Episode Details
| Title | Inflation Fears, Four Year Cycles, and Berachain | Roundup |
|---|---|
| Date | 1/17/2025 |
| Podcast | Bell Curve ↗ |
Key Insights
Bullish:
- 🟢 $MSTR - MicroStrategy could see significant earnings growth if SAB 121 is repealed, potentially driving the stock price to $1000. The company's large Bitcoin holdings at a low cost basis could result in substantial earnings being recognized quickly.
- “MicroStrategy to a 1000 once SAB 121 goes live or gets repealed, actually. So I forget how many coins he has, but I know his cost basis is around $30 per BTC. And so you're at a 100 k at the moment. And so you could have, you know, tens of 1,000,000,000 earnings being amortized in, like, a single quarter or 2” - Vance (5:53)
- 🟢 $CEFI - 🔒
- 🟢 $BTC - 🔒
- 🟢 $BANKS - 🔒