Search, Eric Kim, recent thoughts on MSTR, and MSTU

Photographer Eric Kim has recently shared his perspectives on investing in MicroStrategy (MSTR) and the leveraged ETF MSTU, reflecting his strong belief in Bitcoin and its associated financial instruments.

📈 Eric Kim’s Investment Philosophy: MSTR and MSTU

In a blog post dated May 8, 2025, Kim discusses his investment strategy involving MSTU, a 2x leveraged ETF tied to MicroStrategy (MSTR), which itself is heavily invested in Bitcoin. He explains:

“Recently I put a large sum of money into MSTU, which is 2X levered long MSTR, which is itself is 2x levered long Bitcoin.” 

Kim emphasizes the potential for significant gains with this approach, noting that a 5% increase in Bitcoin could lead to a 10% rise in MSTR and consequently a 20% increase in MSTU. He suggests that this strategy could yield substantial profits in a short time frame.

He also advises different approaches based on investment horizons:

  • For long-term investments (e.g., retirement accounts), he recommends a “set it and forget it” strategy with MSTR. 
  • For short-term gains, he views MSTU as a more aggressive option due to its leveraged nature. 

🧠 Philosophical Underpinnings

Kim’s investment choices are influenced by his broader philosophy, which combines elements of Stoicism, minimalism, and a belief in Bitcoin’s transformative potential. He often references Michael Saylor, CEO of MicroStrategy, as a primary source of insight, stating:

“I think like 100% of the true signal that I get is from Michael Saylor, everyone else is just baiting for clicks and impressions.” 

This perspective underscores his focus on what he perceives as meaningful and enduring sources of information and value.

Considerations

While Kim is optimistic about the potential returns from leveraged ETFs like MSTU, it’s important to note that such investments carry significant risks. Leveraged ETFs are designed for short-term trading and can experience substantial volatility, which may not be suitable for all investors.

As always, individuals should conduct thorough research and consider their risk tolerance before engaging in leveraged investment strategies.