It's going to be an up and down ride to commercialization as it is with most of these small cap bios. Long since the $3.8's, likely to have my position called away on covered calls (March $5s/$7.5s Jan27 $12.5s).
2026 investments
- Thread starter BCClone
- Start date
Can some explain this system to me?
www.coindesk.com
They issued common stock to buy Bitcoin at $67,200 even though they are already in the hole $7 billion. Why would anyone invest in a company that is that far in the hole when you could just buy the Bitcoin outright? Is this where my index and mutual fund money is going?
What am I missing?
Strategy news: MSTR acquired 592 BTC last week
Led by Executive Chairman Michael Saylor, the company now holds 717,722 bitcoin, purchased at an average price of $76,020 per coin, for a total of $54.56 billion.
They issued common stock to buy Bitcoin at $67,200 even though they are already in the hole $7 billion. Why would anyone invest in a company that is that far in the hole when you could just buy the Bitcoin outright? Is this where my index and mutual fund money is going?
What am I missing?
Go to the roulette wheel and put it on red.Can some explain this system to me?
Strategy news: MSTR acquired 592 BTC last week
Led by Executive Chairman Michael Saylor, the company now holds 717,722 bitcoin, purchased at an average price of $76,020 per coin, for a total of $54.56 billion.
They issued common stock to buy Bitcoin at $67,200 even though they are already in the hole $7 billion. Why would anyone invest in a company that is that far in the hole when you could just buy the Bitcoin outright? Is this where my index and mutual fund money is going?
What am I missing?
You still get leveraged risk even if it’s in the hole.Can some explain this system to me?
Strategy news: MSTR acquired 592 BTC last week
Led by Executive Chairman Michael Saylor, the company now holds 717,722 bitcoin, purchased at an average price of $76,020 per coin, for a total of $54.56 billion.
They issued common stock to buy Bitcoin at $67,200 even though they are already in the hole $7 billion. Why would anyone invest in a company that is that far in the hole when you could just buy the Bitcoin outright? Is this where my index and mutual fund money is going?
What am I missing?
You can check your funds to see what they’re investing in.
IBRX does have a very interesting immunotherapy drug on their hands. I'm in but fully aware that a lot of biotech story stocks end in tears.
They are gambling the best way possible: with Other Peoples Money.Can some explain this system to me?
Strategy news: MSTR acquired 592 BTC last week
Led by Executive Chairman Michael Saylor, the company now holds 717,722 bitcoin, purchased at an average price of $76,020 per coin, for a total of $54.56 billion.
They issued common stock to buy Bitcoin at $67,200 even though they are already in the hole $7 billion. Why would anyone invest in a company that is that far in the hole when you could just buy the Bitcoin outright? Is this where my index and mutual fund money is going?
What am I missing?
If they win, they win big.
If they lose, well they still got paid big salaries and prob cashed some options.
What a racket.
Buddy and me were just talking how we use to day trade Beyond Meat (BYND) when it was over $100 and now it is $0.75.
They bought the coins straight up at market value. Where does the leverage come in?
They have access to capital to buy more than what your cash alone would buy. That’s the leverage.
It has other things available that a direct asset does not since it’s an investment. Available to asset managers. Retirement accounts. Anything you can do with a stock.
Not saying it’s good or bad, just that they’re not the same.
‘Ghost GDP,’ a white-collar recession, and the death of friction: Substack’s top finance writer warns of AI’s 2028 crisis that nobody sees coming | Fortune
The S&P 500 will also plunge 38%, and unemployment will exceed 10%, James Van Geelen’s Citrini Research predicts.
Not sure how many on here follow 'technicals', but I saw where yesterday triggered another 'Hindenburg Omen' (6th this month) - looks at stocks with new 52-wk highs and lows as a ratio, an 'up trending market', and a negative MCO - basically the market isn't sure whether to keep climbing or if a drawdown will happen.
The last time this many omens occurred in a month was February 2020. I'm going to move to more bonds until late-March/mid-April and then reevaluate. Would rather miss on 5% - 10% upside over being in the middle of a +20% drawdown, but that's my 'style'. Will keep an eye out for 'high quality' companies which are trading at/near their 200 DMAs, looking to incrementally add.
The last time this many omens occurred in a month was February 2020. I'm going to move to more bonds until late-March/mid-April and then reevaluate. Would rather miss on 5% - 10% upside over being in the middle of a +20% drawdown, but that's my 'style'. Will keep an eye out for 'high quality' companies which are trading at/near their 200 DMAs, looking to incrementally add.
Can you let me know when we hit the bottom?
