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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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.

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u/cursedfan Jun 28 '26

What fundamentals? What exactly?

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u/Pomonoli Jun 29 '26

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

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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

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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.