LikeFolio's Andy Swan considers Strategy (MSTR) an "extremely levered bet" on Bitcoin. Shares for the Bitcoin treasury company have fallen 70% since hitting record highs last year as a "tough environment" grips crypto-tied companies. "You have to be a believer" in Strategy if you're also a bull in Bitcoin, says Andy, as he gauges ways the company can rebound once "crypto winter" passes.

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