issuances (dilution to buy btc). They will 100% want to split the stock again (10 for 1 or even 20 for 1) once it gets more expensive. In order for this to happen, outstanding shares must increase by that same factor and thus authorized shares need to increase as the current limit is 330,000,000, but there are already 279,000,000 diluted shares outstanding, meaning they don't even have the flexibility to split their shares because splitting even 2 for 1 would put them over the limit. Make sense?
@@valuefinder21 I understood exactly what you meant. In order to do a 10 for 1 stock split they need an authorized share amount = or greater than the resulting share count. If that is the case then great.
However I have the impression they want a higher authorized share count to straight dilute (raise money) to buy more BTC. If this is the case then I would expect the share price to drop (in the short-medium term).
@ I understand your concern but i find it highly unlikely this board of geniuses would do that. If they dumped that amount of stock on equity holders even over time, people would sell off before they could do it, meaning they wouldn’t generate any money from it. It’s much more likely that this is so they can split in the near future when MSTR gets up to 1000-2000. Saylor understands that the name of the game here is liquidity and volatility, (so he can raise more convertible debt), so he pretty much needs to split the stock at 10 for one once MSTR gets to the 1000-2000 range.
Happy to see no negative impact on the MSTR stock price today.
The increase in shares is also required for Saylor to do another 10X stock split.
I’m new stocks so I’m not sure I understood this.
Option 1: is this a stock split where he increases stocks but market cap stays the same and is reflected in the new split stock price, of which owners get extra in the same proportion?
Or Option 2: does he just increases the number of stocks and does nothing for the holders so he wins as he gets heaps more stocks but everyone else gets diluted? This would also increase the MSTR market cap by around 31x in stock price if no one sells, which won’t happen.
Thanks
James, Can you answer a question for me? Two thirds of my portfolio is BTC and MSTR. The other third is traditional stocks in my 401K. I had planned to spend the next year filling my altcoin bags which currently represent 1/2 percent of my current holdings. In light of this news should I continue with this plan or would I be better off just buying more BTC and MSTR?
I got in at 420 but it's not a problem. MSTR is a waiting game. Diamond hands needed
What is the possibility of a MSTR stock split 10:1, 15:1, 20:1????
MSTR price prediction?
I have BTC , along with MSTR and TSLA. I sold my MSTR to buy more TSLA, while keeping my BTC. I do have options in MSTR, and will buy more MSTR on the way up
James. Thank you. I know you don’t have time for movies. But Dune is this. The entire universe is built on who has control of the “spice”. BTC is the spice. Saylor is the Emperor
Thank you, James for your explanation. You are Very helpful.
Thank you so much James! You’re amazing!
You are so welcome - i am just an avg guy :D - happy Holidays
You can picture Saylor's mind discovering .... hey Eureka... I will be the nation state to kick off Game Theory.... that's a light bulb 💡 on moment, wow
Nice - 550k subs…….given the effort and the value this content brings to our community, it should be at 5.5M subs!
Whatr about swapping ARKB or IBIT to MSTR?
Why would the share price ever be the same as now?
🎉🎉😅. 10 Billion shares are ok to the Magnificent seven companies... Microstrategy strives to follow them ...😅😅🎉
5:54 that was a Dr. Evil moment if I ever heard one😂😂😂😂
sure was
Thank you as always James, I woke up in the UK gutted I missed this live! But always a treat waking up to hearing your amazing insight and brain on everything that’s going on. I originally started years ago but was too focused on your Crypto videos and didn’t understand what MSTR was (I wasn’t hugely involved with stocks
so didn’t pay much attention) stupidly I have missed out on so much in the past because of not exploring and asking more questions. You are answering all those questions now so I thank you so much Sir, I am in and can say I am excited for the future and one day that I will be cracking open my own “nasty s$£t” Whiskey to celebrate! Thank you for all you do and the team too, always appreciated hugely 🙏
Is it time to rotate out of Tesla to buy MSTR? Before the pop
Merry Christmas James. You’re the best. Thank you
Sweden is watching you too!❤
Happy holiday James and thanks for everything 😊
Merry Christmas James & team and to a good new year God Bless
Awesome update, thank you IA
Thankyou James and have a fab Xmas
James your the man as always! 🔥🔥