MicroStrategy abandons MSTR dilution promise after mNAV drop
Anti-dilution guidance from MicroStrategy only lasted two weeks. In its place is revised, vague language about ‘advantageous’ conditions.
Anti-dilution guidance from MicroStrategy only lasted two weeks. In its place is revised, vague language about ‘advantageous’ conditions.
Tensions are escalating in a spirited debate between MicroStrategy (MSTR) investors and skeptics about whether the stock is a Ponzi scheme.
MicroStrategy investors have started to notice that their leveraged treasury stock is starting to underperform BTC.
Bitcoin (BTC) treasury companies today share certain similarities with mania of US investment trusts from the Roaring ‘20s.
Saylor says he’s “building out the yield curve for BTC credit” and has published the first curvature of BTC credit for the world to see.