MicroStrategy outperformance thesis via Bitcoin arbitrage
The guest argued MicroStrategy will outperform spot Bitcoin over the full cycle by leveraging cheap capital and financial arbitrage to accumulate Bitcoin at an annual return rate above its cost of debt.
Sign in to read the full idea
The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.