Strategy’s BTC Yield turns negative for first time in years
The BTC Yield of MSTR stock in Michael Saylor’s treasury company, Strategy, has turned negative this quarter for the first time in years.
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The BTC Yield of MSTR stock in Michael Saylor’s treasury company, Strategy, has turned negative this quarter for the first time in years.
— 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.
— Michael Saylor, MicroStrategy
Several people have cheered on the FCKD joke, encouraging Saylor to issue a preferred stock with the ticker symbol STRU.
— Michael Saylor, MicroStrategy
Strategy has to pay $689M to not sell any of its BTC, and those costs have increased every quarter since 2021.