https://x.com/PunterJeff/status/1890830291943797089
MSTR has an edge and is the clear winner.
Walls Street will figure this out very soon.
Discussion
I can't wait for Q1 with the new accounting rules. It'll be a good year.
My guess is they will time the converts so bitcoin price pumps right before Q1 closes. This will make them elegible for S&P500 inclusion. They don’t need the S&P500, but it will be a nice boost for the inflows and for marketing.
Really hard not to be bullish on bitcoin and even more bullish on Strategy