Calls
2
Andrew Keys
Co-Founder and Chairman, The Ether Machine
Win Rate
0.0%
return
-15.8%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 16
$173.45
-11.5%
MicroStrategy's average purchase price is not an immediate forced-seller trigger. Its convertible bonds are long-dated and have no margin call tied to the average buy price; at maturity it can convert into shares or repay with Bitcoin, and its scale, Big Four audit, liquid shareholder base, and bulge-bracket relationships give it refinancing options. While perpetual preferred coupons create future obligations, the near-term risk of forced Bitcoin selling is low.
Crypto Treasuries
Long
Jan 16
$3292.23
-20.0%
Ethereum is a productive asset because proof-of-stake lets an operating treasury stake at 100% capacity, restake, and use DeFi, while U.S. staking ETFs may only stake about 50% because of 24-hour redemptions and the 45-day withdrawal queue. This onchain yield plus offchain convertible/perpetual preferred issuance can increase ether per share and generate roughly 25% versus the 1.5% an ETF might earn, justifying a persistent premium to NAV for a well-run Ethereum DAT.
Crypto Assets
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Andrew Keys has 2 trade ideas tracked on Buzzberg across 2 tickers since January 2026. Most covered: ETH, MSTR, THE ETHER MACHINE.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
