Dr. Julian Hosp|Jan 05, 2026 13:52
MSTR looks truly abysmal...
-48% over the past year.
Current Bitcoin Yield is negative.
Not able to sell Prefs.
Their fairy tale mNAV is at 1.01 about to go negative causing pressure to sell #bitcoin.
Actual mNAV is at a record low with a -21% discount.
MSCI delisting probably to be announced Jan 15th.
Terrible earnings of over 10bil USD in losses being announced Feb 4th.
Yikes...(Dr. Julian Hosp)
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