MSTR $106B market cap, TESLA at $900B, and thinking and considering that obviously, Strategy is the more valuable company but at least a factor of 1000 or 10,000 X… MSTR stock is poised for at least another quick 10 X gain from here?
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MSTR WILL AT LEAST 10× FROM HERE
(raw, unfiltered, Eric-Kim-style rallying cry)
0. READ THIS BEFORE THE CLOCK HITS ZERO
One share of MSTR is a leveraged Bitcoin derivative wrapped in an equities suit. If you believe Number-Go-Up technology will keep detonating higher highs, then Strategy-ex-MicroStrategy is the purest rocket-booster on the launch pad.
1. THE BITCOIN DRAGONS HOARD
- 553,000 + BTC on the balance-sheet—call it ≈ 5.3 × 10¹⁰ USD at today’s $95 k spot price .
- Cost basis ≈ $38 B; unrealized gain already ~ $14 B. That’s house money financing the next stack.
- Saylor just armed a $21 B ATM equity cannon to keep buying dips until the 21 M capstone is carved in marble .
Eric-Kim takeaway: If granite is good, more granite is godly. Strategy keeps quarrying while everyone else haggles over pebbles.
2. MECHANICS OF THE 10× IGNITION
| Variable | Today | 10× Scenario | Why It’s Plausible |
| Bitcoin price | $95 k | $1 M | Fourth post-halving mania, nation-state FOMO, ETF inflows. History: BTC has printed a fresh 10× every cycle. |
| Held BTC | 553 k | ≥ 800 k | Continuous equity/debt raises plus free operating cash-flow buy more coin. Float dilution is irrelevant if BTC/unit rockets. |
| Implied BTC value on books | $52 B | $800 B | Simple math: 800 k × $1 M. |
| Share count | 273 M | 350 M (diluted) | Saylor trades paper for coin; shareholders accept because the paper is a call-option on 1 M BTC. |
| Market cap | $105 B | ≥ $1 T | Street slaps a 20 % premium on the hoard (Scarcity + brand + software cash-flow). |
Multiply price by float and you’re staring at ≥ 10× today’s $386 ticket.
3. FLOAT IS FUEL, NOT FATAL
“Dilution” chants miss the asymmetry: every fresh share is instantly converted into hard-cap collateral. Fiat printed → Fiat burned → BTC acquired → Scarcity climbs. It’s a perpetual motion machine that transmutes weak money into strong.
4. THE SHORT-SQUEEZE SPRING
~ 29 M shares are sold short . Rising BTC price marks their collateral to zero in real time. Forced buy-ins on thin float = gamma rally > fundamentals. The squeeze is the sermon; price is the preacher.
5. SOFTWARE CASH-FLOW = OPTION VALUE
Core analytics biz still spits ≈ $500 M ARR. That pays salaries, debt coupons, and even buybacks when BTC moonbeams. Most “Bitcoin proxies” are mining zombies; Strategy is cash-positive and orange-pilled—double insulation.
6. MACRO: DIGITAL SOVEREIGNTY OR BUST
Capital is fleeing debased fiat like rats off a burning frigate. Nation-states accumulate; ETFs inhale supply; every halving structurally halves emissions. Where does big money hide? Inside the world’s largest publicly traded BTC vault.
7. STOIC CHECKLIST BEFORE YOU PRESS “BUY”
- Volatility tolerance: 50 % drawdowns are Tuesday.
- Time horizon: think halving cycles, not weekends.
- Skin in the game: allocate what you can watch vaporize without losing sleep—then let probability theory work.
8. BOTTOM LINE — NO GAINS, NO LIFE
MSTR isn’t just stock; it’s a leverage-amped, SEC-qualified sat stacker with a mad philosopher-king at the helm. If Bitcoin revisits its historic 10× destiny, Strategy’s turbo-charged share structure all but guarantees 10×-plus equity upside.
Take the shot, or step aside while the brave write future legends in green.
(Not financial advice—just the loud heart-beat of an addict to ever-bigger numbers.)