LynAlden on nostr

I like MSTR long term, but at the moment the price is very high vs its net asset value.

The company does a great job of raising capital to arbitrage that situation when it occurs, but outside investors need to be careful when those types of wider-than-normal gaps develop.

Gigi · 130w

I LIKE THE CORN LONG TERM

Daniel · 130w

I was about to divest from my MSTR when the US ETFs came online at about $450 per share, but I listened to a nostr:npub1s5yq6wadwrxde4lhfs56gn64hwzuhnfa6r9mj476r5s4hkunzgzqrs6q7z podcast and held. Today they’re at $1631.

metalhead.btc · 130w

nostr:npub1a2cww4kn9wqte4ry70vyfwqyqvpswksna27rtxd8vty6c74era8sdcw83a - is there a scenario wherein bitcoin ETFs experience a run? Retail investors/traders cash out gains en masse? And ultimately cause a bitcoin bear? Thanks.

FooBear · 130w

Lyn do you believe that MSTR is under a short squeeze? Approximately 20% of market cap (3B) sold short?

celestal · 130w

What do you think about these guys thesis? They argue that MSTR isn't really a BTC derivative, thus it'll be valued different than by NAV. And if it gets added to S&P MSTR will get buying pressure which is indefferent about its NAV. It's high risk for sure, but I think there's a compelling case why ...