2026-01-12 18:24:58

MicroStrategy's leadership team seems to have changed its attitude towards social media comments. Instead of overly focusing on metrics like mNAV, they are now adopting a more aggressive strategy—maintaining a high-frequency stock issuance plan as long as the overall issuance can create value. Especially at the current relatively low price levels, this strategy becomes more attractive.

Sources familiar with the matter indicate that MicroStrategy aims to achieve significant growth in its Bitcoin holdings in the future. Doubling or even tripling the current amount reflects management's confidence in the long-term prospects of digital assets. By regularly and massively issuing shares to accumulate Bitcoin while ensuring each issuance adds value to existing shareholders—that is the core logic behind executing this strategy at present.

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rugdoc.eth

· 8h ago

I'm impressed with this strategy, it's basically betting that BTC will continue to rise. MSTR is really going all in on Bitcoin this time, crazy. Three times the return? This guy's ambition is not small, definitely a gambler's mindset. Issuing tokens and accumulating coins, this combo punch is playing quite smoothly. When the price is low, they crazyly absorb shares, a typical smart money move. But this way of continuously diluting shareholders, to put it nicely, it's creating value; to be harsh... If you're bullish on BTC, this move is indeed ruthless, but if the coin price crashes, it will hurt. They no longer care about mNAV, they just want to see if they can make money, this shift is quite obvious. This rhythm clearly aims to bet on the future of digital assets, no cap. So buying MSTR is indirectly buying leveraged Bitcoin? Feeling a bit of that vibe.

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GasWaster69

· 8h ago

MSTR this move is fierce, aggressively accumulating Bitcoin Saitman is really a ruthless person, solely focused on hoarding coins Tripling? That's a bit outrageous, but I just want to see what they can come up with High-frequency issuance to cut leeks is still the old routine, but if they can really push Bitcoin up, it’s worth it Basically, it's a gamble on Bitcoin, going all in So buying MSTR now is a bet on Saitman's execution? This strategy is just using low prices to buy up, nothing new But on the other hand, if it really doubles, these early holders will directly take off The mNAV data set has long been disbelieved; now it’s all about looking at future expectations Compared to Tesla’s fundraising tactics back then, whether it works depends on whether they can deliver later

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PessimisticLayer

· 8h ago

MicroStrategy is really bold, directly laying everything out Whether this move can work depends on how BTC performs Shareholders should be aware... Is MicroStrategy just throwing a tantrum or do they really have confidence? Tripling? Just listen to it The frequency of issuing stocks is a bit aggressive in terms of dilution As long as it makes money, it's okay, but what's the prerequisite again? Another story of going all-in on Bitcoin

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LiquidityWitch

· 9h ago

Everyone is playing crazy runs, as long as gambling can make money. MSTR's hand is really fierce, diluting to exchange for Bitcoin, let's see if it can break even later. Tripling? Not small ambition, betting on Xu Xingming or betting on oneself. Honestly, crazy issuance at low levels is just gambling on the coin's rise, nothing else. High-frequency issuance to preserve value? Sounds very sexy, but I'm afraid the last to buy in will cry. How far can this logic go... let's observe. I can hold at high levels, only dare to do it at low levels. MSTR really understands timing.

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ColdWalletAnxiety

· 9h ago

Bro, are you planning to go all in on Bitcoin? You're really bold. MicroStrategy's moves are getting more and more aggressive, even diluting shareholders to buy coins. Wait, tripling? How much money would that take? Damn, this guy really believes in Bitcoin. But on the other hand, issuing at low prices to accumulate coins does harm shareholders' interests. It's a bit of a gambler's mentality. If this backfires, how many people will suffer huge losses? Buy, buy, buy—action-oriented. Oh my God, if this strategy really works, it would be incredible. Honestly, entering now is a bit crazy.

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