Discussion

• @tier10k @tier10k on x

  El Salvador, Microstrategy, Tesla and Block holdings https://twitter.com/...

• @thestalwart Joe Weisenthal on x

  $MSTR plunging 17% pre-market https://twitter.com/...

• @mstratbtcvalue @mstratbtcvalue on x

  Here's the kicker, MicroStrategy's $3.97 billion (129,218BTC) #Bitcoin fund is now worth $3,331,201,275 -16.09% | Current BTC price: $25,780 Share price was $118.22, now $203.36 which is +72.02% since Bitcoin capital allocation strategy announcement on 08-Jul-20. I take tips

• @ashwsbreal @ashwsbreal on x

  On the average #BTC buys El Salvador down -44% ( -$46 million ) Microstrategy down -17% ( $713 million ) Tesla down -20% ( $270 million ) Block down -8% ( $17 million ) https://twitter.com/...

• @thevunderkind @thevunderkind on x

  🫠 https://twitter.com/...

• @udiwertheimer @udiwertheimer on x

  BREAKING: MicroStrategy has acquired an additional 1,578 BTC at an average price of $33,574

• @patrickeboyle Patrick Boyle on x

  Microstrategy's looming margin call - https://www.ft.com/... https://twitter.com/...

• @bauhiniacapital @bauhiniacapital on x

  MicroStrategy is really an interesting “problem.” They have 129,217 BTC and US$2.27bn of debt. Every move of $1k on USDBTC is worth US$11.40/share. #BTC down $6k since Friday's close? “Fair” has dropped US$68.6/share or.... [checks notes...]... 33.7% since Friday's close.

• @bauhiniacapital @bauhiniacapital on x

  The easy arithmetic: MSTR has 129,218 BTC. At $25k, MSTR BTC assets less net debt = $86/shr. Every $1k BTC drops, is worth -US$11.44/shr. At BTC=US$17,500, BTC portfolio less net debt = zero. The debt may get ugly, but at some point, the debt may be an interesting call.

• @jimcramer Jim Cramer on x

  As bitcoin plunges, keep in mind that Microstrategy ' s “strategy” is worth watching

• @joelgriffith Joel Griffith on x

  @jimcramer MicroStrategy (MSTR) is down 83 percent since early November 2021. $10,000 in MSTR stock is now worth just $1,700. The “HODL” aspect of MSTR “strategy” certainly bears “watching”— but not replicating. https://twitter.com/...

• @thestalwart Joe Weisenthal on x

  $MSTR -24% $COIN -15%

• @wublockchain Wu Blockchain on x

  “We have a very healthy war chest, we in fact are expanding hiring right now,” the Binance CEO CZ said at the Consensus 2022 conference, when asked about rival Coinbase Inc.'s recent hiring freeze, also “kicking into high gear in terms of M&A activity” . https://finance.yahoo.com…

• @ahcastor Amy Castor on x

  MicroStrategy has a $205 million BTC collateralized loan with Silvergate Bank. If BTC drops below $21K, Saylor's company will be forced to hand over uncollateralized BTC to answer any potential margin call. https://fortune.com/...