Is MicroStrategy (MSTR) the next GameStop?
~18% of shares shorted as of Feb 15th while MSTR is up ~75% since then.
25/ Bitcoin (cont’d)
So, how can you think about bitcoin’s utility in everyday life?
Consider the different markets that it is starting to disrupt: gold, emerging market currencies, global remittances, offshore wealth, and more.
26/ I’m particularly excited about some of these use cases. Yet I’m aware that these just scratch the surface.
I believe we’re on the cusp of discovering the crypto equivalents of Amazon, Facebook, and Google.
That’s what makes me so excited for the future of this industry.
🫡
Bitwise
@BitwiseInvest
03-21
As the crypto partner to thousands of investors, we often hear the question: Where are the real-world uses?
In our latest paper, we uncover an eye-opening reality: Millions are already using crypto services, & in a wider range of ways than most realize. https://s3.amazonaws.com/static.bitwiseinvestments.com/Research/Crypto-Use-Cases-12-Real-World-Stories-2024.pdf…
Just going to leave this here
Kerrisdale Capital (TradFi)
@KerrisdaleCap
03-28
GM. We're short $MSTR and long bitcoin. Report avail at http://kerr.co/mstr. Crypto trades often get carried away and $MSTR is no exception. The BTC price implied in $MSTR shares is now over $177k, an unjustifiable 2.6x the spot price of BTC. (1/6)
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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