Quant Bros

Quant Bros Episode 7.5 ⚡️THE $MSTR thesis & new era of Bitcoin as collateral

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Quant Bros Episode 7.5 ⚡️ "THE $MSTR thesis & new era of Bitcoin as collateral"

  • Valuing & comparing top 20 equities
  • $MSTR Valuation thesis & framework
  • Bitcoin as collateral & Programmable money
  • Index Inclusion impact on MCap
  • Where we're going & future outlook

    • Timestamps:

    0:00 Intro

    1:20 @PunterJeff background

    03:03 Top 20 Equities valuation comparison

    19:45 $MSTR valuation framework

    23:30 NEW $MSTR valuation summary table & relativity rationalization

    29:50 Bitcoin as collateral & programmable money

    34:00 $QQQ Dollar flow impact on MCap

    38:45 Where we are, and where we're going

    40:35 $MSTR Market Cap tracking over time

    43:20 Future Bitcoin Outlook & Conclusion

    ...more
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    Quant BrosBy Quant Bros