I know everyone is excited for the MSTR purchase which is great for bitcoin . But imo it will seal the deal that MSTR never sees $200 again. Notice how much lower the stock is from the last time btc was at 95k. Again amazing for btc, but why are MSTR holders cheering?

Bitcoin moving up and MSTR can't keep up, near 52 week lows. This is not good....

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ETH green, SBET red. Stock is cooked. Do you think they are considering selling and distributing assets? mnav below .7

$SBET heading to the .6 range for mNAV. Radio silence from them. Company is cooked. Look elsewhere

$SBET mNAV going to .7 Wow. And they are silent

$SBET is broken. mNAV keeps dropping. company dead silent. Thoughts?

Can someone explain to me why SBET isn't selling eth to buyback stock at an mnav of .8??? Isnt that the equivalent of selling eth at 2900 and buying it at 2400?

The flaw of MSTR is that they can only raise cash when btc is strong (and their stock/credit instruments have high demand) and can't buy when btc is low

Question: what would have to happen for mstr to hit 300 by end of year? I remember in April mstr went up like $50 in one day. Feels like if bitcoin regained 105+ it could happen

Anyone else have a bad feeling that btc is about to tank to the mid 80s today?

I predict in the next few months there will be a green weekly candle

Are we checking on Dan Hillary during days like today?

I don't have data on this but what I've noticed during price declines is that as price moves closer and closer to MSTR's breakeven price the more volatile and more amplification it gets. If btc reverses, you should see the most volatile moves up early in the recovery

Prediction: mstr makes no purchases this week. This is the issue with their model. It only allows them to buy the top and they don’t save cash to buy dips.

It's crazy to think that these were multiples that people considered possible just a couple months ago. Does anyone think that even 2.5x is ever possible?

Ok MSTR stock is broken. No way around it. What turns this around? I'm not even sure bitcoin going up will get us back to $300

Curious what people think Saylor et al are going to do as price decline accelerates. Share price is looking for <$200 and this is with bitcoin above $100k.

Does anyone think MSTR could double before the end of the year? It would require BTC going to 150k and mNAV going up to 1.75x

I’m not sure about 444 in the short term anymore. I think we do see all time highs again this month. Disappointed in Josh’s explanation after building it up for months.

FWIW josh seems to be backing away from 444k during this timeframe nov 6-8.