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To be clear here I only believe MSTR is suitable for retirement accounts and I do not believe you should ever sell Bitcoin for MSTR.
If you have cash outside retirement you should be buying Bitcoin and holding it in cold storage.
I have a 10% allocation to MSTR
Anyone thinking about going 100% MSTR is farther out on the risk curve in my opinion.
If you’re doing long calls on MSTR you are very far out on the risk curve.
Caveat emptor.
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Still enjoying being exit liquidity for Fixed Income managers? The only winner here is MSTR bing buyers/holders. The equity buyers will get hosed long term. You just have not been fully diluted yet.
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