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My mind is still spinning from the MSTR Call today - and I am not alone (Patreon)

Published:
2025-08-01 04:23:44
Imported:
2026-06
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This theory from Josh is interesting, and he knows his stuff.

A late convert to MSTR and the Infinite Money Glitch... now he feels since ATM has been taken off the menu unless NAV PREM > 2.5.... things stock could do well.

TBH listening to him today and the "treasury and RE markets" he can disrupt, wow he could be right.

If he is right, my so-called infinite money glitch has become an infinite money glitch on steroids. Anyway, we'll sit and watch just like we were with Cathie Woods $1.5 million bitcoin price prediction for 2027. The world is going crazy, but the world is also changing very fast so I'm trying to balance both.

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TSLAMAXI

What was the MSTR price prediction if BTC hits 1million again? I think BTC will 10x before MSTR does - thoughts? Based on that im thinking to swap my MSTR to BTC and watch the show then be nail biting everyday watching Saylors moves

Steff

SOL buy signal winking on the 4h.. please sweet baby Jesus let this be the bounce we all need

Crypto-doodle

If Saylor will truly will stop issuing stock when NAV premium is low, then stock price could start to run.

The Tin Man

First time poster; watched the MSTR presentation yesterday and immediately got the potential of the markets Saylor wants to tap. However… The majority of the analysts on the zoom were internet commentators, not mainstream equity analysts or from banks or the identified clients such as hedge funds, insurance companies and so on. How are we getting the impressive message to them? It also seems to me that S&P inclusion is now a must have to both get coverage and for MSTR debt to be rated by the agencies as I’d imagine many major funds are restricted to working with rated investment grade debt. Is this why the stock dropped on what seemed to be a massively positive call?

Theresa

Why is it decreasing? I just don't get it

CryptoBong

@James Are you still going to swap out MSTR for TSLA?

Kip

Grok4- MSTR 1 year $2500 2 year $4500

CG

So he's been diluting MSTR supressing the price to buy btc, now he wont buy btc unless MSTR stock price is higher, which obviously is going to tank the price of BTC thus MSTR. The logic of this escapes me.

Perrin8039
>>182576724

First it needs to stop this business where BTC is up 1% and MSTR is up 0.5%, then BTC is down 1% and MSTR is down 6%

Kip
>>182558418

Look at the market. Everything is down on jobs report and tariffs

The Tin Man
>>182582604

He’ll buy btc but only from preferred stock sales eg STRC not atm on the common stock. And boy does he plan to flog those preferred stocks…

Cnote

Love Josh. He is the man.

Paul O

MSTR Scarcity + Bitcoin Scarcity = Rocket Fuel 🚀 If true and mstr also enters true scarcity mode this proxy becomes BTC personified!!!! 4 new fiat-raising products: STRC / STRD / STRF / STRK (more on the horizon) Can buy more BTC without printing new shares MSTR stock now tracks Bitcoin with a scarcity premium If Saylor keeps the share printer OFF, MSTR becomes a scarce proxy for the scarcest asset in history. The Proof of the First 15 Years: $10K in 2010 → 2025 BTC → $13,000,000,000 Nvidia → $3,125,000 Tesla → $1,560,000 Apple → $314,000 Amazon → $300,000 Oracle → $58,000 Bitcoin crushed every “hero” stock by 4,160×s The Next 15 Years = The Real Rocket 🚀 MSTR scarcity will make its stock soar, but… Fiat yield products are crumbs Self-custody Bitcoin is the ticket to the black hole monetizing $900T in global assets Hold some MSTR if you want the proxy But own the real BTC in your keys the next 15 years will make the first look small. Scarcity always wins. 🚀⚡