J64
@_J64_ • 4,848 subscribers
$BTC | $MSTR | @TNorth | Creator of @The_PFFM H&W Trust 📱 and @_signalstation 🛰️
Videos
“It’s a massive vacuum. Every single investment bank on Wall Street is out there marketing the anthropic deal, the open AI deal, Google deal the Spacex deal. Everybody has to come up with $400 billion of cash.” - Michael Michael Saylor Capital is chasing the IPO frenzy. It will revert back to pristine, scarce collateral as technology breakthroughs fuel access and expose moats. The network that doesn’t need a moat wins at the end. #MSTR #BTC From TradePMR event.
J64155,463 просмотров • 1 месяц назад
Every cycle has its favorite piece of FUD. This cycle, it’s “Strategy is going to blow up.”or the ‘Death spiral”. Joe Consorti walks through why that narrative falls apart when you actually understand the company’s capital structure. Facts > fear. 🎥👇
J64 - SignalStation.app22,190 просмотров • 9 дней назад
“The credit inherits the liquidity and the performance of the capital. It makes logical sense that the highest powered capital will create the highest powered credit.” - Michael Saylor Build on the best performing foundation. Manhattan isn’t built on sand or ice cubes. Its foundation can support the infrastructure. One of the reasons why it’s become the global financial highway. Strategy is building on the network that’s growing the fastest. What stops them? Clip from David Bitcoin News discussion with Saylor at 2026 BTC conference. $MSTR $STRC
J64104,956 просмотров • 1 месяц назад
“MicroStrategy is essentially absorbing all of the hedging pressure that the crypto industry is trying to do.” Thomas (Tom) Lee (not drummer) FundstratDirect.com Strategy’s liquidity can make it the punching bag in certain conditions. If this pull back is part of the next leg up, the move up is going to be violent. Let’s see what happens.
J64 - SignalStation.app295,615 просмотров • 7 месяцев назад
🔥 “Strategy now holds 600,000 BTC. It’s so big, it might have a sovereign put.” — Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) Michael Saylor has stood up a scalable on-ramp for institutions/nation states seeking exposure without moving the market. He also compares BTC treasury valuation model to Exxon’s premium on oil proven reserves. 🎥 Watch the 2-min clip: #Bitcoin #MSTR #Saylor #BTC Clip from full video Forward Guidance with DK, David Grider, fejau and Tom.
J64277,241 просмотров • 1 год назад
Bitcoin isn’t secured by hope. It’s secured by incentives. Marty Bent puts on a clinic in this clip with Nick Nemeth (Mispriced Assets) . He defends the design of Bitcoin’s protocol and how the incentives debunk the mining death spiral. The difficulty adjustment factor and the purpose built ASIC’s create a system that almost defends itself. From TFTC channel.
J64 - SignalStation.app10,932 просмотров • 9 дней назад
Great breakdown from Joey on how Coffeezilla walked into a death sentence. Optimizing content built around SEO and getting the next viral video is dangerous. He underestimated Jeff Walton and clearly didn’t do his homework. Clip from discussion between: JOEY Brandon Gentile BTC Sessions 😎 Bitcoin Mentor
J6419,818 просмотров • 1 месяц назад
🐂 “What’s going to happen to Strategy is going to be absolutely mind blowing come summer/fall of 2025” - Preston Pysh sees insanity on the horizon. Michael Saylor’s playing a 4D game of chess that is carefully engineered around the BTC cycles. James Check (_Checkmate 🟠🔑⚡☢️🛢️) hasn’t studied $MSTR fully, but understands the market dynamics at play and what can happen to a equity that has a options market with absurd volatility that is tied to Bitcoin during a bull run. The velocity of the flywheel shows up as short sellers are forced to buy high, and $MSTR shareholders sell to convert to BTC. Listen to Preston and James discuss what’s in stor e for this cycle on the latest The Investor's Podcast episode. 🗯️ “The market moves slower than people expect, but being prepared puts you in a better position.” - James Check Key insights: 💼 Institutional Demand Holds Strong: After a 7-month consolidation above $1.2 trillion, Bitcoin proved its staying power. Every dip was met with significant buying, signaling strong institutional absorption. “Bitcoin belongs above $1 trillion—and now, $1.7 trillion,” says James Check. (02:29) 📊 On-Chain Trends: Long-term holders sold significantly during the consolidation, but selling pressure eased mid-November, paving the way for the current rally. Supply suffocation by holders below $20K creates a strong market floor. (09:02) 🏦 Evolving Exchange Dynamics: Borrowing against Bitcoin instead of selling it is maturing the market. This reduces sell pressure and positions BTC as pristine collateral, even drawing interest from traditional banks. (12:22) ⚡ Bullish Catalysts: A pro-Bitcoin U.S. president, ETF launches, and derivatives are energizing the market, with potential for explosive growth by 2025. However, risks like custody failures or copycat investing strategies loom. (28:30) 🔥 “Euphoria Zone” Alert: New retail interest is surging, yet historical patterns warn this euphoria may only last 6-18 months. Will Bitcoin hit $300K or consolidate before the next leg up? (59:13) Full video: #Bitcoin #Crypto #BTC #MarketTrends #FinancialFreedom
J64115,060 просмотров • 1 год назад
Before Michael Saylor there was Andreas (aantonop Team). Joe Rogan 9/7/16 - BTC price $626.50 I think it’s time to run it back.
J6469,417 просмотров • 11 месяцев назад
This is why $MSTR and the Bitcoin Treasury playbook is breaking the status quo but only few understand it. An understanding of what sits at the intersection of Bitcoin, security analysis and the unwinding of the fixed income market is a must know. Preston Pysh nailed it in his talk with Danny Knowles. We are still early. These prefs are just starting to scale. The fun hasn’t even started yet.
J6458,742 просмотров • 10 месяцев назад
“If you're viewing this through the lens of a wealthy 40 year old, new technologies don’t look interesting to you because you're more focused on protecting your wealth & incumbency. Young people are the ones who change the world.” - Tom Lee (Thomas (Tom) Lee (not drummer) FSInsight.com) of FS Insight, Fundstrat Capital & Bitmine (NYSE-BMNR) $ETH The innovators dilemma is a perpetual cycle that happens at the individual, corporate and sovereign level. The history rhythms. Awesome segment from Tom on his experience with disruption in the cell-phone era. Listen to Tom chat with Ed Elson & Scott Galloway on the Prof G Markets.
J6437,412 просмотров • 6 месяцев назад
![🧠 “You're swapping your dollars for Bitcoin upside and reduced downside and yield in perpetuity, which is nuts.” After being at Strategy world it was clear that the Strategy team views $STRK and $STRF as innovate products that can transform the market. Jeff Walton and Dan Hillery made it their mission to showcase the power of these new products on an off cycle live stream via . These products are absolutely going to eat the markets from the inside out. Liquidity and adoption will take time to mature. Listen to their conversation to get educated on who these products were built for and how Michael Saylor can leverage them to increase BTC torque. Key segments: 💸 Dual Yield Strategy: Strike offers 8.7% yield—430 bps above Treasuries—plus $MSTR upside, giving investors both fixed income and equity-style returns in one product [00:06:09]. 📊 Portfolio Flexibility Tool: $STRK suits conservative investors seeking yield with growth. Its structure lets you preserve capital while earning and gaining Bitcoin exposure [00:09:25]. ⚖️ Low-Probability Risk Profile: For $MSTR to default, $BTC must crash to ~$14K and stay there. With that event priced at 0.13% odds, $STRK offers asymmetric upside [00:13:01]. ♻️ Flywheel Effect Advantage: $STRK’s popularity helps $MSTR add more Bitcoin, boosting credit quality and yield—creating a cycle that reinforces itself over time [00:21:14]. 📈 Margin Efficiency Play: With 30% margin requirements, investors can leverage $STRK for high yield and MSTR exposure, outperforming many fixed income options [00:47:24].](https://image.24vids.com/tw-1921249743742636390/amplify_video_thumb/1921249636594970624/img/LGJP5cenOMEZGsjQ.jpg)
🧠 “You're swapping your dollars for Bitcoin upside and reduced downside and yield in perpetuity, which is nuts.” After being at Strategy world it was clear that the Strategy team views $STRK and $STRF as innovate products that can transform the market. Jeff Walton and Dan Hillery made it their mission to showcase the power of these new products on an off cycle live stream via . These products are absolutely going to eat the markets from the inside out. Liquidity and adoption will take time to mature. Listen to their conversation to get educated on who these products were built for and how Michael Saylor can leverage them to increase BTC torque. Key segments: 💸 Dual Yield Strategy: Strike offers 8.7% yield—430 bps above Treasuries—plus $MSTR upside, giving investors both fixed income and equity-style returns in one product [00:06:09]. 📊 Portfolio Flexibility Tool: $STRK suits conservative investors seeking yield with growth. Its structure lets you preserve capital while earning and gaining Bitcoin exposure [00:09:25]. ⚖️ Low-Probability Risk Profile: For $MSTR to default, $BTC must crash to ~$14K and stay there. With that event priced at 0.13% odds, $STRK offers asymmetric upside [00:13:01]. ♻️ Flywheel Effect Advantage: $STRK’s popularity helps $MSTR add more Bitcoin, boosting credit quality and yield—creating a cycle that reinforces itself over time [00:21:14]. 📈 Margin Efficiency Play: With 30% margin requirements, investors can leverage $STRK for high yield and MSTR exposure, outperforming many fixed income options [00:47:24].
J6463,113 просмотров • 1 год назад
Set aside Michael Saylor and his orange tie. What I’ve found most valuable is ability to apply first principle thinking to complex problems. The reference to thermodynamics, physics, history, metabolism; all his insights are backed by energy. It’s transformed the way I see the world. This clip is an example of what I’m talking about. Great interview by Peter McCormack 🏴☠️🇬🇧🇮🇪, as always.
J6415,099 просмотров • 2 месяцев назад
“Tremendous tax benefits, great yield and very low volatility. It’s got all these positive features associated with it” - Cern Basher 3 minute’s of Cern explaining Michael Saylor’s Strategy to Jo Bhakdi. He articulates all the core pieces of the strategy perfectly here. Nice work.
J6410,624 просмотров • 1 месяц назад
🎧 There’s no better question to hear Michael Saylor (Michael Saylor) answer than elaborate on ‘the playbook’. “Is there anything you like that you wouldn’t like better if you could borrow less than 1% to acquire it?” Well, that’s what Strategy is doing with Bitcoin. They are securitizing a high volatility, high performing asset for investors through vehicles like options, converts and equity”. Mario Nawfal and James C Heckman on Roundtable (Roundtable Network) let Saylor shed light on his team’s disciplined,responsible and prudent focus on a long, levered Bitcoin strategy. A strategy that has outperformed everyone and everything. Listen to the clip to hear the specifics from Saylor. Full video:
J6444,497 просмотров • 1 год назад
![📊 “Some call it alchemy. I call it valuation.” — Phong Le, CEO Strategy Pierre Rochard asked Phong about mNAV and got a killer answer. Think Microsoft in the ‘80s. Big shifts are happening in finance. Don’t miss this. Top segments: 🔁 Cash to Bitcoin Pivot: MSTR pivoted to Bitcoin after COVID-era rate cuts wiped out interest income, turning idle cash into a liability and prompting a radical treasury strategy shift. [06:16] 📊 Rethinking Corporate Valuation: MSTR pioneered valuing Bitcoin-treasury companies using projected BTC gains with traditional multiples, suggesting a $500B–$1T valuation is reasonable. [29:16] 💰 Bitcoin-Backed Securities Boom: Strategy’s innovative use of Bitcoin-backed convertible and secured notes sparked investor demand, proving Bitcoin can underpin scalable capital markets. [36:53] 🏛️ Institutional Access via STRF: The STRF security offers 10% perpetual returns and strong over-collateralization, appealing to investors seeking yield without direct Bitcoin exposure. [45:21] 📈 Macro-Agnostic Bitcoin Bet: Phong Le emphasizes that BTC allocation should be strategy-driven, not dependent on macro timing—5% balance sheet allocation could make giants like Apple major holders. [59:24]](https://image.24vids.com/tw-1943716952616186012/amplify_video_thumb/1943716665130201088/img/e2nAOMD0D41IOxy_.jpg)
📊 “Some call it alchemy. I call it valuation.” — Phong Le, CEO Strategy Pierre Rochard asked Phong about mNAV and got a killer answer. Think Microsoft in the ‘80s. Big shifts are happening in finance. Don’t miss this. Top segments: 🔁 Cash to Bitcoin Pivot: MSTR pivoted to Bitcoin after COVID-era rate cuts wiped out interest income, turning idle cash into a liability and prompting a radical treasury strategy shift. [06:16] 📊 Rethinking Corporate Valuation: MSTR pioneered valuing Bitcoin-treasury companies using projected BTC gains with traditional multiples, suggesting a $500B–$1T valuation is reasonable. [29:16] 💰 Bitcoin-Backed Securities Boom: Strategy’s innovative use of Bitcoin-backed convertible and secured notes sparked investor demand, proving Bitcoin can underpin scalable capital markets. [36:53] 🏛️ Institutional Access via STRF: The STRF security offers 10% perpetual returns and strong over-collateralization, appealing to investors seeking yield without direct Bitcoin exposure. [45:21] 📈 Macro-Agnostic Bitcoin Bet: Phong Le emphasizes that BTC allocation should be strategy-driven, not dependent on macro timing—5% balance sheet allocation could make giants like Apple major holders. [59:24]
J6427,185 просмотров • 1 год назад
🇺🇸 Almost 8 years ago I remember driving to work listening to Preston Pysh Stig T. Brodersen Grant Williams on The Investor's Podcast. Preston called attention to the US banning Bitcoin as a disservice to the country. At the time I couldn’t see a world where the US was hoarding Bitcoin. But I guess my imagination wasn’t big enough. Preston nailed it, like he always does. Go listen to those original episodes, everything is spot on. Full episode:
J6422,976 просмотров • 1 год назад