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On the Margin: What People Get Wrong About MicroStrategy’s Bitcoin Plan | Dylan LeClair

Supply Shock

CHAPTER

MicroStrategy's Bold Bitcoin Strategy

This chapter examines MicroStrategy's innovative approach to corporate treasury management through significant Bitcoin investments and its impressive enterprise value growth. It discusses the evolving strategy from a defensive to an offensive posture in the context of the digital asset market and the implications of regulatory changes on corporate finance. Additionally, it highlights the complexities of valuing the company amidst market fluctuations and investor dynamics, setting MicroStrategy apart from traditional firms.

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