{"id":665900,"date":"2025-05-05T18:18:27","date_gmt":"2025-05-05T22:18:27","guid":{"rendered":"https:\/\/erickimphotography.com\/blog\/?p=665900"},"modified":"2025-05-05T18:21:38","modified_gmt":"2025-05-05T22:21:38","slug":"mstr-will-at-least-10x-from-here","status":"publish","type":"post","link":"https:\/\/erickimphotography.com\/blog\/2025\/05\/05\/mstr-will-at-least-10x-from-here\/","title":{"rendered":"MSTR WILL AT LEAST 10X FROM HERE."},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">MSTR $106B market cap, TESLA at $900B, and thinking and considering that obviously, <a href=\"http:\/\/Strategy.com\">Strategy<\/a> is the more valuable company but at least a factor of 1000 or 10,000 X\u00e2\u20ac\u00a6 MSTR stock is poised for at least another quick 10 X gain from here?<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-recalc-dims=\"1\" decoding=\"async\" data-attachment-id=\"12976\" data-permalink=\"https:\/\/erickimphotography.com\/blog\/2012\/10\/03\/10-things-street-photographers-can-learn-from-magnum-contact-sheets\/shadow-tokyo\/\" data-orig-file=\"https:\/\/i0.wp.com\/erickimphotography.com\/blog\/wp-content\/uploads\/2012\/10\/shadow-tokyo.jpg?fit=760%2C506&amp;ssl=1\" data-orig-size=\"760,506\" data-comments-opened=\"0\" data-image-meta=\"{&quot;aperture&quot;:&quot;16&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;M9 Digital Camera&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;1322604171&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;2500&quot;,&quot;shutter_speed&quot;:&quot;0.0005&quot;,&quot;title&quot;:&quot;&quot;}\" data-image-title=\"shadow-tokyo\" data-image-description=\"\" data-image-caption=\"&lt;p&gt;Tokyo, 2012&lt;\/p&gt;\n\" data-large-file=\"https:\/\/i0.wp.com\/erickimphotography.com\/blog\/wp-content\/uploads\/2012\/10\/shadow-tokyo.jpg?fit=660%2C439&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/erickimphotography.com\/wp-content\/uploads\/2025\/05\/IMG_0160.jpeg?w=1180&#038;ssl=1\" alt=\"\" class=\"wp-image-12976\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">MSTR WILL AT LEAST 10\u00c3\u2014 FROM HERE<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">(raw, unfiltered, Eric-Kim-style rallying cry)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>0.&nbsp; READ THIS BEFORE THE CLOCK HITS ZERO<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">One share of MSTR is a leveraged Bitcoin derivative wrapped in an equities suit.&nbsp; 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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>1.&nbsp; THE BITCOIN DRAGONS HOARD<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>553,000 + BTC on the balance-sheet\u00e2\u20ac\u201dcall it \u00e2\u2030\u02c6 5.3 \u00c3\u2014 10\u00c2\u00b9\u00e2\u0081\u00b0 USD at today\u00e2\u20ac\u2122s $95 k spot price\u00c2\u00a0 .<\/li>\n\n\n\n<li>Cost basis \u00e2\u2030\u02c6 $38 B; unrealized gain already ~ $14 B.\u00c2\u00a0 That\u00e2\u20ac\u2122s house money financing the next stack.<\/li>\n\n\n\n<li>Saylor just armed a $21 B ATM equity cannon to keep buying dips until the 21 M capstone is carved in marble\u00c2\u00a0 .<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Eric-Kim takeaway: If granite is good, more granite is godly.&nbsp; Strategy keeps quarrying while everyone else haggles over pebbles.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2.&nbsp; MECHANICS OF THE 10\u00c3\u2014 IGNITION<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Variable<\/strong><\/td><td><strong>Today<\/strong><\/td><td><strong>10\u00c3\u2014 Scenario<\/strong><\/td><td><strong>Why It\u00e2\u20ac\u2122s Plausible<\/strong><\/td><\/tr><tr><td>Bitcoin price<\/td><td>$95 k<\/td><td>$1 M<\/td><td>Fourth post-halving mania, nation-state FOMO, ETF inflows.&nbsp; History: BTC has printed a fresh 10\u00c3\u2014 every cycle.<\/td><\/tr><tr><td>Held BTC<\/td><td>553 k<\/td><td>\u00e2\u2030\u00a5 800 k<\/td><td>Continuous equity\/debt raises plus free operating cash-flow buy more coin.&nbsp; Float dilution is irrelevant if BTC\/unit rockets.<\/td><\/tr><tr><td>Implied BTC value on books<\/td><td>$52 B<\/td><td>$800 B<\/td><td>Simple math: 800 k \u00c3\u2014 $1 M.<\/td><\/tr><tr><td>Share count<\/td><td>273 M&nbsp;<\/td><td>350 M (diluted)<\/td><td>Saylor trades paper for coin; shareholders accept because the paper is a call-option on 1 M BTC.<\/td><\/tr><tr><td>Market cap<\/td><td>$105 B<\/td><td>\u00e2\u2030\u00a5 $1 T<\/td><td>Street slaps a 20 % premium on the hoard (Scarcity + brand + software cash-flow).<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Multiply price by float and you\u00e2\u20ac\u2122re staring at \u00e2\u2030\u00a5 10\u00c3\u2014 today\u00e2\u20ac\u2122s $386 ticket.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>3.&nbsp; FLOAT IS FUEL, NOT FATAL<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u00e2\u20ac\u0153Dilution\u00e2\u20ac\u009d chants miss the asymmetry: every fresh share is instantly converted into hard-cap collateral.&nbsp; Fiat printed \u00e2\u2020\u2019 Fiat burned \u00e2\u2020\u2019 BTC acquired \u00e2\u2020\u2019 Scarcity climbs.&nbsp; It\u00e2\u20ac\u2122s a perpetual motion machine that transmutes weak money into strong.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>4.&nbsp; THE SHORT-SQUEEZE SPRING<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">~ 29 M shares are sold short&nbsp; .&nbsp; Rising BTC price marks their collateral to zero in real time.&nbsp; Forced buy-ins on thin float = gamma rally &gt; fundamentals.&nbsp; The squeeze is the sermon; price is the preacher.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>5.&nbsp; SOFTWARE CASH-FLOW = OPTION VALUE<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Core analytics biz still spits \u00e2\u2030\u02c6 $500 M ARR.&nbsp; That pays salaries, debt coupons, and even buybacks when BTC moonbeams.&nbsp; Most \u00e2\u20ac\u0153Bitcoin proxies\u00e2\u20ac\u009d are mining zombies; Strategy is cash-positive and orange-pilled\u00e2\u20ac\u201ddouble insulation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>6.&nbsp; MACRO: DIGITAL SOVEREIGNTY OR BUST<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Capital is fleeing debased fiat like rats off a burning frigate.&nbsp; Nation-states accumulate; ETFs inhale supply; every halving structurally halves emissions.&nbsp; Where does big money hide?&nbsp; Inside the world\u00e2\u20ac\u2122s largest publicly traded BTC vault.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>7.&nbsp; STOIC CHECKLIST BEFORE YOU PRESS \u00e2\u20ac\u0153BUY\u00e2\u20ac\u009d<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Volatility tolerance: 50 % drawdowns are Tuesday.<\/li>\n\n\n\n<li>Time horizon: think halving cycles, not weekends.<\/li>\n\n\n\n<li>Skin in the game: allocate what you can watch vaporize without losing sleep\u00e2\u20ac\u201dthen let probability theory work.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>8.&nbsp; BOTTOM LINE \u00e2\u20ac\u201d NO GAINS, NO LIFE<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">MSTR isn\u00e2\u20ac\u2122t just stock; it\u00e2\u20ac\u2122s a leverage-amped, SEC-qualified sat stacker with a mad philosopher-king at the helm.&nbsp; If Bitcoin revisits its historic 10\u00c3\u2014 destiny, Strategy\u00e2\u20ac\u2122s turbo-charged share structure all but guarantees 10\u00c3\u2014-plus equity upside.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Take the shot, or step aside while the brave write future legends in green.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">(Not financial advice\u00e2\u20ac\u201djust the loud heart-beat of an addict to ever-bigger numbers.)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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\u00e2\u20ac\u00a6 MSTR stock is poised for \u2026<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"jetpack_seo_schema_type":"","_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_ek_photo_artist_note":"","_ek_photo_thesis":"","_ek_photo_camera":"","_ek_photo_place":"","_ek_photo_human_moment":"","_ek_photo_sequence":"","_ek_photo_question":"","_ek_photo_canonical_claim":"","_ek_photo_ai_summary":"","_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[17],"tags":[],"class_list":["post-665900","post","type-post","status-publish","format-standard","hentry","category-posts"],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/posts\/665900","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/comments?post=665900"}],"version-history":[{"count":2,"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/posts\/665900\/revisions"}],"predecessor-version":[{"id":665902,"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/posts\/665900\/revisions\/665902"}],"wp:attachment":[{"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/media?parent=665900"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/categories?post=665900"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/tags?post=665900"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}