MSTR Daily
This show is all about Microstrategy, Inc. News on Microstrategy, Macrostrategy (a fully owned Microstrategy subsidiary), Bitcoin, and corporate Bitcoin treasuries. Dedicated to keeping investors and prospecting investors well-informed, Matt provides analysis and opinions on Microstrategy the company, stock, options, and the future of Bitcoin and the stock market.
Episodes
14 hours ago
14 hours ago
Thrive and Bitwise just launched new ETFs that involve Bitcoin-exposed corporations and convertible debt. MSTR also authorized 10.3 billion new shares for future stock splits and equity issuance. Chamath of the All-In podcast calls Saylor the best investor of 2024. And finally we have Preston Pysh's Bitcoin Fundamentals podcast where the crew gets bullish on MSTR.
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Friday Dec 20, 2024
Friday Dec 20, 2024
MicroStrategy's Michael Saylor told Bloomberg that they are examining the fixed income markets for more intelligent debt and leverage. Also, MSTR was added to the Nasdaq 100 index ($QQQ) at the close today! Finally, we talk about Jeff Park's 1-page MSTR investment thesis.
Thursday Dec 19, 2024
Thursday Dec 19, 2024
Michael Saylor and MicroStrategy do not have a margin call level associated with their convertible debt and have taken extensive risk management measures to keep the debt levels in check. The new crypto Czar in the Trump administration David Sacks on a Bitcoin Strategic Reserve.
Tuesday Dec 17, 2024
Tuesday Dec 17, 2024
Now that MSTR has been added to the Nasdaq 100 index/QQQ, there are a lot of questions surrounding when they could be added to the S&P 500, the largest index fund in the world with trillions of dollars worth of mutual funds and ETFs tracking it. The answer is hopefully soon (potentially in a 2-3 quarters). We also talk about MSTR's convertible debt carrying the overall performance of the convertible note market, is MSTR a Ponzi scheme? And a clip from the Investor's Podcast (we study Billionaires), Bitcoin Fundamentals with Preston Pysh and Jack Mallers talking about the immediate accretive nature of Saylor's acquisitions.
Friday Dec 13, 2024
Friday Dec 13, 2024
MicroStrategy has officially been added to the Nasdaq 100 Index. With ETFs like the $QQQ Invesco, the 5th largest ETF index by AUM. This is a massive day for Michael Saylor and MSTR investors. I also chat with Dan Hillery about the Index Perpetual Short Thesis for MSTR and how powerful index re-balancing flows are for MicroStrategy.
Wednesday Dec 11, 2024
Wednesday Dec 11, 2024
Bloomberg analysts have predicted that Microstrategy ticker MSTR with CEO and Executive Chairman Michael Saylor will be added to the Nasdaq 100 index on December 20th. They may receive $2.1B in initial flows. We also discuss the MSTR index perpetual short thesis. CPI came out at 2.7% and now the Federal Reserve should cut rates another 0.25% on December 18. Tom Lee thinks that Bitcoin could hit $250,000 in 2025 and that MSTR will continue to be very successful.
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Tuesday Dec 10, 2024
Tuesday Dec 10, 2024
Wall Street and mainstream media outlets do not understand Michael Saylor's strategy that he has been sharing on Bloomberg, CNBC, Yahoo Finance, and Fox Business. Many news companies are posting articles demonstrating their ignorance. Jeff Park from Bitwise investments explains how to accurately value and think about MSTR.
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Friday Dec 06, 2024
Friday Dec 06, 2024
How many Bitcoin can MSTR accumulate. Will the premium ever converge back to 1.0x? What will Saylor do with the Bitcoin? Will they become a Bitcoin bank? How much will continue accretive dilution and how many more convertible bonds or fixed income securities will they issue to the fixed income market? We also look at the Ballistic Acceleration model that projects VERY high MSTR prices as Bitcoin rises in its bull run in 2025 as it crosses over $100,000.
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Wednesday Dec 04, 2024
Wednesday Dec 04, 2024
Microstrategy has been furiously accumulating Bitcoin since the presidential election and it turns out that their cost-basis and market timing is the exact same as the rest of the market. Vladimir Putin (President of Russia) came out in an interview and said that no one can ban Bitcoin. Preston Pysh, host of the Investor's Podcast and Bitcoin Fundamentals said that he thinks that MSTR stock could go to insane multiples in Bitcoin's 2025 bull run.
Tuesday Dec 03, 2024
Tuesday Dec 03, 2024
Microstrategy stock has surged over 75% in November and rose from the low back in August. Is this WallStreetBets and retail investor mania? Is it going to crash? We evaluate how the stock has been re-priced by the market and the intrinsic value of the company has grown so the stock is now trading higher. Saylor also went on CNBC this morning to talk about Bitcoin and MSTR's volatility, and the Fed and South Korean central banks are committed to easing monetary policy amidst global uncertainty. Also, the Nasdaq 100 screenshot happened on Friday November 29 at the close and MSTR should be slated to join the QQQ on December 20.
Join MSTR Pro/Support Here: https://buymeacoffee.com/MSTRDaily
Follow me on Twitter: https://x.com/matt_utxo