Will MSTR Take a long term hit from BTC ETF \ stacker news ~stocks

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Will MSTR Take a long term hit from BTC ETF

1733 sats \ 12 comments \ @kepford 9 Jan stocks

Been thinking about this lately and discovered I'm not alone in thinking this. For a long time MSTR has been a proxy stock of bitcoin. I suspect as people prepare for the ETF and if the ETF are approved that many stocks will be sold and converted to the ETFs. But, in the longer term of 6-12 months will MSTR continue to drop?

What do you think?

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68 sats \ 2 replies \ @grayruby 9 Jan freebie

Probably a bit. I suspect it will trade at a discount to its bitcoin holdings considering the debt it holds but will rise in value with the bitcoin price and still outperform the market.

50 sats \ 1 reply \ @kepford OP 9 Jan

It has dropped over the past few days and I suspect the ETF is why.

20 sats \ 0 replies \ @grayruby 9 Jan

Yeah. Makes sense. I haven't owned MSTR in awhile but if it did trade at a juicy discount to the bitcoin holdings I would pick some up and ride it through the bull because it might catch a bid as a levered bitcoin play if we have another fomo season.

142 sats \ 1 reply \ @Wumbo 9 Jan freebie

Some things MSTR has going for it compare to the ETF:

MSTR can dilute the stock and/or take on debt to buy more bitcoin. https://www.youtube.com/watch?v=L0kuVPw8qM0
There is not a yearly expense fee for MSTR like with the ETF.
A Figure Head (Saylor) that is more likeable from a BTC stand point then a Wall Street Banker.

0 sats \ 0 replies \ @Bell_curve 5 May

Good analysis

53 sats \ 1 reply \ @5centvalentine 9 Jan

I intend to hold my MSTR until it becomes worth $0. Just for the story. Bought in 2020. The tale will go something like this "....and in the end, there truly was no second best. The End."

21 sats \ 0 replies \ @Bell_curve 5 May

I am in the same boat. I bought a lot of MSTR in 2022 when it was below 200

30 sats \ 2 replies \ @siggy47 9 Jan

I'm no expert, but Fred Kreuger agrees MicroStrategy will take a hit post ETF. He spoke about it recently on TFTC. He dies think it will still do well in the long run. Me? I wouldn't buy the ETF or microstrategy

283 sats \ 0 replies \ @kepford OP 9 Jan

Yeah, I actually listened to that appearance. I like getting varied opinions. Fred has a very different view than myself, Marty, and what you have stated.

I tend to land near you. I do think if you have money locked up in retirement accounts these might be better options vs many stocks and ETFs.

54 sats \ 0 replies \ @Bell_curve 5 May

Fred has an institutional bias because of his career and background. MSTR has outperformed ETF since they launched and I am aware MSTR is down to 1200 after being near 2000. I have MSTR in my Roth IRA.

10 sats \ 1 reply \ @OT 9 Jan

Its possible

Might be interesting to look at fees charged for the ETF, then fees for holding MSTR.

0 sats \ 0 replies \ @Bell_curve 5 May

No fees for MSTR