Episode Details

What People Get Wrong About MicroStrategy’s Bitcoin Plan | Dylan LeClair
11/4/2024
On The Margin

Key Insights

Bullish:

  • 🟢 $MSTR - MicroStrategy is seen as a highly successful and misunderstood company with strong shareholder support for its Bitcoin-focused strategy.
    • They've outperformed every company, basically, on the planet. This this is a massive story. It's very misunderstood.” - Dylan (0:15)
    • The MicroStrategy shareholders, by the way, fully understand this dynamic. They champion the dynamic, and they're they're celebrating. It's not like they're they're getting duped.” - Dylan (25:54)
  • 🟢 $BTC - 🔒
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  • 🟢 $BTCMINING - 🔒
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