How about MSTX??
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Listen to Quant Bros episode 3
nostr:npub18ajqryse0ervr63wftx0h6vesah2rgmypxhxvxn08gz2jc5046jqk5dmq0 does a really exceptional explanation on the valuation.
Hey HODL, nostr:npub1rtlqca8r6auyaw5n5h3l5422dm4sry5dzfee4696fqe8s6qgudks7djtfs
Is there a cirucumstance where you would sell your MSTR to buy IBIT ?
At would premium would you start thinking about it ?
MSTR isn’t a longterm hold imo.
Im bullish af atm but I stand by my statement.
When it 10x again
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The fact the Bernstein Private Wealth is even talking to Saylor imo is HUGE.
I have a family member that still works for them, and this news BLEW
HER
MIND.
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If MSTR gets included in the sp500 its gonna be nuts.
If anyone thinks this is unlikely, listen to Episode 3 Quant Bros. They give a meticulous breakdown of the likelihood.
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Damn. Love it.
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Months and months ago... I see the worlds best HF manager buy MSTR options, I think: "I've got an 80 IQ. But he's smart. I'll do what he did". Now i'm richer with an 80 IQ 😂 nostr:npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l
nostr:npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l definitely had an influence on my mstr habit.
Dumped grayscale thank god.
Honestly the only risk with #MSTR is if btc hits a 20-30% drawdown, microstrategy will Suffer 2-3X. Some folks cant hang with that kind of beta.
Me? Im a degenerate and I love it.
I Dont trade btc. No-one should.
…No comment on my behavior regarding mstr (or mstx🫣)
Suspect that its front runners filling their bags before mstr gets added to sp500.
—Speculation but nostr:npub18ajqryse0ervr63wftx0h6vesah2rgmypxhxvxn08gz2jc5046jqk5dmq0 has a great pod covering this. Quant Bros episode 3


