Last week, when $MSTR fell below $300, I continued to hold my position, and today it has bounced back. The logic behind MSTR has been explained to the point of exhaustion; anyway, as long as I am optimistic about #BTC, buying MSTR is the right thing to do. It's just about killing the premium, and the current premium is not considered high. Michael is still buying Bitcoin and has recently started converting to preferred shares; the ATM in January is also almost ready.

I don't have much talent in the short term; what I can confirm is that as long as I am optimistic about the trend, I can just buy on dips. I have added to my position a few times during the decline, and my current returns are still over 50%.

I have outperformed $IBIT and $ETHA, which I bought on the same day. Although I have added to MSTR a few times, the purchase cost is all higher than the adjustments made in early October. At that time, I decisively switched my 20% loss in ASHR (CSI 300 ETF) to MSTR and have held it ever since. Now ASHR has plummeted, while MSTR's returns are quite good.

The strategy for holding MSTR remains the same. Currently, I am optimistic about Q1, especially before March. What happens after March is uncertain. Before the February earnings season, I will continue to buy MSTR, $BTDR, and $Coin, with the latter two mainly betting on short-term earnings reports.

This is not investment advice.

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