Hello everyone,

I was wrong.

I had the impression that MSTR would lose its bitcoin premium in equity markets this year as the ETFs gained adoption, institutions looked for trust/savings vehicles, and other products would replace the stock as a holding vehicle.

I wasn't bearish, but I just thought it would cease to trade with BTC and go back to trading like a normal SAAS stock.

Instead, I now think MSTR is essentially a better version of the ETFs- no fees, no fund managers, no lockout periods, and a cashflowing business underneath to back the purchases- like my friend Atlas pointed out to me yesterday.

I bought my first options today.

Let's get this bread.