Folgende Exzerpte wurden besprochen:
- Coben – MicroStrategy’s secret sauce is volatility, not bitcoin
- Hunt – In Praise of Bitcoin
- LeClair – Analysis on $MSTR Preferred Stock Target Raise
- Sandstedt – All Your Models are Destroyed — The Rise and Future Fall of MicroStrategy
- Selgin – The “Digital Gold” Fallacy, or Why Bitcoin Can’t Save the US Dollar
- Stevens – Investor Letter 2023
- Yakes – Banks without Bankers. CRYPTOGRAPHY, INCENTIVES, AND AGENCY IN A BITCOIN FINANCIAL SYSTEM