InvestAnswers on $MSTR (Oct 26, 2026)
MSTR is a leveraged Bitcoin play: it outperforms when Bitcoin rises and falls harder when it drops. The speaker faults Saylor for buying STRC instead of Bitcoin and cutting holders' stakes, sees no return this year, and expects the ~0.92 net asset value premium to recover only once Bitcoin takes off.
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MicroStrategy is down 5.7%. Among these currencies, MicroStrategy is the best performing. When the price of Bitcoin rises, MicroStrategy outperforms. When the price of Bitcoin falls, MicroStrategy's performance declines even worse.
El Salvador did not reduce its holdings last week , which is at least a positive thing, but it did not buy any Bitcoin. Instead, it continues to purchase its own STRC units. She is trying to revive the market, but she cannot.
Nobody cares. No one cares at all, and all the money now goes to Strive's slightly more profitable product.
I wish that Saylor, if you can hear me, I would greet him three times a week. Stop buying STRC. You are wasting money. Buy Bitcoin and stop reducing our stakes. Just wait until Bitcoin takes off .
Then you will recover the net asset value premium, etc.
Meanwhile, Saylor, that huge giant, bought very little . In fact, he is selling and there has been no return since the beginning of the year until now.
I think their net asset value premium is around 0.92, which is close to the usual range for these companies, where it is 0.95 and 0.92, and very close to MicroStrategy's net asset value premium.
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