MSTRUSDT
MSTR / Tether USD
crypto

And it’s the same copy paste almost every day. For years now. I’m as bullish as it gets with over 100% of my net worth in coin and MSTR and I can’t stand it. You call him on it and he just doubles down saying the same shit.

How does this work with the allowance? Is it £20k cumulatively per year or £20K total? So can you buy £20k per year MSTR and add them to the same ISA?

1. I know MSTR has relatively little debt (mostly ATM offerings over convertible notes), so the risk of them forced-selling at any point is very low. That being said, other bitcoin treasury companies might take more debt and perhaps too much risk. Do you think this could become a problem in the future and how will you assess this risk for Nakamoto?
2. AFAIK, the unique point of Nakamoto is that you want to bring bitcoin treasuries all over the world. How will that benefit Nakamoto holders, would Nakamoto as a company hold shares of these new worldwide bitcoin treasury companies? And will Nakamoto have direct interest in what has been accomplished with UTXO?

It realllly depends on your timeframe, tax shelter status, and risk appetite.
MSTR has a BOATLOAD more risk than BTC itself. In the next bear market there is a decent chance that the market will try to stress and liquidate MSTR; it could go to zero. Certainly it's likely to go from trading at a premium to trading at a hefty discount. At best it will have price action like a highly-levered play on BTC.
Which is to say, if you want to LTBH for years, MSTR is the wrong vehicle.
If you want something in a SIPP/ISA tax shelter, your options are limited indeed. You might consider holding some COIN. If you're interested in shitcoins - they explicitly do not touch BTC - then KR1 is a decent uk-listed choice too.
If it's not tax sheltered then buy a hardware wallet, use an exchange, and put the coins in the hw wallet.

MSTR is in Nasdaq so I expect they just bought the whole index?

Most people won’t ever buy BTC directly, they’ll gain exposure indirectly over time via BTC treasury company weightings within stock market indices thru their employer sponsored retirement accounts.
MSTR is already part of the Nasdaq 100 index. When MSTR gets added to the S&P 500 index as well (probably later this year) virtually everyone who has a retirement account will suddenly have a material amount of indirect exposure to BTC via MSTR’s stock market index weighting.
And as MSTR rapidly climbs up in stock market index weighting each quarter, other companies will naturally take notice and begin adding BTC to their balance sheets as well. It will ultimately get to a point where most of the stock market is tied to BTC.
BTC will ultimately displace fiat as global unit of account. When this occurs it will be extremely difficult to passively gain wealth with any level of consistency since there’s no longer a guarantee that asset prices will continue to increase in value over time when priced in an absolutely scarce unit of account. So, the primary way to build wealth will shift to actively exchanging goods and services for BTC. This will put power back into the hands of the working class, far superior to our current monetary system in which the primary way to build wealth is passively by buying and hoarding scarce assets indefinitely.

> They dont need to "double their bitcoin" they need to double the value of their bitcoin. Which is easy.
That is not at all what MSTR is saying. MSTR is saying buy my company instead of Bitcoin because we can give you BTC yield. Which literally means an increase in BTC per share. So they are literally saying we can double our BTC per share because they trade at 2x their Bitcoin holdings. And they can only increase their BTC by selling shares, so in order to double their BTC per share they need to ~4x their total BTC held. They already own over 3% of Bitcoin in circulation. Which means to double their BTC per share they need to own 12% of all Bitcoin in circulation. And they need to do that simply for shareholders to break even compared to buying Bitcoin directly.
And the only reason MSTR can raise more capital is because they are trading at this premium, and they are trading at this premium because people think they are getting BTC yield. It’s a flywheel until it isn’t. Very quickly MSTR will go from trading at a premium to trading at a discount, and then no more new capital for MSTR. And as MSTR is far and away the biggest buyer of Bitcoin, its price will stop pumping once MSTR stops buying.
Fiat isn’t dying anytime soon, and it’s not dying from Bitcoin.
And even if or when fiat dies, that doesn’t matter because Bitcoin will still be worthless even if the dollar collapses. If your main reason to invest in Bitcoin is because you believe the dollar will collapse then you’re a fool. There are plenty of assets you can invest in to protect from dollar devaluation. Whatever the future is, it’s not Bitcoin. Bitcoin is too fundamentally flawed to be the future of anything. MSTR will go down as spending hundreds of billions on worthless tokens that nobody uses.

\> You know how much Bitcoin they’d have to own to 2x their Bitcoin per share?
They dont need to "double their bitcoin" they need to double the value of their bitcoin. Which is easy.
\> You don’t think 12% is significant either? Do double again they’d have to own close to 50% of all Bitcoin.
You just mentally walked 2 % of bitcoin to 50% with hand waving and butter logic.
If MSTR gets anywhere near a fraction of that the dollar will be long dead by then. Remember; the play works by increasing the dollar denomination hypothetical value of his hoard, not the satoshi count, then releveraging that over an over via money printing. Each time he buys a new top he gets fewer satoshis, but more dollar value than before.
Even then he will never be more than a bit player in bitcoin, because his strategy automatically attracts others to follow. Its like a rachet system; each crank cycle dilutes the dollar and moves that value into bitcoin. The dollar is designed to make this happen, and there isnt much that can prevent it due to the fundamental nature of the dollar as a printable unit.

\> MSTR can’t sell without tanking the price of both Bitcoin and the stock.
Again, who would sell the hardest money on the planet for a fiat shitcoin that is cavitating right now? His entire strategy is the diametric opposite of it, and nearly risk free for him.
Its also somewhat risk free for the people giving him money to invest, since its defacto printed up from thin air anyway.
Really, its your wealth that is funding the scheme, since you seem to be bootlicking the dollar so hard. A fraction of your dollar wealth is being peeled away and given to saylor to fund his plan.
If by some miracle the fed elects deflation, a near impossible outcome, you still lose, and saylor still wins. He is gambling on a guaranteed winner vs a guaranteed loser with other people's money. Easiest play in history.

\> Bitcoin is not a currency, it can never be used as such.
And yet it is already both. If you really believe so strongly that its not going to work, I cordially invite you to short MSTR or short BTC. Both of those are wonderful actions you can take, if you truly think its going to zero, please bet as much as you like.

I hold a large MSTR position in my ISA. Buy. Hold. Buy some more. Retire.

25k was a local top after a dump from 65k, not really comparable to the current situation.  
The current price is an ATH territory, with multiple threats looming over the horizon (MSTR, security budget, geopolitics).  
While it's possible the price will climb a bit, there's a massive crash awaiting in the very next year.

They're buying MSTR shares. Fall big and fail hard

I would stay clear from altcoins unless u r trading them for short term with small amounts.
I'm putting 20% in a 4 stocks nvidia already up 10% but the rest still not purchased.
If the plan works i would only sell my stocks (including MSTR) or some of them and buy BTC when i feel like we might have a 10-20% correction.
It always will feel like I'm doing something wrong if i dont sell. But in the wrong run it's the opposite. I did the same at 11k and 25k because it felt so obvious to sell and buy back.. but it didn't happen.

NotFinancialAdvice . Not held actual BTC but I’m in the same boat in the uk . I bought some MSTR inside stocks and shares ISA so tax free. Platforms like trading 212 or InvestEngine free buy/sell . Except fx fees

MSTR advice

MSTR next

What is the ultimate end goal for Nakamoto? Is S&P 500 inclusion part of the company's goals overall?
What are his thoughts on crypto-oriented companies and entities working together to speculatively attack S&P 500 inclusion and a higher allocation % within the S&P, to obtain more passive flows for publicly traded Bitcoin treasury companies, like MSTR? 
In September or December, many companies and entities can collaborate to increase the price of BTC, thus the NAV for the bitcoin treasury companies, thus the stock price and market cap of the bitcoin treasury companies, thus a higher % allocation within the S&P 500.  Higher % allocation within the S&P 500 means more passive flows going to buy MSTR from the passive index funds for a quarter.   
Rinse and repeat going into the next quarter close, and quarterly forever. 
Digital asset companies are the only companies on earth which can do anything meaningful to drastically change their market cap within a 4 day period or week period (between potential S&P inclusion announcement on a Tuesday, and passive index funds buying the following Monday). 
Imagine MSTR increasing by 25% ($30B) overnight upon S&P inclusion announcement, like Coinbase, and MSTR issues a Convertible Bond for $30B, buy BTC, BTC soars, then hammer their ATM by $30B, and buy another $30B of Bitcoin.  Debt:Assets ratio would remain intact.  What would happen to BTC's price in a $60B bid over the course of a week?
The other BTC treasury companies would benefit from the increase in BTC price. With enough earnings and market cap, they could be considered for S&P inclusion the following quarters. More passive flows boosting stock price.   
Everyone would benefit. 
The below post does a great job of in depth analyzing this potential for September or December for MSTR and S&P500 inclusion. 
https://old.reddit.com/r/BitcoinMarkets/comments/1km61dx/daily_discussion_wednesday_may_14_2025/?sort=top

Hello fellow plebs. I'd like to share something with all the new and existing people here who are hesitant to buy or is thinking of selling since we have passed the 100k mark for weeks now. I've never sold through the last two tops and bottoms, but if I followed my magic rainbow/log shart I could have made much more gains, but you know what they say, timing the market is hard and to just HODL, which worked out fine for me. Pigs get fat, hogs get slaughtered. Anyway, if history repeats, we are just getting started. This chart will not be valid anymore if we are in an S curve technology adoption (like email, internet, mobile); this chart is only a log chart (AKA rainbow chart) and is much more tame than S curve. In other words, I could be wrong and in a year or two it could blast past 1 million, but I'm still sharing this conservative chart and think it will range from 400k-500k this cycle, which is another 4-5x, much less than the previous cycle low to peak:
2011 Cycle (First Cycle):
* Low: \~$0.30 (October 2010)
* Peak: \~$31.90 (June 2011)
* Multiple: \~106x ($31.90 / $0.30)

2013 Cycle (Second Cycle):
* Low: \~$2.01 (November 2011)
* Peak: \~$1,177 (November 2013)
* Multiple: \~585x ($1,177 / $2.01)

2017 Cycle (Third Cycle):
* Low: \~$178 (January 2015)
* Peak: \~$19,891 (December 2017)
* Multiple: \~112x ($19,891 / $178)
2021 Cycle (Fourth Cycle):
* Low: \~$3,191 (December 2018)
* Peak: \~$69,000 (November 2021)
* Multiple: \~22x ($69,000 / $3,191)

If you're new, you're not early, but not too late. Only a few intuitions and countries are adopting, its just the beginning for them; but I don't think its powered by us plebs to make the next peak push. If this chart still holds, the only way to reach 10x+ this cycle is a Bitcoin leveraged derivatives, such as MSTR, which is currently a leveraged Bitcoin product due to their low interest fiat money loan advantages that plebs like us don't have access to. But those products also carries more risk (because you'll have to trust the CEO not to fuk it up), but potentially more reward if money is your only goal. Just know that if you stick with the fiat system rather than real self custody Bitcoin, good luck sending others millions of $ all at once.

Lastly, I'm not telling you what you should do, especially since some people like to be poor and hate rich people. Do what you will with this information.

tldr; Sovereign wealth funds and state institutions are increasingly gaining Bitcoin exposure indirectly through MicroStrategy (MSTR) rather than spot Bitcoin ETFs, according to Standard Chartered. Regulatory filings reveal that countries like Norway, Switzerland, and South Korea, along with U.S. state pension funds, have significantly increased MSTR holdings. This trend reflects growing sovereign interest in Bitcoin as a store of value, with MSTR serving as a leveraged proxy for Bitcoin due to regulatory constraints on direct holdings.
*This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.

MSTR can’t sell without tanking the price of both Bitcoin and the stock. You don’t think 3% is significant? Considering all the lost coins it’s close to 4% anyway, but it still is either way. MSTR trades at a 2.1x premium to their Bitcoin holdings, because they get “BTC yield”. You know how much Bitcoin they’d have to own to 2x their Bitcoin per share? Over 2 million Bitcoin, more than 12% of all of them. You don’t think 12% is significant either? Do double again they’d have to own close to 50% of all Bitcoin.
Even if the dollar dies, Bitcoin is still going to zero. Bitcoin is not a currency, it can never be used as such.

Why is MSTR lagging behind? Bitcoin almost hit new ATH and Strategy is holding at about $400