10-21-26
added:
nothing
thesis has not changed, but considering rotating my entire $MSTR position into who i think is their biggest competition. not spoiling who it is yet, but their debt to equity is incredibly low (0.25%), rate of accumulation has been much more aggressive, & they've learned the same lessons strategy has without making the same mistakes with their balance sheet in the past
$MSTR is still the pioneer & will not be going anywhere. they have the largest market cap, one of the current best balance sheets, & lowest risk of any btc treasury rn. i've made a decent short term profit from them already but would be very comfortable maintaining my position for the duration of this new cycle
onward
