BLOCKCHAIN STOCKS PAGE #4

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MSTR Company Overview

MicroStrategy Incorporated is a provider of enterprise software platforms around the world. The Company is engaged in the design, development, marketing and sales of its software platform through licensing arrangements, and cloud-based subscriptions and related services. It focuses on providing enterprise customers with software platform and services for deploying intelligence applications. Its platform, MicroStrategy 10, consolidates analytics and mobility in a single platform, available both as on-premise software and as a hosted service offering in MicroStrategy Cloud. Its enterprise platform combines business intelligence functionality with data discovery, mobile analytics and identity intelligence generated by digital credentials. MicroStrategy 10 consists of MicroStrategy Analytics, MicroStrategy Mobile and Usher. MicroStrategy Analytics offers solutions to organizations to analyze a range of data and distribute actionable business insight throughout an enterprise.

Company Contact

Headquarters

1850 Towers Crescent Plz
Tysons Corner, VA 22182-6230

Invested 2/04/2021

@ 754.2245

*8/23/2024 post split

@ $75.42 / share.

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*******8th Highest % gain in 1st portfolio

UP +351.56%+

***DJ MicroStrategy Stock Rises After Big Earnings Beat. Thank Bitcoin's Rally. -- Barrons.com

6:05 AM ET 5/2/23 | Dow Jones

MicroStrategy, a business intelligence and software group that has increasingly traded as a proxy for Bitcoin -- which it holds en masse in its corporate treasury -- smashed expectations for first-quarter earnings. Investors can look to 2023's crypto rally.

MicroStrategy (ticker: MSTR), founded by high-profile Bitcoin bull Michael Saylor -- who is now its chairman -- reported earnings per share of $31.79 in the first three months of 2023 on revenue of $122 million. The group snapped a streak of eight consecutive quarters of losses on a per-share basis to firmly beat expectations for a loss of $1.28 a share, with revenue topping the $119 million estimate of analysts surveyed by FactSet.

Shares in MicroStrategy gained 2% in premarket trading on Tuesday. The stock already has gained almost 120% so far this year.

In its core business, software licenses revenue climbed 23% year over year to $36.2 million, with subscription services revenue up 46% on an annual basis to $18.8 million.

But for MicroStrategy, it's all about Bitcoin. The company has emerged, alongside the likes of Tesla (TSLA) and Block (SQ), as one of the few publicly listed companies to hold significant cryptocurrency holdings. MicroStrategy, in particular, has emerged as a notable "whale" in crypto markets, with its shares trading in step with Bitcoin prices.

Bitcoin's rally in 2023 -- the largest crypto has gained some 70% this year, dwarfing the 8.6% returns in the S&P 500 stock index -- has helped buoy MicroStrategy's financials at a time when the group continues to double down on digital assets.

MicroStrategy reported an impairment of $19 million on its digital asset holdings as of the end of March -- Bitcoin, it should be noted, remains well below its all-time high near $69,000 from late 2021. That's well down from a $198 million impairment charge in the prior quarter, and a rebound from the $918 million write-down in the second-quarter of 2022, in the heat of the bear market.

"The conviction in our Bitcoin strategy remains strong as the digital asset environment continues to mature," said Phong Le, MicroStrategy's president and CEO.

"In Q1, we strengthened our capital structure by reducing leverage by fully repaying our Bitcoin-backed loan," added Andrew Kang, chief financial officer.

The company continues to bet big on Bitcoin, increasing its holdings by 7,500 Bitcoins in the last quarter at a net aggregate purchase amount of $179 million or just shy of $24,000 per Bitcoin. The largest digital asset traded above $28,000 on Tuesday. As of the end of March, MicroStrategy held 140,000 Bitcoins for a total cost of $4.2 billion, or around $29,800 per Bitcoin, still slightly underwater in the current crypto market. 

Fund Profile:

Grayscale Digital Large Cap Fund (GDLC) is an investment vehicle that enables investors to gain access and exposure to a diversified basket of large-cap digital currencies (Fund Components) in the form of a security, without the challenges of buying, storing and safekeeping crypto directly. Shares are distributed through sales in private placement transactions and become eligible to sell into the public market after a statutory 1-year holding period. While an investment in the shares is not a direct investment in Fund Components, the shares are designed to provide investors a cost-effective and convenient way to gain investment exposure to Fund Components. The shares are quoted on OTCQX under the ticker symbol "GDLC". GDLC's investment objective is for its shares (based on Fund Components per share) to reflect the value of Fund Components held by GDLC, less GDLC's expenses and other liabilities. To date, GDLC has not met its investment objective and the shares quoted on OTCQX have not reflected the value of Fund Components held by GDLC less, GDLC's expenses and other liabilities, but have instead traded at a substantial premium over such value. For as long as the Shares trade at a substantial premium, investors who purchase Shares on OTCQX will pay substantially more for their Shares than investors who purchase Shares in the private placement. Fund Components & Fund Components per share are updated daily at greyscales website. GDLC's manager is Grayscale Investments. 

Grayscale Investments LLC

290 Harbor Drive

Stamford, CT 06902

(212)  668-1427

Invested 2/18/2021

@ 38.55

Company Profile

GameOn Entertainment Technologies Inc. provides content with white label fan engagement technologies. It offers broadcasters, TV networks, OTT platforms, leagues, tournaments, sportsbooks, and NFTs with interactive, social experiences around sports, television, and live events. The company, through its gamification technologies and meta-layers, including first-of-its-kind NFT integration, brings fans closer to their favorite sports and entertainment content and increase engagement through community, competition, and rewards. The company was formerly known as V2 Games Inc. and changed its name to GameOn Entertainment Technologies Inc. in January 2021. GameOn Entertainment Technologies Inc. was incorporated in 2010 and is headquartered in Vancouver, Canada.

789 West Pender Street Suite 

1080 Vancouver, BC V6C 1H2 Canada

Invested 5/21/2021

@ .81

*GameOn Appoints Luke Gniwecki as Web3

 7:00 AM ET 5/4/22 | GlobeNewswire

GameOn Appoints Luke Gniwecki as Web3 & NFT Special Advisor  VANCOUVER, British Columbia, May 04, 2022 (GLOBE NEWSWIRE) -- GameOn Entertainment Technologies Inc. ("GameOn" or the "Company") (CSE: GET) (OTCQB: GMETF), a leading NFT game technology company partnered with the world's biggest IPs to launch, operate, and monetize NFT-based games, has appointed Luke Gniwecki as Special Advisor focused on Web3 and NFT product innovation.  Gniwecki comes to GameOn with a wealth of experience in the Web3, gaming, NFT, blockchain, and broader product space. Prior to his appointment, he served as Head of Product for Boson Protocol where he launched Boson Portal, the first ever Metaverse experience enabling brands to set up virtual stores, create mini games, and sell physical products as NFTs. In the past, Luke also worked at a London-based Blockchain R&D company building Web3 products for governments and the fintech sector. In addition to his new role with GameOn, Gniwecki advises a metaverse and games technology company, Admix, and has founded Metaverski, a Web3 and Metaverse product consultancy business. He's also held other prominent roles which include Head of Blockchain Product at Cudo Ventures (CUDOS Blockchain) where he was responsible for strategic direction and development of blockchain-related products within the Cudo ecosystem.  "On behalf of the GameOn team, I warmly welcome Luke to our organization, " said GameOn CEO Matt Bailey. "Luke brings the ideal blend of Web3, NFT, and gaming experience that perfectly suits the needs of our company. More specifically, with his prior tenure in developing extensive product lines, he adds immense incremental value to our already well-respected team of advisors. We continue to remain laser-focused on scaling customers and growing revenues, and it's with hires like Luke that will help us achieve that goal and expand our growing footprint."  GameOn has also announced that Chief Product Officer, Santiago Jaramillo, is no longer with the Company effective April 29, 2022. Santiago's departure is not the result of any disagreement or issue with the Company. "I'd like to personally thank Santi for his commitment and dedication to pioneer GameOn's product to the position it is in today," said GameOn CEO Matt Bailey. "Santi leaves the company in an infinitely better place than when he got here, setting us up for success to now scale customers and revenues. We wish Santi the best of luck on his next adventures, and look forward to him remaining a close friend of the company."