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Common Q these days - I see BTC going to 120K now - maybe 150K if the buying continues at this clip. OTC is running low. Saylor alone is going to deplete it.

IF BTC however goes to 250K and the NAV PREMIUM is same as today that means MSTR will go to $1021.

$150K price goes to $613

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SOLTOSH

WW3 situation in Ukraine conflict.... How will it impact the crypto. Should we sell before market reacts ?

Lamebrisee

James mentioned to get into MSTR at 320 usd . Not sure this advice is still valid 😜

Ssanbo

Idk the convertible bonds for tradfi seems absolutely massive - do they care what btc does , they just see vol and yield . I think that’s why a hard nav is hard to use

Maine McEachern

I'm wondering why, if MSTR is akin to a leveraged play on BTC and has totally outperformed BTC during this bull run, are the projections of its future cost per share more or less 1:1 relative to BTC from present day? Why the drawdown of its outperform-multiple on BTC?

Thullenator

NAV premium is way higher than 1.5

Ravnos

Also wondering like others, if BTC goes up 50%, MSTR will go up 400%. Aka 150k means 1.6k MSTR

Gareth Cymru

To be honest I think it goes well beyond that

Aeternum58

We already hit $500 and bitcoin hasn’t gone above $100k yet, does this mean it’s drastically over bought or the model might be too sandbagged?