Thanks, good write up. I don’t hold COIN but have a lot of MSTR. Although Microstrategy are now mainly defacto BTC fund, they should at least be slightly less risky in a crypto specific bear than an all crypto stock, as they can at least continue their steady profit generation and buy the dip. But I see all the stocks as being long term plays.
Great job Nik!
Thanks, good write up. I don’t hold COIN but have a lot of MSTR. Although Microstrategy are now mainly defacto BTC fund, they should at least be slightly less risky in a crypto specific bear than an all crypto stock, as they can at least continue their steady profit generation and buy the dip. But I see all the stocks as being long term plays.