It all derives from Strategy. Watch old MSTR True North videos and early videos from the Quant Bros channel on YouTube. MSTR True North usually has a livestream on YouTube every Wednesday at 9 p.m. EST.

Listening to Strategy’s earning calls will help too, especially the last 3-4.

Once you really understand what Strategy is doing, you can read up on options trading and what that market is like for MSTR. And finally, you can look at the products YieldMax (MSTY) and Bitwise (IMST) are offering and what their value prop is.

It is not trivial to understand this stuff, which is why there is so much FUD from bitcoiners. The learning curve is not shallow.

And similar to Bitcoin, you won’t look into it unless you have a need to know.