What is the future of MicroStrategy?

[@CHHSFans]

Rajat. I have enjoyed how the more you learn about MSTR the more you fine tune your teachings for us normies. You are the real deal

[@rajatsonifinance]

🤝🏼

[@davenkaopua4512]

You picked an awesome subject to do videos on because you can do videos forever about bitcoin and micro strategy so please can you keep us informed of what’s happening with bitcoin and micro strategy because they’re so similar that you could cover both of them and never run out of content, but I really enjoyyour insights

[@rajatsonifinance]

Yes for sure! That's my goal. Going to keep creating content about both. I think they both go hand in hand.

[@Ogrem]

Bitcoin standard is real & coming to us fast. Most will miss it until it is obvious to everyone.

[@rlg222]

Always love your content Rajat!

[@M3LTUP]

I agree. MSTR will morph from a Sofrware Business into the Worlds largest BTC Bank over the next decade. That is where its heading.

[@rajatsonifinance]

💯💯

[@HO-jm8rw]

Hello! I am a 60-year-old Japanese (Am I too old ?🤣) individual and have spent considerable time trying to understand Bitcoin. Eventually, I recognized its potential and last month purchased shares of MSTR until they made up 10% of my portfolio. Today, the company was confirmed for inclusion in the NASDAQ-100, and I am excited about what lies ahead.

[@rajatsonifinance]

Not at all! I was referring specifically to the shareholders of MSFT 🤣 there was a stat that showed 99.5% rejected Bitcoin and the average age is 50.

[@doublenickel1000]

You're not too old! I'm 75 and got into Bitcoin two years ago. Study, study, study!

[@HO-jm8rw]

@@doublenickel1000 Thanks for comment ! I will !

[@BasicBeachCommunity1]

I think Michael saylor said a quote today that all these businesses are in competition for I think 45 million worth of Bitcoin daily... And there's not even that many competitors yet. 😮

[@rajatsonifinance]

Insane when you think of it that way. MSFT messed up

[@BasicBeachCommunity1]

I think you do a really good job of being relevant and picking topics that are on point. 🎉

[@BidobaGonduba]

He’s the best bitcoin KZbinr. Most of the rest are junk and overrated.

[@afonsomendes6907]

@@BidobaGonduba and hes relentless. He just keeps pumping out relevant thoughts and content, day after day. Rajat rules.

[@rajatsonifinance]

🤝🏼

[@rajatsonifinance]

@afonsomendes6907 I appreciate you 🤝🏼

[@rajatsonifinance]

@BidobaGonduba thank you!

[@dshah8377]

got an interview with microstrategy on monday.. hence how i found this video lmao, i’ll try to make sure you guys get good returns 😎

[@ChickFilA_Sauce]

I just found your channel yesterday. You are pure signal! I’ve been binging your videos, extremely informative, keep it up!

[@rajatsonifinance]

🤝🏼

[@Philly_btc]

i love your insights and breakdown brother this is one of my favorite BTC channels... much love from #SouthAfrica

[@rajatsonifinance]

🤝🏼

[@markfindlay8636]

I hope microstrategy makes me great 😊

[@LK5860]

Yes, a breakdown with that for that video would be great, thank you!

[@Idontdohandles]

Hello ILMSTR'r (irresponsibly long mstr) LOL!! Thank you for posting, and assuring me i'm not crazy and not the only one seeing mstr as creme de la creeme stock assets right now. It's like they are a gold mining company thats already done mining a 1st world country's worth of GOLD HAUL, a Fort Knox's worth, in a stock we can own. I know its a NAV premium but i see it as being at a HUGE discount still. Have to have some diamond hands though!

[@jesboogie]

When I saw what Mr Saylor was doing in 2021, i jumped on board. Great success!

[@grahamp2334]

Is MSTR a long time hold? What about 4 year cycles? (Bull/bear)

[@rajatsonifinance]

Long term

[@theduderakacoachduder7883]

Many thanks Rajat for your excellent contact! Do you think the bitcoin minors will rebound in 2025 or do you think all money will continue to flow into micro strategy and the ETFs? Thanks in advance for your perspective.

[@rajatsonifinance]

No idea tbh. I think mining is too competitive of a business.

[@brucewyoming2499]

Rajat i know people think older people don't get bitcoin however my wife and i are in our early 70s and have been in bitcoin for 8 years I'm not sure its age that keeps people from getting it. I think it might be people just arent orange pilled at the same time or level. Michael S says people get it at the time they deserve it. I believe this is the way it works with most investments. Big changes are harder to get than small changes.

[@rajatsonifinance]

Agreed that age is only a number but I'd say you're a unicorn, as in, 99% of 70 year olds won't figure this out, EVER. You're an exception to the rule, not the rule. You've been able to open yoir mind whole almost nobody else your age would be able to.

[@guus7182]

?Base layer? What about self custodial?

[@rajatsonifinance]

Payroll can't work with self custody IMO.

[@friedcash9815]

So I can buy this stock and set it and forget it knowing that each share will increase its corresponding amount of bitcoin over time and knowing that bitcoin will most likely go up tremendously in value in the future? What is there not to like?

[@rajatsonifinance]

I don't know how long this will last. I would honestly put a small trunk of Bitcoin into it, because it's riskier than BTC in cold storage

[@davenkaopua4512]

Sailor is not the CEO he is the chairman

[@rajatsonifinance]

You're right, said it by accident

[@Chris-PBTHOR]

Is that your only contribution to this video. Thanks Principal. 😊

[@voltaregellodeleon31]

Yeah I mean I've been there, The problem is that most people view bitcoin from a trader's point of view where they have a primary target in fiat. But if you think in 1st principle, why would i sell my bitcoin for a thing (fiat) that is losing 20-30 % of its value over time? doesn't make any sense at all.

[@swapnilgupte623]

Hi Rajat, Thanks for this content. Appreciate the clarity you provide. Not sure if you have shared your thoughts already on MSTR vs MSTU as an investment - but would love your perspective

[@rajatsonifinance]

I recommend sticking to mstr unless you have a lot of experience investing. MSTU is leveraged.

[@2001dasboot]

I think it would be more clear if you used 2 different words rather than just “money” to describe medium of exchange and store of value. For example you could call fiat “currency” and bitcoin “capital”. Store of value is a far more important use than functional fiat we use for transactions.

[@rajatsonifinance]

A lot of people use fiat as savings, though. It's not just being used as a currency today.

[@financialconspirator3080]

What happens to mstr EPS when the fasb accounting rules allows them to show unrealized profits as gains during quarterly reports 🤔

[@afonsomendes6907]

SP500 forced to smash buy MSTR, balooning the mNAV, allowing Saylor to smash ATM, increasing BTC per share. It is VERY bullish

[@rajatsonifinance]

I don't know enough about this

[@ChickFilA_Sauce]

I think micro strategies NAV as it stands today will be in the trillions in a couple of decades let alone if they get 1 million bitcoin. This is the kind of company that you buy now and you could see it 100 X or 200 X over the course of your life even at today’s elevated prices. Not to mention if they go back to 1 NAV or below during the bear market. I’ll literally can’t stop thinking about micro strategy all day long, this is like the asymmetric bet of all asymmetric bets.

[@rajatsonifinance]

Same here. I agree with you.

[@samye5537]

5:03 no buddy, you don't understand how financial instruments work. Why would Microstrategy offer convertible bonds instead of just standard bonds with some sort of coupon rate? If Microstrategy really believes btc will soon be the world's default currency and they will be the world's central bank and generate absurd turnovers, why would they create a scenario where there is a chance of their equity holders have their assets diluted because bond holders decides to convert? Why would Microstrategy avoid just paying interest on debt by just issuing normal bonds, it's not like they will have a cash flow problem in the future if they truly believe they're in control of the future of currency. Saylor's words and stories of what he believes in aren't matching up with his actions and decisions.

[@rajatsonifinance]

Because the convertibles have a much lower interest rate and carrying cost

[@samye5537]

@rajatsonifinance lol yeah that's exactly what I said. Did you bother to read my comment or do you not understand? Why compromise by diluting shareholders' value to just reduce operating expense if he believes the story he's peddling?

[@DANS-tj3df]

@@rajatsonifinance MicroStrategy's issuance of convertible bonds reflects a strategic bet on Bitcoin's future appreciation, as it allows the company to secure capital at lower interest rates while giving bondholders the option to convert into equity if Bitcoin's value surges. This aligns with their bullish stance on Bitcoin, but also hedges against over-leveraging by reducing immediate cash flow pressures. The potential dilution risk may be viewed as acceptable if Bitcoin's growth outpaces the impact on equity.

[@lamine38]

Hey Rajat, what do you think about the quantum computing that could break Bitcoin's encryption? I just saw a video of Chamath who predicts a 2-5 year window before quantum computing becomes advanced enough to potentially break Bitcoin’s encryption. If that happen, maybe it could bring Bitcoin value down. I hope people are working to enhance the bitcoin security protocol. I am still learning about Bitcoin, and I am not very advanced when it comes to the security of the protocol, so maybe I am worrying for nothing

[@rajatsonifinance]

I don't see it being a problem because the encryption can be upgraded

[@judyniehus-fox4248]

Earlier this year, Palihapitiya raised his near-term outlook to $500,000 by 2025 and reiterated his belief that it could eventually reach $1 million per coin. He believes two main catalysts will drive that rally: Bitcoin's halving this April, which reduced the rewards for mining by half, and the increased adoption of Bitcoin as a reserve asset. I googled if he owns it and this is what I found. I could sleep better at night, knowing that he owns it.

[@williamjver]

What do you think about MARA?

[@rajatsonifinance]

I stick to only microstrategy

[@mariedavison3707]

Woody Allen quote in Annie Hall. " A relationship is like a shark, you know. It has to constantly move forward or it dies". Microstrategy is the shark.

[@geoms6263]

So is MSTR now a Tech Co or a FinTech Co?

[@rajatsonifinance]

Both

[@pensionandapassport]

Its exciting stuff. And mstr inclusion into nasdaq 100 is just the start.

[@rajatsonifinance]

About to post a video on that

[@vince2837]

The main reason I think Microsoft didn't go with BTC they are looking at Eth because that's more their business model, ei. gaming enterprise software, business tools. But Saylor could have convinced his shareholds to either buy BTC or MSTR it's a win win

[@rajatsonifinance]

I hope they figure out that Bitcoin is money!

[@JoesLife89]

My brother was arguing mstr isn't a business, he says they don't have earnings. I think his argument is bull but I'd like to hear what youd say

[@rajatsonifinance]

Their earnings come from owning bitcoin and they're outperforming everyone else

[@montramedia]

you talking about them like they're a bank or going to become one, They are not a bank and considering Saylors track record he probably wont get regulation approval to be a head of a bank. Are we gonna act like bitcoin cash is not literally the best version of bitcoin..

[@rajatsonifinance]

I didn't say that they are a bank... I said they could be a bank. That's their plan. Bitcoin cash is garbage.

[@benjamin07420]

Lmao

[@azanipeterkin2212]

@@rajatsonifinance that’s the thing I never understood Bitcoin cash is cheaper as faster to transact. You can find yourself paying more in tx fees than what you’re sending in the first place with Bitcoin sometimes. That’s why I can’t take the community seriously anymore, it’s all about making money, there hasn’t been any new invitations in the space that been meaningful since the fork.

[@oggiedog157]

Thanks again for another great video! I watched several videos like the one you referenced and each time I finished I wondered if I was also an idiot, and then each time I again searched for the top ten investors in MSTR and found I was in very good company of a group of likeminded..”idiots”…lol. 🇺🇸

[@rajatsonifinance]

Always happens this way. As you figure out how microstrategy works, you realize how early we are.

[@DANS-tj3df]

I am 59 years old and studied bitcoin 8 years ago and have been stacking ever since. Age is only a number. Mind set matters😂

[@rajatsonifinance]

Amazing! I'd say you're unique and an exception to the rule.

[@baronsilverbaron757]

Very interesting but I wouldn't sell Bitcoin to buy MSTR.

[@eternal_knight_]

Yes, but they need to outline their future plans more clearly for the average investor

[@davenkaopua4512]

You should do a video and show what other companies NAV are because Microstrategy is very low compared to a lot of other companies

[@rajatsonifinance]

I mentioned banks at the end of this video.

[@doublenickel1000]

Saylor IS pumping Bitcoin. But Bitcoin doesn't need Saylor. All he's doing is making the inevitable come a little sooner.

[@BTCforce]

MSTR as a BTC lender? I don’t think so. That’s the opposite of a BTC standard.

[@rajatsonifinance]

Why? If the world is on a Bitcoin standard, we will spend in Bitcoin.

[@davenkaopua4512]

Michael Saylor is gonna go down in history as the greatest trader ever!!!

[@ChickFilA_Sauce]

I love, Mark, but he, like you said, definitely doesn’t understand bitcoin or micro strategy

[@rajatsonifinance]

Yeah his content is awesome. I think he's very smart. He just doesn't get bitcoin.

[@Gregory-o6v]

MicroStrategy is a choke point if it processes the Bitcoin payroll of every company or is the global Bitcoin bank.

[@rajatsonifinance]

Yeah for sure. That's why I want other companies to start doing this as well.

[@tonydawson8908]

What about BSV?

[@rajatsonifinance]

The market seems to think BSV is a scam, so I'd agree

[@rahulsampat8698]

Wouldn't btc tx fees get so high once all countries n institutions are into it? At that point wallets with small amt of btc will be priced out n locked in, as the tx fees will be more than the btc in those wallets?

[@rahulsampat8698]

​@@rajatsonifinanceWouldn't btc tx fees get so high once all countries n institutions are into it? At that point wallets with small amt of btc will be priced out n locked in, as the tx fees will be more than the btc in those wallets?

[@willdavis2018]

🎤💯🔥🔥🔥🔥🔥🎯

[@Gless777]

Sorry Rajat, your MS shareholders being 50 years old and do not take time to understand BTC is wrong. Remember, Michael Saylor himself is 57 😊. Heck, Larry Fink is boomer.. It’s not age but about being tech savvy. Most don’t understand fundamentals of digital tokenization.

[@rajatsonifinance]

99.5% of MSFT holders said no. They are 50 years old on average

[@Gless777]

@@rajatsonifinance Simple google search claims largest shareholders of Microsoft are big institutions : Vanguard Group Inc, BlackRock, Inc., State Street Corp, Fmr Llc, Geode Capital Management, Llc, Jpmorgan Chase & Co Price T Rowe Associates Inc /md/ Morgan Stanley ..

[@MrTeerug969]

❤️❤️❤️👍👍👍

[@pb8582]

Well this is not true at all... Saylor still have 0 clue of Bitcoin. Saylor just want bitcoin on his balance sheet because his company is losing millions a year. He see bitcoin as a "store of value" which is not what it was supposed to be use for. From what I understand he has 0 intention to do anything with his bitcoin. Correct me if I'm wrong there. Also when people will start understand that MSTR=/not Bitcoin it will start becoming interesting

[@rajatsonifinance]

Lol you haven't listened to a single interview of his, have you?

[@GeorgeRealFU]

I hear you, again and I have to ask you this, Why is it better to buy mstr and get into all this shit than to invest the same money from this direct in btc? I asked again in another video and you answer me "watch the video". My question is pretty simple. The answer to me is just don't bother helping the system and the guy who likes to be in the middle of bitcoin and just buys as much btc as he can so he can monopolize . This is like a different kind of investment. If you want to buy stocks and not nvidia maybe someone will decide on mstr. However, there is no point. Any added value from mstr can still affect btc, so you are making money without mstr if you just have btc. I don't like investing in mstr or anywhere in this shitty system bro. I don't like the way people are creating a bitcoin Jesus from Saylor seller owner of a company with capital in btc. People can't realize saylor's real position and they like what he does. I don't trust him. I see that you also have your concerns about him

[@rajatsonifinance]

That's exactly what this video is explaining... That's the point of this video. Bitcoin is savings. Microstrategy is an investment.

[@GeorgeRealFU]

@@rajatsonifinance BITCOIN IS AN INVESTMENT AND SAVINGS TOO MSTR IS JUST A COMPANY

[@GeorgeRealFU]

@rajatsonifinance Bitcoin is both it is not just savings is the Automate investment. You are not saying this in video. In video you are explaining what mstr suppose to be. I am writing about what is the point. You are perceiving btc savings and mstr investing. I am perceiving btc as both investment and savings, and mstr bad investment. Mstr depends on bitcoin 100 percent so just buy the bitcoin. Bitcoin depends on us

[@benjamin07420]

Lol keep hating, rally just getting started

[@GeorgeRealFU]

@@benjamin07420 the only rally running is btc alone. I don't hate anyone neither clowns

[@toasty-toast]

I am a bitcoin maxi and am over 90 percent in MSTR and BTC, but you are way to optimistic to think that Bitcoin will be used as a global currency or everyone will be paid in bitcoin. Countries would go to war to prevent it

[@cragzrogers5157]

No,,its a gradual adoption ,

[@rajatsonifinance]

How would they prevent people from memorizing 12 words?

[@DimpzNYC]

Countries are already at war. Except their attention has been stolen from fighting against the network and against users, to fighting against other countries by using the network and enthusiasm of users.

[@sayf3446]

Mad respect for Mark Meldrum, his vids helped me through my CFA journey...hope he sees the light one day !

[@rajatsonifinance]

Same here

[@davenkaopua4512]

Michael Saylor is gonna go down in history as the greatest trader ever!!!