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“Bitcoin or some other token. They’re all basically the same.” As skeptical as I am about MSTR sometimes, why are most Strategy critics like Patrick Boyle 💎 completely clueless when it comes to Bitcoin vs crypto. It’s honestly pathetic.

₿ Isaiah ⚡️

9,305 subscribers

14,536 просмотров • 8 месяцев назад •via X (Twitter)

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🔥MOST BULLISH MSTR VIDEO EVER?!🔥 2 YEAR PRICE MODEL! The critics are calling it a death spiral. The critics are IDIOTS. MSTR is going to ABSOLUTELY CRUSH when BITCOIN comes ROARING BACK. IT IS GO TIME. TIME TO WIN, KIDS:

🔥MOST BULLISH MSTR VIDEO EVER?!🔥 2 YEAR PRICE MODEL! The critics are calling it a death spiral. The critics are IDIOTS. MSTR is going to ABSOLUTELY CRUSH when BITCOIN comes ROARING BACK. IT IS GO TIME. TIME TO WIN, KIDS:

Adam Livingston

17,253 просмотров • 2 месяцев назад

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 👇

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 👇

One Chair

32,736 просмотров • 18 дней назад

🔥MSTR WILL BE WORTH TRILLIONS - SHAREHOLDERS ARE THE NEW WEALTHY ELITE🔥 In this video, I break down why Strategy, ticker MSTR, will become one the most important public company on Earth. Most people look at MSTR and scream about mNAV, dilution, debt, preferreds, and premiums like they just discovered a calculator in a gas station bathroom. But the real question is simple: How much Bitcoin economically belongs to common shareholders after senior claims? When you factor in STRC, preferred capital, senior claims, common issuance, and Bitcoin appreciation, the upside starts looking genuinely absurd. In this video, I break down: Why Bitcoin looks historically cheap versus its 4-year moving average How Strategy’s current Bitcoin stack could be worth $1 trillion by 2030 How STRC can function as a Bitcoin accumulation engine Why Strategy has multiple paths to a trillion-dollar valuation ...and why MSTR shareholders will become the new wealthy elite:

🔥MSTR WILL BE WORTH TRILLIONS - SHAREHOLDERS ARE THE NEW WEALTHY ELITE🔥 In this video, I break down why Strategy, ticker MSTR, will become one the most important public company on Earth. Most people look at MSTR and scream about mNAV, dilution, debt, preferreds, and premiums like they just discovered a calculator in a gas station bathroom. But the real question is simple: How much Bitcoin economically belongs to common shareholders after senior claims? When you factor in STRC, preferred capital, senior claims, common issuance, and Bitcoin appreciation, the upside starts looking genuinely absurd. In this video, I break down: Why Bitcoin looks historically cheap versus its 4-year moving average How Strategy’s current Bitcoin stack could be worth $1 trillion by 2030 How STRC can function as a Bitcoin accumulation engine Why Strategy has multiple paths to a trillion-dollar valuation ...and why MSTR shareholders will become the new wealthy elite:

Adam Livingston

23,786 просмотров • 3 месяцев назад

🔥WE NEED TO TALK ABOUT MSTR - STRC DEPEG + BITCOIN CRASH!🔥 MSTR is now down -28% over the last month. The armchair critics are running rampant. The anime profile pic anonymous trader goblins are running around acting like they can outmaneuver a mega-genius billionaire. The Strategy conversation needs NUANCE. Here I discuss the STRC depeg, MSTR crashing, and what it means for the future:

Adam Livingston

52,496 просмотров • 2 месяцев назад

Anthony Scaramucci said everybody hates bitcoin. But, The Wolf Of All Streets disagrees. "I'm 49 years old. I feel like a 21-year-old kid when it comes to talking about bitcoin."

Anthony Scaramucci said everybody hates bitcoin. But, The Wolf Of All Streets disagrees. "I'm 49 years old. I feel like a 21-year-old kid when it comes to talking about bitcoin."

Yahoo Finance

13,446 просмотров • 2 месяцев назад

Making Sense Of Strategy What is happening with $MSTR? If you’ve been following me on X for any meaningful length of time, you will know that I have been attempting to calibrate people’s expectations of the stock's performance for the best part of 2025. Here I have synthesised all of my thoughts and distilled them into a single video. If you prefer YouTube, you can watch it here: If you prefer written format, continue reading. The first thing we need to understand is what Strategy is and why people invest in it. Strategy At the highest level, Strategy is leveraged Bitcoin. That’s it. Strategy leverages debt to acquire more Bitcoin. Therefore, the main reason you invest in Strategy is because you want to outperform Bitcoin. The only thing better than Bitcoin is more Bitcoin. The second thing we need to understand is mNAV. mNAV Generally speaking for a pure-play Bitcoin Treasury Company like Strategy, mNAV is a reflection of the market's expectation of future Bitcoin Yield. Bitcoin Yield comes with diminishing returns because each additional Bitcoin purchase contributes less to Bitcoin Per Share. Thus, the larger your Bitcoin stack, the harder it becomes to generate Bitcoin Yield and by extension the harder it becomes to outperform Bitcoin. This is why on a Bitcoin Standard, over a long enough time horizon, mNAV trends towards 1 since the maximum amount of Bitcoin you can own is 21M. With all this in mind, why is Strategy trading where it is and why is it trading at such a low mNAV? There are a few reasons. 1. Strategy Is A Different Company In 2025 Firstly, Strategy is a totally different company in 2025 to the one it was in 2020. For context, believe it or not, the company only introduced Bitcoin Yield and Bitcoin Per Share in the July 2024 Q2 Earnings Call and so it was only after that that they began optimising for those metrics. In my view, that is also when Michael Saylor truly started to understand the opportunity that was in front of him, which is why in October 2024 we saw Strategy announce the 21/21 plan which became the catalyst for the parabolic run we saw in November 2024 where $MSTR went on to briefly hit an all-time-high of around $550. Since people are comparing $MSTR this cycle to the $MSTR of last cycle when it briefly traded at an mNAV of over 8x, it is distorting their expectations. Again, Strategy is a totally different company today with a totally different set of dynamics. 2. New Industry Secondly, we need to recognise that the Bitcoin Treasury Company industry is entirely new which means that the market has been forced to learn and adapt in real-time. With Strategy being the first and by far the largest Bitcoin Treasury Company, it has gained a disproportionate amount of attention and as a result it has attracted a disproportionate amount of speculative capital along the way while everyone has been trying to figure out how to value it. Consequently, in my view, the move we saw in November 2024 was an over-correction to the upside — which by the way coincided with Bitcoin’s parabolic run following Donald Trump’s election win — and what we’re now seeing is an over-correction to the downside. 3. Bitcoin Yield Thirdly, as I mentioned at the beginning, Bitcoin Treasury Companies are currently valued based on how much Bitcoin Yield they are expected to generate in the future. At the time of recording, Strategy currently holds precisely 637,460 Bitcoin — that’s over 3% of the total Bitcoin supply — which means that it is much, much harder to generate meaningful Bitcoin Yield, which again is why we’re seeing the mNAV compress. However, there is a caveat here. There is another metric that Strategy have introduced which is Bitcoin $ Gain. Bitcoin $ Gain is defined as the $ value of newly acquired Bitcoin within any period. Strategy — and I don’t blame them — have been attempting to encourage the market to interpret Bitcoin $ Gain as “earnings” and to value the company based on how much earnings it is expected to generate in the future. For full disclosure, I personally dislike Bitcoin $ Gain as a valuation metric. I think framing it as “earnings” is misleading and disingenuous. I understand why it has been introduced because it speaks the language of Wall Street. However, traditional earnings are final. Bitcoin $ Gain is not because it is forever subject to the price of Bitcoin. Therefore, for Bitcoin $ Gain to be embraced by Wall Street, the market must collectively agree that Bitcoin is going up forever. I remain very sceptical of that happening — especially in the short-to-medium term. However, I am also not attached to my beliefs and so if Wall Street does decide to embrace Bitcoin $ Gain as its primary valuation metric, then $MSTR is likely undervalued by a factor of 5-10x. If not, then $MSTR is likely undervalued by a factor of 1-2x. If you’re not content with the latter being the worst case scenario, then the stock probably isn’t for you. 4. Preferred Products Fourthly, the Strategy thesis right now revolves entirely around the success of its preferred products. Remember, Michael Saylor wants Strategy to become the Amazon of the fixed income market. Thus, we’re not talking about a small innovation here — we are talking about completely transforming global finance. This means that the process of generating awareness and educating the market that will ultimately drive demand for these products is going to take years — not months — which is why you need to have a long time-horizon. Presently, the market is completely discounting the success of Strategy’s preferred products. What it’s not factoring in however is that the capital markets are desperate for yield right now. Thus, when — not if — but when, they eventually wake up to Bitcoin, how do you think they’re going to get that yield? Who is going to be the entity that is offering Bitcoin-backed credit instruments at scale? The answer is obviously Strategy, but again, this is a 5-to-10 year and beyond story. So with all that said, if you’re reading this right now, what should you do? Valuing Strategy There are 3 steps you need to take: 1. Firstly, you need to define your time horizon. In other words, how long do you intend on holding the stock for? 2. Secondly, you need to estimate either — depending on your preferred metric — how much Bitcoin Yield or how much Bitcoin $ Gain you expect Strategy to generate during that period and then calculate how much you expect $MSTR to outperform Bitcoin based on those values. 3. Thirdly, ask yourself whether you’d be satisfied with the level of outperformance you have calculated? In other words, is the trade-off worth it? Or would you be better off investing in either spot Bitcoin, an alternative Bitcoin Treasury Company or a Bitcoin ETF. If you’re satisfied with the level of outperformance that you’ve calculated, then $MSTR it probably a good choice of investment for you. If you're not satisfied, then $MSTR is probably a bad choice of investment for you. I personally believe that $MSTR will outperform Bitcoin by a minimum factor of 1-2x over the next 5/10 years and potentially much more if Bitcoin $ Gain becomes the primary metric by which it is valued, but again, I remain sceptical of that happening. Regardless, the best is yet to come.

Making Sense Of Strategy What is happening with $MSTR? If you’ve been following me on X for any meaningful length of time, you will know that I have been attempting to calibrate people’s expectations of the stock's performance for the best part of 2025. Here I have synthesised all of my thoughts and distilled them into a single video. If you prefer YouTube, you can watch it here: If you prefer written format, continue reading. The first thing we need to understand is what Strategy is and why people invest in it. Strategy At the highest level, Strategy is leveraged Bitcoin. That’s it. Strategy leverages debt to acquire more Bitcoin. Therefore, the main reason you invest in Strategy is because you want to outperform Bitcoin. The only thing better than Bitcoin is more Bitcoin. The second thing we need to understand is mNAV. mNAV Generally speaking for a pure-play Bitcoin Treasury Company like Strategy, mNAV is a reflection of the market's expectation of future Bitcoin Yield. Bitcoin Yield comes with diminishing returns because each additional Bitcoin purchase contributes less to Bitcoin Per Share. Thus, the larger your Bitcoin stack, the harder it becomes to generate Bitcoin Yield and by extension the harder it becomes to outperform Bitcoin. This is why on a Bitcoin Standard, over a long enough time horizon, mNAV trends towards 1 since the maximum amount of Bitcoin you can own is 21M. With all this in mind, why is Strategy trading where it is and why is it trading at such a low mNAV? There are a few reasons. 1. Strategy Is A Different Company In 2025 Firstly, Strategy is a totally different company in 2025 to the one it was in 2020. For context, believe it or not, the company only introduced Bitcoin Yield and Bitcoin Per Share in the July 2024 Q2 Earnings Call and so it was only after that that they began optimising for those metrics. In my view, that is also when Michael Saylor truly started to understand the opportunity that was in front of him, which is why in October 2024 we saw Strategy announce the 21/21 plan which became the catalyst for the parabolic run we saw in November 2024 where $MSTR went on to briefly hit an all-time-high of around $550. Since people are comparing $MSTR this cycle to the $MSTR of last cycle when it briefly traded at an mNAV of over 8x, it is distorting their expectations. Again, Strategy is a totally different company today with a totally different set of dynamics. 2. New Industry Secondly, we need to recognise that the Bitcoin Treasury Company industry is entirely new which means that the market has been forced to learn and adapt in real-time. With Strategy being the first and by far the largest Bitcoin Treasury Company, it has gained a disproportionate amount of attention and as a result it has attracted a disproportionate amount of speculative capital along the way while everyone has been trying to figure out how to value it. Consequently, in my view, the move we saw in November 2024 was an over-correction to the upside — which by the way coincided with Bitcoin’s parabolic run following Donald Trump’s election win — and what we’re now seeing is an over-correction to the downside. 3. Bitcoin Yield Thirdly, as I mentioned at the beginning, Bitcoin Treasury Companies are currently valued based on how much Bitcoin Yield they are expected to generate in the future. At the time of recording, Strategy currently holds precisely 637,460 Bitcoin — that’s over 3% of the total Bitcoin supply — which means that it is much, much harder to generate meaningful Bitcoin Yield, which again is why we’re seeing the mNAV compress. However, there is a caveat here. There is another metric that Strategy have introduced which is Bitcoin $ Gain. Bitcoin $ Gain is defined as the $ value of newly acquired Bitcoin within any period. Strategy — and I don’t blame them — have been attempting to encourage the market to interpret Bitcoin $ Gain as “earnings” and to value the company based on how much earnings it is expected to generate in the future. For full disclosure, I personally dislike Bitcoin $ Gain as a valuation metric. I think framing it as “earnings” is misleading and disingenuous. I understand why it has been introduced because it speaks the language of Wall Street. However, traditional earnings are final. Bitcoin $ Gain is not because it is forever subject to the price of Bitcoin. Therefore, for Bitcoin $ Gain to be embraced by Wall Street, the market must collectively agree that Bitcoin is going up forever. I remain very sceptical of that happening — especially in the short-to-medium term. However, I am also not attached to my beliefs and so if Wall Street does decide to embrace Bitcoin $ Gain as its primary valuation metric, then $MSTR is likely undervalued by a factor of 5-10x. If not, then $MSTR is likely undervalued by a factor of 1-2x. If you’re not content with the latter being the worst case scenario, then the stock probably isn’t for you. 4. Preferred Products Fourthly, the Strategy thesis right now revolves entirely around the success of its preferred products. Remember, Michael Saylor wants Strategy to become the Amazon of the fixed income market. Thus, we’re not talking about a small innovation here — we are talking about completely transforming global finance. This means that the process of generating awareness and educating the market that will ultimately drive demand for these products is going to take years — not months — which is why you need to have a long time-horizon. Presently, the market is completely discounting the success of Strategy’s preferred products. What it’s not factoring in however is that the capital markets are desperate for yield right now. Thus, when — not if — but when, they eventually wake up to Bitcoin, how do you think they’re going to get that yield? Who is going to be the entity that is offering Bitcoin-backed credit instruments at scale? The answer is obviously Strategy, but again, this is a 5-to-10 year and beyond story. So with all that said, if you’re reading this right now, what should you do? Valuing Strategy There are 3 steps you need to take: 1. Firstly, you need to define your time horizon. In other words, how long do you intend on holding the stock for? 2. Secondly, you need to estimate either — depending on your preferred metric — how much Bitcoin Yield or how much Bitcoin $ Gain you expect Strategy to generate during that period and then calculate how much you expect $MSTR to outperform Bitcoin based on those values. 3. Thirdly, ask yourself whether you’d be satisfied with the level of outperformance you have calculated? In other words, is the trade-off worth it? Or would you be better off investing in either spot Bitcoin, an alternative Bitcoin Treasury Company or a Bitcoin ETF. If you’re satisfied with the level of outperformance that you’ve calculated, then $MSTR it probably a good choice of investment for you. If you're not satisfied, then $MSTR is probably a bad choice of investment for you. I personally believe that $MSTR will outperform Bitcoin by a minimum factor of 1-2x over the next 5/10 years and potentially much more if Bitcoin $ Gain becomes the primary metric by which it is valued, but again, I remain sceptical of that happening. Regardless, the best is yet to come.

Chris Millas

36,835 просмотров • 11 месяцев назад

What if everyone is measuring $MSTR wrong? In this conversation with Adrian Morris, founding member of True North (True North), we challenge some of the biggest assumptions in the Bitcoin Treasury space: • Why mNAV is really a sentiment metric • Why Bitcoin per share isn't a valuation metric • Why Strategy shouldn't defend its mNAV • The real story behind Strategy selling 32 $BTC • Why $STRC and $SATA may evolve very differently than investors expect • Why AI is attracting some of Bitcoin's capital One of the most thought-provoking $MSTR conversations we've had. If Adrian is right, investors may be looking at $MSTR completely wrong. $MSTR $ASST $MPJPY 00:00 Adrian Morris' Bitcoin Journey & Why He Bought MSTR 05:02 The Real Meaning of mNAV (Market Sentiment) 10:10 Why Bitcoin Treasury mNAVs Eventually Collapse 11:22 Should Bitcoin Treasury Companies Defend Their mNAV? 15:56 The Fatal Flaw in mNAV Buybacks 17:57 Why Strategy Should NOT Sell Bitcoin to Buy Back Shares 20:15 Why Did Strategy Sell 32 Bitcoin? 23:55 MSTR Myths, Margin Calls & X Misinformation 25:38 Why Bitcoin Per Share May Be Misleading Investors 31:09 The Endgame for Bitcoin Treasury Companies 34:42 The Future: REITs, Options & Bitcoin Financial Products 36:46 STRC, SATA & Bitcoin Preferred Shares Explained 41:22 Does STRC Guidance Even Matter? 43:12 Why SATA Outperformed STRC 45:42 Daily Dividends: Innovation or Hype? 48:30 Will STRC & SATA Eventually Cut Dividends? 54:54 Is AI Stealing Capital From Bitcoin? 01:00:51 Can Bitcoin Become AI's Security Layer? 01:03:56 Adrian's Message to Bitcoin Investors Watch the full episode 👇

What if everyone is measuring $MSTR wrong? In this conversation with Adrian Morris, founding member of True North (True North), we challenge some of the biggest assumptions in the Bitcoin Treasury space: • Why mNAV is really a sentiment metric • Why Bitcoin per share isn't a valuation metric • Why Strategy shouldn't defend its mNAV • The real story behind Strategy selling 32 $BTC • Why $STRC and $SATA may evolve very differently than investors expect • Why AI is attracting some of Bitcoin's capital One of the most thought-provoking $MSTR conversations we've had. If Adrian is right, investors may be looking at $MSTR completely wrong. $MSTR $ASST $MPJPY 00:00 Adrian Morris' Bitcoin Journey & Why He Bought MSTR 05:02 The Real Meaning of mNAV (Market Sentiment) 10:10 Why Bitcoin Treasury mNAVs Eventually Collapse 11:22 Should Bitcoin Treasury Companies Defend Their mNAV? 15:56 The Fatal Flaw in mNAV Buybacks 17:57 Why Strategy Should NOT Sell Bitcoin to Buy Back Shares 20:15 Why Did Strategy Sell 32 Bitcoin? 23:55 MSTR Myths, Margin Calls & X Misinformation 25:38 Why Bitcoin Per Share May Be Misleading Investors 31:09 The Endgame for Bitcoin Treasury Companies 34:42 The Future: REITs, Options & Bitcoin Financial Products 36:46 STRC, SATA & Bitcoin Preferred Shares Explained 41:22 Does STRC Guidance Even Matter? 43:12 Why SATA Outperformed STRC 45:42 Daily Dividends: Innovation or Hype? 48:30 Will STRC & SATA Eventually Cut Dividends? 54:54 Is AI Stealing Capital From Bitcoin? 01:00:51 Can Bitcoin Become AI's Security Layer? 01:03:56 Adrian's Message to Bitcoin Investors Watch the full episode 👇

One Chair

45,179 просмотров • 2 месяцев назад

New Fed chair Kevin Warsh is a MASSIVE win from Bitcoin and Crypto. “Bitcoin doesn’t trouble me,” meaning he doesn’t see it as a threat to the financial system or the U.S. dollar. "Bitcoin is an important asset that can help inform policymakers when they’re doing things right and wrong."

New Fed chair Kevin Warsh is a MASSIVE win from Bitcoin and Crypto. “Bitcoin doesn’t trouble me,” meaning he doesn’t see it as a threat to the financial system or the U.S. dollar. "Bitcoin is an important asset that can help inform policymakers when they’re doing things right and wrong."

Ash Crypto

164,971 просмотров • 7 месяцев назад

Bitcoin hit $100,000! Here's what I think happens to Bitcoin, Ethereum, and the rest of the Crypto Market. Am I buying Altcoins now or waiting for a pullback? Which Cryptos am I focusing on next? 02:04 - Is the Bitcoin top in at 100k? 05:35 - Too late to buy Bitcoin at 100k? 08:05 - Bull Run Estimate based on Halving Cycles 10:52 - Bull Run Estimate based on Bitcoin Price 14:08 - Bitcoin's Reaction at $100k vs $10k 16:00 - Bull Run Estimate based on Money Printer and QE 18:44 - How long will the Bull Run Last? 19:31 - My Exit Strategy on Bitcoin 22:50 - Why Altcoins will Run Longer than Bitcoin 29:36 - Ethereum vs Bitcoin 33:43 - My Exit Strategy on Ethereum and Altcoins 37:13 - Other Altcoins vs Bitcoin 40:03 - Expected Return of Altcoins 44:33 - Why I'm Heavily Buying Ethereum 45:22 - Ethereum vs Solana 48:05 - Why Ethereum ETF can Pump Price Massively 56:00 - Other Altcoin Narrative to Target

Bitcoin hit $100,000! Here's what I think happens to Bitcoin, Ethereum, and the rest of the Crypto Market. Am I buying Altcoins now or waiting for a pullback? Which Cryptos am I focusing on next? 02:04 - Is the Bitcoin top in at 100k? 05:35 - Too late to buy Bitcoin at 100k? 08:05 - Bull Run Estimate based on Halving Cycles 10:52 - Bull Run Estimate based on Bitcoin Price 14:08 - Bitcoin's Reaction at $100k vs $10k 16:00 - Bull Run Estimate based on Money Printer and QE 18:44 - How long will the Bull Run Last? 19:31 - My Exit Strategy on Bitcoin 22:50 - Why Altcoins will Run Longer than Bitcoin 29:36 - Ethereum vs Bitcoin 33:43 - My Exit Strategy on Ethereum and Altcoins 37:13 - Other Altcoins vs Bitcoin 40:03 - Expected Return of Altcoins 44:33 - Why I'm Heavily Buying Ethereum 45:22 - Ethereum vs Solana 48:05 - Why Ethereum ETF can Pump Price Massively 56:00 - Other Altcoin Narrative to Target

VirtualBacon

65,534 просмотров • 1 год назад

🔥BITCOIN AND STRATEGY ARE GOING TO WIN SO HARD IT IS ABSOLUTELY RIDICULOUS🔥 Strategy sold some Bitcoin and the bears started hyperventilated into a paper bag in the parking lot of a Rent-A-Center. The company sacrificed the economic equivalent of one French fry from the family combo and bought enough time to sit through an entire Bitcoin regime change. Bears responded as though Michael Saylor had sold the building copper and escaped to Paraguay. BITCOIN AND MSTR WINNING ARE INEVITABLE. FULL BREAKDOWN:

🔥BITCOIN AND STRATEGY ARE GOING TO WIN SO HARD IT IS ABSOLUTELY RIDICULOUS🔥 Strategy sold some Bitcoin and the bears started hyperventilated into a paper bag in the parking lot of a Rent-A-Center. The company sacrificed the economic equivalent of one French fry from the family combo and bought enough time to sit through an entire Bitcoin regime change. Bears responded as though Michael Saylor had sold the building copper and escaped to Paraguay. BITCOIN AND MSTR WINNING ARE INEVITABLE. FULL BREAKDOWN:

Adam Livingston

13,857 просмотров • 28 дней назад

🔥I BOUGHT MORE MSTR BECAUSE THE MATH IS INSANE!🔥 In this video, I expose why Strategy (MSTR) is the most undervalued Bitcoin superweapon in the market. And why Wall Street still thinks it’s a Bitcoin ETF with a gambling problem. While your financial advisor is feeding your retirement into a 60/40 woodchipper, Saylor is out here issuing STRC like it’s methadone for bond managers. 11% yield, monthly payouts, and they don’t even realize they’re buying him more Bitcoin on your behalf. STRC is the fixed-income trojan horse. MSTR is the orange citadel it funds. I break down the STRC flywheel, the 5% mNAV premium arbitrage, the recursive BTC-per-share compounding mechanism, and how MSTR can grow your Bitcoin stack by 17%, 34%, or even 51% this year alone... WITHOUT A SINGLE DOLLAR OF NEW DILUTION! THIS IS THE ORANGE SINGULARITY:

🔥I BOUGHT MORE MSTR BECAUSE THE MATH IS INSANE!🔥 In this video, I expose why Strategy (MSTR) is the most undervalued Bitcoin superweapon in the market. And why Wall Street still thinks it’s a Bitcoin ETF with a gambling problem. While your financial advisor is feeding your retirement into a 60/40 woodchipper, Saylor is out here issuing STRC like it’s methadone for bond managers. 11% yield, monthly payouts, and they don’t even realize they’re buying him more Bitcoin on your behalf. STRC is the fixed-income trojan horse. MSTR is the orange citadel it funds. I break down the STRC flywheel, the 5% mNAV premium arbitrage, the recursive BTC-per-share compounding mechanism, and how MSTR can grow your Bitcoin stack by 17%, 34%, or even 51% this year alone... WITHOUT A SINGLE DOLLAR OF NEW DILUTION! THIS IS THE ORANGE SINGULARITY:

Adam Livingston

31,581 просмотров • 7 месяцев назад

STRATEGY IS BUILDING FOR 2026 -- NOT TRADING FOR IT Phong Le just laid it out pretty clearly: ✅ They’re treating 2026 as a big year for $BTC and $MSTR ✅ Over the last two weeks, they accelerated capital building ✅ Bitcoin balance: ~$65B ✅ U.S. dollar reserves: $2.25B Why? To support their preferred equity product $STRC (“Stretch”). $STRC is already $3B+, pays ~11% tax-deferred dividends, and only needs Bitcoin to grow ~1.5% per year to sustain payouts -- without selling $BTC or constantly issuing new shares. It’s a Bitcoin balance-sheet engineering designed to last decades. They’re not asking “can Bitcoin survive volatility?” They’re asking “how fast can we scale around it?” Different mindset. Different timeframe.

STRATEGY IS BUILDING FOR 2026 -- NOT TRADING FOR IT Phong Le just laid it out pretty clearly: ✅ They’re treating 2026 as a big year for $BTC and $MSTR ✅ Over the last two weeks, they accelerated capital building ✅ Bitcoin balance: ~$65B ✅ U.S. dollar reserves: $2.25B Why? To support their preferred equity product $STRC (“Stretch”). $STRC is already $3B+, pays ~11% tax-deferred dividends, and only needs Bitcoin to grow ~1.5% per year to sustain payouts -- without selling $BTC or constantly issuing new shares. It’s a Bitcoin balance-sheet engineering designed to last decades. They’re not asking “can Bitcoin survive volatility?” They’re asking “how fast can we scale around it?” Different mindset. Different timeframe.

CryptosRus

26,580 просмотров • 7 месяцев назад

🔥THE BITCOIN BEARS ARE COMPLETELY COOKED + MSTR TO $5,000?!?🔥 Bitcoin dumps 50 percent and suddenly every economically illiterate ghoul with a WiFi signal starts acting like they just solved the markets. “It’s over.” “The structure is broken.” “The bubble finally popped.” Fantastic. Incredible work, Sherlock. You saw a volatile asset be volatile and concluded that fifteen years of price history, adoption, market structure, and cyclical mean reversion were all just a shared hallucination. In this video, I break down a Bitcoin model that says the bears may be COMPLETELY COOKED, and why it means $5,000 MSTR even if Saylor never buys another Bitcoin:

🔥THE BITCOIN BEARS ARE COMPLETELY COOKED + MSTR TO $5,000?!?🔥 Bitcoin dumps 50 percent and suddenly every economically illiterate ghoul with a WiFi signal starts acting like they just solved the markets. “It’s over.” “The structure is broken.” “The bubble finally popped.” Fantastic. Incredible work, Sherlock. You saw a volatile asset be volatile and concluded that fifteen years of price history, adoption, market structure, and cyclical mean reversion were all just a shared hallucination. In this video, I break down a Bitcoin model that says the bears may be COMPLETELY COOKED, and why it means $5,000 MSTR even if Saylor never buys another Bitcoin:

Adam Livingston

22,682 просмотров • 5 месяцев назад

"Where are the servers of Bitcoin located?” - Prof Jiang That single question from Jiang shows the misunderstanding immediately. Bitcoin does not run on one company’s servers, Bitcoin runs on a distributed network of nodes spread across the world, which is exactly why it is hard to censor, shut down, or control, plus the mining system on top of it to protect it with energy. When someone frames Bitcoin like a centralized system, they are not critiquing Bitcoin as it is. They are critiquing a version of Bitcoin that exists only in their own confusion.

"Where are the servers of Bitcoin located?” - Prof Jiang That single question from Jiang shows the misunderstanding immediately. Bitcoin does not run on one company’s servers, Bitcoin runs on a distributed network of nodes spread across the world, which is exactly why it is hard to censor, shut down, or control, plus the mining system on top of it to protect it with energy. When someone frames Bitcoin like a centralized system, they are not critiquing Bitcoin as it is. They are critiquing a version of Bitcoin that exists only in their own confusion.

MDB

579,648 просмотров • 4 месяцев назад

STRATEGY CEO EXPLAINS WHY ALL THE FUD AGAINST MSTR AND STRC IS TOTALLY OVERBLOWN WE CAN RAISE CAPITAL TO BUY MORE #BITCOIN EVEN WHEN STRC IS "BELOW PAR" "WE CAN ISSUE EQUITY TO PAY OUR DIVIDENDS AND RAISE BILLIONS A DAY" "MSTR IS THE MOST LIQUID STOCK IN THE WORLD WHEN COMPARED TO OUR MARKET CAPT" MORE MASSIVE BTC BUYS ARE COMING 🔥

STRATEGY CEO EXPLAINS WHY ALL THE FUD AGAINST MSTR AND STRC IS TOTALLY OVERBLOWN WE CAN RAISE CAPITAL TO BUY MORE #BITCOIN EVEN WHEN STRC IS "BELOW PAR" "WE CAN ISSUE EQUITY TO PAY OUR DIVIDENDS AND RAISE BILLIONS A DAY" "MSTR IS THE MOST LIQUID STOCK IN THE WORLD WHEN COMPARED TO OUR MARKET CAPT" MORE MASSIVE BTC BUYS ARE COMING 🔥

The Bitcoin Historian

77,700 просмотров • 2 месяцев назад

Is Michael Saylor really back, or is this just a dead cat bounce dressed up as a comeback? $MSTR jumped nearly 13%. But Strategy bought ZERO Bitcoin last week. Instead, it sold another 12.67 million MSTR shares and raised $1.15 billion through more dilution. The buybacks sound bullish. The 12% STRC dividend sounds bullish. But when a company has to keep raising payouts just to hold the structure together, that’s not always strength. Sometimes it’s stress.

Is Michael Saylor really back, or is this just a dead cat bounce dressed up as a comeback? $MSTR jumped nearly 13%. But Strategy bought ZERO Bitcoin last week. Instead, it sold another 12.67 million MSTR shares and raised $1.15 billion through more dilution. The buybacks sound bullish. The 12% STRC dividend sounds bullish. But when a company has to keep raising payouts just to hold the structure together, that’s not always strength. Sometimes it’s stress.

Crypto Rover

124,583 просмотров • 2 месяцев назад

Owning MSTR means owning whatever is left after every other claim gets paid, which is not the same as owning Bitcoin "Financial engineering does not eliminate the need for cash flow, it rearranges claims on future capital. Strategy will survive precisely because it is Strategy. That does not mean its model was broadly repeatable" "When you own Bitcoin directly, you own Bitcoin. There's no management team, preferred dividend, convertible debt or senior shareholders standing between you and the asset" "When you own common stock at a treasury company, you own the residual value remaining after the company satisfies every claim ahead of you. That residual can be extremely valuable, but it is not Bitcoin"

Owning MSTR means owning whatever is left after every other claim gets paid, which is not the same as owning Bitcoin "Financial engineering does not eliminate the need for cash flow, it rearranges claims on future capital. Strategy will survive precisely because it is Strategy. That does not mean its model was broadly repeatable" "When you own Bitcoin directly, you own Bitcoin. There's no management team, preferred dividend, convertible debt or senior shareholders standing between you and the asset" "When you own common stock at a treasury company, you own the residual value remaining after the company satisfies every claim ahead of you. That residual can be extremely valuable, but it is not Bitcoin"

The Wolf Of All Streets

34,684 просмотров • 1 месяц назад

My Bitcoin Treasury discussion with Joe Burnett, MSBA. 0:00 – Intro 1:00 – First priority as Director of Bitcoin Strategy 3:11 – Should Bitcoin companies copy MSTR’s preferreds? 5:02 – Structuring credit: BTC Ratings from 2 to 10 6:25 – Long-term CAGR for Bitcoin vs. S&P 500 8:28 – Why Bitcoin has fewer risks than stocks 10:36 – The global index with no counterparty risk 15:14 – Is Bitcoin a global productivity index? 16:56 – Will MSTR join the S&P 500? 18:14 – Why Vanguard owns MSTR 19:23 – Unlocking passive capital for Bitcoin 21:14 – Why BTC companies magnetize capital 23:24 – Mag 7 adoption playbook: fast vs. slow 25:47 – Most CEOs don’t want the money 27:15 – Who should adopt Bitcoin—and who won’t 29:20 – Why MSTR is going all-in on preferreds 31:21 – Preferreds are better than convertibles 32:32 – Will BTC companies still trade above NAV in bear markets? 34:09 – Why 2022 was a crypto-catalyzed bear market 35:14 – The difference between 1.1x and 100x leverage 37:07 – How to defend BTC NAV with credit instruments 39:14 – How to create a Bitcoin short squeeze 41:20 – Why shorts don’t have the courage 43:20 – The future of BTC-backed credit and equity 45:04 – A new theory of Bitcoin corporate finance 49:30 – Copy MSTR: it’s good for everyone 50:26 – Harvard’s outdated Bitcoin case study 52:16 – Why the smartest firms are making bad moves 54:16 – Why academics ignore Strategy’s success 55:15 – How the world could look in four years 57:09 – Final thoughts and wrap-up

My Bitcoin Treasury discussion with Joe Burnett, MSBA. 0:00 – Intro 1:00 – First priority as Director of Bitcoin Strategy 3:11 – Should Bitcoin companies copy MSTR’s preferreds? 5:02 – Structuring credit: BTC Ratings from 2 to 10 6:25 – Long-term CAGR for Bitcoin vs. S&P 500 8:28 – Why Bitcoin has fewer risks than stocks 10:36 – The global index with no counterparty risk 15:14 – Is Bitcoin a global productivity index? 16:56 – Will MSTR join the S&P 500? 18:14 – Why Vanguard owns MSTR 19:23 – Unlocking passive capital for Bitcoin 21:14 – Why BTC companies magnetize capital 23:24 – Mag 7 adoption playbook: fast vs. slow 25:47 – Most CEOs don’t want the money 27:15 – Who should adopt Bitcoin—and who won’t 29:20 – Why MSTR is going all-in on preferreds 31:21 – Preferreds are better than convertibles 32:32 – Will BTC companies still trade above NAV in bear markets? 34:09 – Why 2022 was a crypto-catalyzed bear market 35:14 – The difference between 1.1x and 100x leverage 37:07 – How to defend BTC NAV with credit instruments 39:14 – How to create a Bitcoin short squeeze 41:20 – Why shorts don’t have the courage 43:20 – The future of BTC-backed credit and equity 45:04 – A new theory of Bitcoin corporate finance 49:30 – Copy MSTR: it’s good for everyone 50:26 – Harvard’s outdated Bitcoin case study 52:16 – Why the smartest firms are making bad moves 54:16 – Why academics ignore Strategy’s success 55:15 – How the world could look in four years 57:09 – Final thoughts and wrap-up

Michael Saylor

484,592 просмотров • 1 год назад