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This show is all about Microstrategy, Inc. News on Microstrategy, Macrostrategy (a fully owned Microstrategy subsidiary), Bitcoin, and corporate Bitcoin treasuries. Dedicated to keeping investors and prospecting investors well-informed, Matt provides analysis and opinions on Microstrategy the company, stock, options, and the future of Bitcoin and the stock market.
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Microstrategy surged to a new all time high today above $500/share. Is it in a mania bubble? No, at least not yet. In this video we go over the new $2.6B convertible bond at 0% interest, we discuss how to value MSTR stock and the release of the Bitcoin ETF options chain on IBIT, and what rank is MSTR in the QQQ right now?
Can Microstrategy acquire 1,000,000 Bitcoin and potentially hold more Bitcoin than Satoshi Nakamoto or another sovereign nation? I think yes. We also discuss options on the ETF and what the ratio between Bitcoin and MSTR should be in a portfolio.
CNBC has been covering Bitcoin for 7 years (even longer) and their analysts still have no idea what they are talking about! River released a great diagram for the new global reserve asset and the global reserve currency. Michael Saylor predicts 100k by the end of 2024 along with the completion of their $42 Billion capital raise plan BEFORE the EOY 2027.
There are a few states that are embracing Bitcoin quickly. Florida's CFO wants to increase the state's allocation, Pennsylvania has introduced a bill to create a Strategic Bitcoin Reserve (SBR), and the US Government with Cynthia Lummis, support from Michael Saylor, and a Trump Presidency might be able to pass the BITCOIN ACT which will buy 1 million Bitcoin for the United States. Also, why should you buy Microstrategy stock over the Bitcoin miners or Coinbase?
Bitcoin has officially entered the bull market with a break out over $90,000/coin. With a red wave and a Trump presidency, there may be a mysterious foreign nation state buyer who has entered the market to front run the US Strategic Bitcoin Reserve. All of this happened while Bitcoin flipped Silver and Michael Saylor and MSTR are buying up 27,000+ more Bitcoin.
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After President-elect Donald Trump won the 2024 Presidential election with a favorable house and red Senate, where does Bitcoin and Microstrategy go from here? Will they be impacted by the massive flows into the Bitcoin ETFs and when will they start their stock issuance and convertible debt strategy to buy $42 billion worth of Bitcoin. Could MSTR be added to the Nasdaq 100 and S&P 500 index soon? Here are my price predictions for bitcoin and MSTR for Saylor's team in 2024-2025.
Seeking Alpha, Yahoo Finance, and WallStreetBets have all had Microstrategy stock ($MSTR) and Saylor Bitcoin buy and hodl strategy bear cases that have been released. Will Microstrategy go to zero, will they be margin called, will the corner the market? We cover all of that in this video. Also, has the Bitcoin bull market 2024-2025 started yet? How high could we go? And how can I trade stocks, equities, shares in companies to make a lot of money? Or should you buy and hold MSTR for the long haul.
1On October 30, 2024, Microstrategy and the Executive Chairman Michael Saylor announced their earnings for Q3 2024. They made a lot of large announcements as they laid out their plan for the coming 3 years. Their $42B capital raising plan includes a $21B ATM and issuing $21B in fixed income securities. They have also rebranded to BTC (Bitcoin) Bitcoin treasury company.
This was a landmark earnings call and Q3 2024 earnings report for Microstrategy and Michael Saylor. They announced a $42 billion dollar 30-year plan to raise capital to purchase more Bitcoin. They also increased their KPI Bitcoin yield target to 6-10%. They are the best performing stock equity in the S&P500 and have the most stock volume and liquidity and options open interest of any company their size (market cap of about $50 billion). They are a growth company and Saylor addressed the mNAV or multiple to net asset value valuation controversy and had to explain how to value the company as a growth bitcoin treasury company.
Will Nvidia and Microstrategy continue to outperform the rest of the market in 2025? Neither company has had a significant correction since the beginning of 2023 and investors and many hedge fund and institutional pundits on CNBC and mainstream business news seem to think a recession is coming. But I think we are in the middle of the cycle and the best is yet to come. We also talk about crypto and alt season alt coins vs Bitcoin and MSTR.
Microsoft is voting on a shareholder motion to consider investing in Bitcoin for treasury diversification. We also talk about "alt season" and whether or not MSTR/Microstrategy and Michael Saylor's new business direction will act as the beta to Bitcoin that crypto (Ethereum, Solana, etc.) has acted as in the past. Michael Saylor apologized on Twitter for his controversial stance on Bitcoin self custody.
The greatest reverse indicator of all time, Jim Cramer just said not to buy MSTR stock but to buy a Bitcoin ETF or Ethereum (ETH) with Vanguard... We also talk about Paul Tudor Jones and his bearish views on the US election and government debt.
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In this video we talk about Bitcoin's performance so far in October and what the rest of Q4 could be like for Bitcoin with goals still around $100,000 per Bitcoin in 2024, if not 2025. We also talk about Saylor's statements about self custody in a recent podcast. And we talk about Apple and other Magnificent 7 companies potentially adding Bitcoin to their balance sheets in the future and what that would mean for MSTR Microstrategy.
Join MSTR Pro/Support Here: https://buymeacoffee.com/MSTRDaily
Follow me on Twitter: https://x.com/matt_utxo
Listen on Spotify/Podcast: https://linktr.ee/MSTRDaily
Microstrategy to Join $QQQ Index and Buy 1,000,000 Bitcoin | Chapter 19
In this chapter we talk about the future plans for MSTR and ramping up their current strategy to sell financial products to buy more Bitcoin. Internally, the goal is to acquire 1 million Bitcoin and become the world's largest Bitcoin bank. They have also crossed the 75th spot to be added to the Nasdaq 100/$QQQ index in November/December if they can continue to grow the market cap. We also talk about MSTR joining the SP 500, a market update on where MSTR and Bitcoin are headed next and when Bitcoin could reach 100k per coin or 1M per coin.
Is Microstrategy Stock Overvalued? | Chapter 18 In this video all we talk about are mstr microstrategy price targets, debate over its stock price, valuation, mNAV, and multiple to how many bitcoin does microstrategy and michael saylor hold. With lots of tweets from Dylan Leclair, Saylor, Greg Foss, and others about how to think about MSTR being a Bitcoin bank.
In this video we look at the recent US Supreme Court ruling that greenlights the US Gov to sell the Silk Road 69,00 Bitcoin, October returns so far, Uptober. mNAV multiple to net asset value for microstrategy, saylor, and their bitcoin value. Also, did we just see a short squeeze with MSTR testing it's year to date highs?
In this video we discuss 3 leveraged ETFs for MSTR, 3LMI, MSTU, and MSTX. Should you use them to trade or invest? We also have an update on the $16 Billion FTX repayments after the court hearing on October 7. Then we talk about the impact the FASB Fair Value accounting changes will have on MSTR's bottom line with earnings per share. This should go into effect at their 2025 Q1 earnings.
MSTR has been breaking out of its summer consolidation range while Bitcoin is preparing to go to new highs in 2024 and 2025. MSTR has been greatly outperforming $WGMI an index of Bitcoin miners by over 100% year-to-date. What potential is there in 2025 for a Gamma Squeeze in MSTR as speculators pile into call options?
There were a lot of new all time highs this week. A new national debt high, a new MSTR market cap high, and a new MSTR high when priced in Bitcoin. We also cover an update on the Fed rate cutting cycle, and we see that Dr. Jeff Ross's hedge fund is long $MSTR shares and calls as 2 of his top 4 holdings.
In this video, we talk about when MSTR could join the S&P 500, $SPY, $VOO, and $QQQ, Nasdaq 100 indexes. With the Bitcoin bull market with ETFs and options in 2024-2025, MSTR could be added to both of these indexes by June of 2025.
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