Hello everyone,
I was wrong.
I had the impression that MSTR would lose its bitcoin premium in equity markets this year as the ETFs gained adoption, institutions looked for trust/savings vehicles, and other products would replace the stock as a holding vehicle.
I wasn't bearish, but I just thought it would cease to trade with BTC and go back to trading like a normal SAAS stock.
Instead, I now think MSTR is essentially a better version of the ETFs- no fees, no fund managers, no lockout periods, and a cashflowing business underneath to back the purchases- like my friend Atlas pointed out to me yesterday.
I bought my first options today.
Let's get this bread.
lamozartmayhem (npub1l3u…m2k9)
peruvian_bull / Peruvian Bull
npub1xw…8pyyc
2024-11-12 21:33:22
Author Public Key
npub1xwmyzp64xx03kw9ecd7fzsj3e9dgwah6an0rdng0cc6ux4dswwjs28pyycPublished at
2024-11-12 21:33:22Event JSON
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"content": "Hello everyone,\n\nI was wrong. \n\nI had the impression that MSTR would lose its bitcoin premium in equity markets this year as the ETFs gained adoption, institutions looked for trust/savings vehicles, and other products would replace the stock as a holding vehicle.\n\nI wasn't bearish, but I just thought it would cease to trade with BTC and go back to trading like a normal SAAS stock.\n\nInstead, I now think MSTR is essentially a better version of the ETFs- no fees, no fund managers, no lockout periods, and a cashflowing business underneath to back the purchases- like my friend Atlas pointed out to me yesterday.\n\nI bought my first options today. \n\nLet's get this bread.\n\nnostr:npub1l3uudzlwrwz2xde3ae9pwncythhaehgeupxusnp0t4duen3egwmq73m2k9",
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