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MSTR Arb Update (Patreon)

Published:
2024-12-16 14:58:06
Imported:
2026-06
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Content

NAV Premium under 2.2!

 

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MSTR Arbitrage Calculator Patreon Dec 9, 2024

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Comments

EllyS

BTC goes up MSTR keeps falling

F101

Amazing. BTC at 107.9k up gain … and MSTR dipping HARDER and down 10 to 397. Rediculous that shorts and market manipulation is STILL driving after almost 4 weeks of bad pricing

DigitalRengade

Brutal. Btcc pushing 108k and this is dumping like there's no tomorrow. So if btc drops from here?

Cachi

I felt this was coming. Whenever exuberant emotions about an asset come into play, it ends up working out against that thesis. Here we are with BTC plowing through 108K and MSTR is jerking off below 400.

BMartin

If BTC drops back to 100k what’s MSTR drop to? $250?

Joe

MSTR and Solana are just putting a damper on this season for my bag. Should've stayed in Tesla.

Jekatskin
>>158549633

Impossible to predict, tailwind are so powerful for bitcoin and crypto with trump, mstr solana can pump hard anytime soon

Luis Calderon

I’ve been a holder for months and have made the right bet in BTC but losing relatively on MSTR. Something don’t seem right. Don’t know when to pivot over Tesla either.

chatonomiste
>>158551233

I think MSTR's new chapter begins after 12/23. For the moment there's no institutional allocation thanks to the addition to QQQ yet. And in the mean time Mr Saylor keeps hitting the ATM to buy more.

Mos_Socratic

I'm not convinced that MSTR jujitsu is supposed to be this punitive for shareholders/HODLr's...perhaps it's good for traders...the data/trend is influencing my thoughts towards the latter. James or someone, please disable me of this notion. Also, shareholders have no claim to the BTC/share valuation on MSTR books. The spector of that notion is enticing to hold the shares but the market does not appear to hold that opinion, lest I'm unclear about how the ATM really affects share price (needing the market to drive price upwards). Perhaps this is the market sentiment and it/they don't want to play along. If anyone has clarity on this fog do share it, lest I/we have a decision to make.

Jekatskin
>>158548049

Frightening thought but at the same time so many tailwind with Trump, popcorn moment and wait for me

F101
>>158553801

I plan to Hold MSTR at least 1 more week. This horrible pattern of dips while BTC rallies rarely goes on more than 4 or 5 weeks in a row .. recent bad performance started 11/20/2024 .. so we “should “ see a Christmas / NY rally for MSTR

Paul dent

did anyone else see, as James pointed out in his video, that Saylor plans to stop ATM's next year?????

Read B

In the model, why is the theoretical floor price of MSTR at a given price half that of the NAV premium at 1?

Stifler's Mom
>>158776488

I think the floor price is actually the NAV premium of 1. What I don't get is why in the theoretical calculation +1 is added to the NAV premium. If I get it right, where it shows NAV premium as 1, it's actually 2. 1.5 is actually 2.5 etc. Or am I missing something?

Matt the Boomer
>>158717866

I think he said Saylor was doing this to stop the dilution of shares as a strategic move to present a better face before the recently announced proposed increase in shares