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Bitcoin crashed to $59,000. MSTR below $100. STRC to $80. None of it changes the one thing that matters: there is no systemic risk to Bitcoin. Strategy won't be "forced" to sell. As the panic gets louder and the hysterics get more ridiculous, the bottom gets one step closer.

137,991 views • 2 months ago •via X (Twitter)

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Strategy $MSTR is one of the most misunderstood stocks in the market. And Robin Seyr believes it could eventually become the most valuable company in the world. In our latest conversation, we went deep into: → Why $MSTR could massively outperform Bitcoin in the next bull market → Strategy selling Bitcoin to support $STRC → The rapidly growing $4.65B USD reserve → Why $STRC could return to par → Strategy vs. Strive $ASST & Metaplanet $MPJPY $MTPLF → The hidden custody risks of Bitcoin treasury companies → The Coldcard incident & the future of self-custody → The risk of Bitcoin rehypothecation → And Robin's extraordinary long-term 200–300x $MSTR thesis Robin went from dismissing Strategy entirely to believing it may be the biggest investment opportunity he's ever seen. This was a fun one. 00:00 From Tesla to Bitcoin — Robin’s Investment Journey 07:31 Why Robin Is So Bullish on Strategy (MSTR) 14:36 Could 2026 Be Strategy’s Best Bitcoin Accumulation Year Ever? 21:24 Why $STRC Will Return to $100 25:30 Why Is $MSTR So Cheap Right Now? 34:01 Strategy’s $4.65B Cash Reserve — Is It Too Big? 39:50 Would Robin Buy Strategy Preferred Stock? 44:49 Strategy vs. Strive, Metaplanet & Other Bitcoin Treasuries 53:27 The Coldcard Incident Changed Bitcoin Self-Custody 59:09 The Biggest Risks When Investing in Strategy (MSTR) 01:04:33 Is Bitcoin Rehypothecation a Real Risk for Strategy? 01:12:08 The 200–300x Long-Term Strategy Thesis 01:14:40 Robin’s Most Important Advice for Bitcoin Investors 01:15:59 Where to Follow Robin Seyr Full episode 👇

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