If I had bought MSTR a year ago (at 71.5% above NAV), I would be way more concerned about the BTC per share accretion: +17.6% Jan-June; +9.4% July-Dec. At that rate of diminishing returns, it may never reach the 71.5% I had overpaid for.
Did John Vallis actually get to plan and organize the 100k party as was promised during the original Bitcoin Rapid Fire podcast? The party didn’t have Vallis Vibes- probably why it was cursed.