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How does Strategy navigate a challenging Bitcoin market, return $STRC to par, and continue compounding Bitcoin per share? In our Q2 earnings call, we laid out the strategy, reviewed our financial position and capital-management framework, and answered questions from equity analysts and industry experts. Prepared Remarks 00:00:00 - Welcome...

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Michael Saylor

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296,617 görüntüleme • 2 gün önce •via X (Twitter)

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I joined Katie Greifeld and Romaine Bostick on Bloomberg today to discuss Strategy’s evolution into a Digital Capital platform, our $3B cash reserve, $STRC, balance sheet resilience, and our long-term commitment to Bitcoin. 01:17 - Strategy’s evolution from Bitcoin Treasury Company to full Digital Capital platform 01:25 - Over 840,000 BTC, $10.5B of $STRC, and Strategy’s responsibilities 01:45 - Why Strategy built a $3B cash reserve after listening to preferred shareholders 02:30 - The path for $STRC: build USD reserves, return $STRC to par, issue more $STRC, and buy $BTC 04:22 - $MSTR’s goal: outperform Bitcoin over time while managing volatility through bull and bear markets 05:41 - Balance sheet resilience and why debt risk is low 06:50 - Strategy’s long-term Bitcoin commitment: “We’re not going anywhere” 07:04 - Bitcoin is bigger than Strategy: 4% ownership, $30–40B of daily volume, and bitcoin sales that did not move the market 08:46 - Software, AI, Bitcoin, and the maturity of a 25-year public company operating inside digital finance
9:08

I joined Katie Greifeld and Romaine Bostick on Bloomberg today to discuss Strategy’s evolution into a Digital Capital platform, our $3B cash reserve, $STRC, balance sheet resilience, and our long-term commitment to Bitcoin. 01:17 - Strategy’s evolution from Bitcoin Treasury Company to full Digital Capital platform 01:25 - Over 840,000 BTC, $10.5B of $STRC, and Strategy’s responsibilities 01:45 - Why Strategy built a $3B cash reserve after listening to preferred shareholders 02:30 - The path for $STRC: build USD reserves, return $STRC to par, issue more $STRC, and buy $BTC 04:22 - $MSTR’s goal: outperform Bitcoin over time while managing volatility through bull and bear markets 05:41 - Balance sheet resilience and why debt risk is low 06:50 - Strategy’s long-term Bitcoin commitment: “We’re not going anywhere” 07:04 - Bitcoin is bigger than Strategy: 4% ownership, $30–40B of daily volume, and bitcoin sales that did not move the market 08:46 - Software, AI, Bitcoin, and the maturity of a 25-year public company operating inside digital finance

Phong Le

483,795 görüntüleme • 18 gün önce

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
46:49

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

461,962 görüntüleme • 24 gün önce

Bitcoin has already won as Digital Capital. The next wave is Digital Credit, Digital Money, Digital Yield, and Bitcoin-backed capital markets — products that can bring trillions of dollars of traditional credit and money market capital onto Bitcoin. My interview with Cointelegraph at BTC Prague. 00:57 — Bitcoin in a drawdown: five major pullbacks in six years, stronger fundamentals, and rising dominance 02:23 — Digital Credit: from zero to an $11B+ asset class in 12 months 03:35 — Digital Money: bitcoin-backed yieldcoins and the path from 40 vol to 0 vol 04:31 — The opportunity for 8% yield in dollars, euros, yen, pounds, and francs 06:02 — $300T of credit, $30–50T of money markets, and the $10T opportunity for Bitcoin 07:19 — Why Bitcoin is winning economically, technically, and ethically 08:26 — Quantum computing, FUD, and why bear markets amplify Bitcoin debates 10:37 — AI capital rotation, Bitcoin’s current drawdown, and the path to recovery 11:36 — Six years of Strategy: why I would have moved faster into Digital Credit 12:22 — The ideal Bitcoin Treasury Company: common equity plus STRC-style Digital Credit 14:35 — The 32 BTC sale, the $100M bitcoin buyback, and why capital must back credit 17:02 — Defending the equity, credit, and bitcoin-backed capital structure 19:03 — The tradeoff: buy 200,000 BTC and sell 10,000 BTC — or buy and sell zero 20:15 — “Never sell,” Twitter trolls, and Strategy’s fiduciary obligations 22:06 — Bitcoin per share, long-term accretion, and accumulating through bull and bear markets 22:34 — $21B of equity raised in 16 weeks and ~$10B of bitcoin acquired this year 24:18 — The Strategic Bitcoin Reserve, US leadership, and supportive regulation 27:18 — Digital Credit, bank credit, and Digital Money bringing trillions onto Bitcoin 28:01 — Why Bitcoin can grow organically without central bank support
28:48

Bitcoin has already won as Digital Capital. The next wave is Digital Credit, Digital Money, Digital Yield, and Bitcoin-backed capital markets — products that can bring trillions of dollars of traditional credit and money market capital onto Bitcoin. My interview with Cointelegraph at BTC Prague. 00:57 — Bitcoin in a drawdown: five major pullbacks in six years, stronger fundamentals, and rising dominance 02:23 — Digital Credit: from zero to an $11B+ asset class in 12 months 03:35 — Digital Money: bitcoin-backed yieldcoins and the path from 40 vol to 0 vol 04:31 — The opportunity for 8% yield in dollars, euros, yen, pounds, and francs 06:02 — $300T of credit, $30–50T of money markets, and the $10T opportunity for Bitcoin 07:19 — Why Bitcoin is winning economically, technically, and ethically 08:26 — Quantum computing, FUD, and why bear markets amplify Bitcoin debates 10:37 — AI capital rotation, Bitcoin’s current drawdown, and the path to recovery 11:36 — Six years of Strategy: why I would have moved faster into Digital Credit 12:22 — The ideal Bitcoin Treasury Company: common equity plus STRC-style Digital Credit 14:35 — The 32 BTC sale, the $100M bitcoin buyback, and why capital must back credit 17:02 — Defending the equity, credit, and bitcoin-backed capital structure 19:03 — The tradeoff: buy 200,000 BTC and sell 10,000 BTC — or buy and sell zero 20:15 — “Never sell,” Twitter trolls, and Strategy’s fiduciary obligations 22:06 — Bitcoin per share, long-term accretion, and accumulating through bull and bear markets 22:34 — $21B of equity raised in 16 weeks and ~$10B of bitcoin acquired this year 24:18 — The Strategic Bitcoin Reserve, US leadership, and supportive regulation 27:18 — Digital Credit, bank credit, and Digital Money bringing trillions onto Bitcoin 28:01 — Why Bitcoin can grow organically without central bank support

Michael Saylor

261,361 görüntüleme • 1 ay önce

📺 The Bitcoin For Corporations Show Episode 25 now live — hosted by Pierre Rochard Spencer Nichols (Spencer Nichols) and Pierre break down Strategy’s latest earnings call and explain why its #Bitcoin-backed digital credit products may redefine corporate finance. 00:00 – Why Strategy’s Digital Credit Is the Real Product 05:00 – Bear-Market Stress Testing Without Margin Calls 10:00 – Bank Credit vs Non-Bank Credit Explained 15:00 – Bitcoin-Backed Lending and Institutional Demand 20:00 – STRC vs Bitcoin: Volatility and Yield 25:00 – Who These Products Are Actually For 30:00 – Ideology vs Adoption in Bitcoin Finance 35:00 – Strategy’s Plan to Increase Bitcoin Per Share 40:00 – Rates, Liquidity, and the AI Macro Backdrop 45:00 – Quantum Risk, Consensus, and “Don’t Panic” 50:00 – Security, Governance, and Bitcoin’s Upgrade Path 55:00 – What This Means for Bitcoin’s Financial Future 01:00:00 – Final Thoughts on Credit, Volatility, and Adoption
1:15:35

📺 The Bitcoin For Corporations Show Episode 25 now live — hosted by Pierre Rochard Spencer Nichols (Spencer Nichols) and Pierre break down Strategy’s latest earnings call and explain why its #Bitcoin-backed digital credit products may redefine corporate finance. 00:00 – Why Strategy’s Digital Credit Is the Real Product 05:00 – Bear-Market Stress Testing Without Margin Calls 10:00 – Bank Credit vs Non-Bank Credit Explained 15:00 – Bitcoin-Backed Lending and Institutional Demand 20:00 – STRC vs Bitcoin: Volatility and Yield 25:00 – Who These Products Are Actually For 30:00 – Ideology vs Adoption in Bitcoin Finance 35:00 – Strategy’s Plan to Increase Bitcoin Per Share 40:00 – Rates, Liquidity, and the AI Macro Backdrop 45:00 – Quantum Risk, Consensus, and “Don’t Panic” 50:00 – Security, Governance, and Bitcoin’s Upgrade Path 55:00 – What This Means for Bitcoin’s Financial Future 01:00:00 – Final Thoughts on Credit, Volatility, and Adoption

Bitcoin For Corporations

17,702 görüntüleme • 5 ay önce

The hardest thing in business is not seeing the future. It is surviving long enough to build it. My fireside chat with Julian Liniger at BTC Prague on focus, endurance, corporate transformation, and how entrepreneurs can use Bitcoin, AI, and digital finance to create the next generation of products. Full interview below. 00:00 - Bitcoin as the dominant global Digital Capital network: 17 years, hundreds of billions invested, and a potential $100T opportunity 00:51 - Bitcoin near the 200-week moving average: why $BTC is more compelling after a 50% drawdown 01:52 - Strategy’s scale and the media narrative: from ~$600M enterprise value to as high as ~$120B 10:29 - Bitcoin fundamentals: economic empowerment, sovereign property rights, and the dominant digital monetary network 12:16 - Why there is no second best: Bitcoin as Digital Capital, Digital Money, and a potential $100T network 16:09 - Entrepreneur advice: build a simple product using new technology to solve a real problem 20:30 - Focus, endurance, and the danger of dilutive distractions 32:25 - What I would build today: AI plus Digital Assets, especially Digital Money and Digital Yield 33:27 - Digital Credit: taking a 40 vol asset, stripping it to ~4 vol, and creating new yield products 34:57 - Digital Money: 6–8% yield in major currencies with no volatility 38:05 - $STRC, $SATA, and the next layer of bitcoin-backed financial products 48:52 - Q&A: why Strategy sold 32 BTC and why bitcoin-backed capital must support credit and equity 59:29 - Q&A: Strategy as a shock absorber: selling 32 BTC while buying net ~250,000 BTC during the bear market 01:02:39 - Why public companies protect Bitcoin through accounting, tax, legal, political, and economic advocacy 01:07:58 - Strategy as the extension of the Bitcoin network into the free market system
1:09:33

The hardest thing in business is not seeing the future. It is surviving long enough to build it. My fireside chat with Julian Liniger at BTC Prague on focus, endurance, corporate transformation, and how entrepreneurs can use Bitcoin, AI, and digital finance to create the next generation of products. Full interview below. 00:00 - Bitcoin as the dominant global Digital Capital network: 17 years, hundreds of billions invested, and a potential $100T opportunity 00:51 - Bitcoin near the 200-week moving average: why $BTC is more compelling after a 50% drawdown 01:52 - Strategy’s scale and the media narrative: from ~$600M enterprise value to as high as ~$120B 10:29 - Bitcoin fundamentals: economic empowerment, sovereign property rights, and the dominant digital monetary network 12:16 - Why there is no second best: Bitcoin as Digital Capital, Digital Money, and a potential $100T network 16:09 - Entrepreneur advice: build a simple product using new technology to solve a real problem 20:30 - Focus, endurance, and the danger of dilutive distractions 32:25 - What I would build today: AI plus Digital Assets, especially Digital Money and Digital Yield 33:27 - Digital Credit: taking a 40 vol asset, stripping it to ~4 vol, and creating new yield products 34:57 - Digital Money: 6–8% yield in major currencies with no volatility 38:05 - $STRC, $SATA, and the next layer of bitcoin-backed financial products 48:52 - Q&A: why Strategy sold 32 BTC and why bitcoin-backed capital must support credit and equity 59:29 - Q&A: Strategy as a shock absorber: selling 32 BTC while buying net ~250,000 BTC during the bear market 01:02:39 - Why public companies protect Bitcoin through accounting, tax, legal, political, and economic advocacy 01:07:58 - Strategy as the extension of the Bitcoin network into the free market system

Michael Saylor

334,549 görüntüleme • 1 ay önce

📹 WATCH: Michael Saylor delivers his keynote speech on Digital Credit at Strategy World 2026. He unpacks #Bitcoin as Digital Capital, explains how variable preferred equity (STRC) unlocks long-duration, tax-efficient yield with principal protection, and outlines a future where ETFs, tokens, and bank accounts are built on programmable Digital Credit. 0:00 – Making Money Digitally 1:00 – Bitcoin as Digital Capital 2:40 – Digital Credit & STRC 4:00 – Capital to Credit Breakthrough 5:26 – From Leverage to Variable Preferred 8:14 – Limits of Traditional Debt 11:30 – Equity Upside, Credit Safety 13:05 – Pricing BTC Risk 15:31 – STRF Through a 45% Drawdown 21:26 – Tax Yield & Treasury Strategy 27:51 – Programmable Digital Credit 37:47 – The Credit–Bitcoin Flywheel 44:12 – The $50T Opportunity
50:31

📹 WATCH: Michael Saylor delivers his keynote speech on Digital Credit at Strategy World 2026. He unpacks #Bitcoin as Digital Capital, explains how variable preferred equity (STRC) unlocks long-duration, tax-efficient yield with principal protection, and outlines a future where ETFs, tokens, and bank accounts are built on programmable Digital Credit. 0:00 – Making Money Digitally 1:00 – Bitcoin as Digital Capital 2:40 – Digital Credit & STRC 4:00 – Capital to Credit Breakthrough 5:26 – From Leverage to Variable Preferred 8:14 – Limits of Traditional Debt 11:30 – Equity Upside, Credit Safety 13:05 – Pricing BTC Risk 15:31 – STRF Through a 45% Drawdown 21:26 – Tax Yield & Treasury Strategy 27:51 – Programmable Digital Credit 37:47 – The Credit–Bitcoin Flywheel 44:12 – The $50T Opportunity

Bitcoin For Corporations

567,518 görüntüleme • 5 ay önce

My latest thoughts on $BTC, $STRC, and $MSTR with 邦妮區塊鏈 Bonnie Blockchain and David Lin at Consensus 2026. 0:00 - Strategy’s Bitcoin sale controversy 0:36 - Why Strategy may sell Bitcoin 3:12 - “Never sell your Bitcoin” explained 4:40 - How Strategy buys more Bitcoin than it sells 6:33 - Michael Saylor’s Bitcoin accumulation philosophy 8:04 - Using Bitcoin liquidity and market arbitrage 11:14 - Responding to Ponzi scheme criticism 13:32 - STRC trading patterns and Bitcoin buying 15:05 - What really drives Bitcoin’s price 17:58 - Bitcoin, macro risks, and Fed policy 19:43 - Bitcoin as digital capital and digital credit 21:52 - Strategy’s dominance in preferred stock issuance 23:09 - AI, digital credit, and Bitcoin’s future 24:36 - Saylor’s childhood inspiration and MIT story
26:39

My latest thoughts on $BTC, $STRC, and $MSTR with 邦妮區塊鏈 Bonnie Blockchain and David Lin at Consensus 2026. 0:00 - Strategy’s Bitcoin sale controversy 0:36 - Why Strategy may sell Bitcoin 3:12 - “Never sell your Bitcoin” explained 4:40 - How Strategy buys more Bitcoin than it sells 6:33 - Michael Saylor’s Bitcoin accumulation philosophy 8:04 - Using Bitcoin liquidity and market arbitrage 11:14 - Responding to Ponzi scheme criticism 13:32 - STRC trading patterns and Bitcoin buying 15:05 - What really drives Bitcoin’s price 17:58 - Bitcoin, macro risks, and Fed policy 19:43 - Bitcoin as digital capital and digital credit 21:52 - Strategy’s dominance in preferred stock issuance 23:09 - AI, digital credit, and Bitcoin’s future 24:36 - Saylor’s childhood inspiration and MIT story

Michael Saylor

417,993 görüntüleme • 2 ay önce

Digital credit is only a year old, which makes clear explanations & institutional risk framing essential. Nate Geraci asked the tough questions on digital credit, $SATA, $ASST, the $BTC drawdown & more. My full conversation on Crypto Prime. TIMESTAMPS 00:00 Intro: Matt Cole on Strive and SATA 01:09 Strive’s shift into structured finance 02:44 ASST vs. SATA: amplified Bitcoin exposure vs. digital credit 07:28 What SATA is and how the preferred equity works 10:12 Why Strive calls SATA “digital credit” 13:32 Credit risk, Bitcoin drawdowns, and Strive’s reserves 17:46 Bitcoin return scenarios and SATA dividend sustainability 20:25 Bitcoin as collateral vs. cash-flowing assets 25:08 Does a 13% dividend mean higher risk? 29:47 How digital credit should be marketed 34:30 SATA vs. Strategy’s Stretch 36:25 Strategy, Michael Saylor, and Bitcoin’s market narrative 41:04 Why Bitcoin has drawn down 43:02 AI, IPOs, and capital flowing away from Bitcoin 43:44 OG Bitcoin holder selling pressure 47:20 What could bring Bitcoin momentum back 50:43 Closing thoughts
51:54

Digital credit is only a year old, which makes clear explanations & institutional risk framing essential. Nate Geraci asked the tough questions on digital credit, $SATA, $ASST, the $BTC drawdown & more. My full conversation on Crypto Prime. TIMESTAMPS 00:00 Intro: Matt Cole on Strive and SATA 01:09 Strive’s shift into structured finance 02:44 ASST vs. SATA: amplified Bitcoin exposure vs. digital credit 07:28 What SATA is and how the preferred equity works 10:12 Why Strive calls SATA “digital credit” 13:32 Credit risk, Bitcoin drawdowns, and Strive’s reserves 17:46 Bitcoin return scenarios and SATA dividend sustainability 20:25 Bitcoin as collateral vs. cash-flowing assets 25:08 Does a 13% dividend mean higher risk? 29:47 How digital credit should be marketed 34:30 SATA vs. Strategy’s Stretch 36:25 Strategy, Michael Saylor, and Bitcoin’s market narrative 41:04 Why Bitcoin has drawn down 43:02 AI, IPOs, and capital flowing away from Bitcoin 43:44 OG Bitcoin holder selling pressure 47:20 What could bring Bitcoin momentum back 50:43 Closing thoughts

Matt Cole

18,634 görüntüleme • 1 ay önce

"#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
21:29

"#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

Bitcoin For Corporations

97,159 görüntüleme • 3 ay önce

NEW - The Bitcoin For Corporations Show Ep. 9 w/ Pierre Rochard 🔶 Real Estate Magnate Elias Sacal//Murano: Bitcoin Obsoletes Real Estate as a Store of Value 🏠 Why the Murano (NASDAQ: MRNO) ($MRNO) CEO is pivoting to a BTC-first capital strategy 👇 00:00 – Intro 01:00 – Weekly Bitcoin treasury news & BFC member updates 02:00 – Introducing Elias Sacal of Grupo Murano 06:00 – Elias' real estate background and path to Bitcoin 09:00 – How Bitcoin unlocks financing for real estate 12:00 – Collateral dynamics: depreciation vs. appreciation 15:00 – Bitcoin vs credit cards and FX costs in property 16:30 – Saylor’s approach to perpetual capital and leverage 23:00 – Real estate’s monetization and the pivot to Bitcoin 28:00 – Why Bitcoin investment could lead to lower rents 29:20 – Explaining sale-leaseback in real estate + BTC context 33:00 – Comparing trophy assets and Bitcoin 36:00 – Internal communication and long-term BTC vision 37:30 – Bitcoin adoption across Latin America 39:00 – Bitcoin ATMs, LATAM usage, and final thoughts 🔗 YouTube: 🔗 Rumble: 🔗 Spotify:
40:22

NEW - The Bitcoin For Corporations Show Ep. 9 w/ Pierre Rochard 🔶 Real Estate Magnate Elias Sacal//Murano: Bitcoin Obsoletes Real Estate as a Store of Value 🏠 Why the Murano (NASDAQ: MRNO) ($MRNO) CEO is pivoting to a BTC-first capital strategy 👇 00:00 – Intro 01:00 – Weekly Bitcoin treasury news & BFC member updates 02:00 – Introducing Elias Sacal of Grupo Murano 06:00 – Elias' real estate background and path to Bitcoin 09:00 – How Bitcoin unlocks financing for real estate 12:00 – Collateral dynamics: depreciation vs. appreciation 15:00 – Bitcoin vs credit cards and FX costs in property 16:30 – Saylor’s approach to perpetual capital and leverage 23:00 – Real estate’s monetization and the pivot to Bitcoin 28:00 – Why Bitcoin investment could lead to lower rents 29:20 – Explaining sale-leaseback in real estate + BTC context 33:00 – Comparing trophy assets and Bitcoin 36:00 – Internal communication and long-term BTC vision 37:30 – Bitcoin adoption across Latin America 39:00 – Bitcoin ATMs, LATAM usage, and final thoughts 🔗 YouTube: 🔗 Rumble: 🔗 Spotify:

Bitcoin Magazine

288,134 görüntüleme • 1 yıl önce

Who Hijacked Bitcoin? Steve Patterson and Aaron Day on DarkHorse 00:00:00 Bitcoin: The Questions That Matter 00:03:01 Sponsor: Helix 00:05:26 The Purpose of Bitcoin 00:10:52 Digital Cash 00:18:38 The Reality of Bitcoin Transactions Today 00:27:22 Sponsor: ARMRA 00:29:46 The History of Bitcoin 00:42:14 Preempting the Bitcoin Experts 00:50:20 Bitcoin History: Two Camps Emerge 00:59:57 Bitcoin History: The Mainstream Phase 01:01:59 Bitcoin Corruption: New Information from the Epstein Files 01:04:35 Government Crackdown on Crypto 01:13:25 Is Bitcoin Really Decentralized? 01:35:16 The Connection to Howard Lutnick 01:44:41 CBDCs Should Be Top of Mind 01:45:54 The Coming Financial Collapse 01:47:13 Do We Already Have a Backdoor CBDC? 01:51:44 Tokens and The Great Taking 01:56:38 The Technocracy Movement 02:00:30 Digital Currency Naivety 02:11:32 Morality as a Constraint 02:21:43 Rights as an Irritant to Power 02:23:50 Protecting Yourself 02:25:51 Fighting Back
2:42:55

Who Hijacked Bitcoin? Steve Patterson and Aaron Day on DarkHorse 00:00:00 Bitcoin: The Questions That Matter 00:03:01 Sponsor: Helix 00:05:26 The Purpose of Bitcoin 00:10:52 Digital Cash 00:18:38 The Reality of Bitcoin Transactions Today 00:27:22 Sponsor: ARMRA 00:29:46 The History of Bitcoin 00:42:14 Preempting the Bitcoin Experts 00:50:20 Bitcoin History: Two Camps Emerge 00:59:57 Bitcoin History: The Mainstream Phase 01:01:59 Bitcoin Corruption: New Information from the Epstein Files 01:04:35 Government Crackdown on Crypto 01:13:25 Is Bitcoin Really Decentralized? 01:35:16 The Connection to Howard Lutnick 01:44:41 CBDCs Should Be Top of Mind 01:45:54 The Coming Financial Collapse 01:47:13 Do We Already Have a Backdoor CBDC? 01:51:44 Tokens and The Great Taking 01:56:38 The Technocracy Movement 02:00:30 Digital Currency Naivety 02:11:32 Morality as a Constraint 02:21:43 Rights as an Irritant to Power 02:23:50 Protecting Yourself 02:25:51 Fighting Back

The DarkHorse Podcast

88,842 görüntüleme • 4 ay önce

📺 The Bitcoin For Corporations Show Episode 18 now live — hosted by Pierre Rochard Pierre Rochard hosts Khing Oei, CEO of Treasury, to discuss how Bitcoin is evolving from “digital gold” into the capital base layer of the global economy—and its impact on global credit markets. They explore how #Bitcoin treasuries, securitized products, and Europe’s regulation are driving institutional adoption. 00:00 – Intro: Bitcoin vs. Gold 00:55 – Going Public in Amsterdam 01:23 – From Goldman to Bitcoin 03:04 – Why Bitcoin Treasuries Exist 07:45 – Scaling the Model: Balance Sheet Engineering 14:12 – Bitcoin-Backed Credit & Perpetuals 21:38 – Equity vs. Debt on a Bitcoin Standard 28:04 – Yield Dynamics & Investor Appetite 34:52 – Building the Bitcoin Ecosystem 41:10 – Corporate Treasuries & Reflexive Demand 48:03 – From Strategy to Financial Products 54:45 – Europe’s Pension & Fixed Income Shift 1:02:00 – Regulatory Arbitrage in Europe 1:04:03 – Fiscal Health, Bonds & the Bitcoin Era
1:08:33

📺 The Bitcoin For Corporations Show Episode 18 now live — hosted by Pierre Rochard Pierre Rochard hosts Khing Oei, CEO of Treasury, to discuss how Bitcoin is evolving from “digital gold” into the capital base layer of the global economy—and its impact on global credit markets. They explore how #Bitcoin treasuries, securitized products, and Europe’s regulation are driving institutional adoption. 00:00 – Intro: Bitcoin vs. Gold 00:55 – Going Public in Amsterdam 01:23 – From Goldman to Bitcoin 03:04 – Why Bitcoin Treasuries Exist 07:45 – Scaling the Model: Balance Sheet Engineering 14:12 – Bitcoin-Backed Credit & Perpetuals 21:38 – Equity vs. Debt on a Bitcoin Standard 28:04 – Yield Dynamics & Investor Appetite 34:52 – Building the Bitcoin Ecosystem 41:10 – Corporate Treasuries & Reflexive Demand 48:03 – From Strategy to Financial Products 54:45 – Europe’s Pension & Fixed Income Shift 1:02:00 – Regulatory Arbitrage in Europe 1:04:03 – Fiscal Health, Bonds & the Bitcoin Era

Bitcoin For Corporations

61,283 görüntüleme • 9 ay önce

Bitcoin Capitalism — my keynote from BTC Prague 2026. Digital Capital is the foundation for Digital Credit, Digital Money, Digital Yield, Digital Equity, and a universe of Bitcoin-backed products and services. Timestamps: 01:37 - The Four Bitcoin Ideologies and the case for Bitcoin Capitalism 03:29 - Bitcoin as Digital Capital: thousand-year capital with a half-life of infinity 06:12 - Bitcoin network snapshot and ~68% dominance 07:41 - What is money? The Austrian view, the conventional investor view, and “Bitcoin is money, everything else is credit” 09:21 - Digital Money and Digital Credit: bitcoin-backed products for fiat-facing investors 11:28 - Digital Credit: an ~$11–12B asset class that was zero 12 months ago 14:54 - Bitcoin’s opportunity: $1T of bitcoin vs. $1,000T of global capital 15:43 - The 10-dimensional model for reaching stranded capital 16:44 - 1) Asset types: commodities, equities, credit, derivatives, real estate, money, and tokens 18:07 - 2) Capital functions: store of value, appreciation, income, collateral, and payments 19:29 - 3) Custody: self-custody, banks, custodians, broker-dealers, prime brokers, and exchanges 20:34 - 4) Jurisdictions: 664,000 legal and regulatory environments for capital 22:03 - 5) Distribution networks: banks, exchanges, payment networks, and $156T controlled by wealth advisors 23:13 - 6) Account forms: retirement accounts, brokerage accounts, insurance policies, treasuries, and trusts 24:51 - 7) Risk: market, currency, duration, regulatory, credit, technical, security, theft, and counterparty risk 26:03 - 8) Liquidity: transforming $350T of illiquid capital with liquid digital assets 28:02 - 9) Investors: banks control ~$200T and need compliant bitcoin-backed products 30:09 - 10) Product characteristics: fixed rate, floating rate, leverage, callability, fees, and structure 30:45 - The 10x10 matrix for channeling global capital into Bitcoin 31:19 - How $10–20T of capital could expand Bitcoin into a $100T network, moving from $70K to $700K to $7M per bitcoin 32:10 - Bitcoin Capitalism as a Darwinian market: winners, challengers, failures, and 1,400 companies tracked by Strategy 34:53 - Existing bitcoin-backed products: Trezor, Unchained, Fidelity Investments, FOLD BITCOIN, Tando, Relai 🇨🇭, Cash App, Hodl Hodl, AnchorWatch, meanwhile | Bitcoin Life Insurance, $IBIT, $STRC, and $MSTR 40:03 - Digital Capital, Digital Credit, Digital Money, and Digital Yield competing with traditional capital markets 41:03 - Digital Money and Digital Yield: better stablecoins and higher-yield bitcoin-backed products 47:27 - 3 ways to participate: savers, investors, and innovators 49:19 - The aluminum airplane analogy: people buy the product, not the commodity underneath 52:29 - Build a ₿ridge to connect $BTC to the global capital markets 53:42 - 10,000 products, 10,000 needs, and 100,000 corporate efforts to change the world
54:36

Bitcoin Capitalism — my keynote from BTC Prague 2026. Digital Capital is the foundation for Digital Credit, Digital Money, Digital Yield, Digital Equity, and a universe of Bitcoin-backed products and services. Timestamps: 01:37 - The Four Bitcoin Ideologies and the case for Bitcoin Capitalism 03:29 - Bitcoin as Digital Capital: thousand-year capital with a half-life of infinity 06:12 - Bitcoin network snapshot and ~68% dominance 07:41 - What is money? The Austrian view, the conventional investor view, and “Bitcoin is money, everything else is credit” 09:21 - Digital Money and Digital Credit: bitcoin-backed products for fiat-facing investors 11:28 - Digital Credit: an ~$11–12B asset class that was zero 12 months ago 14:54 - Bitcoin’s opportunity: $1T of bitcoin vs. $1,000T of global capital 15:43 - The 10-dimensional model for reaching stranded capital 16:44 - 1) Asset types: commodities, equities, credit, derivatives, real estate, money, and tokens 18:07 - 2) Capital functions: store of value, appreciation, income, collateral, and payments 19:29 - 3) Custody: self-custody, banks, custodians, broker-dealers, prime brokers, and exchanges 20:34 - 4) Jurisdictions: 664,000 legal and regulatory environments for capital 22:03 - 5) Distribution networks: banks, exchanges, payment networks, and $156T controlled by wealth advisors 23:13 - 6) Account forms: retirement accounts, brokerage accounts, insurance policies, treasuries, and trusts 24:51 - 7) Risk: market, currency, duration, regulatory, credit, technical, security, theft, and counterparty risk 26:03 - 8) Liquidity: transforming $350T of illiquid capital with liquid digital assets 28:02 - 9) Investors: banks control ~$200T and need compliant bitcoin-backed products 30:09 - 10) Product characteristics: fixed rate, floating rate, leverage, callability, fees, and structure 30:45 - The 10x10 matrix for channeling global capital into Bitcoin 31:19 - How $10–20T of capital could expand Bitcoin into a $100T network, moving from $70K to $700K to $7M per bitcoin 32:10 - Bitcoin Capitalism as a Darwinian market: winners, challengers, failures, and 1,400 companies tracked by Strategy 34:53 - Existing bitcoin-backed products: Trezor, Unchained, Fidelity Investments, FOLD BITCOIN, Tando, Relai 🇨🇭, Cash App, Hodl Hodl, AnchorWatch, meanwhile | Bitcoin Life Insurance, $IBIT, $STRC, and $MSTR 40:03 - Digital Capital, Digital Credit, Digital Money, and Digital Yield competing with traditional capital markets 41:03 - Digital Money and Digital Yield: better stablecoins and higher-yield bitcoin-backed products 47:27 - 3 ways to participate: savers, investors, and innovators 49:19 - The aluminum airplane analogy: people buy the product, not the commodity underneath 52:29 - Build a ₿ridge to connect $BTC to the global capital markets 53:42 - 10,000 products, 10,000 needs, and 100,000 corporate efforts to change the world

Michael Saylor

263,339 görüntüleme • 1 ay önce

Saylor is NOT selling BTC right now! And the fake headlines are so bear market bottom vibes! It's a new Digital Credit Capital Framework authorizing up to $1.25B BTC monetization for USD reserves, $STRC dividends & buybacks. Even though fake headlines are stirring more panic, it's bullish for crypto. This turns BTC into real economic infrastructure, which enables high-yield digital credit products that attract fresh capital from institutions and yield-hungry investors. Intro 00:00 Saylor is not selling Bitcoin 1:00 BTC divergence 4:00 Crypto bull signs 4:45
9:54

Saylor is NOT selling BTC right now! And the fake headlines are so bear market bottom vibes! It's a new Digital Credit Capital Framework authorizing up to $1.25B BTC monetization for USD reserves, $STRC dividends & buybacks. Even though fake headlines are stirring more panic, it's bullish for crypto. This turns BTC into real economic infrastructure, which enables high-yield digital credit products that attract fresh capital from institutions and yield-hungry investors. Intro 00:00 Saylor is not selling Bitcoin 1:00 BTC divergence 4:00 Crypto bull signs 4:45

Dan Gambardello

32,403 görüntüleme • 1 ay önce

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 👇
1:05:54

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 görüntüleme • 2 ay önce

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
1:40:50

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

518,129 görüntüleme • 3 ay önce

📺 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
1:05:02

📺 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 görüntüleme • 1 yıl önce

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
25:54

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

123,578 görüntüleme • 3 ay önce

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
1:16:52

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

Natalie Brunell ⚡️

254,640 görüntüleme • 2 ay önce

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 👇
1:05:21

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

44,606 görüntüleme • 1 ay önce