MicroStrategy

A Response to Kerrisdale's MicroStrategy Thesis

And a word of caution...

Apr 4 •

MicroStrategy Is A Bitcoin Bank

At 2.6x, MicroStrategy’s equity premium is exceptionally high. Since the beginning of 2021, the premium has been 2.0x or below on 94% of trading days…

Apr 1 •

How Bitcoin Eats The Equity Market (via MicroStrategy)

This might turn out to be the most important post I’ll ever write. The ideas that … MicroStrategy is executing a speculative attack on fiat money by…

Mar 3 •

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