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#StrongHands 🙌 #BOP 🚀 Nation Update ️️️️️️️️️️️️️️️️️️️❤️️
Hi, I’m Paul Mampilly.
Welcome to my company's Substack, where we provide daily coverage of #OGI (opportunity, growth, and innovation) market trends, macro level analysis, and stock picks.
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Dean: OK, Maybe I’m Obsessed 😶
In crypto, there are only two certainties: volatility and Michael Saylor’s MicroStrategy Inc. (Nasdaq: MSTR) buying unimaginable amounts of Bitcoin USD (BTC-USD).
I’ve been following $MSTR very closely:
Bitcoin Bulls 🐂 Need THIS Stock ~ 3/29/23
The Undisputed Bitcoin Bull Doubles Down ~ 5/19/23
The Bitcoin Bull Strikes Again 🐂 ~ 2/7/24
And I can tell you, no one is betting on BTC like Saylor! Even mega-celebrity Drake pays homage to the BTC bull:
Honestly, after Paul Mampilly, the co-founder and lead analyst of this company, there isn’t an investor I respect more than Michael J. Saylor.
That’s because the man has guts — he invests with conviction.
Despite being criticized for betting on BTC by investing the company's funds, he made huge bets when the narrative surrounding crypto was bearish.
Wall Street and Main Street media said crypto was dead, that he’d ruin his reputation and credibility by making such a risky bet.
Now? The company’s BTC holdings alone stand at an $8 billion unrealized profit:
And now that BTC is making weekly new highs, there’s something new we have to consider concerning MSTR 0.00%↑ . . .
New Highs for MSTR 0.00%↑ ??? 👀
MSTR 0.00%↑ has a thriving business irrespective of BTC. It’s the largest publicly traded business intelligence and analytics software provider.
It offers a range of data analytics and visualization tools for businesses and organizations. It also services some of the biggest publicly traded companies!
But for analysis on the company’s prospects irrespective of BTC, including its latest quarterly earnings, check out the most recent Substack on MSTR 0.00%↑.
Right now, I want to address the elephant in the room: How high can MSTR 0.00%↑ go? Since my first Substack on it in March of 2023, the stock is up nearly 600%!
But we’ve been telling ATG community members about this opportunity since 2020! We’re up nearly 950% on this position at the time of writing!
We plan to continue to hold MSTR 0.00%↑ in our Gold Tier model portfolio. That’s because Saylor continues to bet on BTC and its underlying business is sound!
After buying 193,000 BTC over the years, he made an even bigger move recently:
This huge purchase comes on the heels of Saylor acquiring 850 BTC for $37.2 million just a month ago!
To truly marvel at this feat, let’s do some quick math . . .
The Math of Success 🌟
Let’s pretend a bit. Say BTC breaks $100,000. (For context, it currently trades between $72,000 to $73,000.)
And if you indulge a now not-so-silly idea of BTC passing $150,000, or say, $250,000 — we have to ask ourselves, what will MSTR 0.00%↑ trade for?
Sure, MSTR 0.00%↑ has a great, established business. But it seems pretty clear that the company’s BTC holdings continue to rocket the stock.
So, as BTC increases in value, we can expect MSTR 0.00%↑’s price to increase as well.
That’s because Saylor is leagues ahead of companies who just hold some BTC on their balance sheets.
No, he’s playing a different game. He understands scarcity. He understands that what he’s doing can’t be reversed unless he chooses to do so.
Through Saylor’s leadership, MSTR 0.00%↑ now owns 1.04% of the circulating supply of BTC and 0.97% of the entire supply.
Now, if other companies, institutional investors, or retail investors want to play this game at this level, they must pay far more than Saylor paid while perennially pumping BTC and, consequently, MSTR 0.00%↑.
And if you’re wondering who’d follow this trend of buying BTC in bulk? Well . . .
Look familiar? This is the same strategy MSTR 0.00%↑ recently used to buy more BTC! Now, there are no guarantees that this happens.
But being that Coinbase Global Inc. (Nasdaq: COIN) literally has an interest in hoarding substantial amounts of BTC to facilitate institutional and retail buying of this asset . . . it makes you wonder.
The bottom line is this: As BTC increases in value, MSTR 0.00%↑ could be bid up even higher.
Should companies follow Saylor’s lead by buying BTC, MSTR 0.00%↑ could pump as BTC becomes scarcer.
I’d imagine even in a bear market, MSTR 0.00%↑ could see bids as people could speculate that Saylor would use cheap prices as an opportunity to buy more BTC.
That’s not to say that it would be immune to a bear market. But it could trade at a premium to the value of its software business.
All-In on Crypto 🙌
We’re not just all-in on BTC — we have exposure to altcoins that have the potential to rocket in the coming bull market!
Just yesterday, we closed four double-digit crypto gains in our short-term crypto and options Platinum Tier portfolio!
But we believe we’re gearing up for a historic crypto bull run! 🐂
Just look at crypto gains closed in our Platinum Tier so far in Q1:
To get exposure to cryptos across a wide range of sectors and risk profiles — along with trade alerts and market and portfolio coverage — consider subscribing here for just $9.99!
#GBC100: Wednesday, March 13, 2024
The #GBC100 is up 1.59% today.
With markets shifting in our direction, there isn’t anything new to write about. So, just to let you know, we won’t always be commenting on the performance of the #GBC100 daily.
However, we’ll be updating the performance, and we want to remind folks that our goal is to turn the #GBC100 into an ETF that offers a one-stock way to invest the ATG way — in innovation and growth.
To learn more or express your support for the launch of an ETF (by completing a poll), click here.
Tomorrow: Dean will be back to cover a lending giant! 👀
Yesterday, Paul went live on our YouTube channel to discuss the BTC run . . .
If you didn’t have a chance to tune in, be sure to watch the video now! 👆
On Wednesday, March 13, 2024, we hope you enjoy this content — and learn something from it. 🤓
❤️️ This Substack made — by US, for YOU — with love. ❤️️
Questions? Concerns? 🤔 Look Below 👇
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Join us, be #BOP 🚀, be #StrongHands 🙌, #GoATG! ️️❤️️
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.