True North Clips(@Truenorthclips):Everyone calls $MSTR balance sheet risky. $JPM is 92% leveraged. $MSTR is 10% leveraged with the most liquid asset on the planet as collateral. One of these balance sheets is considered safe. One is considered dangerous. The market has it completely backwards. @PunterJeff

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True North Clips@Truenorthclips

2026.07.23 17:00

Everyone calls $MSTR balance sheet risky. $JPM is 92% leveraged. $MSTR is 10% leveraged with the most liquid asset on the planet as collateral. One of these balance sheets is considered safe. One is considered dangerous. The market has it completely backwards. @PunterJeff