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S5-E9: Microstrategy, SBR

Rahim Taghizadegan am 22. January 2025

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

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