Episodes
Microstrategy's most recent convertible note offering was upsized once again from $700M to $875M to $1.01B at an interest rate of 0.625%. They have also been draining their ATM offering and purchased 7,420 Bitcoin for $458M. Is Bitcoin finally breaking out to new all time highs?   Join MSTR Pro/Support Here: https://buymeacoffee.com/MSTRDaily Follow me on Twitter: https://x.com/matt_utxo Listen on Spotify/Podcast Platforms: https://linktr.ee/MSTRDaily
Published 09/21/24
Microstrategy's new convertible debt offering was over subscribed from $700 million to $875 million at an interest rate of 0.625%. This is an incredible way to get rid of old debt, buy Bitcoin, and keep annual interest expense low.
Published 09/19/24
Today we talk about Microstrategy's new senior convertible debt offering and how it will be used to pay off an old loan with an interest rate of 6.125% which cleans up the balance sheet and gives room for around 1.5 billion dollars of new converts if they can be issued into high stock volatility at an interest rate of around 1%. We also go over the Fed cutting rates for the first time since 2022 and starting with a 50 basis point cut. Join MSTR Pro/Support Here:...
Published 09/17/24
Microstrategy and Bitcoin had a very weak Friday with Bitcoin falling to $52,500. Even though September continues to be a bearish month, both MSTR and Bitcoin had a strong rebound on Monday as Bitcoin looks to post a bullish Q4 and Q1 with October and February being Bitcoin's best months of the year. Saylor also went on Squawk box to talk about Bitcoin, and how MSTR is the best performing large cap equity in the US over the last 4 years.   Join MSTR Pro/Support Here:...
Published 09/10/24
In this video we discuss the BLS jobs numbers this morning with unemployment falling my 10 basis points and the odds of a 25 basis point vs. a 50 basis point cut in September for the Federal Reserve. Dr. Jeff Ross also says that Bitcoin is on a fire sale with low prices usually taking place in August before a solid Q4.   Join MSTR Pro/Support Here: https://buymeacoffee.com/MSTRDaily Follow me on Twitter: https://x.com/matt_utxo Listen on Spotify/Podcast Platforms:...
Published 09/06/24
In this episode we talk about the recently announced FTX creditor distributions taking place in Q4 of 2024. There will be approximately $16,250,000,000 returned to investors. This will be a massive catalyst for Bitcoin and Microstrategy. The 2Y/10Y yield curve un-inverted for the second time in the last two years casting fears of a recession in the coming months. Finally, we discuss my $1000 price target for EOY 2025 and the many catalysts on the horizon for this stock.   Timestamps: 0:00...
Published 09/06/24
In this video we discuss the recent $2B ATM S-3 that MSTR filed on August 1st and when it may be completed by. The average Bitcoin price so far while the ATM has been open is $59,000. We also discuss the mNAV growth trajectory and the possible start of QE in September/October 2024.   Timestamps: 0:00 The Start of MSTR Daily 0:26 mNAV Evaluation 2:10 $2B ATM Update 4:54 33,000 New Bitcoin 5:05 Q4 QE Bull Market Begins 5:30 Dr. Jeff Ross Liquidity and Bitcoin Analysis   Disclosure: Matt is long...
Published 09/05/24
$MSTR to the Top of the S&P 500 by 2040 | Chapter 1
Published 09/04/24