James was recommending rolling some mstr into ibit a few days ago when it was close to 8:1 ratio. That was obviously too soon but there will be a time to play that spread. I bought a bunch of mstx before the election. I’m selling calls to hedge those positions now. Might be too soon but I’m up 500% on most of them 😳. Trying not to get too greedy
Great balanced view. Very methodical about things people aren’t really explaining like the mNav land you also provide a view that is not only positive which everyone seems to do.
Appreciate the video and your thoughts on this situation. You reassured and helped soothe some of my subconscious. Irresponsibly long MSTR for a month and multiplying my net worth
Luckily I can DCA in using fractional share buying. Meaning, I don't care about the price. I just buy for 100 bucks on a regular basis. Hold for 10 years. Done.
Am I looking at this correctly. If mstr price is 2.8x NAV and the redemption price is 55% over current stock price at time of loan then BTC needs to like 4.5x for these to pay out?? That’s a hefty option premium in my opinion. Why not just buy BTC on the open market?
I agree with a lot of what you had to say. Im very curious to see what you think about MSTR in the bear market, and future in general. I got decent position a couple weeks ago from a rollover 💪🏽 Riding that out
@BobbyHo2022 intried telling people but no one wanted to listen. My only regret is not putting more in. I put most into spot bitcoin. I should've just put it all in mstr. But im not complaining because I've made over 100k already
LOL. There's a Wendy's employee in my town that works the drive through regularly. Fits that category PERFECTLY. Sounds like he should be a broadcaster for sure.
Hoping for a chance to buy back in. I bought at 369 and sold at 485 on one of my MSTR purchases. If I'm wrong and there isn't a chance to re-enter the market tomorrow or in the near future, I will have to be satisfied that I am still hodling the lion's share. Gains are so large so quickly that I maybe can't call the shares I now hold a hodl since I might just have to take major gains.
I find it hard to evaluate the current valuation. What would be a reasonable NAV multiple now? What kind of bitcoin yield are they going to have in the next few months. They’ve been buying way faster than expected so it’s hard to evaluate right now. It feels kind of like NVDA where growth is fast but the price is also going up so much too.
Thank you so much for this amazing video! Could you help me with something unrelated: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How should I go about transferring them to Binance?
Imo higher. Citroen definitely was a catalyst, but I think this was actually more because Saylor is hitting the atm. The Bitcoin yield is going to be insane
Wall Street Bets is the bathroom wall of investing. Plus those idiots are small money. Large investors dwarf them. Makes a cool news story because people remember the GameStop short squeeze but here there's nothing to squeeze.
It's essentially a leveraged BTC fund at this point (contrary to what this video claims). I think Michael Saylor would and has agreed. Invest Answers youtube channel identified this opportunity almost 4 years ago. I hadn't developed trust in James yet back then but kinda wished I had.
@ possibly but MSTR price probably will still see a good pull back ,just sold this morning at $540 ,up 500% waiting for a pullback if it never happens Im okay with my decision
Everything is still in play, one down day on an incredibly volatile stock is nothing. Plus it's mostly shorts delta hedging the new convertible bonds, and Saylor smashing the atm. Watch this video to understand deeper. ruclips.net/video/WVPI-JmxPdU/видео.html
retail isn't relevant In the big picture. Btc isn't coming back dwn to low prices again with the institutional adoption happenin the supply shock is coming and mstr will hold strong like Btc.
@SPYSpreads I'm very confident yes. when company's like mstr are buying 42billion of btc and a lot more will follow there is simply not enough btc to go around and in turn will send the price up. people and treasuries will refuse to sell. supply and demand.
@ bitcoin usually has a 20-40% correction after the top. Micro could be an indicator of that. They know a lot of people are waiting for the 100k mark to exit. Strong resistance at 100k.
This channel has always been focused on whatever I find interesting. Once I learned about Bitcoin and its potential to change the world for the better, I decided to create content to spread that message.
@@bitcoinnotcrypto fair enough, I was mainly referring to the fact that you deleted a lot of your old videos and changed your name so it seems like you did a total rebrand
Nice video. InvestAnswers is who I follow when it comes to MSTR.
James was recommending rolling some mstr into ibit a few days ago when it was close to 8:1 ratio. That was obviously too soon but there will be a time to play that spread. I bought a bunch of mstx before the election. I’m selling calls to hedge those positions now. Might be too soon but I’m up 500% on most of them 😳. Trying not to get too greedy
@ Absolutely incredible.
Great balanced view. Very methodical about things people aren’t really explaining like the mNav land you also provide a view that is not only positive which everyone seems to do.
Thanks, there's always risk in investing and it's better to know about it so you can spot if it's happening.
Microstrat has been ripping for years .
I bought at 120ish and had a 10-1 split so share price is actually over 5,000 now
Appreciate the video and your thoughts on this situation. You reassured and helped soothe some of my subconscious.
Irresponsibly long MSTR for a month and multiplying my net worth
GO $MSTR!!!!! GO FOMO!!!!! BOOOOOMMMM!!!! : ) $$$$$$
Looking forward to your next video. Thanks
I will be fomoing in tomorrow
How’d that go 😂
@@johnmichaelreger9233I bought in yesterday and I will 29 days from now again. No FOMO - just always buying.
Luckily I can DCA in using fractional share buying. Meaning, I don't care about the price. I just buy for 100 bucks on a regular basis. Hold for 10 years. Done.
I haven’t started any position in MSTR, I 11:02 belong to the middle group, either high IQ nor low IQ. Looking forward to this video on MSTR risk
It was amazing, thank you for your analysis.
Am I looking at this correctly. If mstr price is 2.8x NAV and the redemption price is 55% over current stock price at time of loan then BTC needs to like 4.5x for these to pay out?? That’s a hefty option premium in my opinion. Why not just buy BTC on the open market?
I keep waiting for a pull back to buy in and in the last week it's up what? 80%
Holy shit. I'm buying a bunch at the opening bell.
No pull back in site. Maybe when bitcoin hits 100k…and even that’s a maybe
How about now?😂
@@The-All-Seeing-Eye666 MSTU dominates my Robinhood account right now 😂
You are so right on my friend!
A LOT of value in your videos. Thanks for doing these
Well said!
Great video
Thanks bud. Liked hearing more detail about WSB.
Holding mstx.
The swings are gut wrenching.!!!
Imagine the people holding OTM calls on mstx 🎢
A risk video would be amazing!❤❤❤
Stay tuned 🙂
I agree with a lot of what you had to say. Im very curious to see what you think about MSTR in the bear market, and future in general. I got decent position a couple weeks ago from a rollover 💪🏽 Riding that out
Once I've done more research on all the bear cases I'll be making that video 🙂 should be out by next week
Bear market will come for crypto as a whole but btc itself my not see it much , supply is too scarce now
I bought 2k of MSTR last year and its almost 27k now. Ridiculous.
why didn't you tell me? lol
@BobbyHo2022 intried telling people but no one wanted to listen. My only regret is not putting more in. I put most into spot bitcoin. I should've just put it all in mstr. But im not complaining because I've made over 100k already
Cute. I made $46k in two days on mstx😅
Great video!
I am torn. You have an almost perfect radio voice. You also look like you gave me my Big Mac combo yesterday.
Lol wtf
LOL. There's a Wendy's employee in my town that works the drive through regularly. Fits that category PERFECTLY. Sounds like he should be a broadcaster for sure.
Dude needs a Bitcoin podcast
I Think they are saying , in a roundabout way , that you are smarter than you look . 😮@@bitcoinnotcrypto I
Good explanations , thanks and good luck to you
Hoping for a chance to buy back in. I bought at 369 and sold at 485 on one of my MSTR purchases. If I'm wrong and there isn't a chance to re-enter the market tomorrow or in the near future, I will have to be satisfied that I am still hodling the lion's share. Gains are so large so quickly that I maybe can't call the shares I now hold a hodl since I might just have to take major gains.
I find it hard to evaluate the current valuation. What would be a reasonable NAV multiple now? What kind of bitcoin yield are they going to have in the next few months. They’ve been buying way faster than expected so it’s hard to evaluate right now. It feels kind of like NVDA where growth is fast but the price is also going up so much too.
Thank you so much for this amazing video! Could you help me with something unrelated: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How should I go about transferring them to Binance?
Stop it
Citron has Karma coming for it! Where do you think MSTR is going? I’m down bad now
Imo higher. Citroen definitely was a catalyst, but I think this was actually more because Saylor is hitting the atm. The Bitcoin yield is going to be insane
What will potentially cause the bubble to burst?
Video on that coming soon
World war three the American Democrats are going to start
I bought mstr at $30 sold them at $100 so upset didn't bet on mr trump I didn't realised trump will won the election😊
All according to plan😎💰best fortunes everyone, diversify one Lambo worth into a house to live in when the time comes, be smart now
MSTR has incredible volatility
Wall Street Bets is the bathroom wall of investing. Plus those idiots are small money. Large investors dwarf them. Makes a cool news story because people remember the GameStop short squeeze but here there's nothing to squeeze.
Well said, thanks !
What’s Micro going in 2 years
Left the trade today after 22 days with 102% gains
A great trade and huge gain. Personally I'm in this position for a longer run, but your never really wrong if you made profits :)
Been watching this for a year. Opened a position yesterday. Going to start DCAing daily. Saylor has ethically hacked the system.
@@brianbentley1445 Me too. I'm DCAing. Not daily though, can't afford that. :)
Are you on X?
Yes
x.com/btcforrest
BTC up 200% MSTR up 800% - go figure.
It's essentially a leveraged BTC fund at this point (contrary to what this video claims). I think Michael Saylor would and has agreed. Invest Answers youtube channel identified this opportunity almost 4 years ago. I hadn't developed trust in James yet back then but kinda wished I had.
4:56 nUH-vIdIUH
If bitcoin has a pump to 106,000 and then drops to 86,000 ,how far will MSTR drop
Won't, saylor would double his planned bitcoin buy at that point
@ possibly but MSTR price probably will still see a good pull back ,just sold this morning at $540 ,up 500% waiting for a pullback if it never happens Im okay with my decision
lmao this aged well
Everything is still in play, one down day on an incredibly volatile stock is nothing.
Plus it's mostly shorts delta hedging the new convertible bonds, and Saylor smashing the atm. Watch this video to understand deeper.
ruclips.net/video/WVPI-JmxPdU/видео.html
"Ne-vidia"
"who-cares"
In 2026 mstr will be easily -70% as we enter bear market, that’s why I’m shorting it with leaps next year 😄 I did it last BTC cycle
Beware of institutional investments, retail hasn't even gotten in yet. We will get a pullback but not the typical 50+ percent.
retail isn't relevant In the big picture. Btc isn't coming back dwn to low prices again with the institutional adoption happenin the supply shock is coming and mstr will hold strong like Btc.
@@bertblue9683 I completely disagree it will follow BTC price 100%
@@andywhelan118 you sure about that 😂 you will see in late 2026
@SPYSpreads I'm very confident yes. when company's like mstr are buying 42billion of btc and a lot more will follow there is simply not enough btc to go around and in turn will send the price up. people and treasuries will refuse to sell. supply and demand.
Being a sheep since 2021 worked very very well🥳
MSTR down 16.2% on the day 😆
This video explains the divergences from Bitcoin
ruclips.net/video/WVPI-JmxPdU/видео.html
I was warning people. Set your stop loss folks…
Oh no! 15% down after it's been up 400% this year 😭
@ bitcoin usually has a 20-40% correction after the top. Micro could be an indicator of that. They know a lot of people are waiting for the 100k mark to exit. Strong resistance at 100k.
I use MSTR as a liquid BTC proxy. If you believe in BTC, believe in MSTR. HODL
Does anyone know the forward P/E of MSTR?
It's 4000 or something crazy but once they enact FASB that changes drastically
@@ceerawlins3412right! 😁
Lol 😅
@@viralsheddingzombie5324 to be fair you can't really measure traditional p/e when all you care is about btc. Mstr btc yield is a better KPI
Can You talk about Bitfarms, HUT, Coinbase and RIOT? other Crypto stocks.
Bro wtf happened to ur channel
This channel has always been focused on whatever I find interesting. Once I learned about Bitcoin and its potential to change the world for the better, I decided to create content to spread that message.
@@bitcoinnotcrypto fair enough, I was mainly referring to the fact that you deleted a lot of your old videos and changed your name so it seems like you did a total rebrand