Illya Gerasymchuk
Engineering & Finance
🧵 Threads/Articles 🧵
A Primer On Strategy/MSTR Business, Financials, Liquidity and Solvency
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How the 1916 Fed Act Made Treasuries Prime Collateral
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1 oz of Gold: Production Cost and Miner Profit
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Strategy Invents Financial Metrics And Everybody Applauds 👏
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In Net Terms, Bitcoin is a Geopolitical Liability, Not an Asset
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How MicroStrategy Pays Interest On Its Debt?
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