I didn't say don't buy MSTR. I asked if he addressed the rea...

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2026-04-08T11:31:25Z

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9d04a4f2086a589584a71d1273ccc7d854957f92140dd0445ada34de62ba8dff...

I didn't say don't buy MSTR. I asked if he addressed the reasons for not doing so. As with most portfolio matters, it boils down to sizing. But the risks to common stock in a levered company involve layers upon layers of counterparty risk, including the very real risk of government seizure. And the Sharpe ratio disparity is night and day.

They're two wildly different roles in a portfolio. One is bedrock. The other is a high risk speculative position. You'd think someone who sells more MSTR than anyone would be able to articulate this. Especially on an interview about why buying Bitcoin makes so much sense.

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