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Title: is microstrategy about to die ? Post by: duke_otc on August 21, 2025, 09:27:16 PM MSTR used to be like a 3x Bitcoin play, always moving way more than BTC itself, and that’s why a lot of people (especially bond buyers and institutions that can’t hold BTC directly) got in. But now it’s the opposite — the stock is underperforming Bitcoin by a lot, and with all the new ETFs around, there’s way less reason for big money to touch MSTR. The thing is, they’re still sitting on a ton of leverage. So what happens if they ever default? Would Saylor be forced to dump some of that Bitcoin to pay creditors? If that ever happened it could easily trigger a big sell-off and maybe even pop the bubble. What do you guys think, is this a real risk or am I just overthinking it?
Title: Re: is microstrategy about to die ? Post by: breske on August 27, 2025, 11:55:45 PM you better stick to investing on BTC directly to the source of income
as investing on MicroStrategy for me feels like investing on 3d party Title: Re: is microstrategy about to die ? Post by: duke_otc on August 29, 2025, 09:06:27 PM you better stick to investing on BTC directly to the source of income true theres nothing better than spot bitcoin anything else will die eventualy especialy mstr with their leverage as investing on MicroStrategy for me feels like investing on 3d party Title: Re: is microstrategy about to die ? Post by: Buckley on August 31, 2025, 08:07:23 AM MSTR used to be like a 3x Bitcoin play, always moving way more than BTC itself, and that’s why a lot of people (especially bond buyers and institutions that can’t hold BTC directly) got in. But now it’s the opposite — the stock is underperforming Bitcoin by a lot, and with all the new ETFs around, there’s way less reason for big money to touch MSTR. The thing is, they’re still sitting on a ton of leverage. So what happens if they ever default? Would Saylor be forced to dump some of that Bitcoin to pay creditors? If that ever happened it could easily trigger a big sell-off and maybe even pop the bubble. What do you guys think, is this a real risk or am I just overthinking it? They live in future with lots of BTC, M.Saylor to become richer then all the Tsarz |