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Hi, I’m Paul Mampilly.
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Dean: Saylor’s BTC Empire 👑 — Genius or Madness?
Just when investors counted crypto out, Bitcoin USD (BTC-USD) began slowly inching toward $90K:
And right on cue, Michael Saylor’s MicroStrategy Incorporated (Nasdaq: MSTR) bought 6,911 BTC!
It now owns 2.4% of the entire BTC supply.
In the last five years, MSTR 0.00%↑, now branded as “Strategy,” soared over 3,000%!
But how much higher could it surge?
Find out below! 👇
Best Case for MSTR 0.00%↑ 💹
Just in case you don’t follow MSTR 0.00%↑, it’s the first and largest publicly traded BTC hoarder.
This company has an underlying software and artificial intelligence (AI) business, but we added it to the portfolio for exposure to its unusual BTC strategy.
Our thesis was simple: Should the company continue to acquire BTC, it would trade at a premium to its underlying business.
The result?
Our open gain in this position soared over 2,200% during its last peak.
What was once considered a high-risk strategy is now adopted by other businesses, the latest being GameStop Corp. (NYSE: GME):
But what does this have to do with how high MSTR 0.00%↑ could potentially surge?
As state and national governments seek exposure to crypto mainly through BTC, we believe that its value will continue to rise.
And it will likely see buying pressure from pension funds and other companies as well.
Right now, MSTR 0.00%↑’s BTC holdings are valued at $44 billion, representing about half of its current $89 billion market cap.
But what would be its BTC reserve valuation if BTC spiked just a bit?
Check it out:
💹 BTC soars 10% to $96,800 = MSTR 0.00%↑’s holdings rise to $48 billion.
💹 BTC soars 25% to $110,000 = MSTR 0.00%↑’s holdings rise to $55 billion.
💹 BTC soars 50% to $132,000 = MSTR 0.00%↑’s holdings rise to $66 billion.
💹 BTC soars 75% to $154,000 = MSTR 0.00%↑’s holdings rise to $77 billion.
Even working with modest numbers like a 25% increase, only $2K more than its last all-time high, demonstrates that MSTR 0.00%↑’s position in BTC alone would balloon by $11 billion!
We expect BTC to trade higher than these estimations, leading us to believe that investors will buy it to capture potential upside as its balance sheet gains appeal.
For now, we’ll continue to hold it!
$200K & Beyond 🤑
While we’re excited that BTC is gaining momentum, we think the real party will start above $200K.
Should that happen, altcoins could surge hundreds of percent!
There are no guarantees, but even if BTC pumped to $120K, it would send our altcoins and fintech companies soaring.
For a week-to-week breakdown of how we’re playing the crypto market — ahead of what could be the biggest crypto bull run of all time — subscribe by clicking here or on the button below!
Hulk Smash! 💥
Yesterday, our lead analyst, Paul Mampilly, released a new video on our YouTube channel . . . 👀
In it, he discussed one biotech company that’s going into Hulk mode! 💪
For all the details, watch below:
We hope you enjoyed this video — and that you subscribe to our YouTube channel for more content like this! 📺
#GBC100: Wednesday, March 26, 2025
The #GBC100 is down 2.97% today.
Created on September 22, 2022, the #GBC100 is an index/portfolio comprised of opportunity, growth, innovation, and crypto-related investments.
Our goals with the #GBC100 are twofold . . .
First, we want readers to get a sense of what our investments are doing in the market, because they can sometimes perform very differently than traditional indices (like the S&P 500 or Nasdaq 100).
Second, we’d like to eventually turn the #GBC100 into an ETF.
That way, instead of owning hundreds of growth stocks, you can get exposure to ATG Digital thinking — in opportunity, growth, innovation, and crypto — all in one place.
To learn more or to express your support for the launch of an ETF (by completing a poll), click here.
Tomorrow: Dean will cover a company changing the game for diabetics! 👩⚕️
Here at ATG Digital, we love hearing from our community! 🙌
And just the other day, we received this comment on our YouTube channel:
We always appreciate comments like these — and this one hit the nail on the head. 🔨
With Paul’s decades of experience in the market, he knows exactly how to spot “ignored” opportunities — and turn a profit! 💰
If you haven’t already, be sure to subscribe to our YouTube channel for more expert insight.
On Wednesday, March 26, 2025, we hope to welcome you soon!
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Disclaimer/Legal Stuff Written in Plain English
What you read/watch/hear is OPINION, not financial/investment advice. Treat it no different than when you read/watch/hear your favorite author/YouTuber/podcaster. Despite our best efforts, we get things wrong and make mistakes. Investing is risky. There is no guarantee you will make money. Your investments may lose value. That’s RISK. Past performance is no guarantee of future results. Employees, contractors, and owners of ATG Digital, LLC own/trade/transact in the stocks, options, and crypto that are the subject of our trade alerts, updates, reports, and commentaries. We cannot give you personalized financial advice because we are NOT financial advisors. It’s on you to decide how much/when/what to buy/sell based on YOUR financial needs, plans, and risk preferences. There are no guarantees. Loss of your capital is an outcome that you should evaluate carefully with a financial advisor before you trade, speculate, or invest. It's your money and your responsibility.
I don’t understand why everyone thinks MSTR 2x valuation of BTC is so high? I used to think it was similar to Price to Sales ratio but obviously I was wrong. Paul, what valuation do you think is reasonable? 20% discount?
Michael Saylor just sailed away with another load of Bitcoin thus moving the Bitcoin market . . . I hope you all bought a ticket on Stategy's B boat or own some of bitcoin! 🐂💨