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In this podcast I strongman the argument against spending bitcoin, then offer why it might be a good idea to spend bitcoin.
mNAV stands for multiple of Net asset value. People think that MicroStrategy should trade at or near it's net asset value like a bitcoin ETF. Except it's not an ETF, it's a growth company that is growing it's bitcoin per share, by selling financial products like convertible bonds, issuing new shares when that mNAV is high to acquire cash to buy more bitcoin, by using their free cash flow from their Business Intelligence business to buy bitcoin, and who knows what else into the future. Maybe traditional corporate debt at interest rates lower than you or I could get, maybe earning yield on bitcoin, maybe using bitcoin in some way that is inconceivable today but will be commonplace in the future and they just happen to be the biggest single hodler of this digital capital, again who knows. That's why MSTR is a bet on the future and that's why MSTR should be valued as a growth company
Shares, options, leveraged ETFs, and covered call income ETFs for MicroStrategy, which if any of these are right for you?
In this video I go in-depth on all the bear cases I could find for MicroStrategy, I explain them and then debunk them and talk about what level of validity they have.
MSTR river is getting frothy, r/wallstreetbets is catching on that mstr is a way better buy then GME ever was.
Where I buy Bitcoin (Non-KYC options)
What is the better bet? Real estate and bitcoin both have very different properties but are often compared as stores of value.
How microstrategy convertible bonds work, and why they are so effective to increase Bitcoin per share for $MSTR
Where I buy Bitcoin (Non-KYC options)
VOTE HERE for my bitcoin filmhttps://geyser.fund/grants/12
Where I buy Bitcoin (Non-KYC options)
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