The analyst discusses MicroStrategy (MSTR) stock and its relation to Bitcoin as a treasury asset. The video highlights a new accounting law that allows companies to report unrealized earnings from Bitcoin holdings, which could positively impact MSTR's earnings per share (EPS). The analysis infers that while brokerages estimate a negative EPS, the actual EPS, according to Bitcoin proponents, should be between $36-$40. Given MSTR has 14B dollars worth of unrealized profits it could grow MSTR. The analyst is super bullish on MSTR. A price target of $600 is seen over the long term, and its bullish trend .