According to @KobeissiLetter, MicroStrategy (MSTR) has fallen 40% over the last month and is 68% below its record high (source: @KobeissiLetter). According to @KobeissiLetter, the company holds 649,870 BTC with an average acquisition price of $74,433 per BTC (source: @KobeissiLetter). According to @KobeissiLetter, a further 15% drop in BTC from current levels would push the position below cost, making $74,433 a critical downside trigger for MSTR and BTC-sensitive equity trades (source: @KobeissiLetter).