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Broken Pie Chart


Jun 19, 2022

This week Derek Moore discusses the news around MicroStrategy’s leveraged Bitcoin strategy and the impending margin call should Bitcoin close below 21,000. Why would a company put their cash in a volatile asset like crypto? Derek explains the situation and news coverage considering Bitcoin’s recent drop in price.

 

How much Bitcoin does MicroStrategy hold?

How much has MicroStrategy lost on Bitcoin?

What is digital asset impairment charge due to Bitcoin drop?

Leveraged Bitcoin strategy by Michael Saylor CEO of MicroStrategy

Terms of Bitcoin loan

When will a margin call occur on MicroStrategy’s collateralized Bitcoin loan?

MicroStrategy issued debt including senior notes, convertible notes, and common stock to fund Bitcoin purchases.

Why not just buy other stocks (sarcasm) if a company is going to buy a volatile asset like crypto?

What about Tesla’s Bitcoin holdings?

Did Michael Saylor say to mortgage your house to buy Bitcoin?

What is MicroStrategy’s average cost on their Bitcoin holdings?

 

 

 

Mentioned in this Episode:

 

Contact Derek Moore derek.moore@zegafinancial.com

 

ZEGA Financial www.zegafinancial.com

 

Forbes talks accounting treatment of Bitcoin for companies https://www.forbes.com/sites/shehanchandrasekera/2022/06/01/bitcoins-accounting-treatment-is-artificially-degrading-microstrategys-bottom-line/?sh=c4abb4433e11

 

MicroStrategy Q4 2021 report https://www.microstrategy.com/content/dam/website-assets/collateral/financial-documents/press-release-archive/microstrategy-announces-fourth-quarter-2021-financial-results_02-01-2022.pdf

 

MicroStrategy Q1 2022 report https://www.microstrategy.com/content/dam/website-assets/collateral/financial-documents/events-presentations/Q1-2022_microstrategy-earnings-presentation.pdf

 

MicroStrategy Bitcoin margin call on loan https://fortune.com/2022/05/04/michael-saylor-microstrategy-margin-call-bitcoin/amp/