I can't wait for Q1 with the new accounting rules. It'll be a good year.
https://x.com/PunterJeff/status/1890830291943797089
MSTR has an edge and is the clear winner.
Walls Street will figure this out very soon.
Discussion
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