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“Micro Strategy cannot get out and it cannot add anymore. It is a money losing business other than its other than its uh Bitcoin holding uh and it destroys value and now it is at a discount.”
“Well, its Bitcoin yield now is negative. If it attempts to buy any Bitcoin, it will actually deliver a negative yield to its shareholders.”
“they should trade at a discount to their Bitcoin value like any other actively managed uh ETF would have that has huge management expenses. And there they are. They're at a 6% discount.”
“you can't you can't you can't add any more Bitcoin.”
“If you go back and look at Micro Strategy compared to Bitcoin, the performance of Micro Strategy is just much better. Yeah, maybe year to date they're a bit similar, but over the last one year, two, three, five years or so, Micro Strategy did outperform Bitcoin.”