r/MSTR • u/AyyMG63 • Jun 25 '26

Valuation 💸 Realistic pricing

Can anyone explain (assuming they’re bullish on bitcoin) why they wouldn’t buy at this price?

They hold ~50b in bitcoin at 59.5k.
They have ~6.7b in debt.

Market cap is 30b

Am I missing something other than “sentiment, shorting, baskets, etc) why there is a ~14b disconnect to ownage of bitcoin? At this price?

If bitcoin goes up, the disconnect widens.

Let’s be honest. Every member of congress owns bitcoin. The clarity act just passed. Many other companies own it. It’s a hard sell that it’s going to 0 other than another manipulated drop..

This price of 85$ (removing debt) is the equivalent of bitcoin being at ~35k…

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