Wie Jim Chanos Michael Saylor übertrumpfte: Short-MSTR, Long-BTC
https://protos.com/how-jim-chanos-outplayed-michael-saylor-short-mstr-long-btc/
Wie Jim Chanos Michael Saylor übertrumpfte: Short-MSTR, Long-BTC
https://protos.com/how-jim-chanos-outplayed-michael-saylor-short-mstr-long-btc/
4 Kommentare
tldr; Jim Chanos successfully executed a pair trade by shorting MicroStrategy (MSTR) stock and going long on Bitcoin (BTC), profiting approximately 100% from the decline in MSTR’s premium to its Bitcoin holdings. Chanos entered the trade in November 2024, betting against MSTR’s valuation relative to BTC, and closed it in 2025 after BTC’s price rose by 25% and MSTR’s premium dropped significantly. His strategy involved capitalizing on MicroStrategy’s leveraged Bitcoin acquisitions and its dilutive stock sales.
*This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.
Wonder if this also explains $MARA… I can’t help but suspect MARA management isn’t in on it as well. They could loan BTC and shares for shorting as a business model.
For a second I read Jim Thanos
Probably one of the best trades of the year when you factor in the amount of capital