$MSTR (+1,81%) before the US interest rate cut? What do you think?
Discussão sobre MSTR
Postos
259Asymmetric potential
$3350 (-9,99%) And the next installment. Congratulations to everyone who waited until here - it could have turned earlier. Personally, I already liked the share at the same price in February, when it was fundamentally even "worse". My first purchases were the equivalent of less than €1 last year.
The private international share offering will end soon, after which the interests of many current "shorties" and existing shareholders are likely to be aligned. This is likely to raise over a billion USD, around 10,000 BTC. A potential 50% increase in the treasury.
Current mNAV at 1.3, below the slow giant strategy. Fully diluted mNAV not much higher. BTC holdings 73x (!) as high as current debt. Have fun waiting for BTC to fall that low.
With Japan an incredibly yield-hungry environment that is likely to scramble for more products similar to Strategy.
The prerequisites: People are convinced of BTC itself and see no risk in the management team. Especially compared to Strategy, the latter is actually an advantage for me.
What do you think of the share? Have you already bought it or are you staying away from the dirt? :D
The choice between crypto and the expensive S&P500
Investors today face a striking dilemma. The S&P500, once the epitome of broad diversification, is now dominated by a small number of AI tech giants. Their share prices have risen so much that the index has almost become a mirror image of a handful of expensive companies. The risk of that is clear: if one of those giants stumbles, the whole market feels the blow. In contrast is the largest cryptocurrency.
Despite fluctuations, it offers momentum that is less dependent on a single cluster of companies.
Whereas the S&P500 floats on overconcentrated and pricey expectations, crypto actually seems to promise more room for new capital flows and growth. For those looking ahead, that's a compelling argument.
$VOO (+0,04%)
$VUSA (+0,52%)
$BTC (+1,28%)
$XRP (+3,16%)
$ETH (+1,17%)
$SOL (+3,58%)
$MSTR (+1,81%)
$BMNR (+4,47%)
$MARA (+1,97%)
$IBIT
$IB1T (+1,57%)
$ETHA
Could be exciting at the end of the year 🚀
$BTC (+1,28%)
$ETH (+1,17%)
$MSTR (+1,81%)
$3350 (-9,99%)
$SWC
$SBET (+2,08%)
$BMNR (+4,47%)
- Who is planning to position themselves?
- How do you position yourselves ?


Top 100 Public Bitcoin Treasury Companies and 72 Etherum Holding > 100 ETH
For those who are interested:
https://bitcointreasuries.net/
Entities holding >100 ETH in their treasury:
https://strategicethreserve.xyz/
$BMNR (+4,47%)
$SBET (+2,08%)
$MSTR (+1,81%)
$SWC
$3350 (-9,99%)
$CLSK (+2,51%)
COIN (+1,95%)
$MARA (+1,97%)
$RIOT (+2,24%)
$BTBT
$ETHM (-6,44%)
$CORZ (+2,36%)
$BTDR (+2,27%)
$GLXY (+2,15%)
$CIFR (+4,05%)
$IREN (+2,52%)
$DJT (+1,01%)



+ 3

Best crypto/blockchain ETF? 🤔
I find this one $DAPP (+4,76%) super interesting, I've put a lot into it recently and it went really well.
Top Holdings:
- Coinbase $COIN (+1,95%)
- MicroStrategy $MSTR (+1,81%)
- Block Inc. $SQ (+0,86%)
- IRIS Energy $IREN (+2,52%)
Number of shares: approx. 21-28
TER: 0.65 %
What do you think?
✌🏻 Shaggy
Matrosen Michi bei Bloomberg :P
Bitcoin Will Continue to Outperform the S&P, Says Saylor. $MSTR (+1,81%)
$BTC (+1,28%)

I can't wait to see what they do with the art market😂
Podcast episode 105 "Buy High. Sell Low."
Subscribe to the podcast to prevent Novo Nordisk from falling further.
00:00:00 Market situation
00:15:10 BAT $BATS (-0,9%)
00:42:40 Starbucks $SBUX (+0,6%)
01:10:00 Novo Nordisk $NOVO B (+7,22%)
01:48:31 Strategy $MSTR (+1,81%)
Spotify
https://open.spotify.com/episode/7EFAjNvm6NM7aRIWua4hs6?si=-7yl3opfQOGyDVPoxXMlLg
YouTube
Apple Podcast
A few thoughts
If the USA bans exports, as with $NVDA (+3%) then the product is simply too cool ~>strong buy you like to lever the dip
If crime is on the rise, then you also like to have a solution like $PLTR (+1,34%) - has anyone ever looked at the correlation? strong buy
If you believe in the future of btc - and I do - but have missed the boat, the logical decision is $MSTR (+1,81%)
ubd ultimately $TSLA (+1,2%) Tesla- yes guys Elon has a plan that is starting to come out more clearly - disruption - on total line - while Tesla has sold the most vehicles for four years just to collect data, Bobs are following suit - and building eautos 😂 in 5-10 years no one will want to own a car - Tesla has the safest autonomous driver and is uncatchable on data.
that would be my savings plan if I were 16 again
ah yes, and then there's $XRP (+3,16%) Xrp - highly speculative - but still the biggest position in my portfolio - why? Because a better solution to Swift has been needed for a long time - and it doesn't have to be communist.
peace ✌️ and happy earnings!
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