kaguni
commented on
$MARA Holdings (MARA.US)$
What are the factors that have led to this decline?
・The decline of BTC
・Pre-earnings adjustments
At the shareholder meeting on February 18, the total number of shares that can be issued was changed to 1.5 billion shares (the most recent total that can be issued was 0.7 billion shares. The current total number of outstanding shares is 0.3 billion 40 million shares), and there is concern about dilution due to future ATM.
I think that mining companies like MARA will only conduct ATM for capital investment in BTC mining (to absorb rising costs due to economies of scale)? If that is the case, will the approval be granted at the shareholder meeting? Is there enough performance there to aim for mid- to long-term growth?
Otherwise, if ATM is conducted to acquire physical BTC like MSTR, I think the price of the physical asset may rise to $0.12 million to $0.2 million due to the halving bonus in the short to medium term, which could further increase the EPS compared to the end of last year. Is my thinking naive?
What are the factors that have led to this decline?
・The decline of BTC
・Pre-earnings adjustments
At the shareholder meeting on February 18, the total number of shares that can be issued was changed to 1.5 billion shares (the most recent total that can be issued was 0.7 billion shares. The current total number of outstanding shares is 0.3 billion 40 million shares), and there is concern about dilution due to future ATM.
I think that mining companies like MARA will only conduct ATM for capital investment in BTC mining (to absorb rising costs due to economies of scale)? If that is the case, will the approval be granted at the shareholder meeting? Is there enough performance there to aim for mid- to long-term growth?
Otherwise, if ATM is conducted to acquire physical BTC like MSTR, I think the price of the physical asset may rise to $0.12 million to $0.2 million due to the halving bonus in the short to medium term, which could further increase the EPS compared to the end of last year. Is my thinking naive?
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kaguni
commented on
$Metaplanet (3350.JP)$
Metaplanet
Bitcoin shareholding amount is 1761.
Average acquisition cost is 77,000 dollars.
Market Cap is 1.573 billion dollars.
MSTR
Bitcoin Shareholding 478,740.
Average acquisition cost 65,033 dollars.
Market Cap of 79.7 billion dollars.
A difference of 271 times in shareholding.
A difference of 1.18 times in acquisition cost.
A difference of 50 times in Market Cap.
Why does everyone buy it.
Metaplanet
Bitcoin shareholding amount is 1761.
Average acquisition cost is 77,000 dollars.
Market Cap is 1.573 billion dollars.
MSTR
Bitcoin Shareholding 478,740.
Average acquisition cost 65,033 dollars.
Market Cap of 79.7 billion dollars.
A difference of 271 times in shareholding.
A difference of 1.18 times in acquisition cost.
A difference of 50 times in Market Cap.
Why does everyone buy it.
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kaguni
liked
$MARA Holdings (MARA.US)$
By the way, did anyone see the MARA dragging down from the big crash of BTC in December? If anyone wants me to write the next prophecy, please like this post, and I may post it only on this bulletin board.
By the way, did anyone see the MARA dragging down from the big crash of BTC in December? If anyone wants me to write the next prophecy, please like this post, and I may post it only on this bulletin board.
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kaguni
voted
$Bitcoin (BTC.CC)$ What do you all think?
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kaguni
commented on
$MARA Holdings (MARA.US)$ Mara is not a good time to buy yet 😓 It seems like there are people who bought it in a rush thinking it will rise even more after seeing the sudden surge 💦
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kaguni
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$IREN Ltd (IREN.US)$
Is this bitcoin inverse?
Is this bitcoin inverse?
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kaguni
liked
$Bitcoin (BTC.CC)$ $S&P 500 Index (.SPX.US)$ $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
The S&P500 has returned to the channel again... 💦 When it comes to stocks, there is the wake-up call of the Trump trade, and maybe this is a theme for next year, the risk of inflation reigniting due to Trump's policies... I wonder if this movement takes that into account 💦 There is CPI tonight... Maybe the importance of CPI and PCE will be higher than in August and September, so depending on the results (like last year), there might be a feeling of hesitation again in the short term.![]()
At most, I'm currently looking at around 5800-5700 as the bottom, so if there are no surprises in the news or anything, I plan to increase my holdings or look for new opportunities around that range 💰 I was able to buy TSLA at the best timing (the day before earnings), so if it's short term, I can easily take profits, but maybe I'll wait until next spring... Honestly, there are too many things to check, I can't keep up until this point, so maybe I'll take a mid-term view with a long-term sense 🎯
The VIX is at the bottom of its range here...
The S&P500 has returned to the channel again... 💦 When it comes to stocks, there is the wake-up call of the Trump trade, and maybe this is a theme for next year, the risk of inflation reigniting due to Trump's policies... I wonder if this movement takes that into account 💦 There is CPI tonight... Maybe the importance of CPI and PCE will be higher than in August and September, so depending on the results (like last year), there might be a feeling of hesitation again in the short term.
At most, I'm currently looking at around 5800-5700 as the bottom, so if there are no surprises in the news or anything, I plan to increase my holdings or look for new opportunities around that range 💰 I was able to buy TSLA at the best timing (the day before earnings), so if it's short term, I can easily take profits, but maybe I'll wait until next spring... Honestly, there are too many things to check, I can't keep up until this point, so maybe I'll take a mid-term view with a long-term sense 🎯
The VIX is at the bottom of its range here...
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kaguni
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kaguni
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$Metaplanet (3350.JP)$
I hope to be around 1950 tomorrow.
I hope to be around 1950 tomorrow.
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kaguni
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$Strategy (MSTR.US)$
Why is it dropping significantly at this time?
Why is it dropping significantly at this time?
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kaguni OP : The fact that it has fallen below a technically problematic line is clearly conveying the anxiety of everyone.
Personally, I can't believe that the price of BTC won't rise any further, so I'm not too pessimistic about this drop, but I think an adjustment from the previously solid price movements is somewhat inevitable.
More than that, I can't help but be curious about how MARA will steer its course from now on.