2026-01-01 07:20:25

Interesting comparison. Economist Peter Schiff recently shared his views on the investment strategy of MSTR. Data shows that MSTR has fallen 47.5% in 2025. If it were truly included in the S&P 500, its ranking would be in the bottom sixth of the index.

Where is the problem? Michael Saylor has always claimed that the company's optimal choice is to allocate to Bitcoin. MSTR's core strategy indeed follows this approach. But Schiff believes that this aggressive Bitcoin investment strategy, while aligning with their claims, is actually eroding shareholder value—at least based on this year's performance.

Here's an interesting contrast: the poor performance of a Bitcoin believer company—does it indicate a problem with the strategy itself, or is it an issue of execution or market timing? This is worth pondering.

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GasFeeVictim

· 8h ago

Well... Saylor might have overdone it this time It's indeed ugly to see MSTR drop like this, but is it really due to the BTC allocation itself? I don't think so... Those who bought early also took off; it's just a matter of timing.

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GateUser-7b078580

· 8h ago

The data shows MSTR has fallen by 47.5%, but... does this really indicate that the strategy has failed? Let's wait and see. Historical lows often occur during the moments of least confidence.

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WenMoon

· 8h ago

47.5%... Oh no, such a poor performance? Saylor's "all in Bitcoin" dream has been shattered. This time Schiff was right; aggressive strategies are suicidal in a bear market. If you ask me, the timing is a big factor, but we really need to reflect on how heavy the bets were.

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ChainWatcher

· 8h ago

Saylor's all-in Bitcoin gamble resulted in a 47.5% loss... Honestly, faith also needs to consider ROI. Ultimately, it's a timing issue, otherwise how to explain it? Betting on a single asset is like this—when it profits, it's hyped up; when it loses... well. MSTR's current move definitely puts it at the bottom of the S&P, Schiff's point is valid. The experiment of BTC believers has failed, now this is getting interesting.

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