- Buy Crypto
- Markets
Futures- Spot
- Copy Trade
- Earn
- More
Veteran analyst is bullish on MicroStrategy's balance sheet
By: thestreet|2025/05/02 21:15:01
0
Share
Veteran analyst and The Big Bitcoin Book author Fred Krueger is bullish on MicroStrategy (Nasdaq: MSTR) and thinks its Bitcoin-heavy balance sheet will be stronger than that of Apple (Nasdaq: AAPL) within 18 months.Strategy will have a stronger balance sheet than Apple within 18 months. pic.twitter.com/bqWSsSyrLx— Fred Krueger (@dotkrueger) May 2, 2025Note that MicroStrategy, rebranded to Strategy, reported its Q1 2025 financial results on May 1. The firm's total revenue fell 3.6% year-over-year (YoY) to $111.1 million during the last quarter.Nonetheless, MicroStrategy posted a year-to-date (YTD) Bitcoin gain of $5.8 billion and a YTD BTC yield of 13.7% during the quarter.Founder and executive chairman Michael Saylor posted about the stock's performance on X ahead of the results. He said the MSTR stock has surged more than 3,000% since adopting the Bitcoin standard.$MSTR is now up more than 3000% since adopting the Bitcoin Standard. pic.twitter.com/ZqBKMHG999— Michael Saylor (@saylor) May 1, 2025 The Bitcoin Standard Era (BSE) return is a conceptual metric introduced by Strategy that calculates the appreciation in the stock's value since the firm adopted Bitcoin as its primary treasury reserve asset on Aug. 10, 2020.Compared to MSTR's massive 3,142% return, Nvidia's (Nasdaq: NVDA) 916%, Tesla's (Nasdaq: TSLA) 205%, Meta's (Nasdaq: META) 121%, Alphabet's (Nasdaq: GOOGL) 118%, Microsoft's (Nasdaq: MSFT) 107%, and Apple's (Nasdaq: AAPL) 89% returns seem dwarfed.MicroStrategy holds 553,555 BTC acquired for $37.9 billion that is worth $53.6 billion as of now. The firm is eager to acquire even more BTC as it has announced a new $21 billion at-the-market (ATM) stock offering for the purpose.Krueger, however, said buying MSTR stock is "ultimately a very fiat move" and "real Bitcoiners own Bitcoin." But Bitcoin offered only 715% BSE return in comparison to MSTR's astonishingly high return.The MSTR stock was exchanging hands at $391.28 in pre-market hours on May 2.As per Kraken's price feed, Bitcoin was trading at $96,855.45 at press time.
You may also like
China's AI Compute Power Counterstrike
The cost itself is the progress.
Global Assets Plunge: Hormuz, Chips, and a South Korean Holiday
The Dollar Wins, Everyone Else Loses
Bloomberg has reported twice, Hyperliquid once again in Wall Street's radar
Weekend Front-Running
Trump Backs Crypto Bill, SEC Halts Leveraged ETF, What Is the English-Speaking Crypto Community Talking About?
What Was Hot in the Last 24 Hours Among Expats?
OpenClaw Floods Into Polymarket, Some Making Tens of Thousands Per Month
Are you ready to venture into Polymarket and dive into the shrimp farming craze?
Understanding Trump's "Warfare Playbook": Ten Signals Investors Must Know
Debriefing Trump's series of conflicts over the past year, this article outlines ten stages of Trump's conflict strategy, revealing the underlying logic between war, market fluctuations, and eventual negotiation.
Iranian Missile Heading Toward UAE, Claude Also Within Range
On March 1st, an Iranian missile struck an Amazon data center in the UAE. On the same day, Claude experienced a worldwide outage.
Successive Core Team "Heroes" Depart, Has Aave's DAO Dream Crumbled?
「This is not a matter of right or wrong, but rather a situation where existing governance mechanisms have not provided an effective resolution when interests and positions are misaligned.」
Is This the Year of the Robot? A Deep Dive into Robotics Projects
What are some noteworthy projects in the Robotic Race track?
When AI Takes Over Money: Bitcoin Becomes the "First Choice," Fiat Is Left Out
AI's view on "what makes a good currency" is already quite consistent.
AI Trading in Live Markets: 4 Lessons From a WEEX Hackathon Top 10 Finalist
AI trading meets real markets. Explore 4 lessons from a WEEX Hackathon Top 10 finalist on surviving volatility, trusting AI models, and building smarter crypto trading systems.
MegaETH Co-founder: 48 Hours After Leaving Dubai, I Reassessed the Entire Crypto Space
In an era of technological upheaval, rather than pursuing the "legitimacy" co-opted by power, it is better to sharpen the blade and build parallel systems that truly expand individual sovereignty.
Web3 Winter Mass Exodus: Resignations, Closures, Transformations, and Acquisitions
The intense collision between technology and capital, products and markets, vision and reality, each story reflects the confusion and unwillingness of the market participants.
Key Market Information Discrepancy on March 4th — A Must-Read! | Alpha Morning Report
1. Top News: Strait of Hormuz Emerges as Flashpoint in US-Iran Standoff, US Stocks Trim Losses, Asia-Pacific Markets Open Sharply Lower, Cryptocurrencies See Slight Recovery
2. Token Unlock: None
During the weekend market closure, Hyperliquid more accurately predicted the Gold reopening price than Binance
When markets are closed and real-time pricing is needed due to geopolitical risks, Hyperliquid takes the lead and is closer to the eventual futures reopening price.
OpenClaw thrusts crypto project Venice.ai into the spotlight as its token VVV surges over 500% in a single month
Openclaw Founder Advises Young People "Not to Waste Time on Cryptocurrency," Yet in its official documentation, it lists the cryptocurrency project Venice.ai as a recommended model provider.
Different Rulings in Similar Cases: Why can Uniswap go free while Tornado Cash cannot?
Time and tide wait for no man.
In the next 5 years, Vitalik will expand Ethereum in this way
Short-term and long-term, execution, data and status
China's AI Compute Power Counterstrike
The cost itself is the progress.
Global Assets Plunge: Hormuz, Chips, and a South Korean Holiday
The Dollar Wins, Everyone Else Loses
Bloomberg has reported twice, Hyperliquid once again in Wall Street's radar
Weekend Front-Running
Trump Backs Crypto Bill, SEC Halts Leveraged ETF, What Is the English-Speaking Crypto Community Talking About?
What Was Hot in the Last 24 Hours Among Expats?
OpenClaw Floods Into Polymarket, Some Making Tens of Thousands Per Month
Are you ready to venture into Polymarket and dive into the shrimp farming craze?
Understanding Trump's "Warfare Playbook": Ten Signals Investors Must Know
Debriefing Trump's series of conflicts over the past year, this article outlines ten stages of Trump's conflict strategy, revealing the underlying logic between war, market fluctuations, and eventual negotiation.
App