People will buy BTC forever because the dollar will continue to be diluted to infinity. The amount of people who don’t understand what’s happening to the dollar means Bitcoin is going much, much higher
@@flavor1347 yea. Public general ledgers that anyone, anywhere, can track and make illegal to transfer funds out of because the government can know immediately when it happens like the Canadian government did is a great solution to a deflationary fiat dollar.
Have you seen the U.S. Dollar Index lately? In October 2024 the US dollar was at $101.38 and now up at $107.49 and rallying up. Bitcoin will get a correction back down to $50K too $60K? To much hype is going on in the stock market and I'll be on the sidelines to short long.
It's a flywheel. As bitcoin goes up , the more MSTR stock goes up, the more the bond becomes in demand. It is brilliant . And there is only limited supply of bitcoin.
@@dirkdiggler9379 i was you once. btc was 15$ and i said it was stupid. said it was stupid when it hit 3k. thank god im not you anymore and at 10k i bought a shit ton. i dont worry about $ anymore and havent seen my investment in red since 2020. best of luck with your ever inflating dollars.
He had the amount of BTC wrong. But he did go over the convertible portion of the bonds. As I mentioned above, he did a pretty good job at explaining the strategy. The one thing missing would be IMO, the 4 year Bitcoin cycle. Which puts MSTR in a very safe position vs their debt terms which are 3-5 years out. The 4 year cycle low (the red year) if maintained will be in 2026.
@@christianbeaudry-spicez With all these new institutional players at the table, the 4 year cycles may be a thing of the past. The constant vid by large players will remove, or majorly damper bear markets.
@@resolutionx80 usually we never revisit the Election Day prices again , worst case scenario we have a candlewick to 60-65 but not daily closure, if we ever get to 70 K I’m buying all day
Great job explaining the MSTR strategy but you left out one important fact. MSTR is front running nation states putting Bitcoin on the their balance sheets.
Post election has seen some serious price movement with most stocks with Tesla leading the charge alongside Cryptocurrency with bitcoin reaching an ATH, presenting an opportunity for investment in the financial market . Would be interested in knowing what happens now after this and if its advisable to stick 200k of my savings into financial markets investing at this time ?
DCAing amongst various assets is a good strategy and can help reduce the impact of market volatility and thus a good strategy if you are looking to compound . However it is important to consider financial advisory when investing .
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfoIlo allocation
*''TRUDY ELIZABETH STOUFFER’'* a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market
I appreciate this. After curiously searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
With stocks so expensive right now, the main aim for me is to make right value additions to boost my portfolio growth in this bubble ahead of 2025 with about 250 grand i have parked in the bank making nothing. What stocks should be on my watchlist?
"DCA" is the golden term but the key. My dollar portfolio i DCA with is made up of 30% PLTR, 25% SCHD, 15% VOO and over 30% in digital assets, thanks to my CFA. This strategy is what works for my spouse and I. We've made over 80% capital growth minus dividends. Q3 taxable divs this year was $18,388.
Sure i don't mind. I've stuck with ‘’Melissa Elise Robinson” for years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
As an investor in both real estate and BTC I can say that real estate brings a lot more stress and uncertainty. Once you understand the Bitcoin cycle you know what to expect. There are little to no risks with BTC over a 4 year period. There are also low maintenance fees with Bitcoin. Compared to real estate where repairs, tenants, bills, reporting etc are all constant every single month. We still buy real estate, but combining the two has been the best strategy for us and we've been doing it since 2016.
@@InspectorApe Thank you. I don't think it's arrogance on Kevs part. He's very good at finding RE deals and has proven that. I just think he and his team do RE really well and focus on it.
Dude, if you actually understood Bitcoin, you and your company would be miles ahead of most with the capital you have. I hope you figure it out. Don't be salty, be smart. Bitcoin is the best long-term store of value, not real estate. Give Saylor a call.
@@Ian92999 You sound like a 9 year old. I’m not going to sit here and explain it to you. Do some research. Notice I said “long-term” store of value. I don’t care what the price does short-term. Bitcoin will go up forever.
@hhal9000 but it is a software company and Tesla is a car company, when a 4 years cycle takes a turn that’s exactly what you’ll hear . The system is a bitch and these bitches will be slapped
I like your content Kevin but your trading has been horrible. Sold Tesla at $210 and now you are buying back. Talked shit about mstr when it was $200. Like what are you doing? When you said mstr was overvalued at $210 I lost you. Once they adopt fva they are gonna have a pe of like 0.8...
In a recent interview Michael Saylor said he expected a single BTC on-chain transaction fee to increase from $3 to $30, to $300, to $3000 and to $30,000 to replace the mining subsidy as it trends to zero with each halving 😄 Were Bitcoin big blocks right all along ? If you missed buying Bitcoin at $500 in 2016, maybe don't miss Bitcoin Cash at $500 🤔
Just know something. Kevin does not understand Bitcoin. He hasn't dedicated the time to do so. Do not take his opinion on this topic seriously. Not even his humbers are right/updated and it takes 2 seconds to verify those. No real proof of work on this video.
Blah blah blah. Countries are buying, ETFs will continually buy, companies are adding it to their balance sheets, and money continues to be printed. The bigger BTC gets, the less volatile it will be. The volatility argument is going to die as soon as we get a FMV of BTC, which we're a long way away from.
But physical property is a bigger asset in the trillions and safer to invest in. Its more stable and creates income from workers and families. Surely real estate is the way to go...
@@brandon_youtube Real estate will slowy get demonetised and fall down to its marginal cost of production and or utility. Most of the price of real esate is monetary premium, where people use it as a hedge agaisnt monetary debassement. When they figure out that over an at least 4 year horizon, Bitcoin outperforms, does not cost taxes and has no maintenance cost, money will slowly go into BTC instead of real estate to protect from inflation. Some think, it'll be a suden repricing of real estate... I think it'll be gradual.
Might want to think about that. A lot of the value in real estate is monetary. Protection from inflation. What happens when you can get better inflation protection without property taxes, maintenance, rental risk, zoning risk, etc and instead of having to sell it all and taking months to do so you can sell any amount any time to anyone worldwide in seconds and for next to zero fees? I think bitcoin will demonetize real estate. In fact it is already happening, housing falling rapidly in BTC, with the smarter ones like Cardone selling their real estate for bitcoin.
One thing everyone is forgetting is if the government owns 1 million btc and they keep printing or print even more money they know a lot of that will go into btc affectively them paying themselves back btc and other cryptos will be going much higher.
@@-whackd Not one. Bitcoin is 5 x ETH in market cap and ETH is slowly going to zero in BTC terms (just look at an ETH to BTC chart). All other coins are insignificant in comparison. Whats important is not % gains of a single swing in some shitcoin. Whats important is where is all the institutional money going? Only 1 place, Bitcoin.
@ how many have appreciated by over a million percent? I hold utility coins that i plan on cashing in in the next 6 months that I predict on the low end I’ll make 300k after taxes. But the BTC i own i wont sell for the next 20+ years and will only DCA at minimum $500 a month into during that time period.
@@-whackd nope not even close. Bitcoin was worth less than $0.01 in 2009 and now its worth $98,000. It has appreciated by over 12 BILLION percent in the last 15 years. Nothing comes remotely close. Not even the most degen memecoins.
Kevin, you don't understand Bitcoin, or pretend you don't understand Bitcoin to protect your businesses. Not buying it is fine, but dumping on it with zero level intelligence propaganda is doing a disservice to your viewers. Also you forget to mention the over collaterisation of newly issued bonds at 5 to 1. The rest of what you missed i will leave out for now. Everyone gets Bitcoin at the price they deserve 😂😂😂
@sesquivel729 Why should they explain Bitcoin when there are a multitude of videos and audio books on the subject on this platform. If you don't like Bitcoin, just say you don't like Bitcoin.
@@sesquivel729You get Bitcoin for the price you deserve. You need to learn it. Nobody can teach you Bitcoin in a comment section. But I suspect you know that and are trolling.
@@faitaccompli5878 In a recent interview Michael Saylor said he expected a single BTC on-chain transaction fee to increase from $3 to $30, to $300, to $3000 and to $30,000 to replace the mining subsidy as it trends to zero with each halving 😄 Were Bitcoin big blocks right all along ? If you missed buying Bitcoin at $500 in 2016, maybe don't miss Bitcoin Cash at $500 🤔
MSTR's average price for Bitcoin is already close to $60K, and they keep averaging up. I'm sure if Bitcoin is down to $20K by expiration of the preferred shares, MSTR will be bankrupt. It's possible that many buyers of the preferred shares are short sellers hedging their risk.
By 2029 bitcoin will be at $500k . And MSTR will be 10x from current price. Also not possible for bitcoin to drop down below $70k anymore. It's like a 99% probability the bond holders gain a lot!
I'm blown away by how many people are so naive in this euphoria. It makes me think that the 4 year cycle is probably over. Too many kids think it's guaranteed. But we'll see
Love how you found a way to turn it to House Hack ad Kevin lol.... Personally, I would have steered clear from having the word 'Hack' anywhere near my business name or logo. JS!
The title is misleading. It is not even close to the truth. Microstrategy has more than 330k btc not 252k. You cannot compare their Sep 30 balance sheet, and their stock price 2 months later. A lot has happened since. And more will. Tomorrow they will anounce a purchase of at least 30k btc more. All your models are destroyed.
You are right, but to be fare, Kevin did a good analysis on this one and does grasp the strategy pretty well. 2 things missing IMO on this video The current amount of BTC as you brough up. The 4 year Bitcoin cycle, which is important when considering the debt, when he has to service it and the terms of the convertible bonds being 3-6 years out to protect agaisnt Bitcoin Winter if there is still one after this cycle.
@@rezur3kt698 my bet is they did an ATM at 7% of the volume last week or around USD 9bn. With the additional prooceeds of 3bn from the converts Microstrategy had around USD 12bn available for btc purchase. I am forecasting +122k BTC. in 3h15min we will know
The way these convertible bond buyers are hedging their bets is by shorting the Miners. MARA just implemented the same strategy as MSTR so they will be buying bitcoin regularly as well and wont be shorted. All other miners are SOL unless they adopt the same strategy because now you have 2 companies raising Billions $ in bonds and these buyers will need to short someone to hedge. MARA and MSTR are going to shock the world in 2025.
My sister just bought 3k worth of bitcoin so I asked her, what do you think about blockchain technology? She replied, I'm buying bitcoin I don't know any technology. I think it's time to short.
15:46 I thought people buying homes as investments DO drive up property values. I’m thinking Airbnb and foreign investors who buy and let the houses sit vacant. This phenomenon is amplified in small vacation towns. I own a property that was worth 800k but as soon as they banned short term rentals, it’s worth 400k. Less people buying led to lower prices, and vice versa.
Kevin needs to study the Network Effects of this Bitcoin technology. We are investing in the NETWORK. if the world deems BTC valuable, it is valuable. Easy as that
14:44 what sustains Bitcoin is also its decentralized, trust-less, cryptographic technology and infrastructure that allows you to transfer value. It also has a network of people who maintain it and who accept it as value. If you can’t agree that this gives it fundamental value, then you also don’t believe the banks infrastructure has any fundamental value because Bitcoin does the same thing but better. You also believe that the network of people has no value. Yet it is the network of people that are on platforms like TH-cam that give it it’s value. If there weren’t any people posting videos (similar to BTC validators) and there weren’t any viewers (similar to BTC holders) the platform would not be worth much (similar to rumble 😅 j/k). Like Peter Schiff, you reduce all this to BTC just having a price. It discredits the innovation of those who invented it and gifted it to the world. If this tech and network were owned by a company, people would be trying to buy the stock like crazy. It’s a change in the paradigm that real value must be owned by a central authority, that we are not accustomed to. BTC is going to infinity and dare I say, MSTR is going to infinity and beyond!
@Kevin And what happens to MicroStrategy when Trump, and his BTC bulls make BTC a Federal Reserve currency and start leveraging BTC to pay down the US debt? Trillion dollar BTC? Every country scrambling to buy BTC? Michael Sailor looks like a genius.
20:50 You keep seeing BTC like a useless token. There is a practical value in Bitcoin. Theres a reason to value it more than just “price go up”. If the markets are THAT fucked, then fiat currency is likely to be at risk as well, which means Bitcoin is likely to be MORE in demand (after the initial crash reaction)
This is a very good video Kevin. One of the very few that actually understands what MSTR is doing. One thing to keep in mind, considering the debt terms, as you pointed out, terms being out 3-5 years out, this is because of the Bitcoin 4 year cycle. For 15 years, BTC has had 3 green years, 1 red, 3 green 1 red. 2025 being the last green year, and the one with the most upside. 2026 will be the red year, if the 4 year cycle keeps up. But the low should be no where near the previous cycles ATH of 69k. This puts MSTR in a very safe position considering their debt.
One thing to remember in the past three cycles, bitcoin was ran by whales and retail. The difference is now bitcoin is ran off institutions and countries that’s have control of the printer. Also remember BlackRock is now anchored to bitcoin and if bitcoin comes down it’s going to drag the entire stock market down. Do you really think the US government is going to allow that to happen? They will just print more to get out of that situation. Answer me this why would they ever sell knowing that the national debt is $36 trillion and continuing to grow?
This video is very informative, but it would be better if you talked about real money. Talk about Cryptonica; it's real money every day. What you're discussing doesn't seem as cool
kevin you almost tricked me bro!!!!! that discord u run ... everyone is complaining saying to just follow your ETF wtf man i was hoping u was really doing big things over there
Both Saifedean Ammous and Greg Foss calculate 400+k BTC. Sailor knows what he’s doing. My due diligence. Books: the Bitcoin and Fiat Standard, Mastering Bitcoin, inventing Bitcoin, Broken Money. Bitcoin interviews: Keiser, Alden, Moss, Svetski, Foss, Ammous, Sailor, etc. It’s following an S curve of adoption. Buckle up, BTC is just beginning
Kevin, the government could never pay down the national deficit because that would be deflationary due to a shrinking M2. If the money supply continues to expand bitcoin will trend up forever similar to the stock market, real estate, etc. all roads lead to money printing. Micro strategy knows the infinite money glitch.
You've done great in traditional finance Kevin, but people need to get off the dollar and you don't seem to really understand the scope of how big Bitcoin is becoming, we have countries buying, pensions buying, retirement funds buying and it's extremely scarce. You should be more into Bitcoin yourself
Explained in a simple and engaging way, much appreciated! By the way, can I ask: I have a OKX wallet with USDT along with the seed phrase (stereo blade emotion empower fence position oil crouch crisp churn bachelor hidden). What's the best way to transfer them to Bitcoin? Much appreciated.
Loving these videos Kevin, great valuable content with analysis and breakdown. Thank you for your continued service of providing quality information that is helpful.
Kevin, could you please do a breakdown of HWM & VIST? These two stocks have been consistently killing it but never seem to be mentioned. I'm curious as to what your opinion is about them. TYVM!
When countries and fortune 500 companies are buying bitcoin to put on their balance sheet for long-term holds. These arguments are irrelevant. Also BTC is the hardest asset on planet earth.
House hack is the same as MicroStrategy?? All this vid just to say that what a waste of time, just stay in your lane thanks for not shorting btc in your paper hands etf
Very bearish view about BTC performance. Not sure if BTc fundaments were taken into consideration, adoption, limited supply etc… históriccally BTC has been outperforming and of course nothing is bulletproof but unless a major event happens, with all adoption etf etc.. I don’t see BTC falling below 30 easily And particularly in 2030. In fact It may may well be around 500 to 1mill by then given the acerelated adoption
bro hasn't done his due diligence on Bitcoin...we'll never see a 20k bitcoin ever again... we don't just focus price...we're in it for the change.. if you want someone to teach you something about Bitcoin holler at me
just keep an eye on the market cap and make a bot to keep an eye on the wallets and investors.. it’s not insider information it’s just programming of the big wallets
Solid research Kevin. They have 331,000 BTC so you’re only off by about 7.8 Billion $ or so… probably not important. They are also likely about to announce the purchase of another 30k BTC or so…. probably also not important.
You missed some crucial info, 90% of the bond buyers are hedging shorting the stock and trading vol, delta neutral, they actually make more money if the stock goes down. Thats why they have crazy short %%
Kevin is typical of someone who has learnt the financial system from the view of those who want to keep mankind enslaved. Did you research at all Kevin before you blast garbage into the world. Further along in time I wonder how many of your followers will keep following you knowing you destroyed their economic prosperity. With power comes responsibility and you have completely neglected this responsibility in this case. Very disappointing immature attitude.
13:45 House Hack buying BTC would be in line with your corporate goals of turning more properties over to home buyers. When companies buy BTC as a store of value instead houses, it leads to more inventory for home buyers. DO IT!
Don’t understand the haters. He’s not bashing Bitcoin at all in this video, or saying real estate is better. Quite the contrary - he’s explaining why sophisticated investors are willing to pay a premium for microstrategy, as well as the downside potential risks when the long term bonds come due. He’s merely using real estate finance to explain those downside risks in bitcoin. Wise up.
16:28 The old couple aren’t going to buy Bitcoin. Silver has been extremely volatile. The laggards will lose. They always have. Silver has actually performed way worse than Bitcoin. At least with Bfc you may have bought at the top of a bull market and see 80%% correction, but you only have to wait a couple of years. On the other hand Silver is STILL 60% away from its all time high in 2011!! Imagine buying THAT top!
![Trump JUST Flipped the Housing Market [-25%!!]](http://i.ytimg.com/vi/mgiCem6-Xtc/mqdefault.jpg)
![Trump JUST Flipped the Housing Market [-25%!!]](/img/tr.png)
![Russia is Literally Collapsing [WORST Situation in 32 Months] | Ukraine](http://i.ytimg.com/vi/WbanRX4-ggE/mqdefault.jpg)
People will buy BTC forever because the dollar will continue to be diluted to infinity. The amount of people who don’t understand what’s happening to the dollar means Bitcoin is going much, much higher
@@flavor1347 yea. Public general ledgers that anyone, anywhere, can track and make illegal to transfer funds out of because the government can know immediately when it happens like the Canadian government did is a great solution to a deflationary fiat dollar.
Agreed. I was thinking about the same thing while listening to Kevin.
And then much much lower just like every other cycle
Have you seen the U.S. Dollar Index lately? In October 2024 the US dollar was at $101.38 and now up at $107.49 and rallying up. Bitcoin will get a correction back down to $50K too $60K? To much hype is going on in the stock market and I'll be on the sidelines to short long.
@@rubenzuniga9586 have you seen the dollar index over 100 years, down 99%. All roads lead to monetary inflation
You can tell when Kevin is full of shit when he says “but anyway”.
He's so fake and a trained actor
no but i can tell that you are the FOS
😂
It's a flywheel. As bitcoin goes up , the more MSTR stock goes up, the more the bond becomes in demand. It is brilliant . And there is only limited supply of bitcoin.
😂
I can draw you a picture
I call it ART 🎨
It's going UP FOREVER because I will limit how many 😂 I draw ❤
I hear this everytime Bitcoin runs. Then it’s goes down and everyone cry’s 😂
@@dirkdiggler9379 i was you once. btc was 15$ and i said it was stupid. said it was stupid when it hit 3k. thank god im not you anymore and at 10k i bought a shit ton. i dont worry about $ anymore and havent seen my investment in red since 2020. best of luck with your ever inflating dollars.
@@dirkdiggler9379 but this time we can take Puts and make huge gains as it drops. Infinite money glitch
@@dirkdiggler9379 The only people crying are those who don't own any bitcoin. They can't afford it now .
Ouch Kev. They have 331K Bitcoin!!! You have to update. And their debt is convertible!
He had the amount of BTC wrong. But he did go over the convertible portion of the bonds.
As I mentioned above, he did a pretty good job at explaining the strategy.
The one thing missing would be IMO, the 4 year Bitcoin cycle.
Which puts MSTR in a very safe position vs their debt terms which are 3-5 years out. The 4 year cycle low (the red year) if maintained will be in 2026.
@@christianbeaudry-spicez With all these new institutional players at the table, the 4 year cycles may be a thing of the past. The constant vid by large players will remove, or majorly damper bear markets.
@@christianbeaudry-spicezbut also it was very low cost basis to buy Bitcoin for them.
@@christianbeaudry-spicez and that cycle low most likely won’t dip below the previous cycle high. I doubt we see anything below 70k ever again.
@@resolutionx80 usually we never revisit the Election Day prices again , worst case scenario we have a candlewick to 60-65 but not daily closure, if we ever get to 70 K I’m buying all day
Great job explaining the MSTR strategy but you left out one important fact. MSTR is front running nation states putting Bitcoin on the their balance sheets.
Kevin still hasn’t studied the BTC 4 year cycle.
That is exactly the thought I had. Most people havent.
Nor has he read "broken money" Which he needs to do.... FAST !!!
@@christianbeaudry-spiceza lot of people think it’s bogus for some reason
Investments are the roots of financial security; the deeper they grow, the stronger your future will be."
The deeper your investment roots, the stronger your financial security will be in the future.
Exactly! With my adviser, I’ve cultivated deep investment roots, strengthening my financial security for the future.
I would love an introduction to an adviser who can help me strengthen my financial roots.
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further.
Thank you for this amazing tip. I just looked the name up and wrote her.
Post election has seen some serious price movement with most stocks with Tesla leading the charge alongside Cryptocurrency with bitcoin reaching an ATH, presenting an opportunity for investment in the financial market . Would be interested in knowing what happens now after this and if its advisable to stick 200k of my savings into financial markets investing at this time ?
DCAing amongst various assets is a good strategy and can help reduce the impact of market volatility and thus a good strategy if you are looking to compound . However it is important to consider financial advisory when investing .
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfoIlo allocation
*''TRUDY ELIZABETH STOUFFER’'* a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market
I appreciate this. After curiously searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
Kevin im not sure you have a balanced view of whats happening in the bitcoin verse.
Dude needs new glasses. His eyesight is faked.
I had been trying to tell you about Microstrategy since 2021 bro!
@@MindfulBehavior did yu invest tho ?
They figured out this strategy just few months ago dude. But yeah, they are good few years ago, but very optimized now
I’ll take MSTR over a Bitcoin ETF any day.
Me too!
never buy a btc etf if you have the ability to buy btc itself...mstr is different
Roth and IRA investments
Exactly 🎯
Kevin, Accept the fact that Saylor is a Genuis
List other pyramid scheme Geniuses. It's always great, until it isn't.
With stocks so expensive right now, the main aim for me is to make right value additions to boost my portfolio growth in this bubble ahead of 2025 with about 250 grand i have parked in the bank making nothing. What stocks should be on my watchlist?
Buy GME, DJT and Bitcoin through 2025, then high yield ETFs through the bear market 26’-27’ that's my plan.
"DCA" is the golden term but the key. My dollar portfolio i DCA with is made up of 30% PLTR, 25% SCHD, 15% VOO and over 30% in digital assets, thanks to my CFA. This strategy is what works for my spouse and I. We've made over 80% capital growth minus dividends. Q3 taxable divs this year was $18,388.
I find your situation fascinating. Would you be willing to suggest a trusted advisor you've worked with?
Sure i don't mind. I've stuck with ‘’Melissa Elise Robinson” for years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
Thank you for the lead. I searched Melissa up and her webpage popped up, and I have sent her an email. I hope she gets back to me soon.
Weird we stopped hearing about that 3x bitcoin short😂
he’s a fake 😂
As an investor in both real estate and BTC I can say that real estate brings a lot more stress and uncertainty. Once you understand the Bitcoin cycle you know what to expect. There are little to no risks with BTC over a 4 year period. There are also low maintenance fees with Bitcoin. Compared to real estate where repairs, tenants, bills, reporting etc are all constant every single month. We still buy real estate, but combining the two has been the best strategy for us and we've been doing it since 2016.
Maybe Kevin can learn from you, but we all know his arrogance will get in the way. Congratulations on your ventures
@@InspectorApe Thank you. I don't think it's arrogance on Kevs part. He's very good at finding RE deals and has proven that. I just think he and his team do RE really well and focus on it.
@@FinancialFreedomLifestyleit's arrogance against bitcoin. For some reason they clearly have.
Dude, if you actually understood Bitcoin, you and your company would be miles ahead of most with the capital you have. I hope you figure it out. Don't be salty, be smart. Bitcoin is the best long-term store of value, not real estate. Give Saylor a call.
It’s painful to watch sometimes. One day he’s going to figure it out, look back and be devastated that he missed such a huge opportunity.
best long-term store of value? Why is that? Because the number is currently going up the fastest? lmao
@@Ian92999 You sound like a 9 year old. I’m not going to sit here and explain it to you. Do some research.
Real estate people are pretty stubborn.
@@Ian92999 You sound like a 9 year old. I’m not going to sit here and explain it to you. Do some research. Notice I said “long-term” store of value. I don’t care what the price does short-term. Bitcoin will go up forever.
Calling Microstrategy a software company(it's original purpose) now is a bit like calling Tesla ''Just a Car company''.
@hhal9000 but it is a software company and Tesla is a car company, when a 4 years cycle takes a turn that’s exactly what you’ll hear . The system is a bitch and these bitches will be slapped
Amen mate!
Except Tesla does produce more than cars. What else does MSTR produce ?
I like your content Kevin but your trading has been horrible. Sold Tesla at $210 and now you are buying back. Talked shit about mstr when it was $200. Like what are you doing? When you said mstr was overvalued at $210 I lost you. Once they adopt fva they are gonna have a pe of like 0.8...
Enjoy the content and use the information to you advantage but like the river just take what u need.
When is House Hack going to add BTC to it's balance sheet?
There is no second best.
Of course there is!
#1 diamond 💎
#2 cubic zirconia (better bling at a minimal cost)
Forever Laura.
Its going up forever....
Yes sir!
In a recent interview Michael Saylor said he expected a single BTC on-chain transaction fee to increase from $3 to $30, to $300, to $3000 and to $30,000 to replace the mining subsidy as it trends to zero with each halving 😄
Were Bitcoin big blocks right all along ?
If you missed buying Bitcoin at $500 in 2016, maybe don't miss Bitcoin Cash at $500 🤔
Just know something. Kevin does not understand Bitcoin. He hasn't dedicated the time to do so. Do not take his opinion on this topic seriously. Not even his humbers are right/updated and it takes 2 seconds to verify those. No real proof of work on this video.
Blah blah blah. Countries are buying, ETFs will continually buy, companies are adding it to their balance sheets, and money continues to be printed. The bigger BTC gets, the less volatile it will be. The volatility argument is going to die as soon as we get a FMV of BTC, which we're a long way away from.
But physical property is a bigger asset in the trillions and safer to invest in. Its more stable and creates income from workers and families. Surely real estate is the way to go...
@@brandon_youtube Real estate will slowy get demonetised and fall down to its marginal cost of production and or utility.
Most of the price of real esate is monetary premium, where people use it as a hedge agaisnt monetary debassement.
When they figure out that over an at least 4 year horizon, Bitcoin outperforms, does not cost taxes and has no maintenance cost, money will slowly go into BTC instead of real estate to protect from inflation.
Some think, it'll be a suden repricing of real estate... I think it'll be gradual.
@brandon_youtube Demographics studies show that most developed countries have declining populations.
Demand for housing will go down over time.
@@brandon_youtube Thanks for proving my point. As bitcoin gets bigger, it gets less volatile. I've got RE and BTC. I've made WAY more on BTC.
Might want to think about that. A lot of the value in real estate is monetary. Protection from inflation. What happens when you can get better inflation protection without property taxes, maintenance, rental risk, zoning risk, etc and instead of having to sell it all and taking months to do so you can sell any amount any time to anyone worldwide in seconds and for next to zero fees? I think bitcoin will demonetize real estate. In fact it is already happening, housing falling rapidly in BTC, with the smarter ones like Cardone selling their real estate for bitcoin.
One thing everyone is forgetting is if the government owns 1 million btc and they keep printing or print even more money they know a lot of that will go into btc affectively them paying themselves back btc and other cryptos will be going much higher.
330k btc not 252k
@@raffes8935 And 400K by EOY. Few.
Retail isn't needed to support the bitcoin price anymore. It's all about institutions and nation states now. 😉 🚀
The crazy thing is despite the fact BTC is the best performing asset since the genesis block. People still doubt it. 😂
There are plenty of other crypto assets that have performed better
@@-whackd Not one.
Bitcoin is 5 x ETH in market cap and ETH is slowly going to zero in BTC terms (just look at an ETH to BTC chart).
All other coins are insignificant in comparison.
Whats important is not % gains of a single swing in some shitcoin.
Whats important is where is all the institutional money going?
Only 1 place, Bitcoin.
@ how many have appreciated by over a million percent? I hold utility coins that i plan on cashing in in the next 6 months that I predict on the low end I’ll make 300k after taxes. But the BTC i own i wont sell for the next 20+ years and will only DCA at minimum $500 a month into during that time period.
Ethereum and Bitcoin lol @@christianbeaudry-spicez
@@-whackd nope not even close. Bitcoin was worth less than $0.01 in 2009 and now its worth $98,000. It has appreciated by over 12 BILLION percent in the last 15 years. Nothing comes remotely close. Not even the most degen memecoins.
kevin is like a candlemaker who’s afraid of electricity and the light bulb 💡
Kevin, you don't understand Bitcoin, or pretend you don't understand Bitcoin to protect your businesses. Not buying it is fine, but dumping on it with zero level intelligence propaganda is doing a disservice to your viewers. Also you forget to mention the over collaterisation of newly issued bonds at 5 to 1. The rest of what you missed i will leave out for now. Everyone gets Bitcoin at the price they deserve 😂😂😂
So explain bitcoin?
@sesquivel729
Why should they explain Bitcoin when there are a multitude of videos and audio books on the subject on this platform. If you don't like Bitcoin, just say you don't like Bitcoin.
@@sesquivel729You get Bitcoin for the price you deserve. You need to learn it. Nobody can teach you Bitcoin in a comment section. But I suspect you know that and are trolling.
@@faitaccompli5878 In a recent interview Michael Saylor said he expected a single BTC on-chain transaction fee to increase from $3 to $30, to $300, to $3000 and to $30,000 to replace the mining subsidy as it trends to zero with each halving 😄
Were Bitcoin big blocks right all along ?
If you missed buying Bitcoin at $500 in 2016, maybe don't miss Bitcoin Cash at $500 🤔
Correction Kevin. They also went through a 10:1 split. Technically stick should be much higher.
Yup. It was like at 1k when it split. I sold before split. Now im back in at almost the top.
MSTR's average price for Bitcoin is already close to $60K, and they keep averaging up. I'm sure if Bitcoin is down to $20K by expiration of the preferred shares, MSTR will be bankrupt. It's possible that many buyers of the preferred shares are short sellers hedging their risk.
Well, that background sound scared me; I thought it was my house.
18:56
Didn’t Kevin crap on mstr a month ago. Come on Kevin you crash this stock before
MSTR is the trillion dollars company.
It’s the next big thing ❤engineering BTC bullish 📈
kevin needs to study the 4 year cycle of BTC
If stuffs he is offering are so safe and great why is he raising money from us reatail investors. Not from the Institutions?
Kevin, do more security analysis videos, these videos are incredibly helpful, And give us a framework for analyzing stock..
Fantastic content🎉❤
By 2029 bitcoin will be at $500k . And MSTR will be 10x from current price. Also not possible for bitcoin to drop down below $70k anymore. It's like a 99% probability the bond holders gain a lot!
Not possible is a stupid thing to say. Im long btc btw and only rookies say things like it cant go below 70k
I'm blown away by how many people are so naive in this euphoria. It makes me think that the 4 year cycle is probably over. Too many kids think it's guaranteed. But we'll see
Below 50k is possible friend, be ready to buy more.
@@MichaelJordan-jz7kw good luck buying one again even for below $100k when the demand is high when it is guaranteed to go to $500k and up by 2029
@@monke5004 good luck buying one again even for below $100k when the demand is high when it is guaranteed to go to $500k and up by 2029
As of November 18th MSTR has 331,200 on their balance sheet
BTC is up an unmeasurable % since its inception, this is called math
as is every other commodity
10x levered on 9.5k on BTC holding till valhalla
EXTREMELY good breakdown of the bond situation! Thanks Kevin!❤
Love how you found a way to turn it to House Hack ad Kevin lol.... Personally, I would have steered clear from having the word 'Hack' anywhere near my business name or logo. JS!
Got into to MSTR at 120$ on 8/20/2024🚀🚀🚀🚀
The title is misleading. It is not even close to the truth. Microstrategy has more than 330k btc not 252k. You cannot compare their Sep 30 balance sheet, and their stock price 2 months later. A lot has happened since. And more will. Tomorrow they will anounce a purchase of at least 30k btc more.
All your models are destroyed.
Well said, @meetKevin analysis as usual so basically worthless
You are right, but to be fare, Kevin did a good analysis on this one and does grasp the strategy pretty well.
2 things missing IMO on this video
The current amount of BTC as you brough up.
The 4 year Bitcoin cycle, which is important when considering the debt, when he has to service it and the terms of the convertible bonds being 3-6 years out to protect agaisnt Bitcoin Winter if there is still one after this cycle.
way more than 30k. They likely tapped the atm during peak volume. I woulsnt be surprised if you see a 80k btc buy
@@rezur3kt698 my bet is they did an ATM at 7% of the volume last week or around USD 9bn. With the additional prooceeds of 3bn from the converts Microstrategy had around USD 12bn available for btc purchase. I am forecasting +122k BTC.
in 3h15min we will know
The way these convertible bond buyers are hedging their bets is by shorting the Miners. MARA just implemented the same strategy as MSTR so they will be buying bitcoin regularly as well and wont be shorted. All other miners are SOL unless they adopt the same strategy because now you have 2 companies raising Billions $ in bonds and these buyers will need to short someone to hedge. MARA and MSTR are going to shock the world in 2025.
My sister just bought 3k worth of bitcoin so I asked her, what do you think about blockchain technology? She replied, I'm buying bitcoin I don't know any technology. I think it's time to short.
15:46 I thought people buying homes as investments DO drive up property values. I’m thinking Airbnb and foreign investors who buy and let the houses sit vacant. This phenomenon is amplified in small vacation towns. I own a property that was worth 800k but as soon as they banned short term rentals, it’s worth 400k. Less people buying led to lower prices, and vice versa.
Kevin needs to study the Network Effects of this Bitcoin technology. We are investing in the NETWORK. if the world deems BTC valuable, it is valuable. Easy as that
Sounds like people don’t like hearing someone “teach” about a topic they are learning as they record the video.
RE will collapse in value priced in Bitcoin and in dollars once RE investors realize Bitcoin is a superior asset.
14:44 what sustains Bitcoin is also its decentralized, trust-less, cryptographic technology and infrastructure that allows you to transfer value. It also has a network of people who maintain it and who accept it as value. If you can’t agree that this gives it fundamental value, then you also don’t believe the banks infrastructure has any fundamental value because Bitcoin does the same thing but better. You also believe that the network of people has no value. Yet it is the network of people that are on platforms like TH-cam that give it it’s value. If there weren’t any people posting videos (similar to BTC validators) and there weren’t any viewers (similar to BTC holders) the platform would not be worth much (similar to rumble 😅 j/k). Like Peter Schiff, you reduce all this to BTC just having a price. It discredits the innovation of those who invented it and gifted it to the world. If this tech and network were owned by a company, people would be trying to buy the stock like crazy. It’s a change in the paradigm that real value must be owned by a central authority, that we are not accustomed to.
BTC is going to infinity and dare I say, MSTR is going to infinity and beyond!
@Kevin
And what happens to MicroStrategy when Trump, and his BTC bulls make BTC a Federal Reserve currency and start leveraging BTC to pay down the US debt? Trillion dollar BTC? Every country scrambling to buy BTC? Michael Sailor looks like a genius.
He is a Genuis
Michael Saylor is a genius
20:50 You keep seeing BTC like a useless token. There is a practical value in Bitcoin. Theres a reason to value it more than just “price go up”. If the markets are THAT fucked, then fiat currency is likely to be at risk as well, which means Bitcoin is likely to be MORE in demand (after the initial crash reaction)
Real estate decays. BTC does not. House hack will not compete with mstr and what a headache brother
Sounds like Kevin lost money trying to trade bitcoin instead of buying and hodling
This is a very good video Kevin. One of the very few that actually understands what MSTR is doing.
One thing to keep in mind, considering the debt terms, as you pointed out, terms being out 3-5 years out, this is because of the Bitcoin 4 year cycle.
For 15 years, BTC has had 3 green years, 1 red, 3 green 1 red. 2025 being the last green year, and the one with the most upside.
2026 will be the red year, if the 4 year cycle keeps up.
But the low should be no where near the previous cycles ATH of 69k.
This puts MSTR in a very safe position considering their debt.
One thing to remember in the past three cycles, bitcoin was ran by whales and retail. The difference is now bitcoin is ran off institutions and countries that’s have control of the printer.
Also remember BlackRock is now anchored to bitcoin and if bitcoin comes down it’s going to drag the entire stock market down.
Do you really think the US government is going to allow that to happen? They will just print more to get out of that situation.
Answer me this why would they ever sell knowing that the national debt is $36 trillion and continuing to grow?
@InspectorApe Saylor is never selling his BTC. That is clear.
This video is very informative, but it would be better if you talked about real money. Talk about Cryptonica; it's real money every day. What you're discussing doesn't seem as cool
Can anybody tell me what this guy is talking about? Is it worth damb near $100k? Idk man
kevin you almost tricked me bro!!!!! that discord u run ... everyone is complaining saying to just follow your ETF wtf man i was hoping u was really doing big things over there
Does anyone think Kevin has changed in the last 2 months? It is like he has switched sides or something. He is subtle about it but he is different
14:40 except for when you live in a blue State like California or Washington. Tenants can live there for just about as long as they want rent free.
Poor course members given bearish narrative when Mstr at 200 and sell narrative on Tesla at 140…Kevin doing well but poor course members…
Both Saifedean Ammous and Greg Foss calculate 400+k BTC. Sailor knows what he’s doing.
My due diligence. Books: the Bitcoin and Fiat Standard, Mastering Bitcoin, inventing Bitcoin, Broken Money. Bitcoin interviews: Keiser, Alden, Moss, Svetski, Foss, Ammous, Sailor, etc. It’s following an S curve of adoption. Buckle up, BTC is just beginning
Kevin, the government could never pay down the national deficit because that would be deflationary due to a shrinking M2. If the money supply continues to expand bitcoin will trend up forever similar to the stock market, real estate, etc. all roads lead to money printing. Micro strategy knows the infinite money glitch.
You've done great in traditional finance Kevin, but people need to get off the dollar and you don't seem to really understand the scope of how big Bitcoin is becoming, we have countries buying, pensions buying, retirement funds buying and it's extremely scarce. You should be more into Bitcoin yourself
Finally you’re talking about it. Welcome to the roller coaster 🎢
Hahaha Kevin left behind like al chapó..
**Nation states buying
**Family funds buying
**Soon banks will put on balance sheet
Wow, this video is cringe
Canadian Beer?
Explained in a simple and engaging way, much appreciated! By the way, can I ask: I have a OKX wallet with USDT along with the seed phrase (stereo blade emotion empower fence position oil crouch crisp churn bachelor hidden). What's the best way to transfer them to Bitcoin? Much appreciated.
This turned into an Ad for house hack real quick 😂
Loving these videos Kevin, great valuable content with analysis and breakdown. Thank you for your continued service of providing quality information that is helpful.
Kevin, could you please do a breakdown of HWM & VIST? These two stocks have been consistently killing it but never seem to be mentioned. I'm curious as to what your opinion is about them. TYVM!
Interview Saylor!
Probably his goal. He doesn't deserve it.
Don’t disrespect Saylor that why.
When countries and fortune 500 companies are buying bitcoin to put on their balance sheet for long-term holds. These arguments are irrelevant. Also BTC is the hardest asset on planet earth.
BTC will never fall below $50k again. Get it thru your head people. The tsunami of $$$ is coming.
You would think that the fact that Bitcoin is almost 100k would give you a clue. Maybe take some time to learn about it.
House hack is the same as MicroStrategy?? All this vid just to say that what a waste of time, just stay in your lane thanks for not shorting btc in your paper hands etf
Very bearish view about BTC performance. Not sure if BTc fundaments were taken into consideration, adoption, limited supply etc… históriccally BTC has been outperforming and of course nothing is bulletproof but unless a major event happens, with all adoption etf etc.. I don’t see BTC falling below 30 easily And particularly in 2030. In fact It may may well be around 500 to 1mill by then given the acerelated adoption
Well after reading all the comments i know who the moron is. Good job on alienating your audience.
bro hasn't done his due diligence on Bitcoin...we'll never see a 20k bitcoin ever again... we don't just focus price...we're in it for the change.. if you want someone to teach you something about Bitcoin holler at me
Bitcoin doesn’t rely on buying. It relies on holding.
Do you think BTC will break back? Any thoughts for Flokong©? Somehow they laugh about this dip?
just keep an eye on the market cap and make a bot to keep an eye on the wallets and investors.. it’s not insider information it’s just programming of the big wallets
14:26 The US is the only nation with this rental policy, which foreign countries now consider investor-unfriendly.
Could you please start posting short term trades again? I paid good money for you to just stop doing what you advertised...
however, he will lead you into many, many losses as well. Are you sure that's what you want?
*UMMM.........* Bitcoin is NEVER going to below 42K again
Solid research Kevin. They have 331,000 BTC so you’re only off by about 7.8 Billion $ or so… probably not important. They are also likely about to announce the purchase of another 30k BTC or so…. probably also not important.
You missed some crucial info, 90% of the bond buyers are hedging shorting the stock and trading vol, delta neutral, they actually make more money if the stock goes down.
Thats why they have crazy short %%
Lol the convertable bonds is every funds wet dream.
This is surety to the 10th power.
Wait until you see how much bitcoin Michael saylor bought tomorrow 😉
great video buddy !
Kevin is typical of someone who has learnt the financial system from the view of those who want to keep mankind enslaved. Did you research at all Kevin before you blast garbage into the world. Further along in time I wonder how many of your followers will keep following you knowing you destroyed their economic prosperity. With power comes responsibility and you have completely neglected this responsibility in this case. Very disappointing immature attitude.
Dont short this one Kevin
He should short it. Back up your BS Kevin. Put all your worth into it. Ruin your own finances since your aiming to ruin others.
word of advice: his fund is undeperforming the spy and even ark invest. it goes to show how much value these videos provide.
13:45 House Hack buying BTC would be in line with your corporate goals of turning more properties over to home buyers. When companies buy BTC as a store of value instead houses, it leads to more inventory for home buyers. DO IT!
This won't age well
Don’t understand the haters. He’s not bashing Bitcoin at all in this video, or saying real estate is better. Quite the contrary - he’s explaining why sophisticated investors are willing to pay a premium for microstrategy, as well as the downside potential risks when the long term bonds come due. He’s merely using real estate finance to explain those downside risks in bitcoin. Wise up.
I can’t watch your videos anymore because you keep spitting on me 😭
16:28 The old couple aren’t going to buy Bitcoin. Silver has been extremely volatile. The laggards will lose. They always have. Silver has actually performed way worse than Bitcoin. At least with Bfc you may have bought at the top of a bull market and see 80%% correction, but you only have to wait a couple of years. On the other hand Silver is STILL 60% away from its all time high in 2011!! Imagine buying THAT top!
You should also consider Cynthia Lummis' Bitcoin bill. If that passes, the US government will be building a 1 million bitcoin reserve