Huge news for $MSTR
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- Опубліковано 8 лют 2025
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There's some confusion out there so I wanted to clarify. MSTR adopted FASB 1.1.2025 so their earnings on Feb 5th won't include the price appreciation of their bitcoin as that is for Q4 2024. They report their Q1 2025 in May
What happens to MSTR mkt cap once they value their BTC under the new FASB rules? Does it spike, causing big price appreciation?
Early adoption [of this FASB standard] is permitted, including adoption in an interim period…[and] if an entity elects to adopt in an interim period, the guidance would be applied as of the beginning of the fiscal year that includes that interim period.”
Reference: FASB Proposed ASU on Crypto Assets, March 2023, p. 35-36
FASB’s new crypto accounting rule (effective Jan 1, 2025) allows early adoption for the 2024 fiscal year.
Which one is it ? Is it going to be mstr gets to put bit on this qrt or may ?
No calls for may even available
These 3 guys represent 75% of the only people I listen to on a regular basis. Pretty exciting to see them talking together. Matt Kratter is the only one missing.
would be legendary if we got bitcoin university on our show. Thanks for watching!
Same i tune into cryptosrus also
Great talk. You guys should definite turn it into a regular podcast like the True North MSTR group has done with their show.
Yes please!
3 of my favourite Bitcoin UA-camrs talking about my favourite stock, can't get any better than this.
Totally agree!
It's amazing to see the resilience of Bitcoin, even amidst the U.S. regulatory standards. Trump victory created a major roles including a substantial fine and leadership changes, signal a significant shift in the cryptocurrency market. Despite the impact on the financial sector and the crypto market, BTC seems to have emerged unscathed and is once again being hailed as a safe haven asset. This is a testament to the value and potential of this relatively new asset class. There hasn’t been a more better time to start trading, thanks to Aldona Šabanienė’s strategy I have been able amass 19 BTC in three weeks of trading. Her expertise and knowledge of the crypto market are unparalleled and I feel incredibly lucky to have found her.
I heard her strategies are really good, How do I reach your Coach/mentor?
She mostly interacts on Telegrams, using the user-name.
@AldonaSabaniene.
That's quite remarkable! I'm genuinely interested in benefiting from the guidance of such experienced advisors, especially considering the current state of my struggling portfolio.
With the right guidance, like that from expert Aldona Šabanienė trading, especially for beginners, becomes simpler and safer, reducing potential losses.
Great seeing you guys all together.
Also since MSTR adopted FASB from 1.1.2025, we need to wait for 1st quarter earnings (May 2025) and not 4th quarter earnings ( February 2025)
This is what I understood too but this doesn't seem to be what is belng said in this video for some reason.. unless I'm misunderstanding something 🤔
Yep, that is true. I think the presenters on this video are not as clued up to all the data as they pretend to be. I just can't work out why MSTR didn't go FASB earlier, was it the tax implications that were putting them off?
@@robev809 yes it's confusing they wouldn't know that - thanks for your reply
can you elaborate on this, for example tesla used new fasb in their latest earnings report from q4 2024, it also helped them report quite a nice gain. Why would mstr hold on for one more quarter?
FASB’s new crypto accounting rule (effective Jan 1, 2025) allows early adoption for 2024-meaning companies can switch to fair-value reporting on Bitcoin sooner, as long as they apply it from the start of that fiscal year 2024. This opens the door to immediate upward gains on crypto holdings.
Reference: FASB Proposed ASU on Crypto Assets, March 2023, p. 35-36
I really like your conversational, no bullshit style not a lot of hype just straight to the point very very good
Great work! Excellent commentary, thanks 👍
Great show Gents! Following crypto and finance for years w UA-cam and other education (classes, seminars) Your content is much appreciated! Giving % change with FASB or without bitcoin and showing actual financials from MSTR without btc I have not seen. Nice discussion regarding FASB in general. More people need to see you work! Great team! Best wishes to all of you.
This is good intel. That Tesla gain was 20 percent of their total I believe which is massive considering their holdings. TSLA rallied massively but think it was more to do with Optimus.
Good pod. No hype, just insightful discussion. 🎯👍🏻
I like how they spared us the 6-10 minutes of bro talk before getting to it. Respecting our time.
Thanks guys ! The AI agent accepting BTC is interesting.
What's the most common winning investment strategy for a beginner looking to invest in the crypto markets?
Please educate me. I've come across this name before. Now I am interested. How can I reach her?
Building a good investment portfolio is more complex, so I would recommend seeking expertise from professionals with top-notch experience, insights, and strategies to secure and minimize the possibilities of losses
Isn't she the same Ava Jenkins that my neighbours are raving about? She must be an exceptional expert, considering how highly everyone speaks of her.
Ava has quite the bot army pushing services.
Thank you, great stuff.
Great Show. Thanks Guys!
So if the overall valuation of MSTR goes up, doesn’t that just give Saylor the ability to stack more BTC? At what point does the market share price go up if the overall valuations are used to sell shares and buy more BTC? At some point we want to sell some shares for retirement needs. Will we get that opportunity this year? I’m new to much of investing and just trying to understand our position realistically. Thanks for your content! 😊
Speaking of the AI revolution, the value is rapidly moving from the plumbing to the application layer. The plumbing is the hardware (NVDA) and
the crown jewel of the AI application layer is rapidly becoming Palantir (PLTR).
Food for thought.
Great round table discussion!
Thanks for the video - you guys are awesome!
Jeff Booth would be proud
I Hit $32,590 today. Thank you for all the knowledge and nuggets you had thrown my way over the last week. i started with 5k in last week 2025.... now i just hit $32,590
Given that volatility is the product we should be happy with a new bear market. Sure as hell that would move BTC and MSTR and the option vehicles. A lot.
Why did MSTR not adopt FASB earlier? Is it concerned by the tax implications? If it adopted earlier then it could have already been in profit.
yes, It will show profit now instead negative eps
@@robev809 probably tax implications. Maybe waiting for trumps administration to change some tax rules
Yes
@@Josh-xe5vinot probably is
I enjoy the content. 👍
Thanks for the info
Been watching each of you individually. Sick to see you combine forces to put out content together!
Lots more to come!
just to clarify on how Tether made billions in profit - due to accounting regulation, for every USDT they print, they need to hold equivalent amount of cash or cash-equivalents on their balance sheet. US Treasuries have been considered such an cash-equivalent, as it is generally taken that US government will not default on its debt (hence triple-A rating). Thanks to the rising interest rates, if you put 100 billion you hold into US Treasuries (Tether is among top 20 largest holders of US government debt btw) , you can easily make 4%+ per year, every year, regardless of whether people "invest" in you like they would in MSTR or NVDA...
Correct, they also have rolled a lot of their profits into other assets, supposedly they hold 15% of their balance sheet in bitcoin.
Hell! Yeah you guys rock!
No one ever discusses the tax implications of the new FASB rules
MSTR price will be $270’ish this week or next. At that point it will need a 100% price increase to return to its November high. There is no scenario where MSTR can double in price.
It was at 120 just 3 months ago
Thank you
If you could only invest in MSTR, BTC or TSLA which one would you invest in? Just curious.... No financial advice...
BTC
how much could be MSTR max at February?
I believe there some tax uncertainties wrt MsTR electing to mark to fair value.
How long before buying PURE BTC is no longer an option? Or without paying a massive premium. One day the only access to BTC could be thru proxies, IE MSTR.
Absolutely. MSTR will likely be the only way to leverage an investment in BTC soon. All the loose and speculative BTC owners will be bought out and little will be sold pushing the price up dramatically. Where can I deploy 50B in capital to get a 20% year over year return. MSTR.
Pure btc will always be available, the price will go up and people will sell. That’s how markets work
It's not just about Bitcoin, you have XRP, XLM, XDC, XCN, Swftcoin, Spell token, VVS finance, etc.
💩
Bitcoin only.
@IamaNewCreature In your opinion, maxi
@zevion dude, read the name of this channel.
About Tether being ''compatible with Bitcoin on the Lightning Network''... I don't get it. What does that mean?
tether.io/news/tether-brings-usdt-to-bitcoins-lightning-network-ushering-in-a-new-era-of-unstoppable-technology/
@mcnicollvincent9318 USDT is an asset that can be utilized on the lighting network now. Couple days old info, so you may not have seen it.
Unless MSTR turns into some sort of Bitcoin bank there is no reason to buy it over Bitcoin. What is the end game for MSTR? It is not clear.
Think Feb earnings is Q4, they may not utilize FASB til the next earnings date. "MSTR Earnings Date
Earnings announcement* for MSTR
Feb 05, 2025
MicroStrategy Incorporated Common Stock Class A is expected* to report earnings on 02/05/2025 after market close. The report will be for the fiscal Quarter ending Dec 2024. The reported EPS for the same quarter last year was $0.56."
I think they are required too use the new accounting rules as of January, 2025.
@adrianlinebergeriii9689 yup, which would be after dec 2024, which is when Feb 5th earnings end. Per the copy/paste quote above.
How is it profit if it isn't sold?
It's marked to market. Unrealized profit
@@bitcoinnotcryptoSo the rule change allows unrealized profit to count towards actual profit?
@rjmcgowan yes, and losses too. I did a while back explaining how the new accounting changes work
ua-cam.com/video/rgfPQ2_03AE/v-deo.html
What the hell is FASB?
Financial Accounting Standards Board
heres a video with more details ua-cam.com/video/rgfPQ2_03AE/v-deo.html
I don’t buy your Nvidia point, not soon anyway.
how much of that bitcoin did tesla sell? Interesting times
Zero. It's an accounting change that let them account for the unrealized profits as earnings.
What do you think MSTR stock price will be on earnings
I don't think the earnings figures will be a catalyst this quarter, it will probably be more to do with what Saylor says or doesn't say. The range at the moment appears to be around $300 to $360.
Thanks
Why is fasb important, every broker will strip it out for valuation purposes?
Can't ignore 40B in annual profit as BTC goes up about 40% annually. The stock will need to be repriced higher based on a multiplier of the EPS. Also, the new FASB also allows MSTR to show profits instead of losses and thus qualifies them for inclusion to the S&P500, which will be another catalyst for the stock creating an initial wave of inflows and perpetual inflows from index investors. Then, as BTC goes higher, MSTR will go higher too relative to the other stocks in the index, resulting in a greater weight inside the index, which will lead to more monthly inflows into the stock and gradually cannibalizing the Index from the inside.
Bitcoin falls, MSTR falls, earnings report shows no gains from his new Bitcoin
And they’ve been buying a loooot of bitcoin.
Are you guys all in on MSTR and are you going to buy the STRK?
MSTR will post a profit. But since they are technically not profitable- how do they pay the taxes on that profit? Do they have to sell and reduce their inventory to cover? If MSTR sells BTC, how will that affect investor perception... and price?
It's unrealized profit. There won't be taxes on it.
What do you mean @Jor? It's called 3 guys from Canada. Lol.
Simply put, the equities market is developing into a tokenized market with the bonus of having the Bitcoin/Cryptocurrency market. Hints the new supermarket to invest in 📢💰🚀😁🤑 thanking God for it, be blessed.
I heard that micro strategy is going to hold off on implementing Fabian until their May earnings call. Could you guys check this out? I’m not sure if this is true or not. I thought they were gonna do it. This is called next week but nobody’s been talking about it.
Yes they didn't adopt it early so it will be in May when they report their Q1 2025 earnings that we see that.
😂😂
The market is not stupid. They know that if BTC prices go down, there will be huge losses
Some of my fav podders, all in one, 🍿to the ready 💪😎
MSTR 🚀🚀🚀 Quarter Earnings Days Away. Publicly Traded Companies will get Triggered 😮 they will ask themselves why don't i have a Rocketship (BTC) Tesla has a Rocket Ship, MSTR has a Rocketship , the ETF Companies have Rocketships...😊
This is the only echo chamber that is good.
Seems like the fud b4 the run.. if mstr 🚀 off btc holdings that mght open the door for other companies to add it to their balamce sheet
Other companies have to have noticed BTC saved TSLAs ass on profits.
there is no way you can think we will not need more and more advanced processing…especially as AI makes us smarter. Real world AI can’t be done with old technology in a reasonable amount of time…not to mention competitive factors.
MicroStrategy states the average purchase price as $62,473.01 USD per bitcoin
doesn't matter what their avg purchase price is. it's marketed at when they adopted fasb which was jan 1st. btc was trading at roughly 93k
When will MSTR recover?
Canadian Bitcoin coalition
This episode was not priced in 🔥💪
Big unrealized tax gains due for FASB? How much 2-3B?
Here is an explanation of that
ua-cam.com/video/_KYSOk5z-W8/v-deo.html
If mstr dont go back to 400 after tesla just popped on their btc Holdings there is some bs going on.. and next earnings if btc goes to 110k 120k it should go even higher
It’s been Saylor’s accretive dilution keeping the price down. Sucks for short term holders, helps long term holders.
TSLA seemed to go up once musk started talking about Optimus. It initially was down when earnings first came out.
30 billion is overkill and a waste to report. If they can amortize that gain over several years they could use it to beat estimates, reliably, every quarter.
They can't do that.
This guy in the top left needs to get his facts straight before talking.
BTC is NOT just a stock..its a new monetary system...thats what u investing in..
No talks about the trade war? Jeeez
not in this specific video that isn't about that, no.
Tariffs say hello 🫵😬
Should be a fomo into mstr but who knows! Crazy times.
Good show, guys. This channel will definitely grow in subscribers over time
But Mstr has been flat for over 20 years and there diluting there shares . It’s a shite company . The steam has gone out of Mstr. It’s over 40% down from its 515 ish high . I don’t get it .
You're right, you don't get it. I recommend studying. Look into Bitcoin and accretive dilution and understand mstrs KPI of Bitcoin yield per share.
@ he also has most of the % voting rights . Only a small % voted to buy more BTC. When the bear market comes this thing will tank and imagine how the share holders will feel.
The Bitcoin Canucks.
You are doing a podcast on a company and haven’t researched if they make a profit or loss? That’s insane.
We were talking about their core BI business which is basically irrelevant whether it makes a profit or loss at this accumulation phase of mstr.
@ Revenue is irrelevant? I am glad I am on the other side of this trade. “No price too high”.
The audio track is only for English??? You can put it for more languages.. thank you
unfortunately nothing i can do, youtube does it automatically and I just checked and it says processing failed for other languages for some reason
Get out of MSTR end of 2025. Once Bitcoin hits 180,000 you need to be very cautious with MSTR. However, if Bitcoin hits 180,000 around July or August I think you can ride MSTR a little longer.
I migh be missing something but how is 600m profits from btc 26% of 1.6b entire profits?
Won’t their earnings be bases on the BTC price as of 12/31 x their holdings on that date?
I predict the next MSTR earnings call will be a sound bomb that shakes the world .
If Saylor pops up an $84bn plan (double the last one) then it could fly otherwise this earnings will probably be a damp squib. It's the next earnings (for Q1 2025) that will potentially be explosive (or implosive if BTC and the markets crumble with Trumps tariffs ).
The aggregate economy is MSTRs biggest risk. Liquidity drive thanks to Musk/Trump deliberately crashing the economy.
Your FASB explanation was vague & unclear, frustrating..