Oddbean new post about | logout
 To be clear here I only believe MSTR is suitable for retirement accounts and I do not believe you should ever sell Bitcoin for MSTR.

If you have cash outside retirement you should be buying Bitcoin and holding it in cold storage. 

I have a 10% allocation to MSTR

Anyone thinking about going 100% MSTR is farther out on the risk curve in my opinion. 

If you’re doing long calls on MSTR you are very far out on the risk curve. 

Caveat emptor. nostr:note1pg5wk6dwutxjt87ljqq9cegh29788lntyfaspvedjv03pnp0e3gqhrleww