$MSTR Catalyst Posts
June 13, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $MSTR Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
25 source posts analyzed· 2026-06-13T14:07:07+00:00My conversation with @scottmelker on @YahooFinance on @Strategy , the largest holder of Bitcoin in the world, why $GOOG and $MSTR use preferred equity, paying $STRC dividends, buying and selling $BTC , and $MSTR performance. [Spoken audio]: There may be no more hotly debated company on Wall Street right now than strategy. They hold 845,000 Bitcoin, about 4% of all that will exist and have an entire capital stack around it. To bulls it's genius, but the skeptics are out in droves. We're going to get the truth straight from the horse's mouth from Fongly, the president and CEO. Let's go. What is up, everybody? Welcome to The Daily Wolf on Yahoo Finance. I'm your host, Scott Melker, also known as the wolf of all streets. And we've only got 15 minutes. So I'm going to go ahead and bring on Fong Lee right now. Fong, how are you doing? Welcome to the show. I'm doing great, Scott. Thanks for having me. So I'm glad that we got this rare opportunity to speak. We obviously don't often do interviews and guests here, but I figured this was the best opportunity to get the truth straight from the horse's mouth. So I want to start with the 845,000 Bitcoin you hold, which is roughly 4% of all of the Bitcoin that will ever exist. I mean, to put that in perspective for people, where does that rank against other companies, funds, even countries? Well, there was a point in time when we and IBIT were pretty close. And IBIT seen quite a bit of outflows in the last 30 days or so. So, we are now by far enlarged the largest corporate and now the largest holder, identified holder of Bitcoin in the world. And we plan to stay that way. Okay. So you've obviously created an entire preferred stack, you STRC, STRF, STRK, STRD. Seems that this is the new focus of the company to some degree. And I spoke very candidly about that with Michael at Vegas Money 2020. What is digital credit to you and why are traditional fixed-come investors and other retail investors buying it? Well, the advantages of digital credit to us, the company strategy, there's advantages of digital credit to the purchasers, and there's advantages of digital credit to Bitcoin. To us, the company, we want to be able to raise capital that is non-dilutive, that also does not have maturity and duration risk, and preferred capital is actually perfect for that. I'll give you an example, there's more recently, Google last week raised $80 billion of capital and a large portion of that used preferred capital, in that case convertible. And when you have, you want to invest into something that has a long duration that is uncertain what the return profiles are, is it one year, two years, three years, four years, i.e. AI, preferred capital is actually perfect for that. So if you now take that analogy of what does AI look like, high capital investment, right, the underlying is something everybody believes in, but the return profile is uncertain, that's what Bitcoin is, right? So for us, strategy, preferred capital, in this case, perpetual preferred, is perfect for a Bitcoin investment, unlike convertible bonds that have have a maturity of anywhere between three and eight years. And even better than capital as equity, which is immediately diluted to us. So that's why it's good for us. Why is it good for somebody who, an investor, right? Where else can you get something that is an 11.5% tax deferred, cash paid, dividend yield? Used to be monthly, now it's twice a month, right? And on top of that, have something that's significantly over collateralized in our particular case, four to five times X over stretch. It doesn't exist out there. Too good to be true. In this particular case, no, I don't think it's too good to be true. The only challenge with the product, maybe it's 10 years old or 10 months old, needs some maturity and to prove itself over time. And it's a fairly low volatility product. So that's the second piece. The third, why is it good for Bitcoin? There's a lot of debate for this. Ultimately, as much as I like to believe, everybody fully understands the bull case for Bitcoin, and everybody wants a non-sovereign, decentralized, store value asset. When I go to a cocktail party in Washington, DC, nine out of 10 people look at me when I say I'm a Bitcoin person, as if I'm having either a political conversation or it's too complicated for them, right? And those nine out of 10 people should have access to Bitcoin. They have a right to have access to Bitcoin. And they're not gonna do it by opening up Coinbase account, they're certainly not going to do it with a self-custody solution. They're not going to do it even through iBit. They're definitely not going to do it through MSTR. Those people should be on board the Bitcoin. Everybody should be happy with that as an outcome if you're a Bitcoiner. I totally agree. So on the Q1 earnings call, you alluded to using the full range of capital tools, and that included the discipline sale of Bitcoin. And I think, you know, Sailor famously said that he would use a small sale of Bitcoin to inoculate the market, right? You said you were going to do it weeks before you did it. You sold a simply 32 Bitcoin, a very small amount, which obviously was bought back in a much greater size immediately. But you planned it, but the, I guess, naysayers are saying that it was a forced sale that indicates that you will continue to be a forced seller. So how do you dispel that myth? We said we're going to do it, right? We have $52 billion worth of Bitcoin on our balance sheet, at some point in time, we have to put it to work. And to put it to work, one option is to sell it. And so we sold less than 1% of 1% of our Bitcoin. And we thought $2.5 billion or $2.5 million, 32 Bitcoin was a reasonable amount. Why did we do it? One, to inoculate the market. What does that mean is to indicate to all classes of shareholders and stakeholders a strategy that we're willing to sell our Bitcoin, right? Two, to test our processes. And three, to give ourselves the opportunity for future tax loss harvesting. It's really that simple. We did not sell it because we needed to sell it to meet our cash dividend obligations of $100.5 million. If we did, we would have sold a lot more than two and a half million, right? And so there's talk out there. They did it to satisfy their dividend. Now, we didn't do to satisfy our dividend. We did it to want to inoculate the market, to test our processes, and three, be able to capture future tax losses. That's the reason. I mean, isn't satisfying the dividend like $1.6 billion a year or something? You sold 32 bitcoin. Yeah, it's $1.7 billion a year. We sold 32 bitcoin. By the way, $1.7 billion a year sounds big to most people, right? Our equity, which is primarily how we satisfy our dividends, trades about $2.7 billion a day, right? So it would take about four hours of full selling into the market of our equity, right? Obviously, we didn't wouldn't do enough for our one, but that's four hours of a day of trading volume to satisfy our $1.7 billion cash dividends. So it's really not, you know, I don't, I don't lose sleep at night wondering how are we going to pay our dividends? So that's, that's like, so really low on the list of risks to the company. Right. And you've still built a USD reserve up that at one point gave years of dividend coverage. And I think the same critics are screaming loudly because you closed one of those convertible notes and that cash reserve went down, even though you raised another 100 million this week. So is this something you're doing to batten down the hatches? Is this a signal to the market? Do you need a cash reserve or is it just something that the market's demanding? I mean, why the cash reserve? Yeah. So first, why the cash reserve? Mathematically, I do not believe I need a cash reserve for the reasons you mentioned. Now, from a risk perspective and to satisfy those sort of four different stakeholders are common, our preferred, our Bitcoin and our debt holders, especially our debt holders, right, and our shareholders, they feel that it's less risky to have a cash reserve, right? Like, what if Bitcoin was to crash by 90%, we would have two and a half years or whatever it is, right? So we took the 2.25 billion down to north of 700 million. Why did we do it? Because at that point in time, that was the best way to buy back our converts of $1.5 billion. Well, look, we've also said we're going to bring it right back up, right? And we've done it $100 million dollars at a time so far last week, right? And by the way, we also bought a hundred million dollars of Bitcoin last week right after we sold two and a half million. Nobody talks about the purchase of a million, a hundred million. They talked about the sale of two and a half, but we'll bring the cash reserve back up and refresh it over time because it satisfies our debt holders and our stretch holders. The criticism there has been that this one week's action has been dilutive to strategy shareholders. But if you obviously zoom out over any meaningful period of time, that number has only gone up. So how do you address that? Every year, since the beginning. And look, we take week to week actions, but we think strategically year to year. And really long-term, we think in four or five year time horizons, right? And so are we increasing Bitcoin per share every single year? the answer is yes. The best year was 2024. We increased it 77 percent. Last year we increased it 30, 23 percent. This year or year today we've increased 12 percent. And we went from 13 percent down to 12 percent. And so there will be weeks that we're going to be taking actions that reduce Bitcoin per share and weeks that we increase. Big question is every single year are you increasing? If you look at the capital outlays of a company, that's why you have capital investment is an operating expense. If you look at a cash flow of a highly capital-intensive company, you'll have weeks and months where the cash flow dips, weeks and months where it increases. But the question is, over the course of the year, are your cash flow positive? And really, for them, maybe you're making a capital investment that's $500 million in one year, and you see returns of $1.5 billion over three years. That would be accretive. Now, we're talking about a week to week, you know, and we choose to disclose this week to week. We don't have to. Yeah. That is a voluntary disclosure. What we have to do is disclose quarter to quarter. And with the weekly disclosure and the greater transparency, we get more scrutiny. And I think over time, hopefully more maturity from all of our constituents. And so just to keep running down the list of things I keep hearing, obviously SDRC is trading below par, which prefs do, and they're designed to be able to. So for people who don't, I guess, live in this space, what is that signal and what is it not? What does it mean when something is trading below par and what happens if it's not immediately back to 100? So it's an equity, first of all. It is a preferred equity. It's not debt, and it's definitely not a money market, even though some people are using it in place of a money market. It's definitely not that. And so although it's designed to trade within in a tight window of power, 99 to 101, there'll be times when it doesn't. I'll give you an interesting stat, total shareholder return. Bitcoin, from October when it started decreasing to now, is down 50%. That's the TSR of Bitcoin. The TSR of stretch during that time, up 4%. So even though stretch is now trading whatever today at 96 cents on the dollar, that means it's down 4% during that period, but when you take the 11 and a half percent dividend that's paid over the last 10 months, that's up 8%. So if you're a shareholder of stretch over that period of time, you're up 4%, right? It is designed to have Bitcoin as the underlying and to have stable, fairly stable price and to give you return 11 and a half percent over the course of the year. I would argue it's done basically that. And if I told you in October, I'm gonna design an instrument with Bitcoin as the underlying. Bitcoin is gonna go down 50%. I'm gonna give you a 4% TSR. Would you believe me? No. Yeah. Well, we've done it, right? And so now last couple of weeks, it's gone down because Bitcoin has gone down, but it'll come back up, right? We have the mechanisms to do so. We could increase the dividend, right? As an example, we could shore up the US dollar reserve if that's what's important to people. I have a strong belief, one, will continue to pay the dividends, and two, it'll trade back in part. Wish we had more than two minutes left, so I'm going to ask you the good one for the soundbite. What would it take for you to actually be a four-seller of Bitcoin, which is what the critics keep screaming about? And then, I guess, as a corollary, what are people just completely getting wrong that you're seeing in the narrative? The most realistic scenario of us being a four-seller of Bitcoin is we have about three and a half billion dollars of prefers that come due to 2028, right, with a high strike price, over $400. If at that point in time, but Bitcoin has lost a significant amount of its value, our share price is depressed. We would sell the Bitcoin, potentially, to satisfy the converts. Now, that's a, I'll call it an edge case because we can also just refinance those converts. We could equitize them. Right? That's, you know, we're talking 20, 28, we're talking two years out. I don't see any scenario until then that we become a four seller of Bitcoin. And even then we have other opportunities and options. And if you're a believer in Bitcoin, which I am, right, Bitcoin is not going to go down significantly between now and then we're about to enter another bull cycle. I agree. So we got about 45 seconds. What's the one thing people are just totally getting wrong in the narrative? I think big picture, zoom out. We've been doing this for six years. We've outperformed Bitcoin by 50% in the last six years, right? And so if you believe in Bitcoin, we are amplified Bitcoin. Bitcoin's been up 37%. We've been up north of 40, closer to 50% during that period of time. We've outperformed every company in the Mag7 except for NVIDIA. Incredible, right. Incredible. Fong, thank you so much for coming on and giving us the information straight. We deeply appreciate it and we'll all be watching closely. Everybody else will see you back on Monday.
· 2026-06-13T20:08:18+00:00$MSTR ANALYST PERFECTLY EXPLAINS WHY EVERYONE SHOULD BE BUYING #BITCOIN RIGHT NOW "IF YOU MAKE $50K A YEAR, BUY $50K OF BTC" "YOUR GOAL SHOULD BE 1 BTC" "YOUR LIFE WILL CHANGE FUNDAMENTALLY" [Spoken audio]: make 50 grand in a year, your goal should be to get at least 50 grand worth of Bitcoin. The first Bitcoin is the hardest, no matter what anybody says. Once you get to that, you want to get to at least one Bitcoin. And what I would tell people is this, if it's at an all-time high, Bitcoin's not going to always be an all-time high. It drops. And what I would tell people, you dollar-cost averaging when the price is high and when the price is 50% low, the all-time high, you can lump some in. right? If you do always want a dollar cost average, do that. If you make 50 grand in a year, your goal should be to get at least 50 grand worth of Bitcoin. I don't know how long that's going to take you, but your life will change fundamentally. So my view is for somebody has to think you have to right size it based upon how much money you make and what your net worth is and then, you know, be in it for the long haul. But if you're just, if you're buying on a whim, probably not going to work out well for you.
AI visual analysis: The image features a man wearing glasses sitting at a desk, talking into a microphone during an online meeting or presentation. The background of the image shows a room with shelves filled with various items such as skateboards and backpacks. There are also two books visible in the scene. The main focus is on the man's face and his interaction with the camera, while the surrounding environment provides context to the setting where he is speaking.
· 2026-06-13T11:01:50+00:00In this round, retail investors have proven with real actions who the real "big fool" is ps: MSTR's current cost basis for holdings is $75,680, with an unrealized loss of about $10.048 billion on paper…
· 2026-06-13T18:46:32+00:00If you want to ride the jet, you’ve got to be prepared to pull the Gs. $MSTR
· 2026-06-13T18:45:00+00:00MICHAEL SAYLOR: IF MICROSTRATEGY MSTR ACCUMULATES 5% OF ALL BITCOIN, BTC COULD HIT $1,000,000. AT 7%, THE MODEL IMPLIES $10,000,000 PER BITCOIN. ABSOLUTELY INSANE NUMBERS [Spoken audio]: I want to talk about where you think Bitcoin is, but also I want to talk about how you think about a micro strategy in your company as a proxy for Bitcoin, now that ETFs are available to the public. Sure. Well, I think I'd start just with Bitcoin. Bitcoin is certainly at least digital gold. It's going to eat gold. It's got all of the great attributes of gold, and it's got none of the defects of gold. If you could teleport gold from New York to Tokyo in a few minutes, people would like it. It's going to divert capital from risk assets and risk ETFs like SPY. You can see that these ETFs are doing that. It's going to be incorporated into a lot of funds like the BlackRock Global Opportunities Fund or the Strategic Income Opportunities Fund. It's an asset class. As it goes into other funds, it's going to become structural. The halving is going to cut the organic supply of natural sellers in half around April 20th. That means there's only about $31 million, $32 million a day of natural sellers, and the price of Bitcoin is going to have to adjust up in order to meet that investor demand. So I think that's what's going to happen next to the asset class. In terms, though, of how investors should think about your company, and right now I think they think of your company as a proxy for Bitcoin. It was a way for investors, frankly, who didn't want to buy the underlying coins to get access to Bitcoin and exposure to Bitcoin. The question now, though, that these ETFs have been approved and folks are funneling money towards BlackRock and so many others, how should they think about your company versus doing that? Yeah. So BlackRock is like the container ship or the super tank or a Bitcoin. They can take a billion dollars a day into their capital structure and they can haul that very efficiently, 25 basis points. Microstrategies like air freight, we got a higher performance. So what's going on here? Microstrategies got leverage. We borrowed $800 million at 62 basis points. Is there any company in the world that you wouldn't like to invest in that could borrow a billion dollars at less than 1% interest to invest in your best idea? So we get that very intelligent leverage. It's non-recourse, it's unsecured, and then we buy Bitcoin with it. That leverage gives us volatility, it gives us performance, the performance gives us volatility, the volatility attracts capital, and we can then leverage more. It's kind of intelligent because it's convertible debt. It's given our shareholders more Bitcoin per share this week than they had a few weeks ago. So it's very accretive for them. And it's pretty compelling for every investor. If you are Bitcoin curious right now and you want to buy Bitcoin at the all-time high, why do you get the upside in Bitcoin with downside protection? MicroStrategy has sold $800 million in debt and we have $12, $13 billion of Bitcoin on the balance sheet. Now we're giving you an overcollateralized loan and the upside. But if you're a Bitcoin maximalist and you love Bitcoin and you want to hold it forever, the ETFs charge you 25 basis points, micro-strategy is a creating. We're giving you a yield against your shares in a tax-efficient fashion. So the maximalists like the equity, the hedgers, they kind of like the upside with downside protection. The traders love the vol. got 100 vol asset here and they just like the vol. So we're unique because you can't really trade options on the ETFs. And an ETF isn't going to issue a convertible bond with upside to Bitcoin but downside protection. So Michael, I try to understand the mathematics and I know people like you went to MIT and it just seems maybe it's more understandable for you or Andreessen or Peter Thiel or whatever, at 17, down from 68, and you know your leverage and everything else, did you ever wake up in the middle of the night and have any doubt whatsoever? That's my one question because I was thinking about you at 17,000 and now I'm looking at now and I just can't believe what the market cap of your company is based on it now. I guess then the other thing is, when it haves, should we, if we look at it on stock to flow, do we have to just double what the potential price is based on if you use that metric? Is that a valid metric to use? And after the halving, shouldn't it be $140,000 immediately if it's worth $72,000 now? Two good questions. And thanks for asking me. First, with regard to Bitcoin, no, there's no doubt in my mind Bitcoin was a better investment at $17,000 than it was at $65,000. I take the Warren Buffett view on this. Bitcoin's a superior investment to gold, equity, bonds, and real estate because it's digital. You can trade it a million times faster than conventional assets using a computer. It's available. Most other assets only trade less than 20% of the time. Bitcoin's trading 168 hours a week. We bought $800 million of Bitcoin and a lot of it we bought over the weekend when all the conventional markets are closed. It's global. It's the most widely recognized and trusted investment asset in the world right now. It's ethical because it's the king of all commodities. There's no issuer. There's no company. There's no country controlling it. And fundamentally, it's useful. Thousands of market makers can trade it all the time. Millions of companies can trade it. Billions of people. If you want to buy a house on Saturday in Africa, this is the way to do it. If you want to buy a car on Sunday morning, this is the way to do it. So it's a pretty great asset. It's the greatest of the assets and in my opinion, there's no second best asset. So I didn't have any question about it. We're just waiting for the rest of the world to realize how good it is. As for your second question, the having, look that the selling in the market for the past month has been primarily bankruptcy estates that are liquidating GBTC at FTX or Genesis or the like. Once they got done rebalancing, the natural sellers are the miners. The miners can only sell 900 Bitcoin a day right now. They're only going to be able to sell 450 Bitcoin a day coming the end of April. As long as there's more demand in the market than the 450 Bitcoin a day, there isn't any catalyst to drive this asset down. It has no cash flows. The critics think that's a defect. It's a feature with no cash flows, no quarterly results, no product cycles. This is the longest lived asset in the financial ecosystem with the least uncertainty. We're buying it to hold it 100 years. So that being the case, that $66,000 to $16,000 crash, that shook out the tourists, that shook out the non-believers. When it was $16,000, we were all ready to write it to zero. And that's what you'll find with the Bitcoin maxima. So now we're writing it the other direction and the protocol is working to everybody's benefit. There's just no reason why it shouldn't just keep adjusting up to find the marginal supply as the demand builds. Your market cap, Michael, is about $24 billion. You mentioned you got about $15 billion in Bitcoin on the balance sheet. So the substantial part of your market cap is now Bitcoin as opposed to your core software business. Does the software business exist solely so you can borrow off of that in order to buy Bitcoin? And how can we understand right now the health of your business as you undergo a transition of customers to cloud-based software? We have now rebranded ourselves as a Bitcoin development company, think like a real estate development company. And certainly the substantial amount of our enterprise value is based on our unique ability to issue securities and to purchase Bitcoin with convertible debt with equity and the like. And so we understand that. But the only reason we could make this transition is because the software business was healthy. It does generate steady cash flow. It does allow us to issue debt, to issue equity. It does make us unique because we've got a very functional options market, we've got a very functional debt market, and we've got a very stable operating business that we can use. If you look at our last result, we actually bought a lot of Bitcoin with operating cash or cash out of the operating business, and that is purely accretive to our shareholders. So we think we're unique and that's working very, very well right now. Hey, Michael, do you think long term that there's any risk at this point, has Bitcoin reached such escape velocity, that there's any risk that governments, the US government, Chinese government, other governments somehow do something to Bitcoin that puts its growth in jeopardy? You know, it's another great question, Andrew. a lot of times the skeptics, they say Bitcoin looks too good to be true, it's so good to be true, someone's going to take it away from you. And that's based on a fundamental misunderstanding about Bitcoin. People refer to it as currency or digital currency, and that's unfortunate historical artifact. It's not digital currency, it's digital property. And once you make that big leap and understand it's property, you see the compelling use case is capital preservation for everyone in the world. There's no anathema associated with owning property. You can own a billion dollar building in New York City. Every place in the world where they allow you to own property, which means China, Europe, the US, they're going to embrace Bitcoin as digital property. All the controversial issues around cryptos have to do with their use as a medium of exchange. But what I'm here to say really is medium of exchange is only worth a trillion dollars. Store and value is worth a hundred trillion dollars. So I give your company, I give your family, I give your institution a billion dollars, I drop you in Africa and I say, you got to save the capital for a hundred years. What are you going to buy? And the answer is nothing. There is nothing on the entire continent you can buy that's better than Bitcoin. So Bitcoin is going to be embraced as property. It's going to be controversial if people think of it as a currency. So I would encourage people to think of it as digital property, a billion dollar building in cyberspace. Fold it for 100 years. Does it ever have to be a currency or do you think it ever becomes a quote unquote currency? It doesn't have to be a currency. Nobody's trying to buy a cup of coffee with a fraction of their building on Fifth Avenue. But every rich person I know owns property in London or New York City or somewhere. And none of them complain about not being able to spend their building as a medium of exchange. So the killer application is capital preservation for everybody. the store of value is the killer use case. Medium of exchange is a distraction. Governments are always going to issue currency. They're always going to make it legal tender. And that's just fine. Bitcoin is competing with gold. It's going to eat it. And then it's competing with risk assets as a long-term hold and is competing with you buying an Airbnb as a retirement income source if you're a middle-class person. Michael, I want to thank you for joining us this morning. Really appreciate it and look forward to talking to you again very, very soon. Thank you. Yeah, thanks for everything.
· 2026-06-13T00:52:08+00:00$MSTR is more likely to 10x than $SPCX .
· 2026-06-13T00:30:59+00:00Kratter is wrong. MSTR issuing ATM to buy BTC is accretive not dillutive at current multiples ---------------------------------------- Let's use today's numbers. Before ATM: BTC = $54B Debt + preferred = $22B Net BTC backing equity = $32B Equity market cap = $43B So
· 2026-06-13T15:52:26+00:00MSTR BEARS ABSOLUTELY DESTROYED Strategy's risk profile is simply amazing, and even in this Bitcoin market stress we are seeing the highest annual capital raising pace for them ever. Essentially, Strategy is not only surviving the bear market, they are thriving through it
· 2026-06-13T16:45:57+00:00Bitcoin has never been so decentralized. You have dummies like me literally stacking rocks on top of each other to acquire more bitcoin… at the SAME TIME you have a bunch of twinks in orange ties sucking off Saylor so r****d idiots buy stretch, strive and mstr I’m going to win
· 2026-06-13T18:01:34+00:00$SPCX 10x would make it 4x larger than the largest company in the world. $MSTR 10x would just mean Bitcoin is trading at $300K. So, MSTR is way more likely to 10x than SpaceX and it’s not even close.
· 2026-06-13T15:30:00+00:00$MSTR → Average $BTC Entry Price: ~$75,682 $BMNR → Average $ETH Entry Price: ~$3,434
· 2026-06-13T15:20:10+00:00$MSTR “I wanted to change the world” Make no mistake about where the ambition lies. It was never just about building a successful company or becoming a billionaire. It was about competing with the very best. To watch Elon build SpaceX. To watch Zuckerberg build Facebook. To
· 2026-06-13T04:17:17+00:00Bitcoiners place great importance on the 21 million coin issuance cap as a counterexample to fiat currency systems (I get the sentiment). MSTR is issuing stocks and such like crazy to scoop up Bitcoin (a bit suspicious). Bitcoiners say Michael Saylor is smart (a little hard to
· 2026-06-13T23:29:10+00:00Selling equity for cash is dilution if your business is denominated in fiat. The fundamental problem, and why so many smart people don't know how to "value" $MSTR is because they view the company as a pseudo $BTC ETF. It's not. It's a financial engine. It's a business. And in
· 2026-06-13T17:18:00+00:00Strategy announced in recent weeks that it had sold Bitcoin. That's why I wanted to examine its latest moves through @ForeDex_Global . The MSTR (Strategy) Bitcoin Flow chart summarizes MicroStrategy (MSTR) company's #Bitcoin investment strategy over the years in a very clear way.
· 2026-06-13T15:40:02+00:00《Opinion: Is MSTR Trading at a Premium or Discount?》 (Author @blockTVBee ) This article provides four mNAV calculation methods, focusing on the allocation of assets and liabilities related to the BTC treasury, emphasizing that convertible bonds and preferred stock do not
· 2026-06-13T12:00:01+00:00The kind of material that is going to emerge when $BTC and $MSTR fully rebound is going to be absolutely historic. The bears are going to lose their heads. Bookmark this.
· 2026-06-13T06:31:22+00:00$MSTR update: Dev sold a portion of supply to flush out early bundlers and sniper wallets from the chart. Fees are now flowing, the game is live, and Meta Survivor: The Rage is already running as a playable 3v3 arena with wallet-bound leaderboard progression. Survive the rage.
· 2026-06-13T00:07:31+00:00Here's the clip where he said MSTR would never sell BTC
AI visual analysis: The image shows a man sitting in a chair, wearing a suit and tie, with his hand raised as if giving a speech or presentation. The background features a purple wall with an orange design, which appears to be part of a stage setup for an event. There is also a rug on the floor next to the chair where the man is seated. The image includes text that reads "here's the clip where he said MSTR would never sell BTC".
· 2026-06-13T09:31:56+00:00Твои любимые акции США теперь на Bitget UEX! Забудь про ограничения традиционного рынка. Теперь $TSLA , $NVDA , $AAPL и $MSTR доступны: (24/7) Расчёт в $USDT Плечо до 100х Вход от $0 Читай простой гайд и начинай прямо сейчас! @BitgetRU #bitget #UEX
![[1] "Твои любимые акции США теперь на Bitget UEX! Забудь про ограничения традиционного рынка. Теперь $TSLA, $NVDA, ...: (24/7) Расчёт в функцию @bitgetRU #bitget"](https://api.cryptitalk.com/reddit-image/de699220c357d48b5a33ef73e27066b15c8f9e0ad5971c1ebcd414320e97cd65.jpg)
AI visual analysis: [1] "Твои любимые акции США теперь на Bitget UEX! Забудь про ограничения традиционного рынка. Теперь $TSLA, $NVDA, ...: (24/7) Расчёт в функцию @bitgetRU #bitget"
· 2026-06-13T19:53:12+00:00我其实挺烦那些动不动就说MSTR溢价的人。 因为你问十个人MSTR到底是溢价还是折价，能给你十个不同的答案。 这篇文章直接给了四种算法，短期0.977是折价，中期1.095是溢价，长期1.39还是溢价。 问题来了，哪个是对的？ 都对，也都不对。 关键在于你怎么看待可转债和优先股这两个东西。
· 2026-06-13T20:27:24+00:00These tweets make me so bearish on $MSTR I do not feel any soul coming from your tweets, just reading a script
· 2026-06-13T17:00:08+00:00That's the problem. Three definitions of the word Yield. 1. BTC Yield as defined by Strategy is an increase in Bitcoin Per Share. 2. $STRC pays a fiat Yield of 11.50 APR funded from selling $MSTR . 3. Typical Yield on a stock is paid by income statement cash flow.
· 2026-06-13T14:27:20+00:00$MSTR : I view mNAV (in all it's formulations) as an indicator of market sentiment - Here @btc_overflow shows why it's also a "noisy" potential valuation metric and a moving goalpost that needs to be assessed with context.
· 2026-06-13T21:15:51.658438+00:00MSTR Bears Crushed: Why Strategy’s Bitcoin Balance Sheet Is Built to Outlast Any Bear Market TLDR: Strategy is raising over $130M daily in 2025, marking its highest-ever annual capital-raising pace. Historical BTC data shows median 12-month forward returns of +133% from current price