I stumbled across Alexander’s posts about Strategy earlier this summer and got in contact with him shortly thereafter.

His style is unique, with a blend of criticism, education, and humor.

In today’s Substack Interview, we talk about the good, the bad, and the ugly of the Strategy Bitcoin playbook.

We especially focus on Strategy’s latest pivots, shifting from the debt to the equity side more than shareholders would like.

Go ahead and follow Alexander on X: https://x.com/alexjeser

Lastly, if you like what I do here, consider subscribing or reaching out if you have other great guests in mind.

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