Wall Street Hype Kings! One Controversial Figure: Is This Time Different?
What a bizarre combination!
In case you’re not familiar with these dramatic icons of Wall Street, let’s briefly introduce them:
Elizabeth Holmes – Once dubbed the “female Steve Jobs,” she founded the unicorn startup Theranos, claiming it could detect hundreds of diseases from just a single drop of blood. She amassed a net worth of $9 billion through an extraordinary fraud, but her myth crumbled overnight, landing her in prison.
Sam (Bankman-Fried) – An MIT graduate who founded the crypto fund Alameda Research at 24, and two years later launched the online exchange FTX. At one point, FTX was valued at $32 billion, and his personal net worth exceeded $26 billion. However, in 2022 it was revealed he had misappropriated $8 billion from the exchange to gamble and buy personal real estate, and the whole bubble collapsed instantly.
WeWork – Once valued at $47 billion, it filed for bankruptcy restructuring in 2023. Adam Neumann was “kicked out” five years ago, but through a series of settlements and non-compete agreements, he walked away with over $1.3 billion. SoftBank’s chairman Masayoshi Son invested over $10.6 billion in WeWork, all of which went down the drain.
This January, Michael Saylor made the cover of Forbes.
Some joke: “If someone appears on the Forbes 30 Under 30 list, there’s a 30% chance they’ll be convicted of fraud?”
Recently, with crypto-related stocks crashing, these four pictures have been mashed together by the internet.
Some also say: “In the Dotcom collapse, MicroStrategy plummeted from $139 to fifty cents. It just might hit fifty cents again!”
Was $Strategy(MSTR)$ already being hyped back in 2000? Yesterday, BTC didn’t fall much, but MSTR dropped to $182, down from this year’s high of $457—more than halved.
Some big players have even been doing a pair trade: long $Bitcoin(BTC.USD.CC)$ , short MSTR.
Is this time different?
Or should you run quickly and avoid these risky stocks before Bitcoin falls further?
What’s your take on this meme—does it make sense to put Michael Saylor alongside these figures?
Leave your comments to win tiger coins!
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Still, the comparison does highlight a real risk: narratives can push valuations to extremes. $MicroStrategy(MSTR)$ MSTR crashed in 2000 because it was massively overvalued, and today its performance is again tied tightly to Bitcoin sentiment. That’s why some traders run the long-BTC, short-MSTR pair trade—it removes the hype premium and focuses purely on BTC’s direction.
So whether to “run” depends on risk tolerance. MSTR is effectively a leveraged Bitcoin proxy with extra company risk, while holding BTC directly is cleaner. The meme exaggerates the comparison, but it’s a reminder that conviction and leverage can cut both ways.
@Tiger_comments @TigerStars @Tiger_SG
$Strategy(MSTR)$ is publicly traded & operate under SEC security. MSTR 's Bitcoin holdings are on a public ledger. While Saylor was involved in past tax fraud & accounting issues, his Bitcoin strategy is open & clear for all to see.
Saylor' s bet is a highly speculative, high leverage investment that could go to zero if Bitcoin crashes. It is a gamble and anyone investing in MSTR is knowingly buying into that volatility.
Bitcoin is a real if volatile asset with transparent ownership. Its value is determined by the market, not by Saylor's ability to deceive.
Should you run?
If you don't believe in Bitcoin, it is a YES.
If you believe in Bitcoin, then you need to decide if you want to invest in MSTR or buy Bitcoin ETFs.
The choice is yours to make.
@Tiger_SG @Tiger_comments @TigerStars @TigerClub @CaptainTiger
Check them in the history - “community distribution“
显然，他们并不都是罪犯，但因为有巨额的钱可以赚，投资者总是渴望投资下一件大事，骗子会试图融入其中赚钱。
比特币是高度投机性的，会被犯罪分子用于非法目的，所以人们会很乐意给塞勒贴上标签。我对他的了解还不足以做出判断，但加密货币吸引了很多贪婪，所以事情可能会很快变糟。
先說那三位“傳奇”人物：霍姆斯、SBF、諾伊曼。他們的故事共同點非常明確——高估值、低透明度、強敘事、弱基本面。講白了，就是靠故事撐起一個巨大的泡沫，最後現實戳破後瞬間跌入深淵。而塞勒被放在同一張圖裏，是因爲他的性格、他的極端押注方式，確實容易讓人聯想到“又一個高槓杆的英雄或反派”。
但我個人的看法是：MSTR 的風險並不是欺詐，而是單一資產押注的系統性風險。
它所有的資本結構都圍繞比特幣建立，幾乎就像一家上市的比特幣槓桿基金。比特幣跌得越兇，MSTR 的回調就會成倍放大。你看這輪 BTC 其實跌幅不算瘋狂，但 MSTR 已經從 457 掉到 182，直接腰斬還多，這不是巧合，而是邏輯必然。
至於“2000 年從 139 美元跌到 0.5 美元”的歷史，那確實是 MSTR 曾經的傷疤，也提醒我們：當市場失去耐心、估值泡沫被擠爆時，沒有什麼是跌不到的。
至於現在是不是該“跑”？老實說，這要分你站在哪個角度：
• 如果你相信 BTC 未來還能翻倍甚至三倍，那 MSTR 這種高貝塔資產自然是更猛的選擇。
• 但如果你擔心這輪調整隻是開場，那 MSTR 會比 BTC 承受更大沖擊，它的風險遠高於幣本身。
至於“這次不一樣嗎？”
我個人的判斷是：塞勒不是騙子，但也不是神。
MSTR 這條路只適合能承受極端波動的人。不是每個人都有能力坐到最後一站。
把他和霍姆斯、SBF、諾伊曼放在一起？
我覺得更多是一種情緒宣泄，而不是嚴肅分析。真正的問題不是塞勒像不像他們，而是：
你有沒有能力承受 BTC 再跌 30% 時，MSTR 可能再腰斬一次？