MicroStrategy
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Overlooked BTC Proxy

If the supercycle/blow-off-top theses hold true, MSTR could see a fast slingshot to, and likely past, previous highs in January. The move in January seemed to front run the sequential BTC rally to ATHs. MSTR fell while BTC gained over the following months into May. Stock is pretty much pricing in just the BTC holdings, so you get the core biz for free.
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