Alex 👽
@AlexesNakamoto • 14,814 subscribers
Truth seeker · ₿ maximalist · AI/video creator · NFA · https://t.co/Tb5H9nlqUP · Enjoy the content? Subscribe: every $ goes back into more videos.
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People are overthinking the 32 BTC sale. “Why sell?” “Why not just buy less next week?” “Is this bearish?” Michael Michael Saylor already explained the logic: • If Bitcoin can’t be sold, critics say it has no value. • If it has no value, the balance sheet value is zero. • If the balance sheet value is zero, credit rating agencies ignore it. • So you sell a tiny appreciated portion to prove Bitcoin is liquid, valuable, and real.
Alex 👽1,232,282 次观看 • 3 个月前
Michael Michael Saylor just delivered the perfect Bitcoin pitch: “Fiat is permissioned money.” “You hold this at the pleasure of the nation-state.” “But I could move $1 million of Bitcoin from here to anywhere in a few seconds.” Bitcoin is freedom encoded in information. h/t: Steven Bartlett
Alex 👽180,148 次观看 • 1 个月前
Michael Michael Saylor just gave the simplest investment framework: “Don’t invest in things that a factory, a robot, or an AI can generate an infinite amount of.” Own what cannot be mass-produced. An ounce of gold. A share in a great company. One of 21 million Bitcoin. Scarcity is the strategy. ₿
Alex 👽157,082 次观看 • 1 个月前
“Strategy is going bankrupt.” Peter Schiff just said this today. Saylor’s response? He already gave it two months ago: “You can’t pay a dividend on preferred stock that would create an insolvency event.” Translation: preferred stock does not force bankruptcy. If Strategy can’t pay the dividend without becoming insolvent, the dividend gets suspended. That’s it. But here’s the part people keep missing: “If Bitcoin goes up 2%, we can pay the dividends forever.” If you don’t think Bitcoin can average 2% a year, why are you even looking at preferred equity in a Bitcoin company? h/t Crypto Banter Bankless
Alex 👽281,428 次观看 • 2 个月前
Jeff Walton’s MSTR story is wild. He rode it down from ~$1,200 to ~$100, watched the market call Strategyᴮ dead, then looked at the debt profile and said: the market is wrong. When Bitcoin hit $19k again, he took his bonus, portfolio, retirement accounts, brokerage - even the last $7,500 from his HELOC - and bought long-dated MSTR calls. Absolute conviction. Absolutely not for normal humans. h/t Natalie Brunell ⚡️
Alex 👽280,924 次观看 • 3 个月前
People are freaking out because Strategyᴮ sold 32 BTC. That’s 0.0038% of its 843,738 BTC stack. Meanwhile Jeff Walton Jeff Walton just explained the real issue: legacy finance is still treating billions in Bitcoin on the balance sheet like it’s worth zero. So Saylor sells a tiny piece, converts it to cash, and forces them to admit the asset is real. h/t: Bankless
Alex 👽217,371 次观看 • 3 个月前
Peter Schiff in January 2026: “Silver won’t stop at $100.” “$200 silver by year-end.” “Shortages are coming.” “Buy it before we run out.” A friend of mine, 6 months later, down 50% after buying the top: Does anyone know a good class-action law firm? I was told this was sound money, not influencer exit liquidity.
Alex 👽148,744 次观看 • 2 个月前
