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Started By
Message
How much longer before MSTR goes out of business?
Posted on 2/4/26 at 11:40 am
Posted on 2/4/26 at 11:40 am
At what BTC price does the company tip over? Are we already there at $72K?
Are crypto bros getting nervous? You think Trump's AI czar David Sacks will do come up with some plans to keep the crypto industry propped up. Seeing as how crypto bros were overwhelmingly supportive of Trump for the second term, does the administration owe them something?
Are crypto bros getting nervous? You think Trump's AI czar David Sacks will do come up with some plans to keep the crypto industry propped up. Seeing as how crypto bros were overwhelmingly supportive of Trump for the second term, does the administration owe them something?
This post was edited on 2/4/26 at 11:45 am
4
Posted on 2/4/26 at 11:45 am to Street Hawk
Michael Burry has a full chub right now.
Posted on 2/4/26 at 12:41 pm to Street Hawk
They will be solvent until BTC gets to sub $20k. Then they might be in trouble.
They can’t be margin called. People don’t seem to understand that.
They can’t be margin called. People don’t seem to understand that.
Posted on 2/4/26 at 12:55 pm to PhiTiger1764
Isn't the greatest threat to the business paying out the dividend if BTC doesn't start rising? I know they have enough cash on hand to manage for a while so it's not an immediate threat but at some point they could get into the sell BTC to pay dividend doom loop and if MSTR starts to liquidate BTC definitely wouldn't be a good sign to the other maxis.
Posted on 2/4/26 at 1:10 pm to Pimphand
They have about 2.5 years worth of reserves to meet current dividend obligations.. but certainly if Bitcoin stopped rising long term they would be in trouble.
Posted on 2/4/26 at 1:35 pm to PhiTiger1764
quote:
They have about 2.5 years worth of reserves to meet current dividend obligations.
Where is this cash coming from?
Posted on 2/4/26 at 2:45 pm to Kingpenm3
I think Bitcoin will be up over long term. A lot of money has been flowing out of BTC to PM last several months.
That’ll change. These corrections are healthy. It’s interesting how a few weeks or few months of a charge in prices gets people spooked.
That’ll change. These corrections are healthy. It’s interesting how a few weeks or few months of a charge in prices gets people spooked.
Posted on 2/4/26 at 4:16 pm to Street Hawk
quote:Probably a long time. But hopefully the scam (getting retail shareholders to believe an absurd story so that they bid the stock up to huge premiums to intrinsic value so that insiders can cash out their shares) is finally revealed and mostly finished.
How much longer before MSTR goes out of business?
Street Hawk
At what BTC price does the company tip over? Are we already there at $72K?
It was always entirely stupid, but go look at the big thread to see how many guppies still buy it hook, line and sinker.
Posted on 2/4/26 at 4:30 pm to Big Scrub TX
If this stock ever gets back remotely close to 300 I'm selling it all. 
Posted on 2/4/26 at 4:51 pm to kaaj24
quote:
A lot of money has been flowing out of BTC to PM last several months.
That’ll change.
Posted on 2/4/26 at 5:29 pm to Kingpenm3
quote:
Where is this cash coming from?
Shareholder dilution and massive debt
Posted on 2/4/26 at 5:40 pm to UltimaParadox
The one thing going for him is lack of debt. The whole operation only requires a flash drive and an active twitter account. How much can that really be?
Posted on 2/4/26 at 5:48 pm to Pimphand
quote:Those shares are ultimately just equity. Like any equity, dividends can be cut. STRF does have protections that the others don’t but it’s still not “debt”.
Isn't the greatest threat to the business paying out the dividend if BTC doesn't start rising?
Posted on 2/4/26 at 6:14 pm to lsuconnman
quote:
The one thing going for him is lack of debt. The whole operation only requires a flash drive and an active twitter account. How much can that really be?
8.2 billion in debt and counting
Posted on 2/4/26 at 6:23 pm to UltimaParadox
That debt is basically 10 years of friends and family compensation packages. He could scale it back at any time if he wanted.
Posted on 2/4/26 at 6:35 pm to lsuconnman
Without issuing more debt or share dilution they can no longer buy BTC or service their debt
Unless they sell BTC
Unless they sell BTC
Posted on 2/4/26 at 6:39 pm to UltimaParadox
Dilution is the solution
Posted on 2/4/26 at 7:14 pm to lsuconnman
Their current strategy was 50/50 dilution/debt. Just not sure people are lining up to buy these newly issued shares. Going to compound the price action downward.
Feels like a death spiral without major run up in Bitcoin price
Feels like a death spiral without major run up in Bitcoin price
Posted on 2/4/26 at 8:33 pm to UltimaParadox
Posted on 2/4/26 at 9:31 pm to Street Hawk
Why would they go bankrupt? They own spot btc so they will never be margin called. They have barely any debt. The cash on the balance sheet is enough to pay almost 3 years of dividends. They have shown that they can raise over $1billion in cash in a single week during the depths of a bear market. Yea stock price is in the absolute shitter but they are so far away from bankruptcy at this point
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