微策略
25,181 views
65 Discussing
Hot
Latest
MicroStrategy bets 42 billion dollars on Bitcoin! Is the bull market really coming early? Don't rush, let me finish speaking first!
Brothers, have you recently been inundated with news that MicroStrategy is raising 42 billion dollars to buy Bitcoin? Everyone in the group is saying that the bull market is about to start early, claiming that such a large institution is willing to jump in, and those bearish KOLs don't know what they're talking about. To be honest, I also hope the bull market comes soon, but we need to analyze this news carefully and not get swept away by the hype.
First, the money is still on the way.
This 42 billion is 'in the process of raising', not 'already received', and certainly not 'already invested in the market'. Fundraising takes time, and entering the market in batches also requires time; don't expect a message today and a surge tomorrow.
First, the money is still on the way.
This 42 billion is 'in the process of raising', not 'already received', and certainly not 'already invested in the market'. Fundraising takes time, and entering the market in batches also requires time; don't expect a message today and a surge tomorrow.
MicroStrategy buys 42 billion for $BTC ? Don't be fooled by the illusion of a bull market!
Recently, the market has been buzzing about MicroStrategy raising 42 billion USD to continue buying $BTC , thinking that a bull market is coming early. In fact, this news needs to be analyzed in detail.
First of all, this money is still in the fundraising stage, it hasn't arrived yet, and it hasn't really entered the market. It's too early to call a bull market now. Secondly, 42 billion in the current 14 trillion BTC market cap is not enough to reverse the trend; the impact is far less significant than everyone thinks.
Looking at the more realistic funding situation, the inflow of ETFs has clearly slowed down, and marginal funds are diminishing. This is a more critical signal than any narrative.
So the trading strategy for the upcoming market remains unchanged: after a rebound, look for opportunities to short at highs. If you can't add to your position, don't force it; consider taking profits gradually around 65000.
Some say miners are propping up the market, and that 60000-62500 is a strong bottom, but this conclusion is drawn too early. Currently, the consolidation has only lasted for over 40 days; this level of bottoming doesn't have enough time, and we should at least observe the support at the weekly and monthly levels, such as whether the Bollinger Band structure has truly stabilized.
We still cannot see the appearance of a bull market; it is more about the rhythm of decline within the fluctuations.
#比特币 #加密市场回调 #微策略 #币圈行情
Recently, the market has been buzzing about MicroStrategy raising 42 billion USD to continue buying $BTC , thinking that a bull market is coming early. In fact, this news needs to be analyzed in detail.
First of all, this money is still in the fundraising stage, it hasn't arrived yet, and it hasn't really entered the market. It's too early to call a bull market now. Secondly, 42 billion in the current 14 trillion BTC market cap is not enough to reverse the trend; the impact is far less significant than everyone thinks.
Looking at the more realistic funding situation, the inflow of ETFs has clearly slowed down, and marginal funds are diminishing. This is a more critical signal than any narrative.
So the trading strategy for the upcoming market remains unchanged: after a rebound, look for opportunities to short at highs. If you can't add to your position, don't force it; consider taking profits gradually around 65000.
Some say miners are propping up the market, and that 60000-62500 is a strong bottom, but this conclusion is drawn too early. Currently, the consolidation has only lasted for over 40 days; this level of bottoming doesn't have enough time, and we should at least observe the support at the weekly and monthly levels, such as whether the Bollinger Band structure has truly stabilized.
We still cannot see the appearance of a bull market; it is more about the rhythm of decline within the fluctuations.
#比特币 #加密市场回调 #微策略 #币圈行情
Most people on the internet believe that when stock prices go to 0 and cryptocurrency prices go to 0, it means bankruptcy.
I want to ask, does Tom Lee have enough strength to be called a major player?
Look at the attached image, bitmine's stock price went to 0 at that time, did it go bankrupt?
Not only did it not go bankrupt, but it also made a lot of money.
So if BTC goes to 0, does MicroStrategy definitely go bankrupt?
I believe that bankruptcy is someone else's bankruptcy; what does going to 0 matter, when you can pull in a million in a second?
Does going to 0 on Binance mean going bankrupt and being delisted?
Then who made the thousand times profit?
$BTC
#bitmine
#微策略
I want to ask, does Tom Lee have enough strength to be called a major player?
Look at the attached image, bitmine's stock price went to 0 at that time, did it go bankrupt?
Not only did it not go bankrupt, but it also made a lot of money.
So if BTC goes to 0, does MicroStrategy definitely go bankrupt?
I believe that bankruptcy is someone else's bankruptcy; what does going to 0 matter, when you can pull in a million in a second?
Does going to 0 on Binance mean going bankrupt and being delisted?
Then who made the thousand times profit?
$BTC
#bitmine
#微策略
MicroStrategy's official announcement, BTC drops to $25,000, MicroStrategy has double the assets and convertible debt
1. MicroStrategy has no debt repayment risk
Even if BTC drops over 60% (from 74K to 25K), they still have double the assets to cover the debt.
2. The market is recently worried about "Will MSTR blow up"
This statement is meant to refute that concern.
3. MSTR becomes a BTC-like treasury/buffer asset
They are now trying to position themselves as:
A "treasury" level asset in the Bitcoin world because the debt is very secure, with volatility manageable.
If that's the case, then it cannot blow up, it's very stable $BTC #微策略 #MSTR
1. MicroStrategy has no debt repayment risk
Even if BTC drops over 60% (from 74K to 25K), they still have double the assets to cover the debt.
2. The market is recently worried about "Will MSTR blow up"
This statement is meant to refute that concern.
3. MSTR becomes a BTC-like treasury/buffer asset
They are now trying to position themselves as:
A "treasury" level asset in the Bitcoin world because the debt is very secure, with volatility manageable.
If that's the case, then it cannot blow up, it's very stable $BTC #微策略 #MSTR
On December 10th, Eastern Time, Microsoft shareholders voted against the proposal to invest in Bitcoin due to reasons such as excessive volatility, lack of long-term value proof, regulatory uncertainty, and long-term interests of shareholders.
In response, the owner of #微策略 confirmed this news on social media. He then stated that in 5 years they would understand that everyone would buy Bitcoin at the price they believe is worth it.
Although Microsoft voted against investing in Bitcoin this time, that does not mean other companies will make the same decision. When faced with such enterprises or individuals, we need not spend too much energy debating or discussing.
As Satoshi Nakamoto famously said: "If you don’t believe it, I don’t have time to convince you." This event has also been marked as #微软比特币投资投票案 and recorded in the annals of Bitcoin's development history.
#美联储12月降息预期上升 #BTC重返10万 #puppies，一级市场难得的金狗 $BTC $BNB $PEPE
In response, the owner of #微策略 confirmed this news on social media. He then stated that in 5 years they would understand that everyone would buy Bitcoin at the price they believe is worth it.
Although Microsoft voted against investing in Bitcoin this time, that does not mean other companies will make the same decision. When faced with such enterprises or individuals, we need not spend too much energy debating or discussing.
As Satoshi Nakamoto famously said: "If you don’t believe it, I don’t have time to convince you." This event has also been marked as #微软比特币投资投票案 and recorded in the annals of Bitcoin's development history.
#美联储12月降息预期上升 #BTC重返10万 #puppies，一级市场难得的金狗 $BTC $BNB $PEPE
📢 Bitcoin's 21 Golden Rules
1. People who understand buy #bitcoin
2. People who don't understand criticize Bitcoin
3. Everyone was against #BTC before they supported BTC
4. You never stop learning about Bitcoin
5. Bitcoin is driven by chaos
6. Bitcoin is the only game in the casino that we can all win
7. BTC is the only thing in the universe you can truly own
8. Everyone gets Bitcoin at the price they deserve
9. Only buy Bitcoin with money you can afford to lose
10. Tickets to escape the matrix are denominated in Bitcoin
11. Bitcoin's insights are limited to what is necessary to know
12. All your models will be destroyed
13. The antidote to economic ills is the orange pill
14. Support #比特币 , not against fiat
15. Bitcoin is for everyone
16. Learn to think with Bitcoin
17. You can't change Bitcoin, it will change you
18. Laser eyes protect you from endless lies
19. Respect Bitcoin, otherwise it will make you a clown
20. You won't sell your Bitcoin
21. Spread Bitcoin with love
Original text from #微策略 boss, a company with more than 400,000 Bitcoins!
1. People who understand buy #bitcoin
2. People who don't understand criticize Bitcoin
3. Everyone was against #BTC before they supported BTC
4. You never stop learning about Bitcoin
5. Bitcoin is driven by chaos
6. Bitcoin is the only game in the casino that we can all win
7. BTC is the only thing in the universe you can truly own
8. Everyone gets Bitcoin at the price they deserve
9. Only buy Bitcoin with money you can afford to lose
10. Tickets to escape the matrix are denominated in Bitcoin
11. Bitcoin's insights are limited to what is necessary to know
12. All your models will be destroyed
13. The antidote to economic ills is the orange pill
14. Support #比特币 , not against fiat
15. Bitcoin is for everyone
16. Learn to think with Bitcoin
17. You can't change Bitcoin, it will change you
18. Laser eyes protect you from endless lies
19. Respect Bitcoin, otherwise it will make you a clown
20. You won't sell your Bitcoin
21. Spread Bitcoin with love
Original text from #微策略 boss, a company with more than 400,000 Bitcoins!
MSCI has temporarily decided not to implement the proposal to remove MicroStrategy from its index,
thus temporarily removing a major risk for January,
investment funds in MicroStrategy can continue to hold their positions,
the pressure on MicroStrategy to sell BTC has been significantly reduced.
This is bullish for BTC's performance this month.
Early this morning, BTC dropped to around 91,000,
likely influenced by this news, it rebounded to 93,000.
#微策略
thus temporarily removing a major risk for January,
investment funds in MicroStrategy can continue to hold their positions,
the pressure on MicroStrategy to sell BTC has been significantly reduced.
This is bullish for BTC's performance this month.
Early this morning, BTC dropped to around 91,000,
likely influenced by this news, it rebounded to 93,000.
#微策略
Staunchly Defying Industry Trends! Saylor Declares: MicroStrategy Will Not Engage in Mergers and Acquisitions; 640,000 Bitcoins are Our Strength.
The "Mergers and Acquisitions Wave" in the Bitcoin treasure circle has just started, and the leader has thrown cold water! Michael Saylor, the chairman of the publicly listed company MicroStrategy, which holds the most Bitcoin globally, directly stated during the Q3 earnings call: there is currently "little interest" in acquiring other Bitcoin companies. While competitors are busy merging and expanding, MicroStrategy holds 640,000 Bitcoins and remains steady, and Saylor's "anti-involution" operation has completely disrupted the market landscape!
1. Saylor Throws Cold Water: Mergers and Acquisitions are "Troublesome", and they may cool down after half a year.
1. Saylor Throws Cold Water: Mergers and Acquisitions are "Troublesome", and they may cool down after half a year.
Before the UST depeg in 2022, the Luna project team had actually been transparent about their reserves, and indeed, these reserves did decline linearly as most people thought. Even without the 5.9 incident, it probably wouldn't have lasted much longer. So why was the market response still so slow? Is it because people believe DK has unlimited bullets to spend, or that Luna's reserves of BTC will always rise? What difference is there between Luna and MicroStrategy, apart from the obvious risks of stablecoins? Selling tokens to finance and gamble on 'national fortune'—is there really a distinction? Is it just fortune that DK is revered as a god of crypto while Michael is a prisoner of the moment? The next bear market should provide an answer. #微策略
Japan #metaplanet company uses #微策略 flywheel another benefit?
First, the conclusion: Japanese listed company Metaplanet Inc. (Japanese listed company, code 3350.T) announced the pledge of #BTC assets to purchase more BTC.
The operation logic is very simple:
Mortgage BTC → Get cash → Buy more BTC
Data:
Total BTC reserves: approximately 30,823 BTC
Credit limit: 500 million USD BTC mortgage
First loan: 100 million USD → Mortgage ratio approximately 3.7% based on the current price.
Cumulative loan: approximately 230 million USD → Mortgage ratio approximately 7–8%
Long-term goal: to hold 210,000 BTC by the end of 2027
But when to buy is uncertain and has not been disclosed.
First, the conclusion: Japanese listed company Metaplanet Inc. (Japanese listed company, code 3350.T) announced the pledge of #BTC assets to purchase more BTC.
The operation logic is very simple:
Mortgage BTC → Get cash → Buy more BTC
Data:
Total BTC reserves: approximately 30,823 BTC
Credit limit: 500 million USD BTC mortgage
First loan: 100 million USD → Mortgage ratio approximately 3.7% based on the current price.
Cumulative loan: approximately 230 million USD → Mortgage ratio approximately 7–8%
Long-term goal: to hold 210,000 BTC by the end of 2027
But when to buy is uncertain and has not been disclosed.
Howie1024
·
--
🥨Xiao Bai Article #微策略 Can the stock of $MSTR be bottomed out?
Today, the Japanese listed company #Metaplanet Inc. announced to increase the number of BTC through a borrowing method of #btc . We try to explain the micro-strategy logic in simpler terms, how to value it, and with the foundation of micro-strategy, it will be easier to understand Metaplanet. The focus of this article is to discuss how much money MicroStrategy has? Is it worth bottoming out?
Want to understand how MicroStrategy plays BTC leverage? Let’s clarify with analogies:
1 Convertible Bonds ≈ 60-70%: Like using a credit card to spend money on Bitcoin first, and in the future, you may use Bitcoin to pay off the debt.
2 Corporate Bonds ≈ 20-25%: Like borrowing a mortgage from the bank, using a house or Bitcoin as collateral, and then buying BTC.
3 Stock Issuance ≈ 10-15%: Like cutting a piece of your cake to sell to others for money, then using this money to buy BTC, but the old shareholders' cake gets smaller.
⁉️ Today, $MSTR stock dropped from $450 to $179, a decline far exceeding that of $BTC. Is bottoming out $MSTR more appropriate?
🧮 Formula: Stock Price ≈ BTC Holdings ÷ Circulating Shares
Based on previously published data:
Holding $BTC 649,870
Current price 89,000
Circulating shares 284,380,000
649,870×89,000/284,380,000=203.5 USD/share
Last night's stock price was $179, below the current stock net value.
What has not been considered are the company's business values, which can be seen as part of past bargaining. The interest and debt to be paid account for a small proportion of the total, such as convertible bonds usually less than 1%, and corporate bonds 6% to 8%. Interested parties can calculate it themselves.
Can it be bought?
1 In the past, when the positive bargaining and confidence index was high, $MSTR was a positive bargain against $BTC.
2 Recently, $BTC has started to rebound while $MSTR has been going down, forming a scissors difference. Worth paying attention to.
3 Related to the long-term trend of $BTC in the future, equivalent to a long-term bullish leverage.
Today, the Japanese listed company #Metaplanet Inc. announced to increase the number of BTC through a borrowing method of #btc . We try to explain the micro-strategy logic in simpler terms, how to value it, and with the foundation of micro-strategy, it will be easier to understand Metaplanet. The focus of this article is to discuss how much money MicroStrategy has? Is it worth bottoming out?
Want to understand how MicroStrategy plays BTC leverage? Let’s clarify with analogies:
1 Convertible Bonds ≈ 60-70%: Like using a credit card to spend money on Bitcoin first, and in the future, you may use Bitcoin to pay off the debt.
2 Corporate Bonds ≈ 20-25%: Like borrowing a mortgage from the bank, using a house or Bitcoin as collateral, and then buying BTC.
3 Stock Issuance ≈ 10-15%: Like cutting a piece of your cake to sell to others for money, then using this money to buy BTC, but the old shareholders' cake gets smaller.
⁉️ Today, $MSTR stock dropped from $450 to $179, a decline far exceeding that of $BTC. Is bottoming out $MSTR more appropriate?
🧮 Formula: Stock Price ≈ BTC Holdings ÷ Circulating Shares
Based on previously published data:
Holding $BTC 649,870
Current price 89,000
Circulating shares 284,380,000
649,870×89,000/284,380,000=203.5 USD/share
Last night's stock price was $179, below the current stock net value.
What has not been considered are the company's business values, which can be seen as part of past bargaining. The interest and debt to be paid account for a small proportion of the total, such as convertible bonds usually less than 1%, and corporate bonds 6% to 8%. Interested parties can calculate it themselves.
Can it be bought?
1 In the past, when the positive bargaining and confidence index was high, $MSTR was a positive bargain against $BTC.
2 Recently, $BTC has started to rebound while $MSTR has been going down, forming a scissors difference. Worth paying attention to.
3 Related to the long-term trend of $BTC in the future, equivalent to a long-term bullish leverage.
MicroStrategy All in on Bitcoin?
Previously, MicroStrategy held 499,096 bitcoins, and now MicroStrategy intends to increase its holdings by 100,000 bitcoins. It’s worth noting that Binance's bitcoin reserves are only 600,000, which means MicroStrategy's reserves are already equivalent to all the bitcoins held by Binance users.
If MicroStrategy doesn't make a profit this time, they will have to start repaying debts, and they may also sell off a large portion, which could lead to an epic sell-off in the market. This really is betting all their worth.
#微策略 $BTC
点击进入币安王牌KOL专属群
Previously, MicroStrategy held 499,096 bitcoins, and now MicroStrategy intends to increase its holdings by 100,000 bitcoins. It’s worth noting that Binance's bitcoin reserves are only 600,000, which means MicroStrategy's reserves are already equivalent to all the bitcoins held by Binance users.
If MicroStrategy doesn't make a profit this time, they will have to start repaying debts, and they may also sell off a large portion, which could lead to an epic sell-off in the market. This really is betting all their worth.
#微策略 $BTC
点击进入币安王牌KOL专属群
Explosion! Saylor personally destroyed 17,000 BTC private keys, locking 1.5 billion permanently! 💥
I was stunned when I saw the news—MicroStrategy CEO Saylor just personally destroyed his 17,000 Bitcoin private keys! A total of 1.5 billion in assets, gone just like that, equivalent to throwing a mountain of gold straight into a black hole!
The crypto community immediately exploded; this is definitely the most ruthless personal destruction operation in history. You have to understand that once the private keys are gone, these Bitcoins will forever exit circulation. Bitcoin itself has deflationary properties, and this move is like dropping a heavyweight bomb of good news into the market!
In response to the heated discussions online, Saylor casually replied, “This is my legacy.” This guy truly is Bitcoin's number one die-hard fan, but is this operation genuine faith or just madness?
Do you think this will directly skyrocket the market, or will it lead to short-term fluctuations? Waiting for some divine predictions in the comments! 👇
#比特币 #微策略 #私钥销毁 #BTC
I was stunned when I saw the news—MicroStrategy CEO Saylor just personally destroyed his 17,000 Bitcoin private keys! A total of 1.5 billion in assets, gone just like that, equivalent to throwing a mountain of gold straight into a black hole!
The crypto community immediately exploded; this is definitely the most ruthless personal destruction operation in history. You have to understand that once the private keys are gone, these Bitcoins will forever exit circulation. Bitcoin itself has deflationary properties, and this move is like dropping a heavyweight bomb of good news into the market!
In response to the heated discussions online, Saylor casually replied, “This is my legacy.” This guy truly is Bitcoin's number one die-hard fan, but is this operation genuine faith or just madness?
Do you think this will directly skyrocket the market, or will it lead to short-term fluctuations? Waiting for some divine predictions in the comments! 👇
#比特币 #微策略 #私钥销毁 #BTC
When Bitcoin falls 30%, MicroStrategy has pressed the pause button
When Bitcoin fell 30% from its historical peak and Strategy's stock price was halved, this world's largest digital asset treasury company suddenly pressed the pause button. The latest SEC filing shows that for the week ending December 21, the company neither sold any shares under the ATM plan nor added any Bitcoin holdings.
The cash defense behind the pause in purchases
Strategy's Bitcoin holdings remain at 671,268 coins, with an average cost of $74,972 per coin, totaling approximately $60 billion. However, in stark contrast to the $2 billion spent on purchases in the previous two weeks, the company is shifting its focus to cash reserves. As of the reporting period's end, the dollar reserves for paying dividends and interest have increased from $1.44 billion at the beginning of the month to $2.19 billion, an increase of 52%.
The cash defense behind the pause in purchases
Strategy's Bitcoin holdings remain at 671,268 coins, with an average cost of $74,972 per coin, totaling approximately $60 billion. However, in stark contrast to the $2 billion spent on purchases in the previous two weeks, the company is shifting its focus to cash reserves. As of the reporting period's end, the dollar reserves for paying dividends and interest have increased from $1.44 billion at the beginning of the month to $2.19 billion, an increase of 52%.
MicroStrategy's Long-Term BTC Core: ① View BTC as digital gold, hedge against inflation to achieve value storage; ② The CEO is firmly bullish, and the company is transforming into a core channel for institutional holding; ③ Low-interest financing to increase holdings, leveraging to amplify asset returns.
Risks: BTC price volatility, debt pressure from leverage, uncertainty in cryptocurrency regulatory policies. #微策略 #比特币 #加密市场
Risks: BTC price volatility, debt pressure from leverage, uncertainty in cryptocurrency regulatory policies. #微策略 #比特币 #加密市场
Login to explore more contents