12 year BTC & $MSTR CAGR Hypothetical
Scenario 1:
Bitcoin at 25% CAGR = Mkt Cap of $28 Trillion ($1.33M per BTC)
MSTR at 1.5x (37.5% CAGR) - Mkt Cap of $3.7 Trillion ($12,783 per MSTR share)
Here's the kicker, BTC's past 5 year CAGR is 63.5%
Scenario 2:
BTC at 50% CAR = Mkt Cap of $246 Trillion ($11.7M per BTC)
SMSTR at 75% CAGR = Mkt Cap of $68 Trillion
($234,937 per MSTR share)
Obviously dilution would impact $MSTR share price
Assuming ZERO additional BTC buys, $MSTR's assets ALONE would be worth:
Scenario 1: $637 Billion
Scenario 2: $5.6 Trillion
What is a company that owns $5.6 Trillion of assets worth?....
I'm nọt going to be THAT GUY that "sold AAPL in 2003 for 33 cents"
-Jeff Walton