Loved hearing Lyn talking about some of the risks with MSTR and what she thinks about the mnav. Toward the end I felt like she had to explain basic economics to this guy when talking about stablecoins. He was basically saying if I go to the grocery store and buy eggs there's no new demand for eggs because the grocery store already owned them
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Fountain
What Bitcoin Did • Is MSTR a Ponzi? | Lyn Alden & Andy Constan • Listen on Fountain
Lyn Alden and Andy Constan go deep on Bitcoin treasury companies like Strategy, debating whether they’re outright Ponzi schemes or legitimate veh...