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ck 1y ago

👀

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Deleted Account 1y ago

This doesn’t seem smart. Taking a short position anywhere near that right now.

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Trey Walsh 1y ago

I love this one 😂

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Chad Lupkes 1y ago

MSTR exists because there are institutional investors who are not allowed to buy the underlying asset or the ETFs.

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ck 1y ago

We have already won.

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Kip 1y ago

haven't looked at the report yet, but what if MSTR is is just more correct on the forward price of Bitcoin? in other words, they are correct the premium will close but not from the direction they think....

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Swoldemort 1y ago

Clearly they under estimating the value of MSTRs ability to raise cheap debt. Every convertible debenture is accretive to the under lying. Curious to see where the market premium caps out.

fd
Sun of the Moon 1y ago

But if a stock trades at 15-30X it's future earnings in Fiat that's OK?

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Bitcoin and Space 1y ago

Probably nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m agrees with them, that $MSTR shares are priced too richly compared to the underlying btc. That's why he keeps issuing more shares to buy btc

nostr:npub1a2cww4kn9wqte4ry70vyfwqyqvpswksna27rtxd8vty6c74era8sdcw83a had a similar argument recently