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Imagine a perfect storm where the stars align for MicroStrategy: think Fed pivoting to rate cuts, roaring inflation fears, and a flood of institutional cash racing into Bitcoin and tech. In that scenario, MicroStrategy’s stock – a leveraged play on BTC – could literally go parabolic, far beyond its current net-asset backing. Consider that Federal Reserve minutes in late 2025 showed half of policymakers expect two more rate cuts by year-end . A truly dovish Fed, with 10‑year yields back down near ~4.25% , slashes the opportunity cost of holding non-yielding assets. History tells us that when rates are low (say under 6% on the 10-year), equity P/E ratios can swell (average ~20x ), whereas high rates force P/Es toward the low teens. Thus a collapsing yield curve unleashes a torrent of capital chasing high-growth and risk assets – just the tailwind Bitcoin and crypto stocks need.
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