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Is there a good up-to-date resource for understanding the current premium that MSTR has over its BTC holdings? The article says: "MicroStrategy said last week
by nkurz 6y ago
Is there a good up-to-date resource for understanding the current premium that MSTR has over its BTC holdings? The article says: "MicroStrategy said last week it owns around 91,579 bitcoins. Its holdings, worth around $5.5 billion according to a Reuters calculation, are equal to around 80% of its $6.8 billion market capitalisation."
Naively, this would imply a fairly low premium. But among other things, this doesn't account for fact that Microstrategy took on a lot of debt to buy their bitcoins. Essentially, I'd like to see an updated and more complete analysis like this: https://old.reddit.com/r/microstrategy/comments/ltypps/sell_mstr_buy_gbtc_or_btcc/ https://old.reddit.com/r/microstrategy/comments/ltypps/sell_.... Does such a thing exist?
- deleted 6y ago[deleted]
- RoboTeddy 6y agohttps://twitter.com/SBF_Alameda/status/1380284657820782595 https://twitter.com/SBF_Alameda/status/1380284657820782595