Topic: MicroStrategy knows or not? - page 2. (Read 691 times)

They are not new on this, so I think that instead of thinking about the risk and other negativities like fear, doubt, and uncertainties, they just think about the benefits that they can get other positive traits. BTC is decentralized and not owned by some one else or some big entities, so I don't think they know something that we doesn't know. Bitcoin has a technical side or the hard side for most people but it also has a soft and easy side and I think this is the ones that surfaced. So if they know this one, then it is also possible for us to know it and in fact we might know it already.

When you say 'pull out anytime soon' IDK but that sounds negative to me. It sounds like a rug pull, lol and seems not right from a big and legit company such as Microstrategy. But in terms of selling their BTC (which is only normal), indeed that they won't do it just yet because number one; we are not in $100k yet and number two; even if we touch it, they still can carry on because usually big companies are the legitimate long-term hodlers. They can hold for decades or even longer than it, it is because they also have a bigger target than us.

If they buy at highs, they can surely buy more at the dip and at the same time wait for the recovery of course.

Right, Satoshi Nakamoto made good network and he changed the World because before that many people were investors of gold and they got double money after doing investment for year but Bitcoin is safe cryptocurrency and no one can control the price of BTC . The total supply of BTC is limited and now interest of World is increasing towards BTC and we will see huge dump in future and there will be more Investors of BTC because millions of people became millionaires and billionaires by BTC . That is late to invest but they should focus on the facts and figures and then invest in BTC . When one person holds huge amount of BTCs it impacts on the  market situation and can cause fear and greed.

We don't need to give advice to big companies like MicroStrategy which for now the company is a company that already has more Bitcoin and is still buying this year. Because they will definitely always take a wise enough step in running something so their consideration is also really mature because companies like MicroStrategy have not only bought more Bitcoin this year but in previous years they have also bought more Bitcoin which has also been followed by Grayscale and Blackrock.

And for the profits of a company as big as MicroStrategy, of course the amount will not be small but I am really not surprised by it because it is really worth what they have done so far. In addition, the president of the country of El Salvador himself is still implementing purchases on Bitcoin and the country has also gained more benefits through the adoption of Bitcoin which they are still running until now. So what they did is actually a fairly accurate example to be able to raise the spirit of investors to continue buying non-stop even though the price of Bitcoin itself is at a very different level at this time.

Most people today do not consider Bitcoin as a global currency, but rather an investment asset, a hedge, therefore many companies and even countries buy it to store and invest in bitcoin, what Saylor did is also like that, Bitcoin is too valuable to be used as a currency today.

I agree with your last sentence because the world will adopt it, but not for currency but as an asset, and we know that, only a few people will make transactions using bitcoin, even though it can be used as a currency but only a few people, like gold or others as a means of exchange for certain things in an agreement between two parties.

I am newbie and trying to understand few things about Bitcoin but still if I am right then MicroStrategy is currently in good profit because they bought these Bitcoins before this bull run, and now we are touching new highs which are good for them if we have sentiments on this level for few more weeks than surely they could be able to have more profit.
Their strategy of buying in 2024 is surely not bad because expectations are high for having six figures coming in action in few days so their buying could be in good profit now they need to keep eye and have good profit instead of doing any mistake which give them regret in the future.

MicroStrategy is a reputable company but they are not a very large or top company in the US. Therefore, they will not be able to get better advisors and experts like larger companies. But as we see, big corporations like Apple, Microsoft or Google don't even have plans to invest in bitcoin. That leads me to believe that everything about bitcoin is Michael Saylor's vision and strategy, not from a team of good advisors and experts.



Don't be naive, even if they intend to sell them they don't need to inform us. They will sell them quietly and we will only know they sold when their financial report is released at the end of the quarter. Like Tesla, no one knows if they will sell bitcoin until they release their quarterly financial report.

Trying to understand what they know will not make much difference. They buy because they like it, or they buy because they know it will go up, in the end I believe bitcoin will go up anyway so I do not really need them to tell me that. Even if microstrategy weren't buying any bitcoin, I would have been still buying bitcoin, and since they are also buying, I just see one more place that confirms my idea as well, but it's nothing more than seeing you buy bitcoin or someone else.

Bitcoin has always been a great investment for me, so I always trusted it and I believed in it and I will continue to believe in it as well, there is nothing that can change that and we should focus on what we believe, instead of checking out what others are doing.

The rich can easily get business advice from professionals. They can afford to pay some of the sound business strategists and get the best advice from them. I will not be surprised that MicroStrategy has a team that specializes in organizing and executing the Bitcoin plans of the company. The beauty about Michael Saylor's strategy is that he has not showcased any plan to sell, his focus now is to keep buying. The company is not just making profits but gaining enormous influence in the crypto industry.

One thing is that this Billionaires has more information than we do, and secondly MicroStrategy is acquiring more Bitcoin because of the company,  and just as we've seen recently how the companies stock has skyrocketed in price,  so I would say since he has seen the positive result and impact of holding Bitcoin in his portfolio, which has in the companies recent growth, the strategy would be to buy more Bitcoin to make more gains.

To be fair, he has been doing this for a long time, did that during bear market time as well, and doing it right now too, its not really "do they know something" type of situation, he just liked bitcoin for years now and buying that for a long time. This is just another purchase, he keeps buying, he will buy more whenever he has more money to buy and that's just his method. At this point they are a software company but bitcoin became their business, they are making more on bitcoin going up than their entire business so bull run helped them a lot.

When price of bitcoin was around 15k, they didn't even had 1 billion dollars worth of it, now they have billions of dollars worth of it and that is why I believe that they are doing the right thing. It proves another thing, if you get paid a salary, keep putting in some of it into bitcoin for many years, eventually it will become something much bigger, they got rich that way and so could you, all you have to do is just do what they do but within your own budget.

Interesting question, but let me start by saying, i have noticed that it's a very common practice for people to know/question the secrets to your success even if when there isn't any secret at all. You see this MicroStrategy and Michal Saylor that we're all talking about, they understand what Bitcoin truly offers both in the present and future, and that's why they are pumping a lot of capital into it. I believe before they started the whole investment thing, they must have analyzed it well considering the fact that they where going to put people's money.

I actually started believing that MicroStrategy's investment is going to be a very long term, when they made some purchase during the recent price increase, which means they don't even consider what price bitcoin is before making purchase. So, i don't think that they are hiding anything. They just appreciate Bitcoin more than others.

Well, I don't think they know a more helpful information about bitcoin than we all know here, Bitcoin is the future, and it is still much early in its evolution, they don't want to be left out and they are taking advantage of these early days of bitcoin to accumulate future riches for themselves, which is the same thing most of us are doing now, although in smaller fractions. The opportunity is handed over to everybody, not just MicroStrategy or tesla to prioritize bitcoin and get as aggressive as we can be in accumulating it. They may have set the standards for the recent days' aggressive accumulation pattern and if we have more whales like them dive into bitcoin, $150k - $200k in this Bullrun would not be farfetched.

Interesting. If Microstrategy knows anything, this question should be forwarded directly to this company or directly to Michael Saylor. All other answers, in the absence of the above, will be just guesses and fantasies, right? How can anyone know what is in the mind of another person? Just as we can know the next steps. There is a lot of information about this company and its owner, about Saylor's passion for Bitcoin. It can also be guessed that Saylor, like each of us, wants to increase his investments and get as much profit as possible.

OP should have checked the first page of Economics before starting this thread, because the one you linked to was probably right near the top of it and there's no reason for this one to exist.  There aren't any new or even interesting questions being asked here, and if this isn't locked soon it's just going to turn into a magnet for shitposters since Economics has become a cesspool like so many other sections.

Do us a favor and practice some good forum etiquette, bro.  There's a button on the lower left hand corner of the screen that you can see, and it says "lock topic".  Please do exactly that and follow Poker Player's suggestion to engage in the MSTR/Michael Saylor chat in the thread that's been running for years.

While MicroStrategy aggressive buys on Bitcoin attract people attention, it isn't always all good things. The recent investment of 5.4 billion happened when Bitcoin hit an all-time high of nearly touch 100k. While this adds to market hype, it also increases risk, both MicroStrategy stock and their long term strategy would be under pressure. I also think that there might be a possibility that while their strategy can increase demand, this could tend to overhype, risking unsustainable price surges that would result in possible corrections.

I think that I know but in fact, I don't know. The simplified theory though behind this strategy is that the company can repay the fiat debt by selling less bitcoin in the future.


No, it's not the second, and in order to be the second needs to buy a "bit" more...



*The source that I found needs some update but I couldn't find a more accurate one. If anyone can find a newer list, please share it.

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Let's see how many others will adopt this (Micro) strategy...

You asked as if you don't know why they are buying Aggressively. We all knows that bitcoin is the future asset treasury that will ever exist to replace Gold and many people are clamoring to make sure they have a slice of it before it supercede gold. Undoubtedly Michael Saylor is doing pretty well in accumulating bitcoin and surly I see them following Satoshi Nakamoto suits. Because if Satoshi Nakamoto HODls apparently 1m bitcoin and Michael Saylor Microstrategy is HODLing this amount then surely they may be second highest bitcoin HODLer aside Satoshi. And if they continue this they may even supercede Satoshi total amount HODLings. For me I am seeing microstrategy heading to the world richest firm with bitcoin investment expecially when bitcoin rises above $500k ish.

They know that whoever gets first, gets the most. And this is what they do. They're recalling the great gold rush that has happened in the past.

That's one comparison that we're probably having right now. So, it's two birds with one stone for them. They hit and get Bitcoin as they acquire more.

At the same time, the shares of MSTR are growing together with it.

They know beyond which we know, this is a company that always does investment for the purpose of getting profit, so do you think they will invest this much into an asset that they won’t get the profit in the long run? I don’t think so. Microstrategy have set a big example to big companies alike if they really know that. They should follow in the footstep of Microstrategy. If a big company like this can have such a big investment in bitcoin and keep adding more even when the market is on bullish trend, then why not trust in this project and also invest for the future.

Maybe they’ve seen the future much ahead of us and will likely get their share of the profits when we already ate ours. Few years ago, Microstrategy started their investment in bitcoin and it’s a great thing to see how big of a profit they’ve made over this period. What other investments can give such ROI on investment within a short time? It is bitcoin and only it can continue to give that. Anticipating for the future when it become a legal and adopted currency worldwide.

I meant something similar: the important issue seems to be that it's easier for Microstrategy to get liquidity to buy Bitcoin in bullish phases. It doesn't matter that much if he's very long term oriented like he says, or if his horizon is (secretly) a bit closer in the future, e.g. late 2020s.

The big problem of this strategy is however that it makes MSTR also vulnerable to short-term price swings because they always will buy above the average price. Let's say we have a crash in late 2025 and 2026. MSTR has already survived the 2022 crash, but there were fears of bankruptcy at one point if I remember correctly and MSTR suffered in this phase. Now let's suppose that the crash in 2026 is slightly deeper than the one in 2022. If things play out badly, the high cost of the Bitcoins Saylor bought in late 2024 and 2025 could then become a problem. If the investors demand repayment in cash of their bonds, then he may be forced to sell BTC for a loss, dipping the market further.

I can however not imagine a solution for the problem. He can't simply say: "okay, I'll buy the dips only", because he also doesn't know when and if dips happen. And if he retains the income from his notes and hodls them until the next bear market then for sure this will not be as attractive "story" for the investors. "It can only go up from now on" sells better.

In conclusion, the "rules" of the stock market (your company is higher valued when the prospects are good and thus you have more liquidity) limit the possible profitability of the MSTR model, which would be higher if he was able to buy more BTC in low-price phases, and make it also more risky. Thus I'm not really convinced of the model, it may even be an accelerator of one of the next crypto bear markets if Microstrategy is forced to sell BTC eventually.

Because the post is pure marketing and not scientific (he benefits more from MSTR increases than from BTC increases)? For me the post isn't specially "deep". I however have some doubts about the legality of such a style of communication ...