🧫 “Bewilderment is intensifying” the @MicroStrategy investment thesis is misunderstood by two different camps for completely different reasons. The irony is that @saylor has created a bridge for pockets of Wall Street capital to get Bitcoin exposure, yet the long MSTR shareholder base is mostly investors that understand the Bitcoin network and how it plays within the traditional financial ecosystem. As the network grows and volatility dampens the gap between parties will compress and Bitcoin will play a significant role in our economy as programmable, trust-less collateral. @PunterJeff perfectly lays out how Bitcoin maxis and TradFi are viewing MicroStrategy. Recently there’s been more and more radicals from each party that are realizing the MSTR attack vector. Listen to @IIICapital and Jeff on Joe’s channel.

Key insights from discussion with Jeff:

💡 Innovative Capital Raising: tens of billions raised in ~45 days via convertible bonds—a game-changer fueling Bitcoin adoption. MicroStrategy’s bold financial moves are hard to ignore. [03:31]

📈 Inclusion in QQQ: MicroStrategy’s QQQ index entry adds passive flows, boosting its stock 300% YTD. Bitcoin’s presence in major indices signals mainstream adoption. [07:03]

🔄 Scalable Model: By issuing equity to buy Bitcoin, MicroStrategy creates a sustainable growth loop. Its strategy could inspire other firms to follow, blending financial innovation with Bitcoin. Will this reshape corporate finance? [10:14]

🚀 $10 Trillion Vision: MicroStrategy eyes becoming a $10T company! Its long-term play ties Bitcoin with equity markets. [28:53]

🌐 Bitcoin as Collateral: Bitcoin’s potential as collateral could disrupt traditional finance. Jeff highlights: “Bitcoin removes trust from the system, making it the best collateral on the planet.” [35:16]

Full video: https://t.co/3XuPznl1x8