I think the funniest thing about $MSTR is that its making people realize they don't understand how equities are valued.
If you bought $100k of $MSTR shares today, you are exposed to about 0.4 BTC. If you conservatively assume a 25% BTC yield, you'd have exposure to 1 BTC in 4 years and 2 BTC in 7 years just through your initial investment. You'd have exposure to twice as much BTC after 7 years compared to just buying spot today. That's a 2x in BTC terms; a pretty good deal to me!
Meanwhile, if you bought $100k of $NVDA, you're exposed to about $1,667 in earnings a year. If you assume a 10% growth rate in earnings per share, it would take 23 years to recoup your investment and 31 years to double in fiat terms.
Doubling your $BTC in 7 years vs doubling your fiat in 23 years! And that's before you add in BTC crushing fiat over that time.
Tell me again which one is overvalued?
@wiscodirtybird @SleeperBrewers He is 28, was bad the last few months, and his only major league skill was strike zone discipline. I wouldnโt be shocked if he never replicates his 2025 numbers again