MSTR: How Game Theory And A Pro Crypto Shift Could Spark Global BTC Adoption
MSTR's Bitcoin strategy under Michael Saylor's leadership has driven significant outperformance, creating momentum for institutional BTC adoption, supported by recent Q3 earnings and a robust "42 Strategy.".Game theory illustrates how institutional and national adoption of BTC could unfold, with MSTR's success pressuring other companies to consider BTC investments.Trump's pro-BTC stance and Republican majority are expected to drive favorable BTC policies, potentially including a national BTC reserve, influencing global BTC adoption.We reiterate our BUY ratings on BTC and MSTR, anticipating accelerated institutional adoption and higher BTC prices driven by FOMO dynamics and supportive U.S. policies. 24K-Production Introduction On October 21st, we initiated coverage on MicroStrategy with a BUY rating. In that article, we emphasized Michael Saylor's strong convictions and long-term vision characterized by MSTR’s Bitcoin strategy. In this article, we