12/27/24 :: VROCKSTAR :: 
MSTR
Pay attention at $325
– i plan to have a lot more to say on this in time, so i’ll keep it brief.
– first: “no” this is not some weird ponzi. again i’ll elaborate on many of these points in time, and if you provoke me, i’ll respond in the comments
– second: “yes” it’s likely going a lot higher and undervalued
– simply put, it’s the best neo-bank on the planet. they receive deposits that they pay at 0-2% and reinvest to earn 30-40% yields.
– so 2x book value for a bank like this, is, screamingly cheap
– nevermind it’s now part of the nasdaq… ETF’s are being built around this concept and at the core of it, is the world’s hardest money, BTC.
– my tgt here would be 5x mnav at BTC 250k which all else equal should be a stock price… higher.
– i’m trading around this for some time (in private) but given the recent sell off, gamma coming out of the mkt broadly, and the potential this probably goes to $280 gap fill if btc has a wick off into january at some pt… it will be one to keep high on the watchlist if it’s not already.
V