$MSTR is taking off again. đ
+11.5% since yesterday , trading at $137.40. And this is exactly why I keep saying: in a bull market, bottom-fishing BTC works â but buying MSTR is how you actually compound.
Reason #1: MSTR is the largest institutional Bitcoin holder on the planet. It's sitting on 840,449 BTC (~$67B at current prices) â roughly 3.4% of the entire Bitcoin supply locked inside a public company treasury. No one else is even close.
Reason #2: The market cap is still small relative to what it holds. MSTR sits at ~ $45B while Bitcoin's market cap is ~ $1.6T . That's leveraged, high-beta BTC exposure (beta â 3.5x) at a fraction of the market size â and right now MSTR even trades at a discount to its own $BTC stack (lowest mNAV ever).
The tape agrees: BTC reclaimed $80,000 yesterday, MSTR surged ~12% on the day, and Strategy just raised $2B without selling a single coin â pure ammunition for the next buy.
Saylor sells, we buy. Long $MSTR . đ
#NvidiaTrades$33.5BInFirst140Minutes #CentralBanksBuy289TonsGoldInQ2 #NvidiaRises8.74%AfterEarnings #WTICrudeRises1.6%To$84 #SP500Rises0.7%TechSectorGains3.3%
+11.5% since yesterday , trading at $137.40. And this is exactly why I keep saying: in a bull market, bottom-fishing BTC works â but buying MSTR is how you actually compound.
Reason #1: MSTR is the largest institutional Bitcoin holder on the planet. It's sitting on 840,449 BTC (~$67B at current prices) â roughly 3.4% of the entire Bitcoin supply locked inside a public company treasury. No one else is even close.
Reason #2: The market cap is still small relative to what it holds. MSTR sits at ~ $45B while Bitcoin's market cap is ~ $1.6T . That's leveraged, high-beta BTC exposure (beta â 3.5x) at a fraction of the market size â and right now MSTR even trades at a discount to its own $BTC stack (lowest mNAV ever).
The tape agrees: BTC reclaimed $80,000 yesterday, MSTR surged ~12% on the day, and Strategy just raised $2B without selling a single coin â pure ammunition for the next buy.
Saylor sells, we buy. Long $MSTR . đ
#NvidiaTrades$33.5BInFirst140Minutes #CentralBanksBuy289TonsGoldInQ2 #NvidiaRises8.74%AfterEarnings #WTICrudeRises1.6%To$84 #SP500Rises0.7%TechSectorGains3.3%