My Views on the Microstrategy Valuation

14/10/2024 13 min Temporada 2 Episodio 18
My Views on the Microstrategy Valuation

Listen "My Views on the Microstrategy Valuation"

Episode Synopsis

Hi All, There has been a crazy runup in the price of MicroStrategy over the past couple of weeks and I think it is important to look at it through an honest and objective lens. In this podcast, I go over Microstrategy, my thoughts on what is giving it the premium, my personal view, and If I am allocated.As Bitcoiners I think it is important that we sometimes take a step back What is the purpose of Bitcoin and why are we allocated to it? NAV Premium right now is 2.5 times the price of BitcoinThis means that Bitcoin price should be well over 200K if it were trading at NAVReasons it is trading well above NAV from my view include the followingHype & SpeculationAn area to short-squeeze big institutional money Sentiment that it may be included in the S&P 500 or the NASDAQ, bringing a huge flurry of capital Norweigan Sovereign Wealth Fund & Other wealth funds allocated to itAn alternative to the Bitcoin ETF where a Bitcoin maxi is at the helm Another option that can be accessed in the massesOverall what is my view and am I allocated? Yes I have some exposure, but I not remember my keys, not my coinsThe premium is extremely high and it isn’t your own BitcoinIt could be a good proxyPlay scenarios in your head regarding government confiscationDo you want to be holding MSTRs shares if Kamala gets elected, hackers attack the honeypot where MSTRs Bitcoin is storedDo you want freedom money that you can allocate anywhere in the world? Do your research, it may run up to $1000 a share again, or it may pop Risk reward, just remember why you are getting into it in the first placeI hope you all enjoyed this one, be sure to self custody if you buy bitcoin! Best Regards,SatsMateReferral to Stacker News: Circular economy with bitcoin discussions involved!  https://stacker.news/r/SatsMatePrimary Bitcoin Buys Through Strike: The primary place I go to buy Bitcoin. https://invite.strike.me/2MSTYG Secondary Bitcoin Buys Through Fold: A nice exchange w/ rewards & bitcoin buys.https://use.foldapp.com/r/HTFKVY9LBrowser Extension Slice: Earn Satoshis for ads and surveys you browse.https://addslice.com/?crew=f5n2V5EILolli Rewards: Earn sats by using a linked card at participating vendors https://lolli.com/share/PQFAMMhttps://zbd.gg/GalmaDuFria This is my personal QR code. It allows anyone to send me Bitcoin and messages directly to my ZEBEDEE. lnurl1dp68gurn8ghj7ctsdyh85etzv4jx2efwd9hj7a3s9aex2ut4v4ehgttnw3shg6tr943ksctjvajhxtmpxuurjcmxxvuz6wf58q6z6drpv5uj6c3jvy6z6epexe3ryd3kxe3kvcnr7y2uzjFinancial Disclaimer: Nothing stated in this video is a recommendation from SatsMate to buy or sell a particular security or asset class. It would help if you wisely considered your tolerance for risk, time horizon, and financial goals before making an investment. With investing, you risk losing money, always read an investment prospectus and make an informed decision before allocating capital to a particular investmentSupport the showSend us a textSupport the showYoutube: SatsMateX: SatsMateInstagram: SatsMateswebsite: https://satsmate.wordpress.com/

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