$Strategy(MSTR)$

People use all kinds of 'logical' arguments against MSTR's ability to maintain this 'growth' ... and from the frame of reference they are stuck in, their arguments make sense, but are missing awareness of what is actually happening here.

It's sort of like someone arguing against Price to Earning ratios for tech giants in the 90s... they were right, but it didn't stop things from happening like TSLA approaching 200x it's earnings. It's irrational for MAG7 companies to be on average worth 30x their earnings... but they are. Try arguing against it... you can in ways that can't be disputed... but the markets are still going to do what they do.

People will continue to miss why MSTR is at a premium to BTC, because they fundamentally don't understand BTC... and they look at this like it's just a company stockpiling Gold, or USD, or (insert any other inflationary asset here -- yes, even Gold is inflationary... when it's price goes up, more of it gets mined)... they don't understand that fundamentally BTC is different.

This fact they are missing: Everything, forever, will always cost less compared to BTC. The pile of BTC that MSTR is piling isn't working towards an end state of being worth (insert some big value in USD)... Saylor has created a mechanism that is consuming the fiat debt based system and transforming it into a deflationary system.

You have to shed your view of money as inflationary to really understand the massive potential at the end of this tunnel... you have to recognize that in any moment in time, buying BTC is capturing a slice of all global GDP and human productivity... and next year that slice will be worth more... not less (debt based mindset)... you don't need to grow value in a deflationary system.... you jsut need to convert your energy into it, and watch it buy more and more e very year.

Valuing BTC in USD... is the fundamental problem. Valuing MSTR in USD is a fundamental problem. Most in MSTR/BTC still are learning this. Someday this will flip and people will realize BTC is worth BTC... just like those who were selling seashells for gold didn't realize it was pointless to worry about how many seashells they might get back later... everyone learns in time, or eventually by necessity. Those who don't want to understand this, or fear it... are repulsed by what MSTR represents. So they get loud. Doesn't change a thing... it's happening.

# MSTR Drops After Earnings: Is It a Buy Below 300?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment1

  • Top
  • Latest
  • mizzle
    ·03-19
    Insightful perspective! Love this analysis! [Heart]
    Reply
    Report