What is MicroStrategy Doing? | MSTR Explained | Crypto Market Mentor

[@UncondtionalLoveIsTheOnlyWay]

This is a huge win for all Microstrategy shareholders. There is a NAV and a diluted NAV based on the convertible bonds on the mstr-tracker. Getting this converted now benefits us all. Massive win. 👍🏼

[@Sedgley9024]

Please explain what you mean?

[@agentlife7]

but why the stock goes down then?

[@Nothlpingatall]

The poster is clueless..the math and methodology are beyond his grasp and I doubt he read the bond specs…I believe Saylor is a sophisticated scam artist

[@sebastienroy8164]

@@Nothlpingatall I think you are the clueless one here pal. You offer no explanation on your accusation. Whereas on the contrary, the video explains fairly well how Saylor is in fact very savvy and can back everything he's doing.

[@TheMagiccarpetrides]

Thanks Scott terrific job as always breaking it down for dummies like me.

[@jpesicka492]

If you don’t understand that Bitcoin is going to $1M and then $10M, you’re already a loser. -Saylor

[@jimmyburbank]

How does Saylor know this 1 million and 10 million? I heard him say this exact thing in 2021

[@leonardlavorato4701]

@@jimmyburbank What’s the saying, If something sounds to good to be true….

[@VotePaineJefferson]

@@jimmyburbank How do you know a bullet will deploy from a firearm when you pull the trigger? It was engineered to do that. Does it happen flawlessly every single time? No, just 99 percent of the time and so it's a very safe bet it will happen. Bitcoin is a very safe bet that it will demonetize every other asset...because it was engineered to do exactly that.

[@luffebassen]

Because they will keep the brrrr machine running hot. The dollar has no floor and therefore Bitcoin has no roof. It's not rocket science.

[@FKfilmphotography]

@@leonardlavorato4701 said the same people when folk were talking about a 1k, 10, 100k btc...see the pattern?

[@operationawesome8662]

You said the NAV is going down. Slight correction: the NAV is going up. The premium to NAV is going down

[@stockmarketmentor]

@@operationawesome8662 Gotcha! That's what I meant.

[@operationawesome8662]

@stockmarketmentor 👍 i figured. Great video. Subbed

[@scottymcgregor]

​@@operationawesome8662Thanks a lot! 🙏

[@davesworld6206]

You did an excellent job of cutting through the FUD. The new “investors” in MSTR get angry if the stock trades down or underperforms Bitcoin for a day or a week. Actually MSTR is still up about 22% YTD, while BTC is up 12.5%. So even after all the FUD we are still on pace for another great year. A 1.82 NAV premium is the cheapest price MSTR had traded at since Bitcoin has gone over 100k. This is not investment advice but personally I’m still adding shares every time the NAV premium drops below 1.90.

[@shsu-888]

What stock price are you buying at? Low 300s?

[@stockmarketmentor]

@@davesworld6206 Appreciate your comments and checking out the video! -Scott

[@user-pv2ql4ql7u]

what price would you suggest targeting as a buy? what stop loss would you set- if you’d set one at all?

[@Swamprhinoremover]

Since 2021 not 1 stock/company has performed as well as MSTR!! If you have dca’d for the last 3 years I’m happy for you

[@ringo7561]

Good video Scott....any concerns about the Friday afternoon news about MSTR having to pay taxes on their bitcoin gains? Unless I'm not deciphering it correctly from the news Friday afternoon...that is supposedly why it dived end of the day.

[@stockmarketmentor]

@@ringo7561 It might be an issue but right now just it's speculation.

[@BTCforce]

It’s FUD, not new or news. there are waivers MSTR can and will use. Non issue but makes for good volatility and a hit piece by WSJ. May earnings will include FASB accounting flipping MSTR’s losses n2 gains.

[@charlesmiller6281]

Hilarious. The new FASB fair value accounting means MSTR may well post staggeringly large earnings. FASB FV is nothing but bullish for Bitcoin. When MSTR was losing money because of FASB indefinite intangible accounting rules WSJ was panning it because it's losing money. But then when MSTR will post massive earnings because of new accounting rules WSJ says uh oh, taxes. WSJ refused to run the Madoff story. WSJ is the financial version of the NYT, a joke.

[@Swamprhinoremover]

Old news Fud

[@Cyclicalcation]

Scott, whats the ema period of the black line?

[@stockmarketmentor]

200 Day SMA

[@eh-jay-music]

Good video and objective, interesting reviews. Thank you.

[@outlawebikebuildshow492]

Clear as a bell! Thank you.

[@just.for.the.downshifts]

The Notes get converted, not the Coupons.

[@ThatsHimThere]

Thanks for explaining that mate I’m still confused though Can you tell Me how sats per share is good for us investors ???

[@stockmarketmentor]

@@ThatsHimThere Don't focus on that, focus on your trading. Key: What's your trading plan? What's your goal? Are you making money? What's your exit strategy?

[@ThatsHimThere]

@ I have 4106 MSTR shares I bought at $280 each about five months ago It’s frustrating to see BTC outperforming MSTR right now Saylor told me it was a 1 1/2 times leverage on BTC ???

[@leonardlavorato4701]

@@ThatsHimThere BITX is 2x BTC

[@luffebassen]

Zoom out on the chart you 🤡 +2300% over 5 years. Then look at what BTC did. Now get back to school.

[@Nvix13]

@@ThatsHimThere it starting pullback and dilute just like smci

[@Col-T-Invest]

Nice video

[@alliseeisW]

MSTR is working like a blackhole. Suck up all that cash and buy more bitcoin for shareholder value. Great video and thanks for explaining MSTR’s recent news with convertible note.

[@stockmarketmentor]

@@alliseeisW Thanks for watching! Please subscribe. ✊

[@fanxia3100]

Bitcoin is the blackhole, MSTR is just the extension of it.

[@389293912]

What if those forced conversions sell the stock? In order to buy the n next round of covertibles? He's selling rhe volatility but that benefits the big whales who can push the price around and "buy low, sell high" but we shrimps only benefit from the gradual rise while we are paying for the high vol which is too risky for us. I.e. we cannot force the price like the hedge funds can.

[@RayRyland-i8h]

Thanks, Scott. I learned a lot. .

[@BitcoinAndCryptoCurrency]

crypto info was good

[@BitcoinAndCryptoCurrency]

crypto explained simply

[@mbailey12341]

Bonds will work but every time he atm’s it, it’s hurting the stockholders. Bonds work because it’s some other sucker basically buying a way over priced call option (convertible note)

[@luffebassen]

Since he started ATM he has added waaay over 100k MORE BTC to the shares. How is creating long term shareholder value hurting shareholders? 🤡

[@mbailey12341]

@ three things… if the share PRICE drops when BTC is steady or higher, how is that beneficial? I don’t like the idea of one person ever controlling more than 1% of BTC. With his new 10 billion share idea that got passed, the convertible bond holders are safe but he can sell or atm as many shares as he needs to raise enough money to pay back the bond. (Severe dilution) That doesn’t necessarily mean he will buy any BTC w the said funds in that scenario. The day will come when the bear market returns and he may have to do that. That will be a bad day to be holding mstr. I’ve made a bunch on mstr and luckily rolled it into ibit when it was at $505. Shorting in the money calls against the ibit position has worked really well. The nav premium got up to 3.5. If Saylor was the only game in town it would be different, but he’s not. Be careful. Mstr is extremely high risk at this point. Come back and visit this in a year. Guess time will tell👍

[@jdpgi229]

Unlike converts, atms are a wash. You don't get more Btc. The btc they buy is owned by the poeple who bought those shares at the market price of which is around 2x premium. To think you added btc per share is delusional. Maybe those who bought at low premium can say they benefit. But the premium will deflate closer to nav over time, especially as btc more mature and larger with diminishing returns. So don't expect the markt /investors to continue paying 2x, so that ealrier investors make free money, under the fabricated narrative of btc yield. In fact I would prefer plain vanilla bonds that's real leverage, that's accretive. And converts since you delay the actual selling shares and we can at least pretend your adding btc to balance sheet for free for existing investors. 😊

[@mbailey12341]

@@jdpgi229 well said. I worry about all the people that are buying into this that really don’t understand how the premium will drop over time. In a way, it reminds me of the cycle GBTC went through a couple years ago. FOMO in the market always makes people irrational.

[@rustedwoods100]

MSTR isn’t get rich quick - it’s get rich in a couple years. Buy a couple,LEAPS in MSTR and get rich

[@mbailey12341]

That’s not why the nav dropped. 😂. It dropped because he’s atming the shit out of the stock which is making the stock price relative to BTC holdings go down (nav premium). At 2:1 nav I’m holding ibit and shorting in the money mstr calls against it. Working great so far.

[@luffebassen]

Tell me you don't understand the business without telling me 🤡

[@mbailey12341]

@@luffebassen how about telling you I’ve shorted $83k in short term mstr calls since the top that have all expired worthless and I have another $19k expiring next Friday. I guess I don’t understand the business 🤔

[@luffebassen]

@ I can also win at the casino. But does that mean that i understand that in the long term i will be losing? You making money does not discredit my statement.

[@luffebassen]

The NAV premium is his tool to collect more BTC up and down. So OF COURSE its going down when he does ATM to get more BTC. Just like it goes up when he issues concerts.

[@luffebassen]

But you type it like its some hidden secret you just discovered and as if its something bad and to stay away from. Thats my point. The easiest trade is to just stay long for the past 5 years and collect the +2300% profit. If you can outperform that with your shorts, then good for you.

[@elskid206]

I tried using Google translator to help me understand but it burst into tears..... in about a dozen languages

[@stockmarketmentor]

Cool, don't take the trade. Thanks for watching!

[@BitcoinAndCryptoCurrency]

crypto easily explained

[@raymondpagan3231]

6B lost in one day ...good luck to those in MSTR...

[@josephrecabarren6654]

This sounds exactly like what the fed is doing with fiat money and treasurys. What's the U.S. debt at?.

[@luffebassen]

No it does not. If Saylor let all debt expire and never took on more, then he would have no debt and assets that just kept getting worth more and more, making the company richer, but at a slower pace then had he kept buying more. How does that sound like the Fed?

[@elskid206]

You just seriously embarrassed yourself. You should delete that post

[@choski76]

You can see the bald trying to understand saylor. He is like, "I can't get my head around this." What is he saying?" I have no clue.

[@choski76]

He s gonna go listen to his podcast five times after the show

[@kevinpoi3424]

Will there be a non accretive dilution of $1.05b in the coming two weeks? That's something none of the KZbinrs are talking about. I see massive downside coming up for mstr price due to the massive dilution regardless of what bitcoin does

[@luffebassen]

The BTC per share goes up over time over and over is what I meant.

[@cameronlockard5935]

Yes... but it's even worse than that: The $1.05b in bonds that will convert over the next couple of weeks will do so at only about $140 per share. With the current MSTR price at about $350 per share, this is equivalent to a non accretive dilution of about $2.5b... Plus, I assure you that most of these institutional investors aren't really interested in the underlying asset. Expect them not to hesitate to cash in their big gains - thus, applying even more sell pressure on MSTR. KZbinrs may not be talking about it; but, savvy investors who also see it coming may explain why MSTR still hovers around 20% down from its ATH while BTC continues to flirt with breaking (and recently did) its ATH.

[@Cordycep1]

much safer to buy BTC since it trade 24 hours.

[@stockmarketmentor]

@@Cordycep1 Nothing wrong with that, as long as the trend is in your favor.

[@o4pureh2o]

The on and off ramps are way simpler for shares for many people and companies. Also where I live crypto gains are taxed at 39%. Gains on shares can be zero.

[@luffebassen]

Please call my bank then and tell them to allow me to buy BTC with my pension. It sounds like you know it all.

[@bitshuffler1]

Now, what happens if BTC stagnates or even falls? Doesn't the house of cards fall? Another question is how can MSTR play this game, normally reserved for certain commodities, when it is a software company (that loses money)? This sounds like a scheme and Saylor sounds like a con man.

[@stockmarketmentor]

@@bitshuffler1 watch the video fully

[@tuyenNguyen-io8lw]

So should I sell the MSTR share my average price is 397$ per share. Anyone.?

[@shawndesjardins4904]

You need to understand btc and why it exists first before you try to understand mstr.

[@luffebassen]

@bitFUDDER And you sound like no more then a ConcernFUDDER.

[@tuyenNguyen-io8lw]

@ off course because work hard for my money. I have to concern.

[@Skygirl777]

From what I’ve saw on the news, MSTR have a problem with potentially very large tax bill. In the Inflation reduction bill, there is a proposal for large corporation to pay tax on unrealized bitcoin appreciation. For MSTR this is 18 billion $$. They potentially owe taxes on this amount. So according to some analysts that is the reason MSTR needs the cash.

[@AhmadAli-ml8xr]

nice try- but its FUD. Tax bill isn’t enforceable.

[@VotePaineJefferson]

Dumb. You expect people to believe the most pro Bitcoin/Crypto administration in history, headed by Trump, the guy who spoke at the Bitcoin conference in Nashville, would approve raising taxes on Bitcoin - taxing unrealized gains, which has never happened - and therefore don't buy MSTR. FUDster. It's quite the opposite, Trump floating the idea of making Bitcoin exempt from capital gains.

[@luffebassen]

🤡🤡🤡🤡