NVDA with $57B of capital protecting $4T of risk.MSTR with 18% leverage on a $71B balance sheetpeople are working so hard to not understand it. Incredible.
I'm working hard not to get dumped on. his strategy is to dump stocks on investors to buy bitcoin...
>>60930572There will be another mania when it *clicks* and the market understands MSTR has a monopoly on BTC holdings that deserve a massive premium, certainly more than many of these other tickers with giga premiums on scams like AI when they realize AGI is a dream and they are just buying some scripts.
I don't understand why MSTR is so fucking shit now though. Total assets are 77 billion, mcap is like 88 billion. It's barely even a 1 to 1 now where it used to be 3 to 1.
>>60930578Saylor is just selling his personal bitcoin to MSTR paid for by retard convertible note investors
>>60930578>There will be another mania when it *clicks* and the market understands MSTR has a monopoly on BTC holdings that deserve a massive premiumthere will also be another depression when it *clicks* and the market understands the top performing company doesnt actually produce any useful product at all
Why would someone buy it at a premium when they could just spend the money buying Bitcoin or a Bitcoin ETF and get a discount. This is a dumb fucking investment thesis.
>>60930706It isn't. I own plenty Bitcoin, but I still gamble on Strategy. It is literally leveraged without the risk. Get it?
>>60930706When you buy btc, you are betting on btc price going up. When you buy MSTR you are betting on BTC + Michael Saylord
I don’t trust Saylor at all. He’s going to do something that crashes bitcoin and we’ll pay the price.
>>60930685Strategy is practically bullshit jobs projected on companiesThe next Natsoc movement will kill the crypto jews
>>60930723Sure, Michael Saylor will do his best to harm his own business plus the asset he lives off, loves, and that his whole business s based on. Whatever you say.
>>60930715Why not just buy Bitcoin on leverage then lol>>60930719Isn’t the whole point of Bitcoin not trusting one single company with all your money
>>60930735This dude wobbles and bitcoin will go down.
>>60930761kys
>>60930756Yes... but think of how many shareholders and banks want your money!!
>>60930735Michael, please try being more discreet next time you’re trying to post here and scam more people. Your history isn’t exactly a secret
>>60931085Ah, I see. So you’re a mongoloid retard
>>60930540association fallacy nigger
>>60931324capital protection isnt everything NVDA innovates
>>60931328MSTR is an investor so it being proven better return wise isnt everything either look at rolling sharpe of each stock and see whats better lmaoyou niggers need to learn and not commit fallacies i swear
by this logic every company in the s&p is a giant capital protection agency or proxy to protect against risk thats client side or gain better returns from bonds whatever nigga lmao
i do think aapl can function this way though they have 500b+ in assets and money from in app purchases and shieet but desu just bet on the index going up mstr is already priced in
>>60930540Kek this is so bearish
>>60930540>the market is run entirely on capital protection
>>60930578bitcoin doesn’t help people do their job though, retard
I used to like Saylor but I've looked at his posts recently and he seems like he completely lost his mind. He posts like a delirious cult leader who thinks they are the literal superhuman saviour of humanity, it is really weird and offputing. Not trusting his mental stability too much right now.
>>60930726Imagine you bought BTC when it was cheap instead of having your muh jooz zoomer phase on /pol/
>>60931332The fallacy is thinking the AI bubble will not poop once retards realize it's just scripts that will never deliver AGIOn the other hand BTC is already real, the only global universal network with a decentralized database and Strategy got the biggest stake of any public company OR state.KYS mongo
>>60932117Bitcoin helps you get rich you aren't a retarde nigger that needs a bullet to the brain asap because you have been sidelined for ages because you are too dumb to understand the investment thesis the second you read it. Saylor is frontrunning the entire planet in front of everyone and Retards still canot realize why this deserves a massive ass premium.
