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 Timestamps: 0:00 Intro 1:20 @PunterJeff background 03:03 Top 20 Equities valuation comparison 19:45 $MSTR valuation framework 23:30 NEW $MSTR valuation summary table & relativity rationalization 29:50 Bitcoin as collateral & programmable money 34:00 $QQQ Dollar flow impact on MCap 38:45 Where we are, and where we're going 40:35 $MSTR Market Cap tracking over time 43:20 Future Bitcoin Outlook & Conclusion