
Mark Rutledge
581 posts

Mark Rutledge
@TradnDayz
Day Trader, Marketing / Operations executive consulting, ex-CPG executive; WFU MBA go Deacs! TESLA / NVDA bull, Vette and Harley fan











One of the things I like about MSTR is that the numbers aren’t fixed—they lean toward an easing or more accommodative environment. For example, if the Fed were to cut rates by 200 basis points, it could easily lead to a doubling of Bitcoin’s value on the balance sheet and a reduction in the cost of capital by as much as three-quarters, not just going forward but across the entire portfolio since the first STRC issuance. Many in the system see lower rates as the obvious, though short-term, answer to the debt refinancing challenge. I think that MSTR may be one of the most pro big print trades in the system. @LawrenceLepard




















