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BTC + MSTR investing — long-form guides

Plain-English deep dives on the metrics, mechanics, and trade-offs of Bitcoin and Strategy (MSTR) exposure.

Exposure analysis

How much Bitcoin do you actually own?

A guide to calculating your effective BTC exposure across direct BTC, MSTR, spot ETFs, and Strategy preferreds — and why the number is usually higher (or lower) than you think.

MSTR mechanics

Why MSTR isn't a Bitcoin proxy

MSTR moves with Bitcoin, but it's not a one-to-one substitute. Here's what mNAV, capital structure leverage, and BTC torque actually mean for your portfolio — and when MSTR makes more sense than spot BTC, and when it doesn't.

MSTR mechanics

MSTR premium to NAV, explained

Why MSTR trades for more than the Bitcoin it owns — what drives the mNAV premium, why it expands and compresses, and how to read it as an investor.

MSTR mechanics

How to find Bitcoin's implied price from MSTR

MSTR's share price quietly implies a Bitcoin price. The simple formula to back it out, what it tells you, and why it differs from spot.

MSTR mechanics

How MSTR's convertible debt affects mNAV

Convertible notes are the engine behind much of Strategy's stack — and the part of mNAV people most often get wrong. Where the debt shows up in the math.

MSTR mechanics

How Strategy's ATM raise works

The at-the-market equity program behind the accumulation flywheel — why issuing shares can raise Bitcoin per share, but only above NAV.

MSTR mechanics

Does MSTR pay a dividend?

The common stock pays nothing by design — but Strategy's preferred shares (STRF, STRK, STRC, STRD) are built to pay yield. Here's the full picture.

MSTR risk

What happens to MSTR if Bitcoin drops 50%?

Why MSTR can fall more than Bitcoin — premium compression, leverage, and the difference between convertible debt and a margin call.

Bitcoin equities

MSTR vs IBIT — which Bitcoin exposure to own

A leveraged Bitcoin treasury stock versus a spot Bitcoin ETF. How they differ on leverage, premium, fees, and risk — and which fits your goal.

Bitcoin equities

Is MSTR a leveraged Bitcoin ETF?

Not quite. How Strategy's leverage differs from a 2x BTC ETF — no daily reset or decay, but premium and corporate risk instead.

Bitcoin equities

Bitcoin treasury companies compared

How to compare Strategy, Metaplanet, MARA and others — the metrics that matter (BTC held, mNAV, BTC per share, funding), not headline BTC counts.

Strategy preferreds

Are Strategy's preferreds safe?

STRF, STRK, STRC, STRD pay high yields backed by a Bitcoin balance sheet. A plain-English walk through seniority, cumulative vs non-cumulative dividends, and the real risks.

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