$Strategy(MSTR)$ Simply put, if Bitcoin (Big Pie) is China's land resources, then MSTR is like a real estate developer. The total amount of land is limited and very scarce; but the risks of real estate developers come more from banks and policy regulation. MSTR financing is more dependent on the global market, is less affected by a single policy, and depends more on the perspective of international capital. This is the essential difference between the two.
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