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Podcast: Inflection Point
Episode: On the Margin: What People Get Wrong About MicroStrategy’s Bitcoin Plan | Dylan LeClair
Description: In this episode, Dylan LeClair joins the show to discuss MicroStrategy’s Bitcoin strategy, the insane performance of its convertible notes, and its $42 billion capital plan. We also discuss how to value MicroStrategy, the company’s liquidation risk, how other companies can replicate its strategy, and much more. Enjoy!—Follow Dylan LeClair: https://x.com/DylanLeClair_Follow Felix: https://x.com/fejau_incFollow On The Margin: https://twitter.com/OnTheMarginPodFollow Blockworks: https://twitter.com/Blockworks_—Polkadot is the foundation for an open and resilien...