🗽 Understanding the @MicroStrategy trade past the “number go up” narrative requires an orange pill and a deep understanding of traditional markets. @coryklippsten, of @Swan, breaks down what makes @saylor’s magic so powerful and desired by Wall Street. Performance is the priority for the suits and ties, and by ignoring Bitcoin and MSTR you’ve missed out on the best returns in the market. Game theory is playing out under the hood of the financial system. Listen to Cory break it down for us on @1MarkMoss channel. 

🗯️ “The seeds of institutional adoption were planted early… now it’s no longer optional to know about Bitcoin.” – Cory Klippsten

Key insights from full discussion:

🔥 Alternative Growth Path: Companies with low growth can bypass private equity by leveraging Bitcoin. This strategy turns cash flows into high growth without selling to equity firms. [06:05]

🚀 MicroStrategy’s Success: Their Bitcoin-backed convertible bond strategy made them a top-performing stock. Others are watching closely as a potential Bitcoin mania begins to emerge. [07:05]

🏦 Institutional Adoption: 2020 marked a shift from retail to institutional Bitcoin investment. Big players like Fidelity saw the potential early—those lagging behind risk being left in the dust. [14:24]

💼 Game Theory in Finance: Companies and sovereign nations are in a Bitcoin arms race. Rumors swirl about a U.S. Strategic Bitcoin Reserve, but will this become a reality? [17:48]

🌎 The Big Picture: Bitcoin is reshaping the store-of-value market. It could coexist with other assets while growing into the second-largest asset class, rivaling real estate by 2050. [26:45]

Full video: https://t.co/juw83jKlzT