All strategy needs to do is survive the bear market, that's it. In other words they need a year.
If the 4-year cycle is true, and there's no reason to believe it isn't, the bottom will be in by January and by next next summer we will be starting 'up' again in the next cycle.
Strategy owns 60 billion $ worth of bitcoin a 500k USD asset going to 2 million dollars over 20 years... I think they will be fine.
Go back and read about amazon - they dropped 90% between 1999 and 2001 there is IMO no way to accumulate lots of something like bitcoin without dealing with the volatility...
Do I care for the financial engineering? No and I don't own MSTR/btc derivates however like I said all they need to do is survive the bear market ie the next year and they are OK.
I think saylor realizes the cycles aren't over... So riding it up and down is painful for them, hence the idea of buying and selling ie timing the market and cycles.
Or dumping 32 (nothing for them) then dumping the market and buying 1500 for cheaper when they created their own volatility which is really something.
All strategy needs to do is survive the bear market, that's it. In other words they need a year.
If the 4-year cycle is true, and there's no reason to believe it isn't, the bottom will be in by January and by next next summer we will be starting 'up' again in the next cycle.
Strategy owns 60 billion $ worth of bitcoin a 500k USD asset going to 2 million dollars over 20 years... I think they will be fine.
Go back and read about amazon - they dropped 90% between 1999 and 2001 there is IMO no way to accumulate lots of something like bitcoin without dealing with the volatility...
Do I care for the financial engineering? No and I don't own MSTR/btc derivates however like I said all they need to do is survive the bear market ie the next year and they are OK.
I think saylor realizes the cycles aren't over... So riding it up and down is painful for them, hence the idea of buying and selling ie timing the market and cycles.
Or dumping 32 (nothing for them) then dumping the market and buying 1500 for cheaper when they created their own volatility which is really something.