@saylor just took 2 months of
$MSTR to
$IBIT ratio recovery and crushed it within 2 weeks.
Sentiment is not good on
$MSTR, we're seeing the biggest cheerleaders totally change their tune Strategy's playbook.
About a year ago I said that my play was to just hold spot Bitcoin in
$IBIT because it removed this dynamic of management. Well, I'm glad I went far heavier in
$IBIT, than I did in
$MSTR.
The question is, why would anyone buy and hold
$MSTR right now rather than just holding Bitcoin or
$IBIT?
There upside is clearly much more favorable in
$IBIT right now and you don't have to worry about constant dilution with every incremental rise in the price of Bitcoin.
Please chime in.