@FairValue I actually wasn't very worried about that. They will more or less move with the Bitcoin price - provided they don't have to sell their Bitcoin. And the probability of that is very low due to the low level of debt. That's the big advantage of a hype stock - they were so overvalued that they were able to buy so much Bitcoin by issuing new shares (which means they bear virtually no risk) :D
I was more worried about Strategy in the meantime because of their preference shares - but with the cash reserve they have now built up, I have far fewer concerns :)