MSTR is definitely unique. there are a couple metrics to track but I like keeping it simple. I track bitcoin per fully dilited MSTR shares and I regularly reevaluate whether I believe he will be able to keep increasing that metric. His PR has been horrific but I like the math.

Honestly, I don’t think that deeply about it, I don’t have decades to sit for the next cycle and play it conservative (Always have though and it’s served me well—never take on what I can’t manage). If I was younger knowing what Iknow now? Well, I’m too smart to even entertain THAT ...