MBCC TH 2nd Dec'25 - "Deep dive on $MSTR and Bitcoin, is MSTR going to 0 or is Saylor a genius? What to expect at the FOMC and Fed reserves and liquidity - it is all one big macro trade!"

Today we do a deep dive on valuation / drivers on MSTR 0.00%↑ and what is the fair value for it. Do they need to sell more stock and/or Bitcoin?

Also we discuss Fed liquidity/repo markets/sofr funding/TGA balances and more - as that is what matters most to risk assets!

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