Matt

$GME very underwhelming Bitcoin purchase and 0 conviction from management $MTPLF trading at a 6x mNAV $WGMI Bitcoin miners continue to disappoint $SMLR had a nice bounce but not sure how far it can go $XXI merger still hasn't gone through and no business plan has been shared All the new LBEs are still getting their engines running and processes down for buying Bitcoin Meanwhile $MSTR is trading at a 1.8x mNAV with the lowest implied volatility in years. They have the most to gain from another run to new Bitcoin all time highs. $STRK/$STRF both trading above par with massive ATMs at the ready. Metaplanet is great, but there is no company in the same solar system as Strategy. Their ability to transmute fiat capital into Bitcoin is unmatched. If you're looking for the best sandbox to play in this summer, $MSTR could be it

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