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So TSLA booked a 600M dollar profit in Bitcoin gains due to the new FASB rules and MSTR currently has 45x that amount of Bitcoin on the balance sheet

I’m aware MSTR has a different cost basis however if all things being equal MSTR would book a 27 BILLION dollar profit in Q1 coming up really quickly here on Wednesday

The stock market is not ready for what comes next and I don’t think the algorithms have priced any of this in yet

MSTR has to go so much higher from here

#MSTR #FASB

Telluride 11mo ago

Very good chance MSTR reports using FASB in Q2.

But if it were to report in Q1 with bitcoin at 100k:

- $45Million earnings w/o FASB

+ $16Billion w/ FASB. 🤯

Trad-fi is probably not going to know what to do with it.

Namaste.

🧡🍻👊🏻

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Discussion

CHEFBTC 11mo ago

We’ll see what happens indeed. The fact that MSTR has already adopted the new FASB accounting rules could also indicate that sailor may want to lock in those huge gains in Q1.

CHEFBTC 11mo ago

Also with a higher MSTR stock price Saylor has more flexibility to accumulate more BTC with the 100 different levers he could pull at his disposal

Telluride 11mo ago

Preaching to the choir here.

#MSTR is a $trillion market cap (10x) in 2025-26