MSTR vs Buying Bitcoin Directly — Will's Read | Ep 514
Good now revolutionaries—Will Watson solo this morning while Evan and Alex are in Miami for the Super Team / Solana Foundation workshop. Short show, sharp tape. Cold open is Will sipping from the Arculus-sponsored espresso cup that Torii sent. Jito gets the on-air shoutout for being structurally unaffected by the recent DeFi exploits including Drift — "you can't say that about Solend either, but Jito is clean."
Market layer: stablecoins on Kraken still earning ~4% (Will's personal yield desk), Base continues to win in the bear market (backed by Coinbase, security infrastructure advancing)…
The skinny
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