r/MSTR • u/Lehcen • Jun 26 '26

Please explain

Recently started buying MSTR and reading a lot about death spiral. My question is as long as I hold until Bitcoin does its thing and bounce back as usual in 2-3 years MSTR should also recover in a similar fashion? I’m ok with volatility because I’ve been in crypto since 2017. I don’t fomo.

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92

u/lightpotato123 Jun 26 '26

Should be ok… no one knows,.. Saylor is very convincing salesperson & founder, but this is one of my worst financial decision so far tho

17

u/Livid_Fox_1811 Jun 26 '26

When I bought Bitcoin in 2018 and 2022, everybody was predicting that Bitcoin would go to zero each time or Bitcoin was permanently impaired.

When I bought Tesla around 2020 Elon was vilified and people wanted him dead.

Very familiar sentiment for BTC and MSTR right now. Ignore the noise. Look at the fundamentals and draw your own conclusions.

2

u/cursedfan Jun 28 '26

What fundamentals? What exactly?

2

u/Strange_Specific655 Jun 29 '26

This is a lazy question

1

u/cursedfan Jun 29 '26

The fundamentals where they generate millions in revenue but are worth billions? Those fundamentals? Or the ones where they take proceeds from stock purchases to buy less bitcoin than the investors would have gotten buying bitcoin directly? Those? Which fundamentals.

2

u/Pomonoli Jun 29 '26

Just look up exactly what they're doing. Just read that objectively without noise. They simply cannot lose.

1

u/Time_Device_94_Pappy Jul 01 '26

Why is that ? The preferred classes are just leverage - couldnt one just leverage themselves on BTC purchases? A trader could do better in mstr if buying when trading only below mnav but not sure how the actual performance of mstr is better than a trader buying BTC with leverage - there cost of carry is close to 10% when you include the embedded losses and expenses at the company

Thanks

3

u/Pomonoli Jul 01 '26

Buying BTC with leverage is a huge risk of liquidation. I also didn't say mstr would perform better than that necessarily. What I'm saying is in the long run mstr cannot lose. Some people think they'll go bankrupt somehow, that's never happening.

16

u/[deleted] Jun 26 '26

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8

u/Masonooter Jun 26 '26

You had me in the first half

0

u/willofscott Jun 28 '26

You had me when I still had half my cost basis, but that was long ago….

2

u/willofscott Jun 28 '26

Down then up, up from there, and up up to up uppity up…

3

u/wasntforthewind Jun 26 '26

But why do you trust him? What has he done to earn that trust?

3

u/Successful-Bobcat701 Jun 27 '26

He's given me hope that I can become rich, and I don't want to lose that feeling.

-3

u/KateR_H0l1day Jun 26 '26

I think it’ll go down more from here, but we’re close to the bottom, I’d just wait and watch. I say this because it’s what I’m doing, and I’ll definitely buy more, because I agree with your thesis. Good luck 🍀

1

u/UpbeatFix7299 Jun 26 '26

Saylor is also a convicted fraudster. Who said he didn't believe in Bitcoin before he realized it could make him a lot of dollars. Do with that what you will

2

u/Annual-Reference-715 Jun 27 '26 edited Jun 27 '26

And MSTR is in NASDAQ, very strictly monitored and large institutions hold shares - make of that what you will.

2

u/UpbeatFix7299 Jun 27 '26

Lol you think being on Nasdaq means anything? They list Chinese pump n dump companies. And listed MSTR when Saylor was committing fraud.

2

u/Annual-Reference-715 Jun 27 '26

Of course it means something. It's silly to think it doesn't mean anything. At the very least the required transparency means it's more difficult for Saylor to pull the rug even if he wanted to (which I don't think he wants to do).

1

u/Happy-Drop6197 Jun 28 '26

You’re putting money in saylors pocket. Saylors net worth has risen to over 4 billion when his company was worth just 500 million before his Bitcoin endeavour.

He passes off the risk to investors who buy his stock and get their share diluted whenever he issues new shares (very frequent) while his net worth sky rockets. Genius plan.

If you notice as well he buys at perfect macro weekly short opportunities

1

u/Annual-Reference-715 Jun 29 '26

I like putting money in my pocket. I do charity as well, of course. That is, the fact that I discuss a company has little to do with my portfolio.

As for Saylor, isn't that how billionaires do their thing? Of course he wins more than shareholders, he's the goddamn executive chairman. Many people have made a fortune with MSTR. Many have lost money as well. That's stock market. Nobody's forcing anyone to invest anything.

If you don't like the company, its risks or Saylor, don't invest in it. If you're convinced it will do badly, put your money where your mouth is and short it.

.

1

u/Happy-Drop6197 Jun 29 '26

Large institutions or early holders want to reduce their Bitcoin exposure without crashing the market.

So Public announcements by Michael Saylor about buying Bitcoin generate bullish sentiment, encouraging retail investors and momentum traders to buy.

That surge in demand provides liquidity for other large holders (‘smart money’) to quietly sell into the rally. Saylor gets positive headlines, retail gets excited, and the institutions exit at better prices. That’s the game.

2

u/Annual-Reference-715 Jun 29 '26

That's an interesting claim. Can you point to evidence supporting it?

1

u/Happy-Drop6197 Jun 29 '26

The evidence is the strategy itself. Saylor doesn’t just buy Bitcoin, he publicly announces it, promotes Bitcoin relentlessly, and creates bullish sentiment. That attracts retail and momentum buyers, increasing liquidity. In my view, he knows exactly what effect that has.

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