QB Episode 2: MSTR Price Discovery

Topics:

- Game theory / prisoners dilemma

- Crowded / illiquid trades

- Cap tables

- MSTR & market dynamics

- GameStop overlay

- Intro to short squeeze dynamics

 

Full Youtube Link : https://youtu.be/loaIdsirHaw?si=QZGGxyIH3NtRru2Y

 

X/Twitter Handles "RyQuant" & "PunterJeff"