Replying to Avatar Energy Producer

Great episode. Seems clear Mr. Chanos does not agree that other btc treasury co. competition is beneficial, not burdensome, to MSTR - which seems like the flaw in his argument, that Pierre nailed
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Be Water 5mo ago 💬 1

Depends on dose and path. Look at what happened in 1920s. https://bewaterltd.com/p/bitcoin-treasurycos-lessons-from

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Energy Producer 5mo ago

Bitcoin breaks this analogy with real underlying value. Also, I don’t think size of additional players or path matters, MSTR dominates total BTC supply for corporations so more buyers (via treasury co or other) driving up price is good for MSTR regardless.