Episode Details
| Title | On the Margin: What People Get Wrong About MicroStrategy’s Bitcoin Plan | Dylan LeClair |
|---|---|
| Date | 11/4/2024 |
| Podcast | On The Margin ↗ |
Key Insights
Bullish:
- 🟢 $MSTR - MicroStrategy has outperformed significantly due to its Bitcoin strategy, which is well understood and supported by shareholders. The company's financial engineering, including convertible bonds, has been successful.
- “They've outperformed every company, basically, on the planet. This this is a massive story. It's very misunderstood.” - Dylan (0:00)
- “The MicroStrategy shareholders, by the way, fully understand this dynamic. They champion the dynamic, and they're they're celebrating. Yeah. It's not like they're they're getting duped.” - Dylan (25:28)
- “The the corporate the the convertible bonds they've issued have outperformed Bitcoin itself. Like, these are just crazy concepts.” - Dylan (0:00)
- 🟢 $BTC - 🔒
- 🟢 $BTCMINING - 🔒
- 🟢 $METAPLANET - 🔒