カカオまめ
commented on
$MicroStrategy (MSTR.US)$
I'm a beginner! If there is anything wrong, please let me know! 🙇♂️
The Trump administration, which has received support from the cryptocurrency community, is turning to cryptocurrency advocacy and will continue policy development after taking office.
It is unlikely that the Bitcoin price will drop significantly from here, even if there is a stagnation in the trend of expanding scale, including the expansion of ETFs.
→ $MicroStrategy (MSTR.US)$ MicroStrategy's Market Cap has fluctuated within a range of up to three times the total amount of coins held. Considering this, would it be more effective to buy the company's stocks rather than the coins themselves? Moreover, now with the decline in stock prices, the Market Cap is around 1.5 times the total coin holdings? Therefore, unless the coin price drops significantly from here, it can be seen as a "bottom".
Should I buy stocks? That's how I perceive it!
I might be completely wrong, so I would like to hear everyone's App Feedback 🙇♂️🙇♂️
I'm a beginner! If there is anything wrong, please let me know! 🙇♂️
The Trump administration, which has received support from the cryptocurrency community, is turning to cryptocurrency advocacy and will continue policy development after taking office.
It is unlikely that the Bitcoin price will drop significantly from here, even if there is a stagnation in the trend of expanding scale, including the expansion of ETFs.
→ $MicroStrategy (MSTR.US)$ MicroStrategy's Market Cap has fluctuated within a range of up to three times the total amount of coins held. Considering this, would it be more effective to buy the company's stocks rather than the coins themselves? Moreover, now with the decline in stock prices, the Market Cap is around 1.5 times the total coin holdings? Therefore, unless the coin price drops significantly from here, it can be seen as a "bottom".
Should I buy stocks? That's how I perceive it!
I might be completely wrong, so I would like to hear everyone's App Feedback 🙇♂️🙇♂️
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$Oklo Inc (OKLO.US)$
Is the impact of hydrogen tax deductions significant?
I don't like Biden, but I can support this policy!
Is the impact of hydrogen tax deductions significant?
I don't like Biden, but I can support this policy!
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カカオまめ
commented on
$MicroStrategy (MSTR.US)$
I have explained several times, but it is natural that MicroStrategy does not move in line with the rise of Bitcoin.
The current stock price of MicroStrategy is like buying one Bitcoin at a rate of 0.2 million dollars, so of course it will not rise.
If Bitcoin drops to 92,000, MicroStrategy will drop to 285.
If Bitcoin returns to 100,000, MicroStrategy will rise to 335.
Furthermore, if Bitcoin drops to 92,000, MicroStrategy will drop to 270.
Also, if Bitcoin rises to 100,000, MicroStrategy will rise to 320.
Even if Bitcoin repeats the same range of fluctuations, MicroStrategy will continue to lower its upper and lower limits.
This will continue until MicroStrategy's Market Cap equals the Bitcoin price multiplied by the number of shares held.
I have explained several times, but it is natural that MicroStrategy does not move in line with the rise of Bitcoin.
The current stock price of MicroStrategy is like buying one Bitcoin at a rate of 0.2 million dollars, so of course it will not rise.
If Bitcoin drops to 92,000, MicroStrategy will drop to 285.
If Bitcoin returns to 100,000, MicroStrategy will rise to 335.
Furthermore, if Bitcoin drops to 92,000, MicroStrategy will drop to 270.
Also, if Bitcoin rises to 100,000, MicroStrategy will rise to 320.
Even if Bitcoin repeats the same range of fluctuations, MicroStrategy will continue to lower its upper and lower limits.
This will continue until MicroStrategy's Market Cap equals the Bitcoin price multiplied by the number of shares held.
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$NVIDIA (NVDA.US)$
It's just that libraries that only run on NVIDIA GPUs happen to have good performance and are popular, not that they are monopolizing, right?
It's just that libraries that only run on NVIDIA GPUs happen to have good performance and are popular, not that they are monopolizing, right?
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$Tesla (TSLA.US)$
It feels like it's close, will it exceed 414? (casual)
It feels like it's close, will it exceed 414? (casual)
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カカオまめ
commented on
President Tiger
Marco Rubio, Secretary of State -> Hardliner against china.
Elon Musk, external head of the government efficiency something or other administration? What is he doing?
Robert F. Kennedy Jr., who was the Secretary of Health → conspiracy theorist, basically dislikes China. He believes that infectious disease vaccines are a product of conspiracy. Regarding obesity, he believes that improvements in diet and exercise make medication unnecessary. → It may be true, but can't say it out loud, can it...?
For now, it means that mask paid a huge amount of money, so they were appointed as the new leader outside the government, temporarily.
There might be some commotion after the formation of the government.
Cutting Mask-san off, or something like that?
Since Tesla is based in China, who knows what will happen?
Marco Rubio, Secretary of State -> Hardliner against china.
Elon Musk, external head of the government efficiency something or other administration? What is he doing?
Robert F. Kennedy Jr., who was the Secretary of Health → conspiracy theorist, basically dislikes China. He believes that infectious disease vaccines are a product of conspiracy. Regarding obesity, he believes that improvements in diet and exercise make medication unnecessary. → It may be true, but can't say it out loud, can it...?
For now, it means that mask paid a huge amount of money, so they were appointed as the new leader outside the government, temporarily.
There might be some commotion after the formation of the government.
Cutting Mask-san off, or something like that?
Since Tesla is based in China, who knows what will happen?
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カカオまめ OP 普通じゃないエビ : Thank you for your feedback!
Indeed, I understand the point that risk assets are more likely to be sold in a recession phase. Especially with the possible significant selling of Bitcoin depending on the resumption of interest rate hikes in the USA and economic trends.
Additionally, I wonder if everyone is focusing on the risk of 'buying Bitcoin with debt' in the company's strategy. It may not only be dilution through stock issuance, but also the scenario where the company itself leverages heavily with a large amount of debt to boost coin prices, using the proceeds to repay debts, which I felt could be a problem. (I think the CEO countered that it was Ponzi scheme or something similar mentioned in an interview, but he argued that it's part of the economy).
Before determining whether it's the 'bottom', I understand the need to consider financial risks a bit more!
As a beginner, I would appreciate any further feedback as I continue to study!
カカオまめ OP 普通じゃないエビ : Thank you for your additional feedback!
(I noticed that only the first sentence of my previous reply was displayed on the device, but I'm glad it seems visible to everyone!)
I was surprised by the factors leading to the decline of MSTR during the previous dot-com bubble. False financial data reporting is indeed scary.
I also felt that the risk of selling Bitcoin is an important point. Considering that even Trump mentioned using Bitcoin to settle the country's debt, it makes you wonder if people will sell off? Or will there be a new ecosystem before that? It makes you think about what will happen when it comes to selling off.
I didn't consider the president's actions. In the future, I will make sure to follow not only the BTC price but also the financial risks and trends of the company closely! I will continue to study and would be delighted to receive your feedback in the future!
Let's do our best!
カカオまめ OP 普通じゃないエビ : If I press the line break button, will I not see the subsequent text myself? On my device, only my reply is displayed as one line, but in the quote from Ebisama's reply, my reply text is displayed from the second line onwards...
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