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really enjoyed this one and the nvk rip before it nostr:nprofile1qyt8wumn8ghj7etyv4hzumn0wd68ytnvv9hxgtcp2amhxue69uhkv6tvw3jhytnwdaehgu3wwa5kuef0dec82c33wv6hjufkwaskgamj0pjx2drvdpn8xdfkvahrvdrgwaa826rwvesnvu3ed44rgdekwg6hxdrgdd6ku7n80fchyuekwymh5qpqs5yq6wadwrxde4lhfs56gn64hwzuhnfa6r9mj476r5s4hkunzgzqjx5gu2

Thank you so much, Matt! 🙏🏼 Hope all is well, brother.

Great episode. Seems clear Mr. Chanos does not agree that other btc treasury co. competition is beneficial, not burdensome, to MSTR - which seems like the flaw in his argument, that Pierre nailed

💯 I noticed that as well. Pierre is a maverick!

The MSTRbate? How could anyone miss this?

I most definitely wouldn't.

Depends on dose and path. Look at what happened in 1920s. https://bewaterltd.com/p/bitcoin-treasurycos-lessons-from

Bitcoin breaks this analogy with real underlying value. Also, I don’t think size of additional players or path matters, MSTR dominates total BTC supply for corporations so more buyers (via treasury co or other) driving up price is good for MSTR regardless.