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KUROB
commented on a stock · Jul 7 05:42

Is the winner ETF?

$Strategy (MSTR.US)$$Bitcoin (BTC.CC)$$iShares Bitcoin Trust (IBIT.US)$$STRATEGY INC VAR RT SER A PERP STRETCH PREFERRED STK (STRC.US)$$Metaplanet (3350.JP)$
$Strategy (MSTR.US)$$Bitcoin (BTC.CC)$$iShares Bitcoin Trust (IBIT.US)$$STRATEGY INC VAR RT SER A PERP STRETCH PREFERRED STK (STRC.US)$$Metaplanet (3350.JP)$ Here is a relative one-day chart of MSTR, Bitcoin (BTC), and IBIT. While BTC rose about +2.0% and IBIT gained +3.4%, MSTR was essentially flat.Capital that wants exposure to Bitcoin is flowing directly into ETFs to avoid complex capital structures.。 Until now, the advantage of holding MSTR was that it providedleveraged upsiderelative to Bitcoin’s price appreciation. But last night was different.It was almost like watching Metaplanet.It was. If you're not aiming for gains exceeding those of Bitcoin, there's no need to take on dilution risk.。 It appeared this way. "The story of Strategy as a company" and "the story of MSTR common stock" may need to be viewed separately going forward. This chart appears to show early signs of that.
Here is a relative one-day chart of MSTR, Bitcoin (BTC), and IBIT.
While BTC rose approximately +2.0% and IBIT gained +3.4%, MSTR remained largely flat.Capital seeking exposure to Bitcoin is flowing directly into ETFs, avoiding complex capital structures.。
​
Until now, the benefit of holding MSTR was that it providedleveraged upside when Bitcoin rose.That had been the case.
However, last night was different.It felt as if we were watching Metaplanet.It was.
​
If you can't target a higher rate of appreciation than Bitcoin, there's no need to take on dilution risk.。
That's how it appeared.
​
"The story of Strategy Inc." and
"the story of MSTR common stock" may need to be viewed separately from now on.
This chart appears to show early signs of that.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.Read more
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