"I have an update on Micro Strategy that I asked Chart Kid to do a couple of weeks ago, but haven't got around to sharing on the show. We'll do it next week. Let's just say that Micro Strategy, the stock, is basically flat on the year. It's interesting. ... No, I'm talking about Micro Strategy. Oh, so Bitcoin's up 25% or something and Micro Strategy is up two. But if you look at MicroStrategy divided by BTC, it is at multi‐year lows."
The speaker highlights that despite Bitcoin posting a significant gain, MicroStrategy's stock performance remains essentially flat over the year. When measured relative to Bitcoin, the performance gap is at multi‐year lows, suggesting that the stock is underperforming compared to the broader crypto rally.
Never Pay Off Your Mortgage | Animal Spirits 436
Animal Spirits
October 29, 2025
Company Opinion