---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40164117.md"
description: "I've also been researching MSTR recently, and the conclusion is that MSTR is a company with better fundamentals than BMNR, which is reflected in several aspects.1. Leadership capability. Saylor's focus and deep understanding of BTC financing tools are stronger than Tom Lee's.2. MSTR has a better and more diversified financing toolkit. This isn't achieved overnight; it requires product iteration and time to be validated before gaining recognition from institutional investors. BMNR is still very rudimentary.3. In a downtrend cycle, BTC outperforms ETH, and capital flows to BTC first.When will BMNR outperform MSTR? This depends on when the narrative of the ETH ecosystem can gain more consensus, and when ETH/BTC breaks out of the sideways trend and starts an uptrend, but this is somewhat difficult in a downtrend cycle."
datetime: "2026-04-24T08:05:12.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40164117.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40164117.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40164117.md)
author: "[lyhalfway](https://longbridge.com/en/profiles/3372973.md)"
---

# I've also been researching MSTR recently, and the …


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## Comments (15)

- **kkuang · 2026-04-28T14:40:33.000Z**: May I ask, does Longbridge not support selling calls for this stock?
- **涨辣 · 2026-04-27T16:49:00.000Z**: Last month, I chose this one over mstr.
- **大杀四方的小何 · 2026-04-24T14:32:06.000Z**: How much can be considered a StockPro?
- **鹿角少女 · 2026-04-24T13:50:38.000Z · 👍 1**: It's different tonight. I asked, and tonight is stronger than MSTR.
- **新用户_eewLgE · 2026-04-24T13:05:46.000Z**: Waiting for the bill to pass
  - **蒋东光** (2026-04-24T13:21:34.000Z): When is the bill
- **石来运转 · 2026-04-24T08:53:57.000Z · 👍 1**: I have them all, so it's all good news.
- **粉红色菠萝 · 2026-04-24T08:47:43.000Z**: The recent Aave incident has discouraged many believers in DeFi (although such security incidents always deter some investors 😹), but this time the theft happened to occur during Hong Kong's Web3 conference, perhaps the hackers did it on purpose??? DeFi and these L2 chains are closely tied to ETH, 
  - **lyhalfway** (2026-04-24T08:52:27.000Z): Well, the biggest opportunity is still the Clear Act. If the bill passes, ETH yields will be higher than BTC's.
- **鹿角少女 · 2026-04-24T08:45:34.000Z**: Thanks for the explanation. Let's see if this time my question can break the curse of it always dropping whenever I ask you. 🤭
  - **lyhalfway** (2026-04-24T08:48:57.000Z): Haha, amazing 🤦🤦
- **灵魂狙击手 · 2026-04-24T08:23:52.000Z**: First, we have to complete 5%. Before it's clear, MSTR is indeed a better investment target.
  - **lyhalfway** (2026-04-24T08:30:11.000Z): Well, it seems so at the moment, but on the other hand, it also means better growth potential and higher expected gains.
- **有耐心+幸运 · 2026-04-24T08:23:22.000Z**: 🥲
- **止盈必须止盈 · 2026-04-24T08:18:32.000Z**: 🥶