2Wk·

Where the fear is greatest, I like to buy 🚀

Bought another 5 Strategy shares today.

P/E ratio 2.21 for ING - almost looks like a typo, but it's not.

Operating business in place, cash flows there,

plus strategic Bitcoin exposure on top -

and the market is valuing it like a discontinued model.

Either I'm missing something fundamental here

or patience is once again being tested to the max.

No gambling, no all-in.

Just collect consistently and wait,

until valuations have something to do with reality again.

$MSTR (+2.92%)
$BTC (+0.59%)
$3350 (-4.59%)
#bitcon
#crypto
#growth

02.02

MST

Strategy Inc Class A

Bought x5 at €116.23

€581.13

23 Comments

Chris@Multibagger

2Wk

The operating business is simply negligible. For better or for worse, they depend on the $BTC share price. And today, for the first time, the current share price of $BTC is lower than the EK.

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KoenigsRasse@KoenigsRasse

2Wk

@Multibagger Chris The EK of Sailor is $30,000 if I'm not mistaken

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Chris@Multibagger

2Wk

@KoenigsRasse I think you are wrong! It's $76,037 according to a report from this morning.

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Leon@Investingyoung

2Wk

@Multibagger korrekt

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KoenigsRasse@KoenigsRasse

2Wk

@Multibagger Yes, that's right, I made a mistake with the last purchases at 90 and 95, they have seriously changed their prices

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KoenigsRasse@KoenigsRasse

2Wk

@Multibagger

2020 (first purchases)
~70,000 BTC
≈ 11,000 USD
Extremely early, very cheap
2021 (bull market)
~125,000 BTC
≈ 29,000 USD
This is where the "30,000 USD" comes from
2022 (crash phase)
~132,000 BTC
≈ 30-33,000 USD
Hardly any additional purchases
2023 (recovery)
~158,000 BTC
≈ 31-34,000 USD
Average remains low
2024 (ETF run)
~214,000 BTC
≈ 42-45,000 USD
First strong increase
2025 (Aggressive buying)
~520,000 BTC
≈ 60-65,000 USD
Large volumes, expensive
2026 (top buybacks)
~712,647 BTC

In any case, the price was at 30,000 for a very long time, but due to the top purchases made by Sailor, the price has of course shot up to 76,000 in general. Let's see how the numbers are this week

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Chris@Multibagger

2Wk

@KoenigsRasse I wouldn't have known exactly if I hadn't read a recent article about it this morning.

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KoenigsRasse@KoenigsRasse

2Wk

@Multibagger I totally missed the fact that he bought all the tips during the run. Some just push the buy-in and some increase it 😉

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Stefan21@stefan_21

2Wk

@Multibagger This will inevitably be the case again and again, because they can always buy a lot when there is a lot of hype in the market and they are valued higher than the Bitcoin on their balance sheet.
When prices are low and mNav is low, they cannot buy as much. Accordingly, they can't buy the dip like we can😎

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KoenigsRasse@KoenigsRasse

2Wk

@stefan_21 thanks for the clarification Stefan, I didn't have that on my screen either.

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Stefan21@stefan_21

2Wk

@KoenigsRasse I'd love to :)
Saylor has been saying for years that he wants to become the largest Bitcoin bank in the world. I never quite understood the statement and always thought whether he wanted to store and lend Bitcoin or what the background was.
Then I watched Florian's last stream and he explained it:
https://www.youtube.com/watch?v=Iyv-mrxeRoY

Very worth seeing. Then a light dawned on me and now I also understand what he's up to :D

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View all 8 further answers

fund_navigator_elshq@fund_navigator_elshq

2Wk

Business model: buy Bitcoin, sell shares, share price rises with Bitcoin price, sell new shares to buy more Bitcoin, share price rises, sell new shares to buy more Bitcoin again, ... Love them Ponzi schemes so much.

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Bubu@Bubu_98

2Wk

I'd rather invest in Bitcoin straight away. At least it's tax-free after a year

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