In this video we discuss the recent $2B ATM S-3 that MSTR filed on August 1st and when it may be completed by. The average Bitcoin price so far while the ATM has been open is $59,000. We also discuss the mNAV growth trajectory and the possible start of QE in September/October 2024.
Timestamps:
0:00 The Start of MSTR Daily
0:26 mNAV Evaluation
2:10 $2B ATM Update
4:54 33,000 New Bitcoin
5:05 Q4 QE Bull Market Begins
5:30 Dr. Jeff Ross Liquidity and Bitcoin Analysis
Disclosure: Matt is long MSTR stock and derivatives; not investment advice.
