hey everybody welcome back to whiteboard Finance my name is Marco and I’m here to help you master your money and build your wealth through micro strategy in
your Roth IRA so all joke inside micro strategy if You’ not been following them uh they’ve been buying Bitcoin for over four years now today alone they just bought 51,70412 but I’ll show you exactly why in this CashNews.co so uh this right this tweet right here is just announcing
that they bought 51,70412 627 per Bitcoin uh and basically they now hold 331,000 Bitcoin and the highlight of my life other than having my children was that M Michael sailor actually follows me on Twitter for a few years now so I’ll give myself a little pad on the back so basically this right
here is the uh sailor tracker and this shows every time that Michael sailor or micro strategy tweeted that they bought Bitcoin uh this person who created this website actually tracks it on this website um so you can see here that their most recent one was today this morning which we just talked
about and you can see right now all time they’re up about 80% 80.7 n% with Assets valued at about 30 billion okay and we’ll go through this a little bit more in depth this CashNews.co is not just to show you hey micro strategies buying Bitcoin and why it’s
important this is why it’s important so this is their uh Q3 2024 earnings call this came out the day before Halloween and the reason that this is important there’s a whole hour and a half long CashNews.co maybe I can link to it in the description um but you can see ever since this came
out just about a month ago not even just a few weeks ago they’ve been buying Bitcoin like crazy even more so than usual so the reason this is important is because this is a publicly traded company and they are looking to raise one of the biggest Equity raises or
Capital raises in history Stock Market history they’re looking to raise 21 billion from Equity and 21 billion from fixed Income and you can see what they’re trying to do with this over the next three years is
essentially uh I’ll cut to the chase buy Bitcoin with it okay the reason for that is because they’re able to get this at such low rates as with using their stock as collateral um that they’re able to just some people call it the infinite money glitch I mean I don’t want to
go that far but basically they’re just using their stock as collateral no different than someone else would use their house during a HELOC process cash out refi AKA use the stock as collateral and then just use that to buy Bitcoin so basically this is why this is important let me zoom in so
you guys can actually see this uh this is from their uh Q3 earnings call so basically our Focus remains to increase value generated to our shareholders by leveraging the digital transformation of Capital today we are announcing a strategic goal of raising 42 billion of
Capital over the next 3 years comprised of 21 billion of Equity and 21 billion of fixed Income Securities which we we refer to our 2021 plan as a Bitcoin Treasury company we plan to use the additional
Capital to buy more Bitcoin as a Treasury Reserve asset in a manner that will allow us to achieve higher Bitcoin Yield said Fong L president and CEO of micro strategy so the reason that this is important is because as micro strategy grows in Market
care cap um they’ve actually surpassed Nvidia they’ve surpassed a lot of companies not in market cap but all but in growth uh over the past year or so uh Dylan points to it very simply and succinctly micro strategy issues Shares to buy Bitcoin that’s what
they’re doing right now total Bitcoin uh Bitcoin divided by share and market cap goes up their future weight remember these index indices are cap weighted meaning the bigger your market cap the more share of the index or the ETF you’re going to get so for example like QQQ or SPX which
is the S&P 500 which means passive flows Wall Street Front runs mechanical index flows which means micro strategy goes up rinse and repeat so um real quick it’s important to understand that uh in a few months most likely in December or January um quarter 4 of 2024 or quarter 1 of 2025 uh
micro strategy is checking all the boxes to be included in uh the NASDAQ 100 and also also the S&P 500 uh with the S&P 500 they do have to take on fby Accounting uh which is actually they’re in the process of doing right now and which is Al also going to be more
favorable for Bitcoin because then more and more companies can add it to their Balance Sheet just like micro strategy has been doing over the past four years so as we move on we can see other companies on bitcoint treasuries Donnet that actually hold Bitcoin you can see the exact
amount right here in this column you can see what their Bitcoin per share is you can see what their cost basis is so basically micro strategy is in for 16.5 billion uh and essentially that’s worth almost 30 million right now excuse me 30 billion right now so almost double they’re up
1.81 X so uh they own if you’re to take the total supply of Bitcoin uh sorry my face is covering it let me zoom in here if you were to take the entire supply of Bitcoin which is 21 million ever um assuming it’s 21 million a lot of those are lost about 2 to three million Bitcoin are lost
making it 18 to 19 million if you were to look at this micro strategy holds 1.57 7% of the total Bitcoin Supply ever okay and it’s only going to keep going up especially if they go with that 2121 plan so if you look at the micro strategy tracker the reason I’m bringing this up and
making this CashNews.co is that I bought micro strategy earlier this year at about $1,300 a share it went for a 10 to one stock split making my cost basis around 130 and as you can see right now it’s worth about 300 71 a share or $3,700 a share before the 10 to1 stock split so basically
I’m up significantly on this position however I wish I would have backed the truck up um in the last at the end of the last bull market beginning the last bare Market I don’t know why I didn’t I’ve been following this Michael sailor for years now um I think I was just more
of a person that looks at the net asset value of micro strategy what their uh books show how much Bitcoin they own and what it’s worth right now it’s trading as you can see I believe it’s in this uh right here the nav the net asset value premium is trading at 2.77 ax okay so why
would I buy micro strategy when I can just buy Bitcoin right that’s the 21 million Bitcoin question well a lot of people that’s why they’re buying the ETFs and that’s why
they’re buying stocks um just because of the different uh bookkeeping uh the stuff that you have to do as a publicly traded company with disclosures and all that stuff and then also the Bitcoin none;">ETFs are kind of like hey I can stick it in a Roth Ira or I can you know buy it on an exchange so that’s not the only reason why I’m buying micro strategy um I just think that if their Bitcoin Treasury um idea actually comes to fruition uh they’re going
to be a Bitcoin financial institution and if Bitcoin is going to do what I myself and many many others has think it’s going to do over the past six seven 8 10 15 years since it’s Inception um Microsoft you’re probably looking at the next Berkshire Hathaway and I don’t really
say that lightly I mean that seriously so they’re they’re basically establishing themselves as the next Berkshire Hathaway or a true Bitcoin financial institution so uh last thing I’ll show you is some analysts have it heading to 500 uh that’s because of the inclusion of the
uh of QQQ and also the S&P 500 but what I wanted to show you was if you look at uh micro strategy nav uh the net asset value multiplier versus the Bitcoin price uh let me actually go to full screen here and you can see right now we’re sitting at about let’s see bitcoin price
let’s just say it’s 92,000 per Bitcoin at the time of this recording give or take the net asset value premium is 2.78 that’s literally what it’s at right now micro strategy price is 377 or so now if you bump it up and the net asset value premium goes to 3.07 X micro strategy
should be at 416 a share and then 3.23 is 438 a share now what happens if the price of Bitcoin actually goes up and I know this is kind of hard to see you guys but I can’t really I’m trying to zoom in let me see if it’ll work so now if I zoom in if Bitcoin goes to 110,000 per
Bitcoin which a lot of people think it’s going to do um I’ve been saying for four years now uh Bitcoin is going to be six figures by summer of 2025 basically August September October right around there um and we’re almost at that now it’s not even uh 2025 yet so let’s
just say Bitcoin goes to 110 same net asset value premium prum 2.75 that we’re looking at right now uh micro strategy price should be 445 if we look at higher net asset value premium 615 uh 4. 38x we’re looking at $710 uh micro strategy price with a price of Bitcoin at 110,000 uh if you
want to pump it up even further I mean we’re looking at almost $1,000 a share with micro strategy and these different scenarios which I’m not going to go through so you guys get the idea right now uh micro strategy is sitting on over 300 100,000 Bitcoin uh by far more than any other uh
publicly traded company out there um the next biggest one I believe was a Bitcoin minor marathon and then the thing is he’s actually tweeting at um SAA nadela the CEO of Microsoft and he’s literally sharing his open- Source Playbook not only that we have I was on a call last Thursday on
Twitter it was a live stream uh we have representatives in Pennsylvania um that are proposing bills and propose a strategic Bitcoin Reserve there’s just so much stuff going on right now um based on the election and everything everything is pointing towards an orange summer um orange winter
orange summer but we’ll see again my market top my market top was six figure Bitcoin by um Q2 Q3 of 2025 I’ve been saying that for four years go look at my old tweets go look at my Twitter it’s all there I have all the receipts um and it’s actually happening which is pretty
interesting to know that hey I may be on the right side of history with this thing so um if you haven’t bought Bitcoin yet check out my link down below it’s to River they’re Bitcoin only it’s an exchange with no fees if you dollar cost average which is what I’ve been
doing for many years um and also if you have any other questions shoot them down in the comments below what are your thoughts do you think we’re going to see a $11,000 per share micro strategy price uh also do you think we’re going to see a $100,000 Bitcoin if so and when thank you so
much and have a prosperous day me this Thanksgiving when Bitcoin hits 100,000 I told it’s all made up we just need Bitcoin pass the gravy
CashNews, your go-to portal for financial news and insights.
When will Bitcoin hit $100k?
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Isn't this just going to become an issue as other companies start the money loops? Compounded BY each other.. MSFT issues shares, buys BTC. BTC goes up, MSTR has to issue more shares to buy the juiced BTC, BTC goes up again, AMZN joins in.. then they are all boosting each other and its just unlimited.. Meanwhile they are all going up.. Real money funded by fake money seems like it will become a problem..
You know Mstr is a Ponzi scheme for the latest tranch of convertible debt holders? Don’t be fooled they will be liquidated and all of their bitcoins will fall in the wallets of carbon hands
Random questions but last two videos you have a workout running on your apple watch during video? why?
I have a few questions and i'll be grateful if someone will reply. how can i invest in stocks? or how i can help to grow a portfolio? I want to invest around 140K cash savings. What are the best strategies?
How many shares should I invest into Microstrategy if it’s at a high price?
Hit 100k at 1130 last night
this MicroStrategy guy looks like that coworker that we all have had that has a "system" to win the lottery numbers.
Hey Marko , awesome video! Your unique style really stands out. I'm a video editing specialist focused on YouTube growth, and I can help enhance your content with high-quality edits and engaging thumbnails. If you're ever open to exploring new ideas or strategies that can boost your channel further, I'd love to connect and see how we can collaborate. Let me know your thoughts!
https://www.youtube.com/watch?v=P5LKZ1-6BWM what you think of this Marko? This guy warn us that this is a pyramid scheme
What is bitcoin again?
Whats your thoughts on Citron comments on how “detached” microstrategy is from btc. I agree with what you said in the video, including the s&p500 inclusion which could happen soon. Citron had called a few signature shorts, but I don’t believe they are right aside from the leverage argument. Can you elaborate on what you meant on the 2.7x and the other extrapolations as well
You helped sell me on Bitcoin. I’m about your age. How would you diversify, percentage wise, to Bitcoin (I have FBTC) and Microstrategy? Moving forward?
I dont think u explained why the 2.77x premium
So much good news about BTC & MSTR, it's only helping the market, I hope it continues to rise.
The crazy thing is that michael saylor is not a known individual outside of this particular community and when that changes, mstr & btc will explode.
Do you guys recommend getting into MSTR right now or should I wait?
MSTX for the win and collecting MSTY dividends along the way
I can finally afford organic gravy now thanks to $MSTR
Beware MSTR: MicroStrategy vs MacroStrategy: According to an article recently in Seeking Alpha, written by Michael Del Monte:
The biggest differentiator is that investors of MSTR don't actually own direct exposure to BTC, as the BTC assets are primarily held in MacroStrategy. Given this factor, I believe MicroStrategy is nothing more than a capital-raising vehicle used to bolster BTC holdings at MacroStrategy. This is essentially a reverse SPE where investors are directly investing in equity dilution and debt with limited-to-no benefits from MacroStrategy's BTC holdings.
You buy MSTR as a highly levered BTC play. MSTR is up like 800% this year. BTC is only up about 120%. The share price of MSTR is all relative. I mean, the pre-split price right now would be about $4,900.
Bitcoin is King
Thank you Marko. You've sparked my interest to learn more about MicroStrategy.
It is inevitable $500 MSTR and $100,000 BTC.
I think you are right about Bitcoin top. Absolute price is not the only value of a stock. For 5x price pump, I'll buy anything that does that and set a 5% trailing stop loss to save me from volatility. Like Saylor says, "All your models will be broken"
I suspect at the rate of growth MSTR will have to do another 10 to 1 split by April 2025
I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Charlotte Grace Miller for helping me achieve this
$MSTR / $MSFT
Thanks to you, I now have realistic expectations for this bull run. I entered crypto earlier this year, and your insights on cycles and market connections have been invaluable. I now understand how global markets impact crypto, so I'm watching traditional market tops closely. Without your guidance, I’d probably be holding blindly instead of actively managing my positions. Growing my portfolio from 2.3 BTC to 24 BTC in a few months has been incredible. Special thanks to Seren Wintersun for her expertise, which has been essential in navigating this complex landscape.
Hit $449 today – Nov 16, 2024. Definitely $1000 MSTR isn't out of the question. It'll hit that by summer 2025 if not earlier!
This card gets you access to priority pass lounges as well right?
Get some PLTR!
So what happens during the bear market when BTC dumps?
Ponzi scheme lol way to put it
What could possibly go wrong😂
MSTR heading to a trillion dollars
"Pass the gravy!" #EPIC ending 😂