Beanie
Update: A year later, the narrative around Saylor’s supposed genius has collapsed precisely as I...
176 days ago•Beanie•beaniemaxi
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The investment thesis suggests that MicroStrategy's ($MSTR) premium to its Bitcoin NAV has collapsed, leading to a 50% decline in $MSTR despite Bitcoin's price remaining stable. This indicates that the market no longer values the "Saylor genius" narrative, making $MSTR

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Beanie

Beanie

By beaniemaxi

Crypto native since the early days. Went all in on DeFi summer. Then tripled down on NFTs. VC @gmcapital_. No paid promos. Not financial advice. I talk my book.