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MSTRGBTCNEUTRALBEARISHCore thesis · 5/5

Bitcoin treasury stocks present structural relative underperformance

The guest argued that Bitcoin treasury companies are a suboptimal, highly misaligned proxy for direct Bitcoin ownership, ultimately delivering less Bitcoin per share to equity holders.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE