Independent thinking for complex markets and current events
BREAKING: Bitcoin falls below $62,000 after MicroStrategy, $MSTR, announces it has sold has sold $216 million worth of Bitcoin “to fund dividends.” pic.twitter.com/uPZr4PessR — The Kobeissi Letter (@KobeissiLetter) July 6, 2026 JUST IN: Michael Saylor announces Strategy sold 3,588 Bitcoin for $216 million to fund dividends for their digital credit securities 👀 pic.twitter.com/QQl2Jih71A — Bitcoin …
Why is crypto crashing? https://t.co/8eHuDd6Hsy — Dividend Hero (@HeroDividend) December 1, 2025 JUST IN: Strategy says they will sell their #Bitcoin if its stock falls below mNAV and fresh capital dries up. Remember when Saylor lied and said they would never sell? It’s not even been 6 months and they’re already prepping to sell as …
The snub comes at a bad time for Strategy, which also faces the prospect of being booted from MSCI’s USA benchmark. Despite ranking among the 250 most valuable companies in the United States, Strategy has never been included in S&P’s flagship benchmark.
Oh boy 😂 https://t.co/JLpl5yL50t — Henrik Zeberg (@HenrikZeberg) September 10, 2025 The new bull altcoin crypto market is not in coins, but in small cap stocks. The recipe for a 1000%+ daily gain is to buy an altcoin & claim it will be a reserve currency or the use case leader. First it was $BMNR, …
Carl Rickertsen, director at MicroStrategy, sold every share of $MSTR stock last month, cashing out over $10 million. The move signals a warning about Bitcoin’s fragile rally. “Carl Rickertsen completed liquidation of his entire MicroStrategy stock holdings in July 2025.” https://finance.yahoo.com/news/microstrategy-director-cashes-10m-211902260.html MicroStrategy’s stock is closely linked to Bitcoin, which is vulnerable to tech market swings. …
The biggest fraud of "BTC per share" is that shareholders are very last in line to have a claim on MSTR's BTC The pecking order goes: 1. Secured Creditors (first in line)2. Administrative Expenses (second)3. Unsecured Creditors (third)4. Common Shareholders (last in line) — Pledditor (@Pledditor) May 19, 2025 They told you that buying shares …
👀 Famed short seller, Jim Chanos is going long BTC, shorting MSTR. At Sohn Conference, he said: “We’re buying Bitcoin, selling MicroStrategy stock—an arbitrage play, buying for $1, selling for $2.50.” Betting against MSTR’s premium. pic.twitter.com/PdN0mg5w9T — Coin Bureau (@coinbureau) May 15, 2025
MicroStrategy snapped up even more Bitcoin and exhausted its 2024 at-the-market common stock offering. The company, which does business as Strategy, bought 1,895 Bitcoins for a total purchase price of $180.3 million, or around $95,167 per Bitcoin, from April 28 through May 4. Strategy disclosed the transactions in a form filed with the Securities and …
$MSTR 8-K FILING : We may be required to sell bitcoin to satisfy our financial obligations, and we may be required to make such sales at prices below our cost basis or that are otherwise unfavorable. pic.twitter.com/2Cu7VYcwTm — Magoo PhD (@HodlMagoo) April 7, 2025 MicroStrategy, $MSTR, saus unrealized loss on digital assets for 1q $5.91 …
via WSB: Regardless what you think of Bitcoin, I think MSTR successfully did it, it qualifies for the official Ponzi-Scheme certificate. So MicroStrategy (the company that basically doesn’t do anything beside holding Bitcoin while trading at 1.5 it’s Bitcoin holding’s dollar price in market capitalization) issued a preferred stock called STRK. It looks like a …
At this point I am convinced $MSTR is a social experiment to see how long people will keep buying into the scam cap raises when the facts are literally staring them in the face and the company is not even hiding it. Like, what else can Saylor get away with. — Foul Tarnished (@gitgud111) February …
And here's Trump coin. It's sitting just above its $36 support. If that gives way, it's lights out. pic.twitter.com/uPRPzCEefG — Jesse Colombo (@TheBubbleBubble) January 20, 2025 THE PASTOR THAT SANG AT THE INAUGURATION IS NOW SHILLING HIS OWN MEMECOIN 😭😭😭 https://t.co/vBCPiKr4RY — Q-Cap (@qcapital2020) January 20, 2025 Heading to zero. pic.twitter.com/Lovm71TgKq — The …
This scenario isn’t just about market dynamics; it’s a warning sign. With the Fed seemingly powerless over the bond market, and with investments in everything from digital art to unprofitable tech ventures defying gravity, we might be in for a rude awakening, much like the one that followed the 1920s. Im just going to call …
People in replies pointed out this could be due to an impairment loss, which is a paper loss due to Bitcoin price vol. And although counter intuitive this does show up in “operating expenses” So maybe they’re cash flow positive w/o paper loss? On the other hand, Bitcoin was… pic.twitter.com/NBBkNT1AuP — George Gammon (@GeorgeGammon) January …
VWAP from September when $mstr bulked up buying. ATM getting smaller. Premium will be perpetually under pressureNo pain yet pic.twitter.com/a2Cw0heSyY — Yaacov (@yaacov) January 4, 2025
BUT IF YOU BUY MICROSTRATEGY WITHIN THE NEXT 20 MINUTES, WE’LL DOUBLE YOUR BTC YIELD! not a ponzi btw byu/Virtual_Seaweed7130 inwallstreetbets
Whenever Michael Saylor talks it always reminds me of this scene. https://t.co/3LGMYV3Frm pic.twitter.com/lPOAmVFA0T — Financelot (@FinanceLancelot) December 17, 2024 History often repeats 🙃 Michael Saylor’s MicroStrategy lost $13.53 billion during the dot-com bubble.The company’s stock price plummeted from $3300 to $4 (-99.99% decline).Saylor’s paper wealth was wiped out by over $6 billion in a single …
MSTR’s issuance relies on NAV premium and implied volatility, which would flatten without them. TLDR: MSTR sells shares at 2.3x NAV, making the sale accretive by buying BTC at a premium. Convertible bonds sold with 65% delta offer 1.5 BTC of buying power from the delta. Convertibles priced at 100 implied volatility, 13% premium over …
Why not add $GLD. Like $MSTR it is an asset holding entity. — Michael Lebowitz, CFA (@michaellebowitz) December 10, 2024 While MicroStrategy technically still conducts some data analytics business, it’s now such a small part of its operations that I consider it no longer a true business. The primary focus has shifted to being a …
There’s a reason why major #Bitcoin investors, like MicroStrategy and El Salvador, refuse to share what their BTC wallet addresses are. During the market run-up, it’s all fun and games as they try to create hopium. But trust me—when it’s time to sell, they’ll do so quietly… — Jacob King (@JacobKinge) December 8, 2024 The …
$MSTR’s market cap now surpasses $NEM and $GOLD combined. This is insane. $MSTR's market capitalization now exceeds the combined market caps of $NEM and $GOLD, the two largest gold mining companies in the world. I wonder how much longer it will take before MSTR's market cap exceeds the capitalization of the entire gold mining industry! …
Microstrategy is a LEVERAGED bitcoin ETF! — Marcus schou (@Marcusschou8) November 19, 2024 Crypto just hit $3 trillion in market cap. Happy Meals for everyone. pic.twitter.com/4Y0Dlp5yCx — Mac10 (@SuburbanDrone) November 19, 2024 https://twitter.com/conksresearch/status/1858649237266841784
MicroStrategy (MSTR) buys another $4.6B in Bitcoin. Gotta wonder how much their buys are supporting Bitcoin vs. the real market. — Gareth Soloway (@GarethSoloway) November 18, 2024 Been in the financial business for over 30 years. Can not tell you how many times I heard "this is the future", "its different this time", and so …
Microstrategy was the top performing stock in Y2K and it's the top performing stock now. pic.twitter.com/SnYBtJjWl4 — Mac10 (@SuburbanDrone) November 11, 2024 Perpetual buying at higher highs keeps the cattle interested. This doesn't end well. Books shall be written. https://t.co/8IKaeuKxb3 — The Great Martis (@great_martis) November 11, 2024 MicroStrategy’s $2 Billion Bitcoin Buy Is Largest …
by 2ndSifter Saylor goes balls to the walls in this one with nearly 7 mentions per page. This company has more outstanding convertibles than a car dealership next to an army base, and probably thinks a sinking fund is just another name for the Titanic. The amount of cash they have on hand might be …
MSTR either on track to be one of the world’s most valuable companies or in complete ruins. MicroStrategy (MSTR) has purchased 12,000 more bitcoin (BTC), mostly funded by the $782 million raised from its recent convertible deft offering. The software firm, founded by staunch bitcoin advocate Michael Saylor, now holds 205,000 BTC worth around $14.7 …
