ERIC KIM.

  • Here are the core forces that could realistically push MicroStrategy (MSTR) toward $1,000 within a year, if the current Bitcoin cycle accelerates.

    1. Bitcoin breaks into price discovery

    Everything begins with Bitcoin.

    If BTC pushes past its prior all-time high and enters a strong bull phase, price discovery can move extremely fast. Historically when Bitcoin clears a previous peak:

    • momentum funds enter
    • ETFs absorb supply
    • long-term holders stop selling

    A move like:

    $70k → $200k+

    is not unusual in late-cycle phases.

    Because Strategy holds hundreds of thousands of BTC, its balance sheet value explodes when Bitcoin rises.

    2. MSTR is effectively leveraged Bitcoin

    Strategy isn’t behaving like a normal stock.

    It functions more like a leveraged Bitcoin vehicle.

    When BTC rises:

    • Bitcoin treasury value rises
    • stock price rises faster
    • investors treat MSTR as “high-beta Bitcoin”

    In past runs MSTR often moved 2–3× the percentage move of Bitcoin.

    So if Bitcoin doubles, MSTR can triple.

    3. The Saylor accumulation flywheel

    The company runs a feedback loop:

    1. Bitcoin price rises
    2. MSTR stock rises
    3. Company issues shares or converts debt
    4. Buys more Bitcoin
    5. BTC per share increases
    6. Investors reward the stock with a premium

    This mechanism compounds exposure to Bitcoin over time.

    4. NAV premium expansion

    Investors usually value MSTR at a premium to its Bitcoin holdings.

    Typical range historically:

    • ~1.3× NAV in calm periods
    • ~2× or higher during hype phases

    During a Bitcoin mania, the premium often expands because investors want leveraged exposure without directly buying BTC.

    5. Momentum + narrative

    Markets run on narratives.

    Strategy currently sits at the intersection of:

    • Bitcoin adoption
    • corporate Bitcoin treasury strategy
    • institutional speculation

    When narratives align, stocks can overshoot fundamentals dramatically.

    Rough math for $1000 MSTR

    For MSTR to reach ~$1000:

    One realistic path looks like:

    • Bitcoin ≈ $280k–$320k
    • Strategy still holding ~760k BTC
    • NAV premium ≈ 1.7–2×

    That combination lands the stock around $950–$1,200.

    Why the move could be explosive

    Bitcoin bull markets tend to compress years of price action into months.

    If BTC goes into a late-cycle rally:

    • capital rotates from ETFs into higher-beta plays
    • MSTR becomes the high-octane proxy

    That’s when the stock can accelerate dramatically.

    If you want, I can also show the timeline scenario where Bitcoin goes

    $120k → $200k → $300k

    and what MSTR might look like month-by-month during that run.

  • Why MSTR $1000 by end of year

    Because $1,000 MSTR is a reflexivity thesis, not a normal stock thesis.

    Right now MSTR is about $135.66. So $1,000 by year-end would mean about a 7.37x move from here. BTC is about $70,337 right now.

    The bull case goes like this:

    1. Bitcoin rips, and MSTR trades as leveraged bitcoin equity

    Strategy is explicitly built around bitcoin accumulation, and its investor materials center on growing bitcoin exposure per share. The company’s public materials track BTC holdings, BTC Yield, and assumed diluted shares because that is the core equity story. 

    2. The company already has monster scale

    Recent reporting says Strategy holds about 761,068 BTC. That means if bitcoin enters another violent price-discovery phase, the mark-to-market impact on the company’s balance-sheet optics becomes gigantic. 

    3. The market may pay a premium to NAV again

    Strategy itself says the stock can trade materially away from the value of its bitcoin holdings. In plain English: the market is not forced to price MSTR like a static BTC ETF. It can price in future BTC purchases, capital-raising optionality, operating leverage, and treasury-company scarcity value. 

    4. Equity issuance can amplify the bitcoin stack if the premium stays open

    Recent coverage notes Strategy has continued using capital markets, including preferred issuance, to fund additional BTC purchases. That is the flywheel: if the stock and related securities stay well bid, Strategy can keep buying more BTC and keep selling the “bitcoin per share growth” story. 

    So the hardcore end-of-year $1,000 argument is basically:

    • BTC breaks into a fresh mania phase.
    • MSTR regains a large premium to its underlying BTC value.
    • Strategy keeps raising capital and adding BTC.
    • Equity investors treat MSTR as the highest-beta liquid bitcoin vehicle in public markets.

    That is the only path where $1,000 starts looking remotely real.

    But here is the reality check:

    Current published analyst targets I found are far lower than $1,000. One source aggregating analyst targets shows an average around $368 and a high target of $705; another cited Benchmark at $705. Those do not support $1,000 as a mainstream base case. 

    So my clean take:

    Why MSTR $1000 by end of year?

    Because in a true BTC supercycle, MSTR can behave like a capital-markets-powered bitcoin super-levered equity rather than a normal company. That is the bull thesis. 

    What would probably need to happen?

    Something like BTC running far above current levels, probably into a major euphoric regime, plus a renewed premium and continued successful issuance. That last part is an inference from Strategy’s structure and disclosures, not a guarantee. 

    My verdict:

    $1,000 by year-end is a face-melter bull case, not a base case.

    It is possible only if bitcoin goes absolutely berserk and MSTR’s premium machine re-ignites.

  • Los Angeles climate strategy 🌴☀️

    LA weather is a very specific beast:

    • warm sun
    • dry air
    • cool mornings
    • warm afternoons
    • ocean breeze at night

    So the best fabric isn’t just airflow — it’s heat management across the day.

    #1 Linen — king of hot LA afternoons

    When the sun hits hard in LA, linen dominates.

    Why it works perfectly there:

    • 🌬 massive airflow
    • ❄️ evaporative cooling
    • ☀️ reflects heat if light colored
    • 🪶 ultra light

    Perfect for:

    • walking
    • street photography
    • midday sun
    • beach areas like Santa Monica or Venice

    A loose linen shirt in LA feels like wearing moving air.

    #2 Merino wool — elite for mornings, nights, and travel

    LA mornings and evenings can drop 20°F quickly.

    This is where merino shines.

    Advantages:

    • 🌡 temperature regulation
    • 🦠 almost no smell
    • 💧 manages sweat if you’re active
    • 🧳 perfect travel fabric

    You can wear a merino shirt all day without stink.

    The LA optimal combo

    The smartest wardrobe for LA climate:

    Day heat → linen

    Morning / evening → merino

    Example:

    • linen shirt + linen pants for daytime
    • merino tee or merino long sleeve for cooler hours

    You get:

    • airflow when it’s hot
    • warmth when it cools
    • minimal sweat
    • minimal odor

    The ultimate LA insight

    LA is not humid like New York or Miami.

    Because it’s dry heat, airflow becomes incredibly powerful.

    Which is why:

    linen feels almost magical in Southern California. 🌬️☀️

  • As of Saturday, March 21, 2026, Bitcoin is sitting around $70.6K. The biggest live drivers right now are: the SEC’s new March 17 crypto guidance, the still-stuck U.S. market-structure bill fight, and ugly macro pressure from war-driven oil/inflation fears pushing yields higher. Even with that macro mess, BofA’s latest flow data showed about $1.0 billion went into crypto in the most recent week. 

    So the top Bitcoin news now is basically this:

    1) U.S. regulators just gave the market much more clarity. On March 17, the SEC said it was clarifying how securities laws apply to crypto, and the SEC/CFTC framework now explicitly lays out categories like digital commodities, stablecoins, and digital securities. That is a major structural bullish signal for Bitcoin because it reduces “everything is a security” uncertainty. 

    2) The market is still heavily trading on the fate of the CLARITY Act / broader crypto market-structure legislation. Reuters reported Citi cut its 12-month Bitcoin target partly because Senate progress on crypto legislation has stalled, and Citi said Bitcoin may chop around the $70K area while the bill remains unresolved. 

    3) Macro is still punching everything in the face. Reuters reported bond yields jumped on inflation fears tied to the Iran war and higher energy prices, which matters because higher yields usually make risk assets, including BTC, more fragile in the short run. 

    On when the CLARITY Act is going to pass: there is no confirmed pass date right now. The House already passed H.R. 3633 on July 17, 2025, by 294-134. Then the Senate Agriculture Committee advanced related market-structure legislation on January 29, 2026, saying it built on the House-passed CLARITY Act. 

    But the Senate path is still jammed. The Senate Agriculture Committee site shows a March 16, 2026 business meeting was postponed, and Reuters reported the bill hit a new impasse over stablecoin rewards, ethics/AML issues, and shrinking floor time. Reuters also quoted a policy advocate saying that if it is not on the President’s desk by July 2026, the window is probably closed because midterm politics take over. 

    So the clean read is: best case = spring to early summer 2026; base case = still uncertain; worst case = it slips past July and becomes much harder this year. Treasury Secretary Scott Bessent said on February 13, 2026 that Congress should get it to President Trump’s desk this spring, but as of today that looks more like an ambition than a locked timetable. 

  • Billionaire or nothing.

    So some unethical thoughts this morning:

    First, billionaire or nothing. In terms of our financial goals our aspirations and ambitions, aim for the billi or nothing. 

    Obviously you could work like hell and never reach it but that doesn’t really matter, I think it’s like having the insanely audacious goal of aiming so high that it totally changes your paradigm shift of everything.

    for example, my 1,078 kg god lift –> the number is so preposterously high, 2,377 lb –> and no, that is not a typo just YouTube it, it’s funny because my ultra ambitious goal was to break the thousand kilogram number, and I did… Maybe I should now break the 2000 kg barrier.

    It’s funny because whenever I talk to anybody who just does the typical weightlifting whatever… They cannot even comprehend it.

    So once again, being in becoming a billionaire it’s not really a wealth or financial goal… Maybe perhaps it is more of a scale mindset thing?

    So for example, when Elon Musk purchased Twitter and now, is integrating it with grok, rolling out X money, aiming for at least 1 billion users, designing a super app, that’s like kind of the way to go.

    And honestly at this point, now that I have so many bitcoins, and essentially, because I now have so much collateral… I have an infinite checking account. But then, the philosophy becomes, is it worth it? Almost always no.

    Ultra elite or nothing 

    Ultra insanely billionaire or nothing:

    Billionaire body

    So what are some practical things that we could do right now?

    First, my first interesting thought is Jeannine and obtain a billionaire body. What does that what does that mean?

    It’s to have a glorious full body tan, gleaming like the ancient Greeks, or the Spartans from the movie 300.

    Also, I think in terms of aesthetics, just don’t be on your phone. Rather, walk slowly with your camera, eyeball meditation.

    Third, don’t text message. Text messaging is base. FaceTime or nothing.
    My thought is, the reason why people text message, is because people are scared? Real man use FaceTime.

    I will also give you a billionaire life hack tips; disable all notifications on your phone including text messaging and Evyn phone calls… Silence unknown numbers, and only ever use FaceTime.

    Also, it’s kind of troubling at this current moment… It seems like all emails are fake and also all test messages are fake and or… 99.9% of them are just phishing attacks?

    I haven’t figured this out yet but I have this interesting idea of, is it possible to just replace all your communication communications, and just have ChatGPT as your email or personal bouncer bodyguard?

    There’s already a thing in ChatGPT in which you can link your Gmail to it, and I hope that ChatGPT is smart enough now that it could just filter your entire inbox and only give you critical information.

    Or is it possible to just invent some sort of new communication system that is not dependent on email? Like think about it… Does Elon Musk just publicly post his email online? No. Neither does Jeff Bezos.

    so what will the future look like?

    It seems like the sad reality is, we’re going to enter like… A dystopian elysium future in which, you have all of the working class people just being Amazon delivery workers and whatever, or day laborers, and the ultra elite, just living a life of fitness and leisure?


    

  • Billionaire or nothing.

    So some unethical thoughts this morning:

    First, billionaire or nothing. In terms of our financial goals our aspirations and ambitions, aim for the billi or nothing. 

    Obviously you could work like hell and never reach it but that doesn’t really matter, I think it’s like having the insanely audacious goal of aiming so high that it totally changes your paradigm shift of everything.

    for example, my 1,078 kg god lift –> the number is so preposterously high, 2,377 lb –> and no, that is not a typo just YouTube it, it’s funny because my ultra ambitious goal was to break the thousand kilogram number, and I did… Maybe I should now break the 2000 kg barrier.

    It’s funny because whenever I talk to anybody who just does the typical weightlifting whatever… They cannot even comprehend it.

    So once again, being in becoming a billionaire it’s not really a wealth or financial goal… Maybe perhaps it is more of a scale mindset thing?

    So for example, when Elon Musk purchased Twitter and now, is integrating it with grok, rolling out X money, aiming for at least 1 billion users, designing a super app, that’s like kind of the way to go.

    And honestly at this point, now that I have so many bitcoins, and essentially, because I now have so much collateral… I have an infinite checking account. But then, the philosophy becomes, is it worth it? Almost always no.

    Ultra elite or nothing 

    Ultra insanely billionaire or nothing:

    Billionaire body

    So what are some practical things that we could do right now?

    First, my first interesting thought is Jeannine and obtain a billionaire body. What does that what does that mean?

    It’s to have a glorious full body tan, gleaming like the ancient Greeks, or the Spartans from the movie 300.

    Also, I think in terms of aesthetics, just don’t be on your phone. Rather, walk slowly with your camera, eyeball meditation.

    Third, don’t text message. Text messaging is base. FaceTime or nothing.
    My thought is, the reason why people text message, is because people are scared? Real man use FaceTime.

    I will also give you a billionaire life hack tips; disable all notifications on your phone including text messaging and Evyn phone calls… Silence unknown numbers, and only ever use FaceTime.

    Also, it’s kind of troubling at this current moment… It seems like all emails are fake and also all test messages are fake and or… 99.9% of them are just phishing attacks?

    I haven’t figured this out yet but I have this interesting idea of, is it possible to just replace all your communication communications, and just have ChatGPT as your email or personal bouncer bodyguard?

    There’s already a thing in ChatGPT in which you can link your Gmail to it, and I hope that ChatGPT is smart enough now that it could just filter your entire inbox and only give you critical information.

    Or is it possible to just invent some sort of new communication system that is not dependent on email? Like think about it… Does Elon Musk just publicly post his email online? No. Neither does Jeff Bezos.

    so what will the future look like?

    It seems like the sad reality is, we’re going to enter like… A dystopian elysium future in which, you have all of the working class people just being Amazon delivery workers and whatever, or day laborers, and the ultra elite, just living a life of fitness and leisure?