which company would you pick?
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192 sats \ 7 replies \ @siggy47 8 Aug 2023
microstrategy
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33 sats \ 4 replies \ @kr OP 8 Aug 2023
yeah i think microstrategy will do well, but i wonder if we’ll see another company with a lot of cash on their balance sheet do even better on a per-share basis by taking the same approach as saylor…
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125 sats \ 1 reply \ @siggy47 8 Aug 2023
Amazon will likely do well during that time frame. I wonder if they'll buy btc with all that cashflow?
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13 sats \ 0 replies \ @BBitcoinUSA 9 Aug 2023
Other companies may do better on a per share basis in terms of allocating cash flow to their BTC treasury holdings, but Microstrategy may still be the much better buy in terms of a sum of the parts valuation, ie how much are you paying for each share of their BTC holdings vs. each share of the actual operating company. Not too long ago I believe you could have essentially owned shares in the operating company for free, but I haven’t looked into it in a while.
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13 sats \ 1 reply \ @orthwyrm 9 Aug 2023
Quite possibly. But the neat thing is that if other companies start doing this, bitcoin moons and MSTR gets dragged up with it.
I feel similarly about the spot ETFs. In one way ETFs detract from MSTRs investment proposition as Bitcoin exposure, but in another way they compliment it by increasing bitcoin demand (and hence the price of MSTRs BTC treasury).
In my mind the only thing that matters is if MSTR can hold onto their stack. They really just have to sit and wait for the rest of the market to play catch-up with the BTC play.
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0 sats \ 0 replies \ @nemo 9 Aug 2023
deleted by author
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13 sats \ 0 replies \ @orthwyrm 9 Aug 2023
Pretty much. For my tax sheltered accounts I cannot purchase Bitcoin directly (Bitcoin derivatives are banned in the UK), so I'm limited to Bitcoin-adjacent stocks. My Bitcoin-related allocation is 50/50 between MSTR and the larger miners.
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13 sats \ 0 replies \ @BBitcoinUSA 9 Aug 2023
Same here
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220 sats \ 0 replies \ @benthecarman 8 Aug 2023
I think all the bitcoin adjacent companies are the obvious answer. If you can't pick those probably just Apple or Amazon, they will still be dominant in 10 years.
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170 sats \ 0 replies \ @rijndael 9 Aug 2023
microsoft or nvidia
just realized I have zero direct exposure to either. lol
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170 sats \ 2 replies \ @BlokchainB 8 Aug 2023
Block
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13 sats \ 1 reply \ @Public_N_M_E 9 Aug 2023
I used to be in block but got out due to their CEO being who he is.
It's tough to invest in a company with a head honcho you don't like.
Those Hindenburg reports were pretty damning.
Prior to that I really believed in Block or at the time it was Square. $SQ.
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13 sats \ 0 replies \ @BlokchainB 9 Aug 2023
Yeah but my thesis is simple are they using bitcoin or not. They are the only neo bank pushing a bitcoin future. With square crypto and LDK development they are so far ahead plus they still hold way more Bitcoin than I do.
CEOs and reports might scare you off but for me if they shut down the bitcoin exchange and sell all their Bitcoin then I will dump their shares
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42 sats \ 1 reply \ @Chep 8 Aug 2023
apple
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59 sats \ 0 replies \ @Chep 8 Aug 2023
Not because I like apple I'm still upset they removed likes from Damus, I just think their products are so engrained in the life of most U.S citizens. I heard the other day over 60% of phones in the US are iPhones... insane stat
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29 sats \ 1 reply \ @Tjacten 8 Aug 2023
Lightning Labs
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82 sats \ 0 replies \ @rijndael 9 Aug 2023
not public
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70 sats \ 0 replies \ @k00b 9 Aug 2023
If I were investing, I'd look for some small/medium cap with unrealized IP for AR/VR.
Alternatively, something in an industry downstream of AI that disproportionately benefits from it. The industry would have struggled to automate because their problems are too messy/expensive.
It's all feels like such a roulette wheel though compared to bitcoin. If you're going to invest in equities in this market (I wouldn't), it seems like you have to diversify.
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32 sats \ 0 replies \ @Storyteller 9 Aug 2023
Shell.
We need oil for the next 10 years. So their earnings will keep being good.
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32 sats \ 0 replies \ @byzantine 9 Aug 2023
NVEC
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32 sats \ 0 replies \ @sudonaka 8 Aug 2023
Riot Platforms
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13 sats \ 0 replies \ @Public_N_M_E 9 Aug 2023
Any and all mining companies ultimately.
Riot, mara, Argo, hut 8, stronghold.
Any of those really. If you believe in BTC you'll probably do alright off companies mining it.
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2 sats \ 0 replies \ @nightsofbitcoin 9 Aug 2023
Myspace
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0 sats \ 0 replies \ @mrtali 9 Aug 2023
U can't make all in just in one tech it's a basic
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0 sats \ 0 replies \ @kr OP 9 Aug 2023
lots of large cap predictions so far… what are the underrated small cap tech companies everyone else is ignoring?
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