3D·

MicroStrategy vs Bitcoin

I found it at "we love shares". What do you think? Actually, it's clear that as long as the $BTC (+3.39%) rises, so does $MSTR (+2.21%)
. But for how much longer?

https://youtu.be/71-t1xuCqH8?si=vFesfftw7xjqALXz

www.youtube.comDas Kartenhaus von MicroStrategy und Michael Saylor

24 Comments

Stefan21@stefan_21

If Bitcoin falls, Microstrategy will also fall. As a result, demand for the convertible bonds may (perhaps) collapse and they will not be able to accumulate any more Bitcoin. Issuing new shares is then probably also less sensible. That is why they are now buying so aggressively when prices rise.
The convertible bonds all have very long maturities. I don't see the risk of liquidation when prices fall.
In my opinion, the greater risk is the custody at Coinbase. If something goes wrong at some point, things could really go wrong. Also because of all the spot ETFs, all of which are held at Coinbase.

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MrPrivate@tjwr

And it is also true: stocks fall->Microstrategy falls, Bitcoin falls.

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