MSTR Daily

Cantor Fitzgerald: $194 Overweight BUY Target | Chapter 4

In this video we discuss the BLS jobs numbers this morning with unemployment falling my 10 basis points and the odds of a 25 basis point vs. a 50 basis point cut in September for the Federal Reserve. Dr. Jeff Ross also says that Bitcoin is on a fire sale with low prices usually taking place in August before a solid Q4.
 
Join MSTR Pro/Support Here: https://buymeacoffee.com/MSTRDaily
Follow me on Twitter: https://x.com/matt_utxo
Listen on Spotify/Podcast Platforms: https://linktr.ee/MSTRDaily
 
Timestamps:
0:00 Unemployment Rate Drops
1:32 MSTR and Tether Daily Buy Rate
2:00 Bitcoin Below the STH Cost-Basis
2:42 Cantor Fitzgerald Price Target and BUY Rating
3:12 More Institutions and Funds BUY MSTR
3:30 Dr. Jeff Ross BULLISH Post-September
 
Disclosure: Matt is long MSTR stock and derivatives; not investment advice.

$1000 Price Target 2025, FTX $16B Distributions, Yield Curve Uninverted | Chapter 3

In this episode we talk about the recently announced FTX creditor distributions taking place in Q4 of 2024. There will be approximately $16,250,000,000 returned to investors. This will be a massive catalyst for Bitcoin and Microstrategy. The 2Y/10Y yield curve un-inverted for the second time in the last two years casting fears of a recession in the coming months. Finally, we discuss my $1000 price target for EOY 2025 and the many catalysts on the horizon for this stock.
 
Timestamps:
0:00 FTX Giving $16 Billion to Investors
2:51 $1000 Price Target Analysis
8:05 2Y/10Y Uninverted
4:50 Microstrategy's Bitcoin Journey
7:32 The Future for MSTR
 
Disclosure: Matt is long MSTR stock and derivatives; not investment advice. $MSTR $BTC

$2,000,000,000 Stock Offering Update, mNAV Growing, QE Starts in October | Chapter 2

In this video we discuss the recent $2B ATM S-3 that MSTR filed on August 1st and when it may be completed by. The average Bitcoin price so far while the ATM has been open is $59,000. We also discuss the mNAV growth trajectory and the possible start of QE in September/October 2024.
 
Timestamps:
0:00 The Start of MSTR Daily
0:26 mNAV Evaluation
2:10 $2B ATM Update
4:54 33,000 New Bitcoin
5:05 Q4 QE Bull Market Begins
5:30 Dr. Jeff Ross Liquidity and Bitcoin Analysis
 
Disclosure: Matt is long MSTR stock and derivatives; not investment advice.

$MSTR to the Top of the S&P 500 by 2040 | Chapter 1

This is the very first episode and chapter of MSTR Daily. I hope to bring valuable news and analysis on the stock MSTR for your information. In this video we talk about the inspiration behind this channel including the popular Tesla Daily, we review the basic investment thesis of MSTR and we talk about their Bitcoin journey and where they may beheaded in the future, specifically, the top of the S&P 500.
 
Timestamps:
0:00 The Start of MSTR Daily
0:26 Inspiration
2:00 Investment Thesis
4:50 Microstrategy's Bitcoin Journey
7:32 The Future for MSTR
 
Disclosure: Matt is long MSTR stock and derivatives; not investment advice.