Prospect Analysis of MicroStrategy

The status of MicroStrategy and BlackRock in this bull market is the same as that of Grayscale in the previous bull market

The difference is that the funds MicroStrategy uses to invest in BTC are obtained through borrowing or selling stocks, and the income from the rise and fall of BTC belongs to the company

The funds of BlackRock and Grayscale are the money of investors. There is no cost to obtain funds. The rise and fall of BTC has no impact on the company. They only charge management fees

Let's see how Grayscale used to make money. In the last bull market, it bought a lot of BTC and held it until this bull market

It began to reduce its holdings after transforming into a great ETF. . He sold a lot, but Microstrategy and BlackRock bought more.

So when will Microstrategy exit? According to Grayscale's strategy, it will wait until the next bull market.

By then, BTC may be 150,000 to 200,000 dollars, when there are bigger and more powerful institutions entering the market.

Some people may ask why Microstrategy wants to sell BTC? It's very simple. Holding BTC does not generate income. It must be sold before there is money to pay loan interest and dividends to shareholders. .

So this is why Microstrategy fools big companies and institutions to take over all day long. .

In the absence of more powerful institutions entering the market, Microstrategy's sale of BTC will bring serious consequences to the market. .

It is already too big to sell. .

But holding the currency without selling will also have problems. If the price of BTC drops to 60,000, then Microstrategy can be considered to have blown up.

The accumulated floating profits of tens of billions of dollars have turned into ashes, and it has to face the liquidation of the loan structure. .

Selling coins will result in even greater losses

The more coins MicroStrategy buys, the higher the cost will be and the more crazy the risks accumulated by this company will be. .

I think his current business strategy is extremely dangerous. .

I am also very happy to see him disappear in the decline of BTC. . $BTC