[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Stack Hodler [@stackhodler](/creator/twitter/stackhodler) on x 113.5K followers Created: 2025-07-25 09:09:24 UTC MSTR thoughts for those who Strategy: The common ATM absolutely dampens price action in the short term. Through an increase in supply, as well as harming short-term investor psychology. Investors will enthusiastically cheer ATM usage as long as MSTR continues to outperform IBIT. But when MSTR underperforms IBIT, that's when people get restless and more reluctant to buy the common. Saylor knows this. He knows MSTR must outperform BTC by at least 1.5x in the medium term to entice people to fund his "accretive dilution" of the common equity. So he is fully incentivized to periodically allow the stock to run to the extent that he can. HOWEVER, he also understands that you want to buy as much BTC as you can, as quickly as possible. When BTC goes to $230K, you will get half as much BTC for your dollar and you will wish that you had done everything in your power to stack more at $115K. But you as an individual are limited by your income or small amounts of debt you can raise. You want to buy more BTC now before we head to $200K+, but you can't. That's why you might want to buy MSTR. You're buying a piece of a company that can use all kinds of creative methods to buy as much BTC as possible today. And you do this because you realize how impossible it's going to be to buy 20K BTC in a week just a few years from now. Just as you might choose to go into debt, cut back on expenditures, or otherwise sacrifice today to end up with more BTC tomorrow - Strategy is sacrificing some of its potential short term price action in favor of long-term price action. As always, pure Bitcoin is the simpler and cleaner play. Every BTC treasury company is channeling their economic energy into Bitcoin. So if you just hold BTC, you're going to win. But it's not hard to see that Strategy is building perhaps the only durable monopoly of the future. AI and robotics will threaten many business models. Many tech monopolies of today could be under threat XX years from now. But no company will have more BTC than Strategy. They are cornering the market for digital capital. This is a much bigger play than many people realize. If you're crying over short term price action in the common equity, you're missing the bigger picture.  XXXXXX engagements  **Related Topics** [investment](/topic/investment) [atm](/topic/atm) [mstr](/topic/mstr) [strategy](/topic/strategy) [stocks financial services](/topic/stocks-financial-services) [stocks technology](/topic/stocks-technology) [stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries) [Post Link](https://x.com/stackhodler/status/1948671918296449191)
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Stack Hodler @stackhodler on x 113.5K followers
Created: 2025-07-25 09:09:24 UTC
MSTR thoughts for those who Strategy:
The common ATM absolutely dampens price action in the short term.
Through an increase in supply, as well as harming short-term investor psychology.
Investors will enthusiastically cheer ATM usage as long as MSTR continues to outperform IBIT.
But when MSTR underperforms IBIT, that's when people get restless and more reluctant to buy the common.
Saylor knows this.
He knows MSTR must outperform BTC by at least 1.5x in the medium term to entice people to fund his "accretive dilution" of the common equity.
So he is fully incentivized to periodically allow the stock to run to the extent that he can.
HOWEVER, he also understands that you want to buy as much BTC as you can, as quickly as possible.
When BTC goes to $230K, you will get half as much BTC for your dollar and you will wish that you had done everything in your power to stack more at $115K.
But you as an individual are limited by your income or small amounts of debt you can raise.
You want to buy more BTC now before we head to $200K+, but you can't.
That's why you might want to buy MSTR.
You're buying a piece of a company that can use all kinds of creative methods to buy as much BTC as possible today.
And you do this because you realize how impossible it's going to be to buy 20K BTC in a week just a few years from now.
Just as you might choose to go into debt, cut back on expenditures, or otherwise sacrifice today to end up with more BTC tomorrow - Strategy is sacrificing some of its potential short term price action in favor of long-term price action.
As always, pure Bitcoin is the simpler and cleaner play.
Every BTC treasury company is channeling their economic energy into Bitcoin.
So if you just hold BTC, you're going to win.
But it's not hard to see that Strategy is building perhaps the only durable monopoly of the future.
AI and robotics will threaten many business models.
Many tech monopolies of today could be under threat XX years from now.
But no company will have more BTC than Strategy.
They are cornering the market for digital capital.
This is a much bigger play than many people realize.
If you're crying over short term price action in the common equity, you're missing the bigger picture.
XXXXXX engagements
Related Topics investment atm mstr strategy stocks financial services stocks technology stocks bitcoin treasuries