Episode 7
Quant Bros Episode 7.5 ⚡️THE $MSTR thesis & new era of Bitcoin as collateral
October 7, 202449m 23s
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Show Notes
Quant Bros Episode 7.5 ⚡️ "THE $MSTR thesis & new era of Bitcoin as collateral"
- Valuing & comparing top 20 equities
- $MSTR Valuation thesis & framework
- Bitcoin as collateral & Programmable money
- Index Inclusion impact on MCap
- Where we're going & future outlook
Timestamps:
0:00 Intro
1:20 @PunterJeff background
03:03 Top 20 Equities valuation comparison
19:45 $MSTR valuation framework
23:30 NEW $MSTR valuation summary table & relativity rationalization
29:50 Bitcoin as collateral & programmable money
34:00 $QQQ Dollar flow impact on MCap
38:45 Where we are, and where we're going
40:35 $MSTR Market Cap tracking over time
43:20 Future Bitcoin Outlook & Conclusion