Being an MSTR shareholder feels a lot like being a venture capitalist.
Not because the company is a startup.
But because of where you sit in the capital structure.
The preferred shareholders get paid first.
The bondholders get paid first.
The lenders get paid first.
Common shareholders are last.
You’re the shock absorber.
You’re the one who takes the volatility.
You’re the one who watches 30%, 40%, and 50% drawdowns.
You’re the one everybody laughs at when things get ugly.
But there’s a reason venture capitalists accept that risk.
Because the common equity holder is also the one with the greatest upside.
The preferred shares have a ceiling.
The debt has a ceiling.
The lenders have a ceiling.
Common equity does not.
As a regular investor, I don’t get access to SpaceX private rounds.
I don’t get access to Anthropic.
I don’t get access to the next billion-dollar venture deal before everyone else.
But through MSTR, I get exposure to a high-risk, high-volatility equity where the upside is theoretically uncapped.
That’s the trade.
You can’t demand venture-capital upside while demanding treasury-bill risk.
The reward exists because the risk exists.
If you’re not comfortable being the last one in line during difficult times, you won’t be around long enough to benefit from being first in line when value is created.
That’s why most people won’t hold MSTR.
And that’s precisely why the opportunity exists. ₿
When you lose faith in everything else in this world at least there is Bitcoin to give you hope.
There is no greater mission today than breaking the shackles of the broken fiat system.
Good morning everyone :)
To believe that Bitcoin has no intrinsic value means:
1. Believing that having a decentralized, global payment and settlement network outside the conventional financial system has no value.
2. Believing that having a way to protect your purchasing power from inflation has no value.
3. Believing that being able to store your wealth without counterparty risk has no value.
4. Believing that the ability to send $5 or $50 million anywhere, anytime, with minimal fees has no value.
Yet, people say bitcoin has no utility or value.
If AI is a bubble,
Bitcoin's a balloon.
If the bubble pops, it goes back down ...
then Bitcoin to the moon.
I'm not saying stocks in trouble,
but don't be a buffoon.
Buy it if you're feeling good or if in some sort of pain.
Buy it because you know that nothing stops this train.
@LynAldenContact
The greatest transfer of wealth in human history is happening right now. Quietly. Without headlines. From people who trust the system to people who understood it was broken. You still have time. Not much. But some.
The move from $16,000 to $126,000 to $60,000 was not a full cycle move. It was just a re-basing before the actual bull run. The actual bull run will take us from $60,000 to at least the $315,000 area. It will correspond with an actual economic and business cycle. Newbs will see.