I'm a litle sad i'm short MSTR (no exposure, no FCF here). I would not bet against the smartest guy on Wall Street is doing because the rest of the CFO/CEO lemmings are too complacent/risk averse and/or scared to deviate from mainstream consensus.
Discussion
This is the smart Bitcoiner position
Yea it's just a risk aversion thing for me at this point. I'm in capital preservation mode - if bitcoin can maintain low double-digit CAGR for at least a few more years (ha) my family will be very comfortable.
I already have bitcoin survivor syndrome from the past 11 years of fighting mainstream consensus and watching my net worth go from elite professional athlete to mcdonalds fryboy repeatedly.
I’m still a bulltard and so I have 20% of my net worth in $MSTR lol but to be fair I’ve owned half the position since the beginning so it’s significantly derisked in bitcoin terms.
Godspeed. I wish nothing but the best for all MSTR holders I’m in intellectual awe of Saylors playbook. Fucking love it
Michael Saylor is a great storyteller and communicator. This in itself makes MSTR highly valuable. Storytellers rule the world
Don't feel left out. BTC returns are enough. I hold a position from the beginning of mstr and am always secret hoping not my covered calls hit and I am forced to sell