— Michael Saylor, MicroStrategy
Michael Saylor is running out of ways to boost Strategy’s BTC per share
Strategy bought a lot of BTC last week, but shareholders still have less per share now than a couple of months ago.
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— Michael Saylor, MicroStrategy
Strategy bought a lot of BTC last week, but shareholders still have less per share now than a couple of months ago.
— Michael Saylor, MicroStrategy
The colloquial metric of investor confidence in Strategy, its multiple-to-Net Asset Value or mNAV, has fallen to 1x its BTC holdings.
Michael Saylor’s latest tweet about hard forking BTC for quantum security has his followers hoping it’s AI slop.
— Michael Saylor, MicroStrategy
Michael Saylor's Strategy has slashed its EPS guidance and diluted its MSTR shareholders without purchasing BTC.
— Michael Saylor, MicroStrategy
S&P Dow Jones Indices didn't add Strategy to its S&P 500 Index in its November 24 announcement. The next possibility is December 5.
Compensation to executives of crypto companies has remained high, no matter how poorly their stock prices perform.
— Michael Saylor, MicroStrategy
Jim Chanos profited by shorting the premium of MSTR to its BTC, but he missed out on the final, exceptionally profitable leg of that trade.
— Michael Saylor, MicroStrategy
Based on Michael Saylor’s most recently disclosed MSTR and BTC holdings, his personal losses likely exceed $4B in the past six months.
— Michael Saylor, MicroStrategy
Strategy investors invented the term "mNAV" to boast about overpaying for MSTR stock. That came back to haunt them.
Jim Chanos doubled his money shorting MSTR from its exuberant peak in November 2024. He also profited from BTC's rally.