Called $MSTR bullish on Oct 12, 2024: $MSTR rose 103% in 5 weeks.
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European Head of Research @ Bitwise - Author of https://t.co/b5W5oevDUN - #Bitcoin - Macro - Not investment advice - Views strictly mine - Beware of impersonators
accuracy score 51.1 on MSTR over 29 MSTR calls · 478 days of data · rank 12 of 22 MSTR analysts (top 54.5%) · v20r-multi-sparsepen-strong-ss12m-20261012, computed Nov 11, 2026 · Methodology →
Cite asCryptoQuant has tracked 29 directional calls on MSTR by @Andre_Dragosch on X since Jan 2021: ranked #12 of 22 analysts scored on MSTR by accuracy (as of Nov 11, 2026).
Other assets covered (15)
Relative view by default: André Dragosch leans one way on 92% of days, so a softer or opposite tone stands out against their usual stance.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @Andre_Dragosch to submit corrections.
Called $MSTR bullish on Oct 12, 2024: $MSTR rose 103% in 5 weeks.
View call →Hover the chart to read the thesis of that period · click a day to pin it
Sep 14–20: 950 | 1,355 Sep 21–27: 1,665 | 1,107 Sep 28–Oct 4: 334 | 2,000 Oct 5–11: 250 | 3,311 Oct 12–18: 267 | 4,045 Oct 19–25: 0 | 6,182 Oct 26–Nov 1: 811 | 124 First time in 6 weeks that Strategy bought more BTC than Strive. $MSTR $ASST $STRC $SATA
📌Strategy vs Strive - Bitcoin Buys (BTC) Sep 14–20: 950 | 1,355 Sep 21–27: 1,665 | 1,107 Sep 28–Oct 4: 334 | 2,000 Oct 5–11: 250 | 3,311 Oct 12–18: 267 | 4,045 Oct 19–25: 0 | 6,182 Oct 26–Nov 1: 811 | 124 First time in 6 weeks that Strategy bought more BTC than Strive. $MSTR $ASST $STRC $SATA
View original →At 40% debt-to-assets, MSTR's default risk is under 1%; the B- rating misprices it
The fact that MSTR‘s issuer rating is still B- is just mind-boggling. Their debt to asset ratio was still only 40% during the June bottom when Bitcoin was at its cycle low. They could have paid back their debt 2.5 x times during the worst market conditions by selling their BTC. There was no way they could have defaulted. Yet I would argue they have to pay such a high dividend yield mostly due to their bad rating. S&P assigns B- to companies with a default probability of around 5% over 1y and 21% over a 5yr period. MSTR‘s default risk is amid the low debt to asset ratio effectively negligible (<1% prob)… Still big mispricing imo.
View original →Fastest horse will be the Treasury Company > with a high amplification ratio. > The ability to maintain that ratio as Bitcoin rises. > Not giving up Bitcoin upside to obtain the amplification. $ASST $MSTR https://t.co/qnSnntxvUx
Based take by @ColeMacro Fastest horse will be the Treasury Company > with a high amplification ratio. > The ability to maintain that ratio as Bitcoin rises. > Not giving up Bitcoin upside to obtain the amplification. $ASST $MSTR https://t.co/qnSnntxvUx
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