Mike Flaum sees MSTR outperforming in the next BTC bull run
BROBROK News · Based on reporting by Bitcoin Magazine ·
Mike Flaum of Log Scale Investments discussed Strategy, daily dividends, and bitcoin-backed credit structures on Bitcoin Magazine TV. He also compared bitcoin-linked preferreds with Treasuries and said he distinguishes volatility from risk when evaluating these assets.
Key points
- Flaum discussed Strategy, Stretch, and how new issuance can support BTC buying
- He explained how daily dividends may appeal to different types of investors
- He compared bitcoin-backed preferreds with Treasury bonds for retirees
- He also addressed mNAV, leverage, buybacks, and the four-year bitcoin cycle
- He said he remains bullish long term and expects strong upside for MSTR in the next BTC bull run
Why it matters
The interview highlights how bitcoin treasury companies are expanding their capital structures and how the market is pricing that exposure. For crypto investors, it offers context on MSTR and BTC-linked credit products in the broader ecosystem.
Original headline: “Mike Flaum: MSTR Performance “Massively” to the Upside During Next BTC Bull Run”
Read the original on Bitcoin Magazine
Summary and analysis written by BROBROK News from the original report. Read the full story on the source website. Not investment advice.