Damus
Lyn Alden profile picture
Lyn Alden
@LynAlden
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.
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Gigi · 110w
I LIKE THE CORN LONG TERM
Daniel · 110w
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.
inpc · 110w
I splonked a bunch of dosh on Marathon shares. Despite early promise, looks like a dud now…
Bitcoin Sailor · 110w
Because many capital stuck in tradfi cannot easily 2x or 3x long btc. #MSTR is the only legit way doing so. #Microstrategy will continue going up till BTC reaches the peak in this cycle.
realjode · 110w
I looked at it and concluded I’d just buy my own #bitcoin
Bud · 110w
Thanks for your wise caution. Here’s what I do: Starting position was 50% FBTC, 50% MSTR, all in tax-advantaged accounts. When MSTR pumps 1-5% ahead of more, I'm quickly rebalancing into FBTC back to 50/50. I never sell the FBTC. If MSTR reverts to mean, I'll HODL and wait until it becomes...
metalhead.btc · 110w
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 · 110w
Lyn do you believe that MSTR is under a short squeeze? Approximately 20% of market cap (3B) sold short?
Jon · 110w
Hi Lyn, do you think there is a 10th man at MicroStrategy asking if this is a good idea and what will make this fail?
bitcarnicoin · 110w
LYN IS STAYING HUMBLE
nobody · 110w
nostr:npub1s5yq6wadwrxde4lhfs56gn64hwzuhnfa6r9mj476r5s4hkunzgzqrs6q7z still holding or are you taking profits here? You got me into this amazing trade, would love your two sats on when to nibble on some profits
Fake Pilot · 110w
Long term, as in me keeping part of my pension in it and keeping it for 20 years?
Orange Pilled Dictator · 110w
I'm in since price at 180. I'm not selling til 2k.
celestal · 110w
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 ...
Hack0 · 109w
I’d hate to know how many notes I’ve seen from bitcoiners about investing in it. My thought has been if you can get it through your company match do so up to the match amount or no more than 10% of total bitcoin holdings. Any thoughts like this for the plebs ?
Bud · 109w
MSTR transitioned from Small Cap Core to Mid Cap Value the last couple days in my Empower app.
curt finch · 109w
the graph of mstr/btc is very instructive
reeb · 109w
Thanks for this. MSTR is my only bc option in my IRA because it’s at Vanguard. May have over done it a tad. 😬 Will calm down a bit and brace for some volatility.
xSilentG · 109w
https://open.spotify.com/track/15iXvMt4bYvp1xfIscveRW?si=e8Jo1TnrTfyX0SKCaCSBIQ
CitizenPleb · 109w
Yes, but in a bull-runs isn’t that always going to be the case? Like, the stock isn’t attractive to speculators as a bitcoin value play, it’s attractive as a leveraged play.