00:00 Market Milestones and $MSTR Sentiment Analysis
05:06 PunterJeff profile sentiment analytics & what exuberance really looks like
10:52 A look ahead to future sentiment
16:00 What are Rational Evaluations?
20:10 Valuation in irrational markets (GME squeeze compared to MSTR)
23:55 Looking...
Quant Bros Episode 7.5 ⚡️ "THE $MSTR thesis & new era of Bitcoin as collateral"
Valuing & comparing top 20 equities
$MSTR Valuation thesis & framework
Bitcoin as collateral & Programmable money
Index Inclusion impact on MCap
Where we're going & future outlook
...
Published 10/07/24
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