Is MSTR a Ponzi? | Lyn Alden & Andy Constan

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总结
Lyn Alden and Andy Constan debate the implications of MicroStrategy's Bitcoin strategy, discussing potential risks, the nature of treasury companies, and the future of stablecoins. They explore whether MicroStrategy's reliance on new capital for dividends constitutes a Ponzi scheme and analyze the broader impact of stablecoins on global dollar demand.
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