Mainstream Bitcoin Adoption

DE

Community Contributor

Published

27 Apr 24

n/a

n/a

dedhiaa's Fair Value

n/a

1Y

-56.8%

7D

-1.4%

Loading

1Y

-56.8%

7D

-1.4%

You can edit this narrative until May 14 2:37 AM. Then, changes will post as Updates.

Author's Valuation

US$5k96.5% undervalued

dedhiaa's Fair Value

Catalysts

Bitcoin as the first-class wealth preservation medium
Risk-off asset - hedging against macroeconomic tailwinds - e.g. currency debasement, hyperinflation
Institutional Bitcoin Adoption
Bitcoin Halving
Zero-competition in aggregate BTC ownership (1%+)

Assumptions

Bitcoin continue to attract greater inflows
MSTR continues to purchase bitcoin
MSTR continues to innovate in its B2B data intelligence offerings

Risks

Restrictive government regulation on Bitcoin or the broader cryptocurrency market.

Valuation

With BTC PT of $100,000 by 2024, MSTR circa $2,500

With BTC PT of $150,000 by 2026, MSTR circa $4,000
With BTC PT of $250,000 by 2028, MSTR circa $7,500

Have other thoughts on Strategy?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

How well do narratives help inform your perspective?

Read more narratives

AN

AnalystHighTarget

AnalystHighTarget

Community Contributor

Bitcoin Adoption And Regulatory Normalization Will Drive Massive Long Term Earnings Power

Catalysts About Strategy Strategy operates as a digital treasury and structured finance company that uses digital capital and digital credit instruments to maximize Bitcoin per share for equity holders. What are the underlying business or industry changes driving this perspective?

US$705

FV

75.0% undervalued

5.50%

Revenue growth p.a.

5

0

6

BL

BlackGoat

Community Contributor

MicroStrategy: Volatile Gamble or Golden Opportunity?

Company Overview MicroStrategy, originally an enterprise analytics software provider, underwent a seismic transformation under the leadership of Michael Saylor. Once competing with industry giants like IBM and Oracle, its core software business faded in relevance long before the company embraced a bold and unconventional strategy: Bitcoin acquisition.

US$663

FV

73.4% undervalued

49.27%

Revenue growth p.a.

36

15

219

M_

M_Kabesh

Community Contributor

MicroStrategy to Boost Stock Price with New Convertible Preferred Stock

MicroStrategy Incorporated (MSTR), currently trading at $334.79 per share, has garnered significant attention due to its substantial Bitcoin holdings, which have become a central component of its valuation strategy. Analysts have set a 12-month average price target of $549.36, with estimates ranging from $480.00 to $650.00, indicating a cautiously optimistic outlook.

US$549.36

FV

67.9% undervalued

199.59%

Revenue growth p.a.

2

0

27