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Which podcasts are discussing MSTR?
162 ATTRIBUTED IDEAS · 69 EPISODES · 16 SHOWS
The shows · from the most recent 100 ideas
What Bitcoin Did
Unchained
Bankless
The Options Insider Radio Network
CNBC Fast Money
Real Vision Daily Briefing
Forward Guidance
The Pomp Podcast
Thoughtful Money
Animal Spirits
Commodity Culture
Prof G Markets
The Compound and Friends
The Julia La Roche Show
Macro Musings with David Beckworth
Yet Another Value Podcast
Where the discussion went deepest
17 JUL4W AGOWHAT BITCOIN DID · 25:56
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.”
Why MSTR Will Underperform Bitcoin
Core thesis · 5/5Verify in source →
8 JUL8 JULUNCHAINED · 05:51
Strategy Bitcoin sale improves liquidity and structure
“The bull case argued: Strategy's tactical sale of Bitcoin to fund dividend payments and establish a USD reserve mitigates short-seller manipulation, validates asset utility to credit rating agencies, and stabilizes its preferred share capital structure.”
Strategy Sold More Bitcoin. Is This a Betrayal of the Bitcoin Ethos? · with Bitcoin
Core thesis · 5/5Verify in source →
1 JUL1 JULCNBC FAST MONEY · 06:50
Strategy balance sheet moves preserve upside
“Strategy's capital structure adjustments and cash reserves insulate it against deep Bitcoin drawdowns while maintaining high leverage to a crypto rebound.”
Dow Touches Fresh Record To Start 2nd Half… And A Big Bull Case On Strategy 7/1/26
Core thesis · 5/5Verify in source →
1 JUL1 JULWHAT BITCOIN DID · 45:38
MicroStrategy capital structure mitigates sell-off risks
“The speaker argued that fears of a forced Bitcoin liquidation or debt spiral at Strategy are misplaced given its strong balance sheet metrics and proactive capital management.”
The Final Stage Of The Bitcoin Bear Market
Core thesis · 5/5Verify in source →
1 JUL1 JULBANKLESS
MicroStrategy framed as a melting ice cube
“The bear case argued is that MicroStrategy faces a slow-bleed, low-return future as its leverage playbook runs out, leaving it overburdened by debt and structural capital costs without an imminent bankruptcy trigger.”
Strategy is Trapped & in Crisis — "It's Basically a Hedge Fund Now" · with Jeff Dorman
Core thesis · 5/5Verify in source →
1 JUL1 JULBANKLESS · 04:57
MicroStrategy capital structure faces internal conflict
“MicroStrategy's complex capital structure creates zero-sum conflicts between common equity, preferred shares, convertible debt, and Bitcoin holders, turning the company into an actively managed hedge fund with unsustainable dividend commitments.”
Strategy is Trapped & in Crisis — "It's Basically a Hedge Fund Now" · with Jeff Dorman
Core thesis · 5/5Verify in source →
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