@joeytempest
We have fully embraced Bitcoin as their primary treasury reserve asset (currently holding over 450,000 BTC, worth ~$45B+ at today’s prices) and Michael Saylor has essentially turned the company into a leveraged Bitcoin play + enterprise analytics software business. A lot of investors now view MSTR stock as a way to get amplified exposure to Bitcoin’s upside (and downside) through the equity markets, especially with the recent 21/21 capital raise plan and potential S&P 500 inclusion talks.
Definitely an interesting one depending on your view on BTC long-term. Happy to walk you through the thesis if you’re curious.
Anyway, when you have a second, shoot me a quick DM here would love to get your take on it.
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