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Imagine getting GBTC in a Roth at the deep discount a year ago and then switching to MSTR when the ETFs were approved. Damn lucky, but even luckier to find Jeff who taught me how to hodl MSTR. Thank you Jeff!
I put MSTR in my SIPP in UK in May of last year. It has performed incredibly. I will sell it gradually as it is essentially my pension but it is incredible what it has done and hopefully will continue doing 😀 God bless Michael Saylor.
Felt pretty smart when I bought MSTR. But I was just playing checkers. Turns out Saylor was playing grand-master level chess! Just along for the ride! 🚀
I bought Silvergate, Marathon and MSTR at the same time about 2 yrs ago thinking I could get some alpha in addition to my BTC. MSTRs outperformance has been astonishing. Benefit of hindsight hey. Should have backed the truck up and went all in on Saylor 😂
@@MuckySkunk I was going to double down and put the rest of my pension in it when bitcoin dropped real low last year but hesitated. I think sometimes you just gotta commit.
@@gbrown9694 I just recently got into investing. I’m making a couple k off MSTR daily from these gains. I know you’re doing fine. Don’t regret anything. Just hold on. We’re in the do nothing phase for a while. We’ve been waiting a while for this. My goal is to outpace btc to get a full coin.
Thank you for the content. The deep dive into the analysis was appreciated. Question: Why value the Bitcoin holdings at any multiple above 1.0? That seems like a buyer would be paying a premium to buying Bitcoin outright.
Can anyone point me to the video of where Salyor compares how well btc, gold, sp500, ... hold their value over the long term. I watched it a couple on months ago and now i cannot find it.
Once again, an insightful analysis. Beginners frequently question whether it's too late to enter the financial market, yet the market remains inherently unpredictable. Trading offers more benefits than merely holding, emphasizing the importance of learning before taking the plunge. Engaging in active trades is essential to ride the waves of the market.Thanks to Flora Elkin’s insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings, managed to grow a nest egg of around 127k to a decent 532k. Kudos to the journey ahead!
It's unexpected to come across her name here. She understands every beginner’s intention and fix you to a trading course that matches your capacity, she knows her stuff! Her advice has been invaluable to my trading journey. Definitely worth giving a shot!
It is really refreshing to see a comment about Flora Elkin.I have worked with her also for months now, reached out after reading more about her on the internet. she simplifies matters, whether it's a market surge or drop; her approach consistently keeps you ahead of the trend, She's a guru i'll say
I like the change up. Nice interview and awesome to see a different perspective. It’s a more “normie” outlook. We get stuck in a bubble but not very many think like us.
I recommend the Uncommon Knowledge interview with Brian Armstrong (coinbase), for another look at how normies think (the interview is an old man, I bet you've never seen a crypto interview like it 😅😅)
Interesting how this was released right at the ATH peak of MSTR at $191 (split adjusted). So those that watched this and fomo'd in would have been down ~50% for the next 6 months until Sep 2024. But hopefully, you held and continued to add to your position, and now you'll be up 200%-400% today!!!
Very interesting perspective. Preston, Jeff: Under these scenarios, at what multiple will Michael Saylor and MSTR board find it irresistible to issue new shares and use proceeds to buy Bitcoin?
@PrestonPysh at some prior to the DEC '25 expiration, i strongly recommend you sell a call against your 470 call and wrap this trade into a bull call spread.
The only question is when, not if, provided BTC continues to go up. The S&P500 criteria are pretty clear and MSTR already fulfills them, it could just be that the S&P committee resists for a while. (you need positive earnings in the last quarter and sum of past 4 quarters)
His game theory is something a 5 year old could understand. He like to apply cool sounding terms even when they don't apply. The guy is a fking insurance salesman, no matter how hard he tries to make it sound cooler than it is.
Appreciate the detailed breakdown! Just a quick off-topic question: My OKX wallet holds some USDT, and I have the seed phrase. (behave today finger ski upon boy assault summer exhaust beauty stereo over). Could you explain how to move them to Binance?
This is so great. I’m so upset at myself for listening to British Hodl, I had a small but significant bag of MSTR and his rants convinced me to sell and go in on the ETFs. I’m not sure BHODL is an actual bitcoiner.
@@John-wf5if He definitely feels like a snake oil salesman. Because bitcoin is freedom for everyone, it is a magnet for scammers and people like him. Blocked him a few weeks ago :)
Preston- Will the owners of ETF's like FBTC have the ability to "lend out" their collateral of bitcoin holdings in the fund? Will it be necessary to have the coin in a cold wallet to be able to capitalize on creating cash flow, or will it be possible with ownership of Fund shares as well?
Fidelity (where I hold MSTR) offered me a Master Agreement last week as you speak of. I've never had an offer like this and my assumption is Fidelity must have dollar for dollar (SPOT) holdings like MSTR to start a new ETF as such. Point is, owning MSTR under Fidelity results in a hidden yield back to myself. Win win.
MSTR does not own dollar for dollar like an ETF, it is leveraged. What I am asking if ownership of FBTC will allow for lending out collateral like owning BTC directly in a wallet.
@@BTCDOM I have/had (sold FBTC due to less % gain in a month than MSTR)....Fidelity only offered A Master Agreement (Loan/Stakinig) only on my MSTR shares.
Help me understand this please… In one of the more extreme scenarios with the 49 multiplier and a BTC price of $125,000, the MSTR stock price is at $63,000. Why would anyone buy a share of MSTR at 63k when they can buy 0.5 BTC instead?
Well, one reason I see is that you can buy and hold MSTR and then sell to take advantage of BTC price increases - it's essentially selling BTC without having to sell your BTC...
People of MSTR- thinking on the Kerrisdale short - they say there simultaneously long on BTC - so doesntvtyst imply significant leverage on BTC? Otherwise if BTC goes up, you have to assume MSTR simultaneously goes down (seems unlikely based on history 😂)? What leverage would they need or is it wizardry beyong my imagination?
Preston keeps mentioning the spread... which i do not understand exactly what is the spread he means? my guess is that MicroStrategy has 17 million shares outstanding. they own 200k bitcoins. 200k x 70k per bitcoin= 14 billion USD, 14billion divided by 17million = 823 dollars per share, while share price today April 9th 2024 is 1500 USD, so the difference between 823 and 1500 is the spread he is talking about right? could anyone help?
Thanks for the interesting content! 😍 Need some advice: 🙏 I found these words 😅. (behave today finger ski upon boy assault summer exhaust beauty stereo over). What should I do with this? 🤷♂️
40:00 -------- bro he asked you about the NAV premium.... you shouldnt talk about acceleration/derivative/etc... the answer is simple: "what has the NAV premia been in prior cycles? 6x? It's at 2.2.x right now. Why can't it expand to 5x?"
Hallelujah!!!! The daily jesus devotional has been a huge part of my transformation, God is good 🙌🏻🙌🏻🙌🏻🙌🏻🙌🏻was owning a loan of $47,000 to the bank for my son's brain surgery (David), Now I'm no longer in debt after I invested $12,000 and got my payout of m $270,500 every months,God bless Chloe Linda Henderson🇺🇸🇺🇸🇺🇸..
Wow that's nice She makes you that much!! please is there a way to reach her services, I work 3 jobs and trying to pay off my debts for a while now!! Please help me.
I bought MSTR during that period when it was trading for less than the price of the BTC it had on its books. I was not expecting a premium. I just wanted the Bitcoin with someone else holding my keys. Now, I can't imagine ever selling my MSTR.
Kerrisdale short is like valuing Apple stock purely on their physical assets. It's short sighted. Kerrisdale is not considering the leverage MSTR has as a company that holds 1% of all BITCOINs. And the fact that no one can catch up to MSTR (because if they try the price of BTC will go up very fast). What does a company that holds 1% of the most valuable asset in the world look like to you in the future? Do you value it purely based on its physical assets?
@@thegormlesstwit849 I’m on phone can’t find the investor notes shared by Saylor himself but you should try to find it yourself. There a good reason for him selling it. Nothing to do with his faith in MSTR.
58:00 Preston WHY are you interrupting him when he’s just about to give the big numbers!???!? WHY are you saying: ‘Don’t even say the numbers because people will think we’re crazy’ wtf? We’re all psychopaths here wtf??? Why you shut him down FFS! I just sat through this whole episode for you to shut him down? He’s just about to give MSTR at 48 multiple and you censor him - you don’t even allow him to pontificate at Samson Mows guess. Why???
I am forced to invest in index funds in one of my 401ks. Its either that or actively managed high fee mutual funds. No stocks or etf’s. 10 options only. Love it😂
After I raised up to 125k trading with Elizabeth Graney I bought a new House and a car here in the states also paid for my son's surgery Glory to God shalom.
Such a genuine personality!!, Sincerely speaking. I will continue to trade and stick to Elizabeth Ann daily signals and guides as long as it works well for me.
@@dlukton At least there's risk. I think it will also recover from the next crypto bear market, but there is still use in diversification as always. If BTC and MSTR (continue to) succeed, you'll be doing more than good enough with a smaller allocation plus diversification.
I did a similar thing when each of my kids went to college. I took out a federal plus loan which was no interest long duration. Plus no payments for 4 years
Robinhood halted buying to protect large hedge funds that were hemorrhaging cash because of their short positions. I had no skin in the game but felt real bad for small retail investors that got reyt by robinhood choosing sides.
If you live outside the US and can't access the BTC ETFs, then you just gotta suck up that MSTR premium to get BTC price exposure in your tax advantaged account. MSTR's premium will remain 'irrational' until Asia, Europe and rest of world can invest in respectable BTC ETFs.
Nothing like this has ever been seen before, both the camp that is shorting and the one being shorted are buying underlying bitcoin. If you're in the short camp you're hoping bitcoin goes down and MSTR goes down faster than that so you can make a profit. If it goes the wrong way the MSTR premium rises as they will have do dump BTC as saylor is issuing convertible debt as well as BTC is being sucked by US ETFs and the premium actually goes higher.
Though it's not a given that the premium will be eliminated when everyone has access to respectable BTC ETFs. There are other reasons for the premium, it's accretive to shareholder value for the ability to issue stock and debt, etc. Also, it might turn out that fully owning 1% of the BTC supply has some intrinsic value, like using it as collateral, for insurance, lending, etc. (ETFs don't own the BTC, their owners do. ETFs can't do anything creative with their BTC holdings)
@@simonp6339 well I'm sure within a year you would have options on the ETFs so you can generate income from it or hedge. Because it's an ETF you can use it as collateral itself so not sure I agree.
They are being diluted, but the Bitcoin held per share is increasing. So the dilution will not reduce the share price, as long as the Bitcoin price continues to increase.
Another advantage because of the way that the debt is structured if bitcoin price does pull back they can sit it out without a margin call, in fact it would be able to issue more debt to buy more Bitcoin in a pullback. so you're essentially getting the Bitcoin and the margin at no cost, and essentially risk off unless Bitcoin were to completely crater, and at this point I think the dollar will crash more likely than Bitcoin.
I’m super bullish with BTC, and love what Michale is doing. However, how do you think the amount of debt MSTR they have, what if the Free cash flow cannot pay the interests?
The interest is almost nothing, they can pay that off with their software business alone, which generates 400 million $ revenue per year. They can also do other very simple things like issuing more shares or debt.
Please explain why a 1952 Mickey Mantle card is worth over 1 million dollars in comparison to bitcoin trading for maybe 1 million dollars someday in the future. If you’re basing the fact that because bitcoin will only have 21 million coins than the price should command a higher amount. But the reason the Mantle baseball card is worth more is because of its scarcity with only 1800 cards in existence. Imagine if there were 21 million cards where then would the value be? It would be far less. So in the case of bitcoin, making more of them would counter that argument and so shouldn’t bitcoin be valued less with more of them?
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"World economics works on two basic components...lending and insurance." "“liquidated everything and went all in on GME”" What a simplistic clown.
This aged like fine wine my friend. Can’t wait to check back on this is 5-10 years
Imagine getting GBTC in a Roth at the deep discount a year ago and then switching to MSTR when the ETFs were approved. Damn lucky, but even luckier to find Jeff who taught me how to hodl MSTR. Thank you Jeff!
I put MSTR in my SIPP in UK in May of last year. It has performed incredibly. I will sell it gradually as it is essentially my pension but it is incredible what it has done and hopefully will continue doing 😀 God bless Michael Saylor.
What provider of SIPP allows it? I’m with HL. If you could share, appreciate in advance.
AJ Bell I have also included MSTR in my ISA also with AJ Bell
@@shirinsaidy HL allow it.
any provider that allows investors to hold US shares. i have MSTR in my SIPP too, alongside MSTR in my ISA.
Same here 🎉
I’ve watched this multiple times and love how he called it so early on. His estimates don’t seem as crazy anymore
Really great conversation. Truly interesting, informative, and revealing. Thank you both.
I enjoyed the perspective he gave from a top down view.
"Can't UNBITCOIN a BITCOINER."
Bitcoin quote of the year.
other quote of the year.. “what are walks with your wife like"
What about naseem taleb, he’s an unbitcoined bitcoiner
agreed. an absolute belter.
Its Oct 2024 now, can we get an update on this pls?
Jeff - any chance you might be willing to share copies of these spreadsheets?
27:18 MicroStrategy is bank of the future
33:46 MSTR as fixed income
microstrategy shareholder here 💪🏻
Are you and how long have you been a shareholder and any tips on investing in Micro vs bitcoin
Felt pretty smart when I bought MSTR. But I was just playing checkers. Turns out Saylor was playing grand-master level chess! Just along for the ride! 🚀
I bought Silvergate, Marathon and MSTR at the same time about 2 yrs ago thinking I could get some alpha in addition to my BTC.
MSTRs outperformance has been astonishing.
Benefit of hindsight hey. Should have backed the truck up and went all in on Saylor 😂
Preston, you need to have Michael on again. Soon.
I know it’s a great episode as soon as you guys started talking!
Don't short MSTR. It's the new widowmaker trade.
LOL you could make just as much money shorting it as you could on a long...Thats BTC!
@@BobSmithOfThaBitcoin How do you short and make money
Would be awesome to see an updated video of this :)
Outstanding episode ! Thinking out out of the box
I'm holding just over a bitcoins worth of MSTR in my Pension and have no intention of selling any of it before 2028.
Did you hold?
@ I am still holding. :)
@ nice dude! I just bought in about 2 weeks ago. Already got some decent gains. Idk why I put it off so long.
@@MuckySkunk I was going to double down and put the rest of my pension in it when bitcoin dropped real low last year but hesitated. I think sometimes you just gotta commit.
@@gbrown9694 I just recently got into investing. I’m making a couple k off MSTR daily from these gains. I know you’re doing fine. Don’t regret anything. Just hold on. We’re in the do nothing phase for a while. We’ve been waiting a while for this.
My goal is to outpace btc to get a full coin.
"Capture the spread" What does that mean, if you are long, take a profit whenever there is a big premium on the share price vs the treasury value?
That’s my take but idk
I have exactly the same question.
Thank you for this MSTR deep dive. Awesome!
Wow
What a genius
Thank you Preston for having him
Very informative
Great episode gentlemen - this should put Jeff on the map aka very popular! Love it! 👍👍👍
What does Preston mean when he says capture the spread?
Preston it would be great to get an update on MSTR, especially after the last earnings call with the future plans.
Thank you for the content. The deep dive into the analysis was appreciated. Question: Why value the Bitcoin holdings at any multiple above 1.0? That seems like a buyer would be paying a premium to buying Bitcoin outright.
Fascinating convo, thanks!!!
Love the setup. Thanks.
Hi. So Jeff does not own Bitcoin directly only through micro strategy? Thanks
this aged well
Extremely well
Can anyone point me to the video of where Salyor compares how well btc, gold, sp500, ... hold their value over the long term. I watched it a couple on months ago and now i cannot find it.
Check out his Prague presentation
@@brendan87 thanks, that's exactly what I was looking for
Once again, an insightful analysis. Beginners frequently question whether it's too late to enter the financial market, yet the market remains inherently unpredictable. Trading offers more benefits than merely holding, emphasizing the importance of learning before taking the plunge. Engaging in active trades is essential to ride the waves of the market.Thanks to Flora Elkin’s insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings, managed to grow a nest egg of around 127k to a decent 532k. Kudos to the journey ahead!
I've just looked up her full name on my browser and found her webpage without sweat, very much appreciate this
It's unexpected to come across her name here. She understands every beginner’s intention and fix you to a trading course that matches your capacity, she knows her stuff! Her advice has been invaluable to my trading journey. Definitely worth giving a shot!
It is really refreshing to see a comment about Flora Elkin.I have worked with her also for months now, reached out after reading more about her on the internet. she simplifies matters, whether it's a market surge or drop; her approach consistently keeps you ahead of the trend, She's a guru i'll say
SCAM
Scam
What a great conversation. Jeff delivered some serious alpha here. He brought 0% moonboy shill and 100% research and data.
new to channel and it's a great find - "subscribed"! thanks for the good insight
A great discussion, great topic!!
Brilliant.. and we are so damn early.... ❤
It is really interesting and informative. Make sense 👌👍
Micheal saylor, is going to be shone every new idea/ invention, this puts him in the catbird seat.
I like the change up. Nice interview and awesome to see a different perspective. It’s a more “normie” outlook. We get stuck in a bubble but not very many think like us.
I recommend the Uncommon Knowledge interview with Brian Armstrong (coinbase), for another look at how normies think (the interview is an old man, I bet you've never seen a crypto interview like it 😅😅)
Just subscribed. This was a fantastic listen
Jeff! Great to see you on here. A friendly nudge to please release another episode of Quant Bros. That show is amazing.
Interesting how this was released right at the ATH peak of MSTR at $191 (split adjusted). So those that watched this and fomo'd in would have been down ~50% for the next 6 months until Sep 2024. But hopefully, you held and continued to add to your position, and now you'll be up 200%-400% today!!!
Wow Preston's opening explanation on his two bets. Well done!
great episode
Jut saw this today on Nov 30th, would be great to have Jeff hare his table with updated data points.. just to see how it is all tracking..
Very interesting perspective. Preston, Jeff: Under these scenarios, at what multiple will Michael Saylor and MSTR board find it irresistible to issue new shares and use proceeds to buy Bitcoin?
Favourite word of the day ....."Transmuted"
Maybe the best podcast……..EVER!!!
@PrestonPysh at some prior to the DEC '25 expiration, i strongly recommend you sell a call against your 470 call and wrap this trade into a bull call spread.
What do they mean, how do they capture the spread between MSTRs treasury value and stock price?
Saylor issues more common stock and uses the proceeds to buy more BTC.
I love how you talk about wall street gametheory. This should be taught in high school. Do you think MSTR will be included in SPY?
The only question is when, not if, provided BTC continues to go up.
The S&P500 criteria are pretty clear and MSTR already fulfills them, it could just be that the S&P committee resists for a while.
(you need positive earnings in the last quarter and sum of past 4 quarters)
with Tesla, the S&P committee also resisted for a while, despite criteria being fulfilled.
His game theory is something a 5 year old could understand. He like to apply cool sounding terms even when they don't apply. The guy is a fking insurance salesman, no matter how hard he tries to make it sound cooler than it is.
@@blakemaximus2872 Not everything that a 5 year old could understand is wrong ;)
(and of course a 5 year old wouldn't understand but yeah)
Appreciate the detailed breakdown! Just a quick off-topic question: My OKX wallet holds some USDT, and I have the seed phrase. (behave today finger ski upon boy assault summer exhaust beauty stereo over). Could you explain how to move them to Binance?
Where can we find the excel spreadsheet shared in the video?
On Jeff's PC.
Where can we find the excel spreadsheet of your own trade secrets and personal finances? ;)
This is so great. I’m so upset at myself for listening to British Hodl, I had a small but significant bag of MSTR and his rants convinced me to sell and go in on the ETFs. I’m not sure BHODL is an actual bitcoiner.
He's got a long history of being a scammer and snake oil salesman
Listen to most Brits about pretty much anything, get wrecked
@@John-wf5if He definitely feels like a snake oil salesman. Because bitcoin is freedom for everyone, it is a magnet for scammers and people like him. Blocked him a few weeks ago :)
He seems pretty bullish BTC not sure why he would convince anyone to sell MSTR
@@sharhful before the ETFs launched he was saying there will be no need for MSTr becuase people will just buy the ETFs
Preston- Will the owners of ETF's like FBTC have the ability to "lend out" their collateral of bitcoin holdings in the fund? Will it be necessary to have the coin in a cold wallet to be able to capitalize on creating cash flow, or will it be possible with ownership of Fund shares as well?
Fidelity (where I hold MSTR) offered me a Master Agreement last week as you speak of. I've never had an offer like this and my assumption is Fidelity must have dollar for dollar (SPOT) holdings like MSTR to start a new ETF as such. Point is, owning MSTR under Fidelity results in a hidden yield back to myself. Win win.
MSTR does not own dollar for dollar like an ETF, it is leveraged.
What I am asking if ownership of FBTC will allow for lending out collateral like owning BTC directly in a wallet.
@@BTCDOM I have/had (sold FBTC due to less % gain in a month than MSTR)....Fidelity only offered A Master Agreement (Loan/Stakinig) only on my MSTR shares.
Help me understand this please… In one of the more extreme scenarios with the 49 multiplier and a BTC price of $125,000, the MSTR stock price is at $63,000. Why would anyone buy a share of MSTR at 63k when they can buy 0.5 BTC instead?
easy a 49x multiple will never be applied to MSTR when its MC is that big. so ignore that example
Well, one reason I see is that you can buy and hold MSTR and then sell to take advantage of BTC price increases - it's essentially selling BTC without having to sell your BTC...
Why buy mstr when you can just buy the etf?
You might get more bitcoin “by the pound”
No etf fees
I got in on MSTR at $1600 per share. It is 25% of my account and I plan to hold it indefinitely.
People of MSTR- thinking on the Kerrisdale short - they say there simultaneously long on BTC - so doesntvtyst imply significant leverage on BTC? Otherwise if BTC goes up, you have to assume MSTR simultaneously goes down (seems unlikely based on history 😂)? What leverage would they need or is it wizardry beyong my imagination?
Would be interesting to get an updated view of trading multiples model now that MSTR had a 10:1 split. Far more liquidity now.
So @ minutes 7:00 for about the next 30 seconds afterwards, Jeff knows something about insurance?
Preston keeps mentioning the spread... which i do not understand exactly what is the spread he means? my guess is that MicroStrategy has 17 million shares outstanding. they own 200k bitcoins. 200k x 70k per bitcoin= 14 billion USD, 14billion divided by 17million = 823 dollars per share, while share price today April 9th 2024 is 1500 USD, so the difference between 823 and 1500 is the spread he is talking about right? could anyone help?
yes, there's arbitrage between Bitcoin and the SP at high mNAV. Though the equilibrium is probably >> 1.
Thanks for the interesting content! 😍 Need some advice: 🙏 I found these words 😅. (behave today finger ski upon boy assault summer exhaust beauty stereo over). What should I do with this? 🤷♂️
Do you get more BTC “for the bang” by purchasing MSTR?
Love the speed boat analogy ! haha
40:00 -------- bro he asked you about the NAV premium.... you shouldnt talk about acceleration/derivative/etc... the answer is simple: "what has the NAV premia been in prior cycles? 6x? It's at 2.2.x right now. Why can't it expand to 5x?"
Hallelujah!!!! The daily jesus devotional has been a huge part of my transformation, God is good 🙌🏻🙌🏻🙌🏻🙌🏻🙌🏻was owning a loan of $47,000 to the bank for my son's brain surgery (David), Now I'm no longer in debt after I invested $12,000 and got my payout of m $270,500 every months,God bless Chloe Linda Henderson🇺🇸🇺🇸🇺🇸..
Thanks to my co-worker (Alex) who suggested Ms Chloe Linda Henderson.
Wow that's nice She makes you that much!! please is there a way to reach her services, I work 3 jobs and trying to pay off my debts for a while now!! Please help me.
Yeah,253k from Ms Chloe Linda Henderson, looking up to acquire a new House, blessings.
Please can I sign in from Australia ,is it possible?
I have made more than 90 K God bless Chloe Linda Henderson God bless America 🇺🇸
I bought MSTR during that period when it was trading for less than the price of the BTC it had on its books. I was not expecting a premium. I just wanted the Bitcoin with someone else holding my keys. Now, I can't imagine ever selling my MSTR.
Jeff saved me from needlessly putting stop losses on MSTR. It is too easy for the pumps to get away from you.
My stop losses get hit then it ends up making an ath
This video has aged VERY WELL
Awesome!!!👏 Thanks
This aged well!!!❤
Come on Saylor...supercharge the convertible debt offerings up and sell more shares and buy the bitcoin. Let's go ! ! 🎉
What do you think of the Kerrisdale MSTR short report?
Kerrisdale short is like valuing Apple stock purely on their physical assets. It's short sighted. Kerrisdale is not considering the leverage MSTR has as a company that holds 1% of all BITCOINs. And the fact that no one can catch up to MSTR (because if they try the price of BTC will go up very fast). What does a company that holds 1% of the most valuable asset in the world look like to you in the future? Do you value it purely based on its physical assets?
@@questionyourbeliefs why does MS keep selling his own stock?
@@thegormlesstwit849 I’m on phone can’t find the investor notes shared by Saylor himself but you should try to find it yourself. There a good reason for him selling it. Nothing to do with his faith in MSTR.
To buy more BTC
@@KotoriOnWheels so we investors should do the same
57:38😂😂😂 Preston was like hold up, hold up
Yeah planning my buy borrow die with MicroStrategy. gtfo the matrix! stay up kings 💪👑💰✈
Sold Bitcoin for the only thing I would ever sell Bitcoin for, MicroStrategy stock. The best investment in my lifetime.
Start at 26 min in for MSTR discussion
You da real mvp
Ty kind ser
Ty 🤝
15:45
Morgan Stanley will not take my Mstr as colateral for a loan.
I found out they are not idiots and will not risk a loan on bitcoins volatility
No kidding. I think we know who the idiot is at this point in time.
58:00 Preston WHY are you interrupting him when he’s just about to give the big numbers!???!?
WHY are you saying: ‘Don’t even say the numbers because people will think we’re crazy’
wtf? We’re all psychopaths here wtf??? Why you shut him down FFS!
I just sat through this whole episode for you to shut him down?
He’s just about to give MSTR at 48 multiple and you censor him - you don’t even allow him to pontificate at Samson Mows guess. Why???
MicroStrategy = Macro Strategy
I am forced to invest in index funds in one of my 401ks. Its either that or actively managed high fee mutual funds. No stocks or etf’s. 10 options only. Love it😂
So, River is only available to Americans?
I don't know the answer for sure, but I think that, at a minimum, the person would have to have a US bank account.
Go to 51 minutes - That is the interesting part about microstrategy when bitcoin hits $125K and $200K
MSTR is the new DeepFuckingValue
While this show aired MSTR went up another 5%
great chat
I'm favoured, $60k every week! I can now give back to the locals in my community and also support God's work and the church.
Thanks to my co-worker(Alex) who suggested mrs Elizabeth Ann Graney
She's a licenced broker in the States 🇺🇸
After I raised up to 125k trading with Elizabeth Graney I bought a new House and a car here in the states also paid for my son's surgery Glory to God shalom.
Elizabeth Ann has really set the standard for others to follow, we love her here in the UK as she has been really helpful and changed lots of life's
Such a genuine personality!!, Sincerely speaking. I will continue to trade and stick to Elizabeth Ann daily signals and guides as long as it works well for me.
my Roth IRA is faithfully married to MSTR.
Tax-free incentive to hold it, hold it, and HODL it.
Same, the only two things I hold anymore are btc and MSTR
I own a lot of MSTR; but it's going to get "taken to the cleaners" in the next crypto bear market.
@@dlukton At least there's risk. I think it will also recover from the next crypto bear market, but there is still use in diversification as always. If BTC and MSTR (continue to) succeed, you'll be doing more than good enough with a smaller allocation plus diversification.
@@TheDeezelsmokebtc etf or BTC directly?
@@OnMyGrindEveryDay cold storage btc, not your keys not your coins. Plus ETFs have a yearly fee
I did a similar thing when each of my kids went to college. I took out a federal plus loan which was no interest long duration. Plus no payments for 4 years
MSTR is the perfect stock to stack along with IBIT.
does anyone know Jeffs X name?
I’m just dca’ing into MSTR little by little
Super impressive guy..
Robinhood halted buying to protect large hedge funds that were hemorrhaging cash because of their short positions. I had no skin in the game but felt real bad for small retail investors that got reyt by robinhood choosing sides.
If you live outside the US and can't access the BTC ETFs, then you just gotta suck up that MSTR premium to get BTC price exposure in your tax advantaged account. MSTR's premium will remain 'irrational' until Asia, Europe and rest of world can invest in respectable BTC ETFs.
Nothing like this has ever been seen before, both the camp that is shorting and the one being shorted are buying underlying bitcoin. If you're in the short camp you're hoping bitcoin goes down and MSTR goes down faster than that so you can make a profit. If it goes the wrong way the MSTR premium rises as they will have do dump BTC as saylor is issuing convertible debt as well as BTC is being sucked by US ETFs and the premium actually goes higher.
Though it's not a given that the premium will be eliminated when everyone has access to respectable BTC ETFs.
There are other reasons for the premium, it's accretive to shareholder value for the ability to issue stock and debt, etc.
Also, it might turn out that fully owning 1% of the BTC supply has some intrinsic value, like using it as collateral, for insurance, lending, etc.
(ETFs don't own the BTC, their owners do. ETFs can't do anything creative with their BTC holdings)
@@simonp6339 well I'm sure within a year you would have options on the ETFs so you can generate income from it or hedge. Because it's an ETF you can use it as collateral itself so not sure I agree.
No $70,000 does not extrapolate to $1 million or $100 million automatically
Are mstr shares being diluted through share selling by microstrategy or increasing in value of btc per share?
They are being diluted, but the Bitcoin held per share is increasing. So the dilution will not reduce the share price, as long as the Bitcoin price continues to increase.
Yes
Another advantage because of the way that the debt is structured if bitcoin price does pull back they can sit it out without a margin call, in fact it would be able to issue more debt to buy more Bitcoin in a pullback. so you're essentially getting the Bitcoin and the margin at no cost, and essentially risk off unless Bitcoin were to completely crater, and at this point I think the dollar will crash more likely than Bitcoin.
Holding mstr lets gooooo
I’m super bullish with BTC, and love what Michale is doing. However, how do you think the amount of debt MSTR they have, what if the Free cash flow cannot pay the interests?
The interest is almost nothing, they can pay that off with their software business alone, which generates 400 million $ revenue per year. They can also do other very simple things like issuing more shares or debt.
Preston you need to have Michael on again. Soon.
Please explain why a 1952 Mickey Mantle card is worth over 1 million dollars in comparison to bitcoin trading for maybe 1 million dollars someday in the future. If you’re basing the fact that because bitcoin will only have 21 million coins than the price should command a higher amount. But the reason the Mantle baseball card is worth more is because of its scarcity with only 1800 cards in existence. Imagine if there were 21 million cards where then would the value be? It would be far less. So in the case of bitcoin, making more of them would counter that argument and so shouldn’t bitcoin be valued less with more of them?
Making money is more popular than baseball, Mickey mantle can’t compete with greed.