A lot of mstr topics have been added to the sicking alpha. They are all worth reading.
Let’s capture some of the impressive contents of this topic.
- There is a very fast, over-dilution of stocks.
- Increasing operating costs: The main business is deepening its deficit, and interest costs have increased. In particular, even if the interest rate is zero for recent borrowings, interest must be paid for past borrowings.
- You never know when the option feedback loop that raised the stock price will be reversed. The option feedback loop that raised the stock price is reversed by the feedback that lowered the stock price when the stock price falls and sentiment is reversed because the stock price was raised by sentiment.
Featured by looking at Smci’s heyday and mstr’s heyday similarly across multiple topics. Actually, so do I. Like Michael Sailor, but at the moment I think it’s between recklessness and boldness.
And there’s more that doesn’t appear in the topic, but it’s important.
- Mstr cannot sell Bitcoin, because it goes against the beliefs that led the market. You can sell Bitcoin for profit by giving up your beliefs, but at that moment their accumulated intangible assets will be seriously damaged. It should be borne in mind that even if they sell, they will have to pay taxes, so they cannot properly return the gains from exposure to Bitcoin to shareholders unlike etf such as ibit.
For your information, I agree with Bitcoin’s beliefs. Michael Saylor likes it, too. I’m still in the middle of btc dca, and I’m the one who gathered my staff and taught Cyfedin Amos’ The Fiat Standard right before Bitcoin rose. Our employees don’t go to Starbucks right now, and everyone started btc dca and has been drinking Baekdabang coffee ever since.
However, as soon as Sailor’s boldness turns into recklessness, the idea that the market should be withdrawn is firmly established. Conductors should be bold, but they should never be reckless. The idea that mstz is the ultimate goal now remains unchanged, given everything at this delicate boundary.