↓ Jump to the video and timestampsI've been a hat tipper on Michael Saylor since Strategy started stacking. Not a fanboy. I had one of the most combative podcast episodes he's ever recorded, back when he was pushing the Bitcoin Mining Council and I was telling him to stop appeasing the ESG crowd. But on the accumulation strategy itself, I've tipped my hat. What he built was novel and, for a long time, defensible.That changed. My antennae first p…
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