I regularly see (digital) ink spilled on Americas Housing Supply Crisis. I think it’s about as real as the Bitcoin supply shock. There’s no cheap hosing available in certain wealthy/metro areas but this is a really big country. Lots of sub $300k homes available across upstate New York for example.
A quick summary from an article in Ignites this morning. Good to have someone at Capital Group who is into bitcoin. Cap Group is one of MSTRs largest shareholders
“Mark Casey, a veteran portfolio manager at Capital Group, is an outspoken advocate for Bitcoin. The longtime mutual fund company, which is known for its cautious investment style, has invested billions in companies that hold large amounts of Bitcoin on their balance sheets, including Strategy (formerly MicroStrategy), Metaplanet, and Mara Holdings.”