$3350 (-4,11%) 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
