Last call to board before Big Money
We're within spitting distance of all-time highs and Big Money is only starting to pay attention —mainly thanks to absurd levels of debt which show no signs of slowing down. It feels like the train is about to leave the station.
What's your preferred BTC mix?
TLDR: BTC in cold storage first and always.
I don't love miners stocks or ETFs.
MSTR is building an interesting monopoly as it invents the securitization of BTC market — it's the only BTC-flavored investment option for some big players.
Is Microstrategy overpriced?
It's a function of your time-horizon. Yes, it would have been better to buy a few years ago and today's valuation may be rich. But MSTR is changing the capital markets in ways most people don't understand and they're not stopping anytime soon.
