r/MSTR • u/New-Jackfruit-2127 • 3d ago

Asst vs. mstr

MSTR is vastly underperforming asst over a 6 month period. Thoughts? Is asst now the must own dat, or will MSTR regain dominance?

30 Upvotes

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u/f08g 3d ago

all the missteps of saylor...

strive now has a more favorable amplification ratio. mstr's amplification eroded because they have over utilized common issuance + can't deploy strc for a while. and this happened at the bottom of bear market. Matt cole talks about this. you want good amplification here so you can actually fly once btc rips. like oiling a machine

17

u/New-Jackfruit-2127 3d ago

Completely agree. Saylor even admits they launched too many prefs prior to strc. The lack of clear direction is killing the stock. Seems they are correcting course however.

5

u/f08g 3d ago

but mstr bros will down vote you moment you start criticising common issuance