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SMLR following MSTR Playbook (Patreon)

Published:
2025-01-24 14:35:42
Imported:
2026-06
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CryptoBong

Lot of FUD here. If you do not understand how this game theory works and think this compares to Enron or Worldcom you A. should sell you Mstr holdings and seek your peace of mind B. Take your fud somewhere and stop venting here.

mbailey12341

The debate on here has nothing to do with mstr price. For the most part, BTC goes up, so will mstr. BTC down, same. The real question is if mstr stock is a good value at 2x nav. I personally don’t think it is. If you think that’s low, sell BTC and buy mstr. High, do the opposite. I hold lots of ibit shares. I’m still hedging in the money mstr calls against it. I think nav should be about 1.1-1 not 2-1. Time will tell I guess 🤷‍♂️ my target is mstr-ibit trading at around 3.5-1. I think it got as high as 8.8-1?? Currently at 5.9-1. James had a post on this after the election. But he’s still more bullish mstr at a 2:1 nav premium? I don’t understand 🤔

Russ T
>>162490656

It's a discussion board. People are entitled to differing opinions and entitled to share them in here.