Episode notes
MSTR Echo Chamber Will Get You REKT! let the triggering begin! I am joined by fellow bitcoiner Sina to discuss MSTR without the hype.
✔ Special Guest:
► @Sina_21st
► Professor, Researcher, Consultant #PhD #MIT
► Co-Founder & COO @ 21st Capital (Bitcoin research, custody & advising)
Access Our Research @ http://21stcapital.com/bi
► https://www.youtube.com/@21stCapital
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Timecodes:
0:00 - Intro
0:35 - Sponsor spot
01:17 - Special Guest: Sina
02:23 - Sina's background
05:30 - Shared custody solution
07:00 - Solving for lost bitcoin due to user error
07:52 - How would you characterize your reporting style on bitcoin?
11:00 - Determining when you are in pure hype
15:08 - News is always most bullish at the tops and most bearish at the bottoms
16:53 - MSTR lets get into it!
20:30 - Sina defending saylor against fud in 2021
25:10 - Billionaires aren't saving themselves with bitcoin!
27:57 - MSTR's software business is a zombie according to saylor
30:56 - MSTR,STRK STRF what's the difference here?
36:35 - What happens when bitcoin takes breaks?
44:44 - How long will mstr's first mover advantage last?
55:21 - MSTR concerns that are being ignored
1:00:07 - Is MSTR's only hope to make the software business cashflow positive?
1:02:33 - an MSTR thought exercise
1:05:52 - Don't be the yield!
#Bitcoin #crypto #cryptocurrency #mstr
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