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Everyone is asking the same question right now: What happens next for $MSTR and $STRC? 🤔 We sat down with K A L E O to debate it in depth, laying out the bull case for Strategy and digital credit while hearing the bear case directly. This is an... opportunity to understand both sides of the story, assess the risks, and decide for yourself what may come next. 👇 ⏱️ Timestamps: 00:00 Introduction 04:22 K A L E O’s market outlook 07:10 The bear case for $MSTR and $STRC 11:54 The bull case: refinancing, liquidity & capital access 19:42 When does Strategy’s capital structure become a concern? 24:22 Credit risk, duration & preferred equity 36:28 Has Strategy shifted the goalposts? 43:45 What should Strategy do differently? 45:52 Why $MSTR needs leverage 50:46 Has the market rejected preferred-based leverage? 55:08 How Apyx handles $STRC discount risk 01:06:08 Is apxUSD really a stablecoin? 01:11:18 Redemptions, weekend liquidity & market structure 01:19:59 Market pressure, sentiment & potential short attacks 01:22:56 Closing bull case for Strategy 01:25:18 Closing thoughts from K A L E Oshow more

Apyx

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27,902 次观看 • 2 个月前 •via X (Twitter)

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DeFi Dad ⟠ defidad.eth

179,210 次观看 • 4 个月前

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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One Chair

32,736 次观看 • 17 天前

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Michael Saylor

327,097 次观看 • 1 个月前

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Phong Le

488,238 次观看 • 1 个月前

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One Chair

45,179 次观看 • 2 个月前

We sat down with Strategy CEO Phong Le to unpack something that few fully understand quite yet: digital credit. 👀 This isn’t just theory, it’s the mechanism behind $STRC and how Strategy is able to continuously accumulate BTC. 📈 Watch this and expect the entire flywheel to click. Timestamps: 00:00 - What is digital credit? 00:25 - Phong Le’s Bitcoin journey 03:01 - Why people misunderstand preferreds 03:56 - TradFi vs digital credit 06:09 - Strategy’s role 08:03 - Where yield comes from 09:28 - Why preferred equity 11:11 - Why yields are high 11:58 - Supply/demand dynamics 15:37 - Retail access 16:55 - Future of preferreds 22:23 - Tokenization + 24/7 markets 24:44 - STRC vs owning BTC

We sat down with Strategy CEO Phong Le to unpack something that few fully understand quite yet: digital credit. 👀 This isn’t just theory, it’s the mechanism behind $STRC and how Strategy is able to continuously accumulate BTC. 📈 Watch this and expect the entire flywheel to click. Timestamps: 00:00 - What is digital credit? 00:25 - Phong Le’s Bitcoin journey 03:01 - Why people misunderstand preferreds 03:56 - TradFi vs digital credit 06:09 - Strategy’s role 08:03 - Where yield comes from 09:28 - Why preferred equity 11:11 - Why yields are high 11:58 - Supply/demand dynamics 15:37 - Retail access 16:55 - Future of preferreds 22:23 - Tokenization + 24/7 markets 24:44 - STRC vs owning BTC

Apyx

123,609 次观看 • 4 个月前

"#Bitcoin is our hurdle rate." In this talk featuring Phong Le, Matt Cole, Tyler Evans, and Natalie Brunell ⚡️, the panel describes how Strategy and Strive are creating a product that has the makings of a $3 trillion dollar market category. Chapters: 00:22 - Why Bitcoin Needs Credit 00:47 - Origins of STRC Product 01:28 - Democratizing Access to Yield 02:28 - Corporate Balance Sheet Strategy 04:40 - Packaging Bitcoin for Institutions 06:32 - Retail Interest in Credit 09:24 - Stress Testing Digital Credit 12:12 - Understanding Underlying Collateral 16:20 - The Five-Year Outlook 18:43 - Scaling the Credit Ecosystem 20:16 - Closing Thoughts and Predictions

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Bitcoin For Corporations

97,241 次观看 • 4 个月前

Michael Saylor & Phong Le just addressed the biggest questions investors are asking: - Will Strategy sell Bitcoin soon? - Why move to semi-monthly dividends with $STRC (is daily next?) - What’s the endgame with $MSTR & Digital Credit Full raw Q&A with Michael Saylor & Phong Le — unfiltered. Share your thoughts on their responses below. Timestamps: 00:00 Introduction 03:22 Will Strategy Sell Bitcoin? 06:05 STRC ROC Tax Question 07:06 Saylor on Strive & $SATA 13:02 Future of STRC Dividends 16:41 Will Strategy Slow Buying Btc? 19:00 The $100 Peg 21:57 STRC, DeFi & Fragility 27:17 Why Is Bitcoin Stuck? 30:00 Monthly $STRK, $STRD, $STRF Dividends 31:38 Retiring Preferred Stock 35:06 Fixed 10% Yield 35:52 Scaling STRC 39:44 Winning Over Skeptics 42:58 Understanding MNAV Calculations 45:03 “Rip the Wings Off Shorts” 52:11 Ultimate STRC Product 59:52 Strategy at $10M Bitcoin 1:00:55 BTC Yield Metric 1:01:45 Custody & Proof of Reserves 1:03:58 Strategy as Investor Gateway 1:06:06 Teaching the Next Generation 1:08:12 Bitcoin’s Place in History

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Natalie Brunell ⚡️

254,838 次观看 • 3 个月前

"Fix the credit, fix the equity." Michael Saylor and Phong Le sat down with me for Strategy's live investor Q&A. No question off limits. 00:00 Trailer and welcome 2:44 Is Bitcoin money? 10:41 Bringing traditional finance capital into Bitcoin 14:19 A shareholder asks about the drawdown 17:35 Fix the credit, fix the equity 22:25 Will Strategy buy back MSTR? 24:24 Dilution concerns 26:32 The J.P. Morgan of Digital Assets 29:15 The MSCI index decision 32:47 Building a strong USD reserve 34:40 Playing the long game on credit 40:33 Will Strategy buy cash-flowing businesses? 42:49 Lessons from STRC drawdown 45:23 STRC was 80% retail, but now... 46:45 Monthly, quarterly, or daily dividends? 47:58 Will Strategy buy back STRK? 48:56 Could STRC trade above $100? 56:46 The long-term Bitcoin case in a bear market 58:09 AI, vulnerabilities, and institutional custody 59:49 Why dividends are paid in dollars, not Bitcoin 1:02:05 Strategy using AI for marketing videos 1:03:17 What Michael & Phong do to unwind

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Natalie Brunell ⚡️

170,935 次观看 • 13 天前

Buck Buck is the world's first Savings Coin. In my presentation at Bitcoin For Corporations at Strategy World 2026... I explain how $STRC is powering Buck to solve the 0% yield problem for the 300B+ Stablecoin market. Yet another use case for Digital Credit Michael Saylor. TIMESTAMPS: 0:00 — Intro 0:29 — Bitcoin's 10x Securitization Speed 2:01 — The 4 layers of Bitcoin capital markets 2:52 — STRC, the most important security in Bitcoin 4:08 — Hal Finney & Michael Saylor : the "Digital Money" thesis 4:49 — Buck: A Savings Coin backed by STRC 6:51 — Buck's treasury (STRC + USDC buffer) 7:46 — $1 of Buck = $1 of Bitcoin

Buck Buck is the world's first Savings Coin. In my presentation at Bitcoin For Corporations at Strategy World 2026... I explain how $STRC is powering Buck to solve the 0% yield problem for the 300B+ Stablecoin market. Yet another use case for Digital Credit Michael Saylor. TIMESTAMPS: 0:00 — Intro 0:29 — Bitcoin's 10x Securitization Speed 2:01 — The 4 layers of Bitcoin capital markets 2:52 — STRC, the most important security in Bitcoin 4:08 — Hal Finney & Michael Saylor : the "Digital Money" thesis 4:49 — Buck: A Savings Coin backed by STRC 6:51 — Buck's treasury (STRC + USDC buffer) 7:46 — $1 of Buck = $1 of Bitcoin

Dan Hillery

32,843 次观看 • 6 个月前

I joined Laura K. Inamedinova at the Xapo Bank Conference in London on July 1 for a fireside chat on Bitcoin as Digital Capital, the emergence of Digital Credit, and the path to Bitcoin-backed Digital Money. Fix the money, fix the world. $BTC 00:42 — Bitcoin below $60K and the mission: “Fix the money, fix the world” 01:27 — Bitcoin as the dominant Digital Capital network and the next great digital transformation 02:55 — Bitcoin Dominance approaching 69–70% and why “the flippening” debate is over 04:21 — The next layers: Digital Credit and Digital Money built on Bitcoin 06:56 — Strategy as an institutional gateway: attracting $64–65B into Bitcoin across equity, derivatives, credit, and money markets 12:28 — $STRC: bitcoin-backed preferred equity designed to create asset-backed Digital Credit 15:33 — The $STRC breakthrough: potential tax-deferred credit dividends backed by unrealized Bitcoin gains 18:18 — Digital Credit on Digital Capital: the killer app of a $50B bitcoin-backed balance sheet 19:48 — Digital Money: zero-volatility, fiat-pegged, yield-bearing bitcoin-backed assets 22:32 — Stress testing $STRC through deeper Bitcoin drawdowns 25:51 — $STRC vs. Bitcoin in the bear market: stripping ~90% of Bitcoin’s downside volatility 27:04 — Transparent Digital Credit: modeling risk from Bitcoin price and volatility every 15 seconds 30:34 — The builder roadmap: “If you want to make money, make the money” 32:27 — $STRC, $SATA, and the credit layer behind bitcoin-backed Digital Money 36:20 — Wrapping Digital Money as accounts, funds, public products, or tokens 41:27 — Creating Digital Credit on Digital Capital, then Digital Money on Digital Credit 43:00 — 2026 headwinds: geopolitics, the Fed, AI capital rotation, and digital asset regulation 44:54 — Potential catalysts: $STRC returning to par, Digital Credit reaccelerating, and capital flowing back to Digital Capital 46:01 — Why current market conditions may be a strong entry point for Digital Money builders

I joined Laura K. Inamedinova at the Xapo Bank Conference in London on July 1 for a fireside chat on Bitcoin as Digital Capital, the emergence of Digital Credit, and the path to Bitcoin-backed Digital Money. Fix the money, fix the world. $BTC 00:42 — Bitcoin below $60K and the mission: “Fix the money, fix the world” 01:27 — Bitcoin as the dominant Digital Capital network and the next great digital transformation 02:55 — Bitcoin Dominance approaching 69–70% and why “the flippening” debate is over 04:21 — The next layers: Digital Credit and Digital Money built on Bitcoin 06:56 — Strategy as an institutional gateway: attracting $64–65B into Bitcoin across equity, derivatives, credit, and money markets 12:28 — $STRC: bitcoin-backed preferred equity designed to create asset-backed Digital Credit 15:33 — The $STRC breakthrough: potential tax-deferred credit dividends backed by unrealized Bitcoin gains 18:18 — Digital Credit on Digital Capital: the killer app of a $50B bitcoin-backed balance sheet 19:48 — Digital Money: zero-volatility, fiat-pegged, yield-bearing bitcoin-backed assets 22:32 — Stress testing $STRC through deeper Bitcoin drawdowns 25:51 — $STRC vs. Bitcoin in the bear market: stripping ~90% of Bitcoin’s downside volatility 27:04 — Transparent Digital Credit: modeling risk from Bitcoin price and volatility every 15 seconds 30:34 — The builder roadmap: “If you want to make money, make the money” 32:27 — $STRC, $SATA, and the credit layer behind bitcoin-backed Digital Money 36:20 — Wrapping Digital Money as accounts, funds, public products, or tokens 41:27 — Creating Digital Credit on Digital Capital, then Digital Money on Digital Credit 43:00 — 2026 headwinds: geopolitics, the Fed, AI capital rotation, and digital asset regulation 44:54 — Potential catalysts: $STRC returning to par, Digital Credit reaccelerating, and capital flowing back to Digital Capital 46:01 — Why current market conditions may be a strong entry point for Digital Money builders

Michael Saylor

465,636 次观看 • 1 个月前

📺 The Bitcoin For Corporations Show Episode 8 now live — hosted by Pierre Rochard Phong Le, CEO of Strategy, shares how MSTR became the world’s first Bitcoin-native public company—and why it’s more than just a software stock. From capital markets to balance sheet strategy, Phong lays out the new rules of valuation in the #Bitcoin era. 00:00 – Intro: How to Value a Bitcoin Treasury Company 01:28 – Phong Le on Strategy’s Bitcoin Thesis 04:45 – Why MSTR Isn’t Just a Tech Stock Anymore 08:12 – The Role of FASB Accounting in Bitcoin Adoption 11:39 – Capital Markets: Equity, Debt & Bitcoin 15:20 – Convertible Bonds & Leveraged Bitcoin Exposure 19:05 – What Investors Miss When Valuing MSTR 23:34 – How Institutions View Bitcoin 27:48 – Risks, Volatility, and Shareholder Expectations 32:15 – Bitcoin’s Role in Long-Term Corporate Strategy 36:20 – Advice for Other Bitcoin Treasury Companies 39:12 – Building a Bitcoin-Backed Capital Market 43:10 – Addressing Bitcoin Volatility 46:00 – Why STRF Is Gaining Market Traction 48:30 – Final Thoughts from Phong Le

📺 The Bitcoin For Corporations Show Episode 8 now live — hosted by Pierre Rochard Phong Le, CEO of Strategy, shares how MSTR became the world’s first Bitcoin-native public company—and why it’s more than just a software stock. From capital markets to balance sheet strategy, Phong lays out the new rules of valuation in the #Bitcoin era. 00:00 – Intro: How to Value a Bitcoin Treasury Company 01:28 – Phong Le on Strategy’s Bitcoin Thesis 04:45 – Why MSTR Isn’t Just a Tech Stock Anymore 08:12 – The Role of FASB Accounting in Bitcoin Adoption 11:39 – Capital Markets: Equity, Debt & Bitcoin 15:20 – Convertible Bonds & Leveraged Bitcoin Exposure 19:05 – What Investors Miss When Valuing MSTR 23:34 – How Institutions View Bitcoin 27:48 – Risks, Volatility, and Shareholder Expectations 32:15 – Bitcoin’s Role in Long-Term Corporate Strategy 36:20 – Advice for Other Bitcoin Treasury Companies 39:12 – Building a Bitcoin-Backed Capital Market 43:10 – Addressing Bitcoin Volatility 46:00 – Why STRF Is Gaining Market Traction 48:30 – Final Thoughts from Phong Le

Bitcoin For Corporations

237,146 次观看 • 1 年前

📺 The Bitcoin For Corporations Show Episode 19 is now live — hosted by Pierre Rochard Strategy Q3 Earnings Call Recap in conversation with Spencer Nichols. On the "BTC refinery" model, MSTR's new B- credit rating, and the future of BTC-backed credit spreads. 00:00 – Saylor's “Monster” Idea 02:01 – Q3 Highlights: Dividend Hike, Market Reactions & Marketing Strategy 06:44 – The Digital Credit Vision 14:00 – Conservation of Volatility: Investor Education & Preferred Share Mechanics 21:10 – S&P’s First Bitcoin Treasury Rating: What a B– Really Means 30:03 – Converts vs. Preferreds: Rethinking Leverage & Sequence of Returns 36:43 – Creating a (M)on(ST)e(R) 56:47 – Closing Thoughts: Share Buybacks, Strategy Risks

📺 The Bitcoin For Corporations Show Episode 19 is now live — hosted by Pierre Rochard Strategy Q3 Earnings Call Recap in conversation with Spencer Nichols. On the "BTC refinery" model, MSTR's new B- credit rating, and the future of BTC-backed credit spreads. 00:00 – Saylor's “Monster” Idea 02:01 – Q3 Highlights: Dividend Hike, Market Reactions & Marketing Strategy 06:44 – The Digital Credit Vision 14:00 – Conservation of Volatility: Investor Education & Preferred Share Mechanics 21:10 – S&P’s First Bitcoin Treasury Rating: What a B– Really Means 30:03 – Converts vs. Preferreds: Rethinking Leverage & Sequence of Returns 36:43 – Creating a (M)on(ST)e(R) 56:47 – Closing Thoughts: Share Buybacks, Strategy Risks

Bitcoin For Corporations

38,299 次观看 • 10 个月前

Welcome back to The Bitcoin Treasuries Podcast. Today's guest is Chase Furey. We discuss how Chase views Digital Credit, Morgan Stanley's Bitcoin ETF, Bitcoin, AI and Energy, what's left for Bitcoin adoption, STRC and SATA in a bull market, the Bitcoin Treasuries ecosystem, and much more. Here's my conversation with Chase. 0:00 - Intro 0:13 - How Chase views Digital Credit 1:45 - Bitcoin, AI, & Energy 3:11 - Morgan Stanley’s Bitcoin ETF 6:24 - Can anyone catch up to Strategy and Saylor? 9:43 - What’s left for Bitcoin adoption? 11:44 - STRC and SATA in a bull market 14:21 - AI’s intersection with Bitcoin & MSTR over the next decade 17:21 - The Bitcoin Treasuries ecosystem

Welcome back to The Bitcoin Treasuries Podcast. Today's guest is Chase Furey. We discuss how Chase views Digital Credit, Morgan Stanley's Bitcoin ETF, Bitcoin, AI and Energy, what's left for Bitcoin adoption, STRC and SATA in a bull market, the Bitcoin Treasuries ecosystem, and much more. Here's my conversation with Chase. 0:00 - Intro 0:13 - How Chase views Digital Credit 1:45 - Bitcoin, AI, & Energy 3:11 - Morgan Stanley’s Bitcoin ETF 6:24 - Can anyone catch up to Strategy and Saylor? 9:43 - What’s left for Bitcoin adoption? 11:44 - STRC and SATA in a bull market 14:21 - AI’s intersection with Bitcoin & MSTR over the next decade 17:21 - The Bitcoin Treasuries ecosystem

Tim Kotzman

19,297 次观看 • 4 个月前

A discussion between Bob Dewey, Phong Le, and me on why Bitcoin Treasury Companies exist, what the first real stress test for Digital Credit taught us, and the opportunity ahead for Bitcoin-backed financial innovation. TIMESTAMPS 0:04 - Why Bitcoin Treasury Companies Exist 7:22 - Financial Engineering Vs. Financial Innovation 14:24 - What Makes Bitcoin Treasury Companies Durable 18:42 - Does Bitcoin Need Treasury Companies? 22:20 - Addressing Bitcoin Treasury Company Criticism 26:46 - Growing Demand For Bitcoin-Backed Products 30:11 - What Has Surprised The CEOs Most 36:06 - The Evolution Of Digital Credit Products 45:10 - Lessons From The First Market Stress Test 53:10 - Bitcoin Market Depth And Liquidity 55:21 - Why Selling Bitcoin Is Not A Contradiction 1:03:37 - The Future Of Bitcoin Treasury Companies $MSTR $ASST $STRC $SATA $BTC

A discussion between Bob Dewey, Phong Le, and me on why Bitcoin Treasury Companies exist, what the first real stress test for Digital Credit taught us, and the opportunity ahead for Bitcoin-backed financial innovation. TIMESTAMPS 0:04 - Why Bitcoin Treasury Companies Exist 7:22 - Financial Engineering Vs. Financial Innovation 14:24 - What Makes Bitcoin Treasury Companies Durable 18:42 - Does Bitcoin Need Treasury Companies? 22:20 - Addressing Bitcoin Treasury Company Criticism 26:46 - Growing Demand For Bitcoin-Backed Products 30:11 - What Has Surprised The CEOs Most 36:06 - The Evolution Of Digital Credit Products 45:10 - Lessons From The First Market Stress Test 53:10 - Bitcoin Market Depth And Liquidity 55:21 - Why Selling Bitcoin Is Not A Contradiction 1:03:37 - The Future Of Bitcoin Treasury Companies $MSTR $ASST $STRC $SATA $BTC

Matt Cole

103,897 次观看 • 1 个月前

JUST IN: Michael Saylor sits down with CoinDesk's James Van Straten to discuss being the world’s largest Bitcoin buyer with $62B purchased and describe the convergence of TradFi and DeFi via their digital credit product Stretch (STRC), which has rapidly grown and helps fund Bitcoin accumulation. Here is the full conversation: 00:00 Biggest Bitcoin Buyer 00:12 Consensus Miami Buzz 01:12 Earnings Call Breakdown 03:01 Retiring Convertible Bonds 05:07 Yield First Decisions 08:25 Funding Dividends Options 09:29 Selling Bitcoin Impact 11:40 Buying the Top Critique 15:40 Transparency Not Trading 18:32 Tax Loss Harvesting Choices 22:15 Balancing Equity Credit BTC 25:55 Bear Market Stretch Engine 27:25 Europe Stream Lessons 30:46 UK Regulation Arbitrage 33:34 Stretch Dividends Timing 35:08 Macro Panic Explained 36:08 Monthly Issuance Whiplash 38:20 Why Stretch Trades Near Par 40:21 Growth Over Lower Rates 45:15 Sharpe Ratio Vision 46:44 Liquidity Drives Adoption 50:21 Credit Rating Not Required 54:44 DeFi Yield Coin Boom 55:59 Leverage Risk And Stress Tests 59:46 Perpetual Design Anti Bank Run 01:02:23 Let Traders Provide Liquidity 01:06:23 Institutional Views And Catalysts 01:11:50 Lindy Effect And Closing Thoughts

JUST IN: Michael Saylor sits down with CoinDesk's James Van Straten to discuss being the world’s largest Bitcoin buyer with $62B purchased and describe the convergence of TradFi and DeFi via their digital credit product Stretch (STRC), which has rapidly grown and helps fund Bitcoin accumulation. Here is the full conversation: 00:00 Biggest Bitcoin Buyer 00:12 Consensus Miami Buzz 01:12 Earnings Call Breakdown 03:01 Retiring Convertible Bonds 05:07 Yield First Decisions 08:25 Funding Dividends Options 09:29 Selling Bitcoin Impact 11:40 Buying the Top Critique 15:40 Transparency Not Trading 18:32 Tax Loss Harvesting Choices 22:15 Balancing Equity Credit BTC 25:55 Bear Market Stretch Engine 27:25 Europe Stream Lessons 30:46 UK Regulation Arbitrage 33:34 Stretch Dividends Timing 35:08 Macro Panic Explained 36:08 Monthly Issuance Whiplash 38:20 Why Stretch Trades Near Par 40:21 Growth Over Lower Rates 45:15 Sharpe Ratio Vision 46:44 Liquidity Drives Adoption 50:21 Credit Rating Not Required 54:44 DeFi Yield Coin Boom 55:59 Leverage Risk And Stress Tests 59:46 Perpetual Design Anti Bank Run 01:02:23 Let Traders Provide Liquidity 01:06:23 Institutional Views And Catalysts 01:11:50 Lindy Effect And Closing Thoughts

CoinDesk

435,199 次观看 • 3 个月前

LIVE NOW - Michael Salor’s Master Plan: "Fix the Money, Fix the World." Bitcoin to $21M. Strategy as a digital credit machine. An “8% bank account” for a billion people. Michael Michael Saylor joins Bankless for the first time to unpack: - Bitcoin becomes digital capital - Strategy’s Bitcoin credit machine - Quantum without panic - A new view on Ethereum - The “fix the money” thesis Enjoy the episode! -------------- TIMESTAMPS 0:00 Intro 1:00 Michael Saylor’s $21M Bitcoin thesis 4:33 What has to go right for Bitcoin to get there 11:00 Has Bitcoin adoption stalled out? 13:20 Why STRC became Strategy’s breakout product 18:05 The pitch behind a Bitcoin-backed money market 21:13 How STRC is engineered to stay stable 27:31 Where the 11.5% yield comes from 36:35 Is Strategy taking too much risk? 46:50 Does Strategy ever stop buying Bitcoin? 58:48 Quantum, panic, and the Bitcoin response 1:16:18 Michael Saylor on Ethereum today 1:25:46 “Fix the money, fix the world” 1:38:39 The crypto reactor and Strategy’s endgame

LIVE NOW - Michael Salor’s Master Plan: "Fix the Money, Fix the World." Bitcoin to $21M. Strategy as a digital credit machine. An “8% bank account” for a billion people. Michael Michael Saylor joins Bankless for the first time to unpack: - Bitcoin becomes digital capital - Strategy’s Bitcoin credit machine - Quantum without panic - A new view on Ethereum - The “fix the money” thesis Enjoy the episode! -------------- TIMESTAMPS 0:00 Intro 1:00 Michael Saylor’s $21M Bitcoin thesis 4:33 What has to go right for Bitcoin to get there 11:00 Has Bitcoin adoption stalled out? 13:20 Why STRC became Strategy’s breakout product 18:05 The pitch behind a Bitcoin-backed money market 21:13 How STRC is engineered to stay stable 27:31 Where the 11.5% yield comes from 36:35 Is Strategy taking too much risk? 46:50 Does Strategy ever stop buying Bitcoin? 58:48 Quantum, panic, and the Bitcoin response 1:16:18 Michael Saylor on Ethereum today 1:25:46 “Fix the money, fix the world” 1:38:39 The crypto reactor and Strategy’s endgame

Bankless

518,352 次观看 • 4 个月前

My Bitcoin Treasury & $MSTR Playbook discussion with Joe Burnett, MSBA. 0:00 - Intro 0:31 - Harvard to Strategy: CJ’s bitcoin treasury role 2:24 - The most important KPI for bitcoin treasury companies 5:14 - Why outperforming bitcoin is the ultimate benchmark 6:59 - Short-term price dislocations vs long-term performance 9:24 - Saylor’s forever time horizon 11:00 - Why volatility and volume matter for capital markets strategy 13:08 - The ideal bitcoin strategy for emerging treasury companies 16:04 - Why preferred equity is replacing convertible notes 19:03 - How Strategy designs its preferred equity products 21:02 - Should other companies copy Strategy’s preferred equity playbook? 23:17 - How leverage supports accretive dilution 26:58 - Who’s buying Strategy’s preferred equity products? 30:28 - The “iPhone moment” for bitcoin-backed securities 33:22 - How Strategy manages price stability for preferred equity 35:57 - Could stablecoin issuers adopt bitcoin-backed preferred equity? 38:03 - Credit amplification vs “speculative attack” 40:41 - Harvard’s $100M bitcoin buy 44:19 - Bitcoin’s terminal growth rate and the S&P 500 47:07 - Why bitcoin treasury companies trade at a NAV premium 49:18 - Strategy’s new mNAV issuance guidance 53:39 - The digital transformation of investor relations 56:17 - Why bitcoin is now Wall Street’s biggest fee generator 58:51 - Closing thoughts and where to find CJ

My Bitcoin Treasury & $MSTR Playbook discussion with Joe Burnett, MSBA. 0:00 - Intro 0:31 - Harvard to Strategy: CJ’s bitcoin treasury role 2:24 - The most important KPI for bitcoin treasury companies 5:14 - Why outperforming bitcoin is the ultimate benchmark 6:59 - Short-term price dislocations vs long-term performance 9:24 - Saylor’s forever time horizon 11:00 - Why volatility and volume matter for capital markets strategy 13:08 - The ideal bitcoin strategy for emerging treasury companies 16:04 - Why preferred equity is replacing convertible notes 19:03 - How Strategy designs its preferred equity products 21:02 - Should other companies copy Strategy’s preferred equity playbook? 23:17 - How leverage supports accretive dilution 26:58 - Who’s buying Strategy’s preferred equity products? 30:28 - The “iPhone moment” for bitcoin-backed securities 33:22 - How Strategy manages price stability for preferred equity 35:57 - Could stablecoin issuers adopt bitcoin-backed preferred equity? 38:03 - Credit amplification vs “speculative attack” 40:41 - Harvard’s $100M bitcoin buy 44:19 - Bitcoin’s terminal growth rate and the S&P 500 47:07 - Why bitcoin treasury companies trade at a NAV premium 49:18 - Strategy’s new mNAV issuance guidance 53:39 - The digital transformation of investor relations 56:17 - Why bitcoin is now Wall Street’s biggest fee generator 58:51 - Closing thoughts and where to find CJ

Chaitanya Jain

190,673 次观看 • 1 年前

Michael Saylor may have just revealed the future of Bitcoin treasury companies… and Strive is already building it. In this conversation with Strive's Chief Strategy Officer Avik Roy, we break down: • Why Strategy’s latest earnings call changed the game • The rise of digital credit ($STRC, $SATA & beyond) • Why some Bitcoin treasury firms failed • Why selling Bitcoin can actually be bullish • The next phase of institutional $BTC adoption One of the most insightful discussions we’ve had on Bitcoin treasury strategy. 00:00 Avik Roy’s Bitcoin Origin Story 14:26 What Avik Actually Does at Strive 17:39 Why Strive Wants to Become a PURE Bitcoin Company 20:19 Will Bitcoin Treasury Companies Start Consolidating? 27:14 Europe vs US Bitcoin Treasury Markets 29:00 Michael Saylor’s BIGGEST Earnings Call Hint 30:25 Why STRC Is Dominating the Market 33:22 The Most Shocking Part of Strategy’s Earnings Call 37:32 “Bitcoin Is Fungible… But Not for Taxes” 41:19 The Credit Rating Catalyst That Could Change Everything 44:18 Why Some Smaller Bitcoin Treasury Companies Failed 48:19 Will SATA & STRC Keep Paying Huge Yields? 52:35 Which Bitcoin Treasury Company Is Next? 56:44 “Bitcoin Treasuries Are Like Private Equity in the 1980s” 01:01:18 Macro Outlook: Bitcoin, Inflation & The Fed 01:05:08 Final Thoughts & Where to Follow Avik Roy Full episode 👇

Michael Saylor may have just revealed the future of Bitcoin treasury companies… and Strive is already building it. In this conversation with Strive's Chief Strategy Officer Avik Roy, we break down: • Why Strategy’s latest earnings call changed the game • The rise of digital credit ($STRC, $SATA & beyond) • Why some Bitcoin treasury firms failed • Why selling Bitcoin can actually be bullish • The next phase of institutional $BTC adoption One of the most insightful discussions we’ve had on Bitcoin treasury strategy. 00:00 Avik Roy’s Bitcoin Origin Story 14:26 What Avik Actually Does at Strive 17:39 Why Strive Wants to Become a PURE Bitcoin Company 20:19 Will Bitcoin Treasury Companies Start Consolidating? 27:14 Europe vs US Bitcoin Treasury Markets 29:00 Michael Saylor’s BIGGEST Earnings Call Hint 30:25 Why STRC Is Dominating the Market 33:22 The Most Shocking Part of Strategy’s Earnings Call 37:32 “Bitcoin Is Fungible… But Not for Taxes” 41:19 The Credit Rating Catalyst That Could Change Everything 44:18 Why Some Smaller Bitcoin Treasury Companies Failed 48:19 Will SATA & STRC Keep Paying Huge Yields? 52:35 Which Bitcoin Treasury Company Is Next? 56:44 “Bitcoin Treasuries Are Like Private Equity in the 1980s” 01:01:18 Macro Outlook: Bitcoin, Inflation & The Fed 01:05:08 Final Thoughts & Where to Follow Avik Roy Full episode 👇

One Chair

26,877 次观看 • 3 个月前