What do you think about these guys thesis? They argue that MSTR isn't really a BTC derivative, thus it'll be valued different than by NAV. And if it gets added to S&P MSTR will get buying pressure which is indefferent about its NAV. It's high risk for sure, but I think there's a compelling case why it could go much higher due to these financial dynamics and not being an ETF but a running business with cash flow. 2021 top was 6x to NAV, so it has happened before already.
But yeah, MSTR is just few percentage speculation for me. Only thing I'm speculating atm – everything else in BTC – because in my estimation there's a good risk/reward ratio to outperform BTC – especially in a bullmarket.
https://www.youtube.com/watch?v=I16llak_IS4
celestal
npub1jl…fkpe9
2024-03-12 09:58:59
in reply to nevent1q…00ey
Author Public Key
npub1jlvqnts9f5c0t8lmd73mea3mmkn2jq5qhwvtaakkax7d3k3thkys2fkpe9Published at
2024-03-12 09:58:59Event JSON
{
"id": "372d6f1839467f02100e6d5acdf6671f512f8a3dd99f6377db6a7caea88a2934",
"pubkey": "97d809ae054d30f59ffb6fa3bcf63bdda6a90280bb98bef6d6e9bcd8da2bbd89",
"created_at": 1710233939,
"kind": 1,
"tags": [
[
"e",
"d9bdfdd5e242ebec74b69cdf1eb7d0bad5518f8edac77cf0eafe53250f3f1b3b",
"",
"root"
],
[
"p",
"eab0e756d32b80bcd464f3d844b8040303075a13eabc3599a762c9ac7ab91f4f"
]
],
"content": "What do you think about these guys thesis? They argue that MSTR isn't really a BTC derivative, thus it'll be valued different than by NAV. And if it gets added to S\u0026P MSTR will get buying pressure which is indefferent about its NAV. It's high risk for sure, but I think there's a compelling case why it could go much higher due to these financial dynamics and not being an ETF but a running business with cash flow. 2021 top was 6x to NAV, so it has happened before already.\n\nBut yeah, MSTR is just few percentage speculation for me. Only thing I'm speculating atm – everything else in BTC – because in my estimation there's a good risk/reward ratio to outperform BTC – especially in a bullmarket.\n\nhttps://www.youtube.com/watch?v=I16llak_IS4",
"sig": "bb83a84c0e590817fc3ff9ad24edb7701e92a47d69c20e51e25161e0cf07b77a53509d48498491eb0c5dc40ef348e3114a56c4918ae11a0bfb0cad015a0fcf3d"
}