Las acciones de MicroStrategy, $MSTR, acaban de caer un enorme -35% desde su máximo el 21 de noviembre.
Según los datos de Google Finance, las acciones de MicroStrategy han caído a ~$353, un 34% menos que el máximo del 21 de noviembre de ~$535. La caída comenzó con una caída del 15% a 453 dólares, una reversión del 13% respecto a unas horas antes.
La firma de inteligencia empresarial, sin embargo, reveló que había acumulado más de 55.000 BTC por valor de 5.400 millones de dólares entre el 18 y el 24 de noviembre. La compra elevó su tenencia total Bitcoin a más de 386.000, estimada en 21.900 millones de dólares. Bernstein predijo que los incesantes esfuerzos de MicroStrategy para recaudar capital y adquirir BTC harían que la compañía poseyera casi el 4% del suministro global de BTC.
Las acciones de MicroStrategy registran un mal desempeño
GUAU.
Las acciones de MicroStrategy, $MSTR , acaban de caer un MASIVO -35% desde su máximo visto el 21 de noviembre.
Eso significa ~$30 MIL MILLONES de capitalización de mercado borrados en 4 días hábiles, ya que #Bitcoin cayó ~9% desde su máximo.
Esta es una de las mayores caídas de 4 días de $MSTR en la historia.
¿Qué acaba de pasar?
(un hilo)
- La carta de Kobeissi (@KobeissiLetter) 26 de noviembre de 2024
MSTR’s five-day poor performance, characterized by a sharp stock value decline, wiped nearly $30B off the company’s market cap in four days, according to Kobeissi. MSTR’s price fell nearly seven times that of Bitcoin, which lost slightly more than 5% over the same five-day period. However, leading Wall Street analysts were revising their price target predictions after the recent MicroStrategy’s massive BTC acquisition.
Analysts Gautam Chhugani (Bernstein) and Mark Palmer (Benchmark) raised their predictions to over $600, describing the company’s strategy as ‘unprecedented’ on Wall Street. TD Cowen analysts estimated that MicroStrategy’s BTC holding could be worth over $100 billion by the end of FY27.
MicroStrategy’s focus on Bitcoin has also raised questions. Critics argue that investors could gain directly from BTC through ETFs instead of investing in the premium-priced MSTR stock.
“We believe those who raise such criticisms are giving short shrift to the shareholder value [MicroStrategy] has been creating through its treasury operations, i.e., its repeated tapping of the capital markets to raise proceeds to fuel the addition of bitcoins to its sizable holdings.”
–Mark Palmer
As MicroStrategy continues to build what some analysts call a ‘Bitcoin Bank,’ the company’s boss, Michael Saylor, predicted that Bitcoin may rise to $13 million by 2045. He added that the company’s total BTC holding could potentially increase in value to reach trillions.
Novogratz warns of a looming Bitcoin correction mostly affecting BTC-related stocks
MSTR’s exponential rise has caused anxiety among some investors, and short-sellers have put it on their radar. Mike Novogratz, Galaxy Digital CEO, expected a sharper correction in Bitcoin-related stocks like MSTR than in Bitcoin itself.
A Citron Research spokesperson added that while CR was bullish on MicroStrategy’s stock, it only opened a short position on MSTR as a hedge because it considered the shares overheated.
On the other hand, Michael Saylor’s firm revealed that the once-software company now makes over $500 million per day. Putting things into perspective, MicroStrategy’s stock gained 97% in the last month against Bitcoin’s 47%. The stock also gained 515% YTD, while Bitcoin rose 122% over the same period. Saylor claimed that MicroStrategy was likely the most profitable company in the U.S. right now.
Saylor also criticized Warren Buffet for holding over $325 billion in cash at Berkshire Hathaway instead of investing it in Bitcoin.
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