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Jim Chanos vs. Pierre Rochard: MicroStrategy (MSTR) mNAV Debate (BTC243)
Jim Chanos and Pierre Rochard face off on Bitcoin-native corporates, debating governance, valuation models, capital structure, and whether BTC on the balance sheet adds value or risk. What you'll learn here: 00:00:00 - Intro 00:01:38 - Why Jim Chanos is short BTC companies but long Bitcoin itself 00:08:37 - Pierre Rochard's view on using ...
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