Here's an interesting point I noticed. Jim Cramer spoke quite clearly on Mad Money on Monday: if you want Bitcoin — buy Bitcoin directly, not shares of MicroStrategy. Simple and straightforward. Cramer himself owns BTC and recommends doing so to everyone, but with MicroStrategy — he drew a clear line, without going into details.

What's funny here? The story about Jim Cramer and his recommendations has long become a meme in the crypto community. His forecasts often turn out to be exactly the opposite — which is why there’s even an inverse ETF that tracks the opposite of his positions. In January 2024, Cramer said that Bitcoin had peaked and it was time to sell. Since then, the asset has grown by more than 100%.

Currently, BTC is trading around $72.9k. MicroStrategy holds over 417,000 Bitcoin — roughly $48 billion at current prices. A huge position. And if Jim Cramer recommends avoiding the company that is the largest public holder of Bitcoin... well, you understand what I mean.

By the way, another interesting news has emerged. Bhutan apparently quietly sold about 70% of its Bitcoin in October 2024. It had about 13,000 BTC, now it’s just under 4,000. It seems the kingdom also decided to change its strategy regarding its crypto assets. Mining on hydroelectric power there has apparently slowed down or completely stopped.