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🔥HOW STRATEGY, METAPLANET, AND STRIVE WILL BRING US $1,000,000 BITCOIN🔥 A new financial engine is live and it’s about to pull Bitcoin into the seven-figure range. This is not a hype cycle. It’s a capital flow inevitability. In this presentation, I break down the reflexive flywheel powering Strategy, Metaplanet,...

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Adam Livingston

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19,163 views • 7 months ago •via X (Twitter)

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🔥METAPLANET PASSES 40K BITCOIN - MEGA BULLISH UPDATE🔥 Metaplanet just crossed 40,000 Bitcoin, and this video breaks down why that is such a massive deal. We go deep into Metaplanet’s latest Bitcoin buys, its increasingly aggressive capital raising strategy, BTC per share growth, Project NOVA, preferred share structure, and why this company is evolving into one of the most explosive Bitcoin treasury stories on Earth. In this video: - Metaplanet’s latest Bitcoin purchases - How they got to 40,000+ BTC - Why BTC per share matters more than raw dilution narratives -How warrants, preferreds, and capital markets fuel the strategy -What Project NOVA could mean for Japan’s Bitcoin future - Why this story could spiral into something enormous:
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🔥METAPLANET PASSES 40K BITCOIN - MEGA BULLISH UPDATE🔥 Metaplanet just crossed 40,000 Bitcoin, and this video breaks down why that is such a massive deal. We go deep into Metaplanet’s latest Bitcoin buys, its increasingly aggressive capital raising strategy, BTC per share growth, Project NOVA, preferred share structure, and why this company is evolving into one of the most explosive Bitcoin treasury stories on Earth. In this video: - Metaplanet’s latest Bitcoin purchases - How they got to 40,000+ BTC - Why BTC per share matters more than raw dilution narratives -How warrants, preferreds, and capital markets fuel the strategy -What Project NOVA could mean for Japan’s Bitcoin future - Why this story could spiral into something enormous:

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13,454 views • 5 months ago

🔥BITCOIN HITS $80K - FULL MSTR + ASST UPDATE!🔥 Bitcoin just broke through $80,000 - but the price move may be only half the story. Strive just acquired another 1,110 BTC for $81.5 million, growing its Bitcoin treasury by roughly 5.5% in a single week. Meanwhile, Strategy has built approximately $6.69 billion of dollar liquidity around its enormous 840,447 BTC reserve while repurchasing $136 million of STRC. In this video I break down the new Strive and Strategy capital stacks, CEBE changes, what every $1,000 move in Bitcoin now does to Strategy's balance sheet, the historical Bitcoin cycle setup, and why the combination of rising BTC prices and increasingly sophisticated corporate Bitcoin treasury machines could become an extraordinary capital flywheel:
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🔥BITCOIN HITS $80K - FULL MSTR + ASST UPDATE!🔥 Bitcoin just broke through $80,000 - but the price move may be only half the story. Strive just acquired another 1,110 BTC for $81.5 million, growing its Bitcoin treasury by roughly 5.5% in a single week. Meanwhile, Strategy has built approximately $6.69 billion of dollar liquidity around its enormous 840,447 BTC reserve while repurchasing $136 million of STRC. In this video I break down the new Strive and Strategy capital stacks, CEBE changes, what every $1,000 move in Bitcoin now does to Strategy's balance sheet, the historical Bitcoin cycle setup, and why the combination of rising BTC prices and increasingly sophisticated corporate Bitcoin treasury machines could become an extraordinary capital flywheel:

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🔥STRATEGY VS. METAPLANET🔥 Spoiler: This is not about loyalty. This is about who turns fiat into BTC Yield the fastest while the old world burns. This is Metaplanet vs Strategy: the most unhinged financial anime arc of all time. In this video, I dive into: 🔥 Why BTC yield is king and mNAV compression is your judgment day 🔥 Metaplanet’s reflexive rocket ship of capital efficiency 🔥 Why reflexivity is not a choice - it’s a religion EMBRACE THE CAPITAL VIOLENCE.
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112,252 views • 1 year ago

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21,819 views • 5 months ago

🔥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:
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The End of the 4-Year Bitcoin Cycle — Why the BTC "Capital Cycle" is Next w/ Alex Leishman | Bitcoin Magazine Podcast Ep 15 "Bitcoin is where people park wealth. When they want to start doing things with it, we see cycles. The capital will cycle back — the question is when." Everything lined up for Bitcoin, and then AI sucked the oxygen out of the room. Was this just the typical 4-year cycle in action, or is a new market dynamic taking shape? Alexander Leishman 🇺🇸 of River discusses with Brandon on where the capital actually went, and what the future holds for BTC market cycles.
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🔥METAPLANET = INSANE OPPORTUNITY🔥 I think everyone is SEVERELY underappreciating what Metaplanet is building out in Japan. If Metaplanet can borrow at 4.15% today and carry that debt until Bitcoin reaches $1 million, the economics for existing shareholders resemble selling common equity at more than TEN TIMES NAV. Yup. Imagine being able to issue equity to buy Bitcoin at a 10x mNAV. Let's break it down. The first BitBond issuance was tiny, roughly ¥200 million, or $1.3 million. The pipe behind it could eventually become enormous. Metaplanet can now issue ordinary yen-denominated bonds through its own securities subsidiary, pay investors around 4.15%, use the capital to buy Bitcoin, and roll the principal into new bonds every three years. The bondholders receive a fixed yield in yen. Metaplanet’s common shareholders capture everything Bitcoin earns above that cost of capital. Here’s how absurdly powerful the math gets. Metaplanet borrows $1 at 4.15% and buys $1 of Bitcoin. After 3 years, that $1 of debt has grown to approximately $1.13 if we assume the interest is financed and rolled. If Bitcoin doubles, the Bitcoin is worth $2. Pay the $1.13 obligation and common shareholders are left with $0.87 of incremental equity without issuing a single common share. Economically, that is equivalent to selling common equity at roughly 1.77× mNAV: $2.00 of Bitcoin ÷ $1.13 bond obligation = 1.77×. Starting with Bitcoin around $63,000: At $100,000 BTC, the bond behaves like equity issued at 1.41× mNAV. At $150,000 BTC, it behaves like equity issued at 2.11× mNAV. At $200,000 BTC, it behaves like equity issued at 2.81× mNAV. That matters enormously while Metaplanet’s common stock trades around or below NAV. Selling common shares down here would dilute existing shareholders. BitBonds allow the company to acquire more Bitcoin per share while waiting for the common-stock premium to return. Now extend this idea over the next decade. Assume Bitcoin rises from $63,000 to $1 million over 10 years. Every $1 of Bitcoin purchased today becomes $15.87. $1 borrowed at 4.15% and continuously rolled becomes approximately $1.50 owed. Common shareholders capture the remaining $14.37. The mNAV-equivalent financing multiple becomes: 15.87 ÷ 1.50 = 10.57× mNAV. Read that again. Yes. I'll repeat it for you. Metaplanet can borrow at 4.15% today and carry that debt until Bitcoin reaches $1 million, the economics for existing shareholders resemble selling common equity at more than TEN TIMES NAV. So I modeled a simple scenario. Metaplanet begins with 43,000 BTC at $63,000, giving it roughly $2.71 billion of Bitcoin. It then maintains 10% balance-sheet amplification all the way to $1 million Bitcoin. Gross BTC exposure stays at 1.10× common equity. New bonds are issued monthly at 4.15%, and every bond is rolled after three years. The opening issuance would be approximately $271 million, buying another 4,300 BTC immediately. As Bitcoin appreciates, the balance sheet creates additional borrowing capacity. Metaplanet keeps issuing enough to maintain the same conservative 10% amplification instead of allowing leverage to run wild. Average monthly issuance begins around $8 million during year one. Once the three-year rollover cycle starts, new issuance plus refinancings average approximately: $37 million per month in year 3 $72 million per month in year 6 $101 million per month in year 8 $192 million per month in year 10 Across the full decade, the company issues approximately $8.9 billion of gross bonds, including around $3.5 billion of refinanced maturities. Here is where Metaplanet ends when Bitcoin reaches $1 million (not a prediction, just a projection of these inputs): 59,727 BTC $59.73 billion of gross Bitcoin assets $5.43 billion of outstanding debt $54.30 billion of common NAV Without BitBonds, the original 43,000 BTC would simply be worth $43 billion. The bond strategy therefore creates approximately $11.30 billion of additional common equity. Same common shareholders. Same original 43,000 BTC starting point. Approximately 16,727 additional Bitcoin accumulated through controlled balance-sheet amplification. That produces 26.3% more NAV per share at $1 million Bitcoin without common-share dilution from the bond program. Of course, they still need buyers for the bonds. They must stagger maturities, maintain adequate liquidity, service the coupons and avoid building some psychotic refinancing wall during a Bitcoin bear market. The relevant hurdle is also BTC measured in yen, rather than dollars. But at 10% amplification, Bitcoin only needs to outperform a 4.15% yen cost of capital for the strategy to become accretive. Metaplanet owns 43,000 Bitcoin and now owns the securities platform capable of distributing its debt directly into Japan’s gigantic market for fixed-income savings. This is becoming much bigger than a Bitcoin treasury company. They are building a machine that converts Japanese demand for fixed yen yield into permanently increasing Bitcoin per common share. The bondholders get 4.15%. Metaplanet shareholders get everything Bitcoin does above it for the next decade. Short fiat. Long Bitcoin. This trade is OBSCENE:
0:35

🔥METAPLANET = INSANE OPPORTUNITY🔥 I think everyone is SEVERELY underappreciating what Metaplanet is building out in Japan. If Metaplanet can borrow at 4.15% today and carry that debt until Bitcoin reaches $1 million, the economics for existing shareholders resemble selling common equity at more than TEN TIMES NAV. Yup. Imagine being able to issue equity to buy Bitcoin at a 10x mNAV. Let's break it down. The first BitBond issuance was tiny, roughly ¥200 million, or $1.3 million. The pipe behind it could eventually become enormous. Metaplanet can now issue ordinary yen-denominated bonds through its own securities subsidiary, pay investors around 4.15%, use the capital to buy Bitcoin, and roll the principal into new bonds every three years. The bondholders receive a fixed yield in yen. Metaplanet’s common shareholders capture everything Bitcoin earns above that cost of capital. Here’s how absurdly powerful the math gets. Metaplanet borrows $1 at 4.15% and buys $1 of Bitcoin. After 3 years, that $1 of debt has grown to approximately $1.13 if we assume the interest is financed and rolled. If Bitcoin doubles, the Bitcoin is worth $2. Pay the $1.13 obligation and common shareholders are left with $0.87 of incremental equity without issuing a single common share. Economically, that is equivalent to selling common equity at roughly 1.77× mNAV: $2.00 of Bitcoin ÷ $1.13 bond obligation = 1.77×. Starting with Bitcoin around $63,000: At $100,000 BTC, the bond behaves like equity issued at 1.41× mNAV. At $150,000 BTC, it behaves like equity issued at 2.11× mNAV. At $200,000 BTC, it behaves like equity issued at 2.81× mNAV. That matters enormously while Metaplanet’s common stock trades around or below NAV. Selling common shares down here would dilute existing shareholders. BitBonds allow the company to acquire more Bitcoin per share while waiting for the common-stock premium to return. Now extend this idea over the next decade. Assume Bitcoin rises from $63,000 to $1 million over 10 years. Every $1 of Bitcoin purchased today becomes $15.87. $1 borrowed at 4.15% and continuously rolled becomes approximately $1.50 owed. Common shareholders capture the remaining $14.37. The mNAV-equivalent financing multiple becomes: 15.87 ÷ 1.50 = 10.57× mNAV. Read that again. Yes. I'll repeat it for you. Metaplanet can borrow at 4.15% today and carry that debt until Bitcoin reaches $1 million, the economics for existing shareholders resemble selling common equity at more than TEN TIMES NAV. So I modeled a simple scenario. Metaplanet begins with 43,000 BTC at $63,000, giving it roughly $2.71 billion of Bitcoin. It then maintains 10% balance-sheet amplification all the way to $1 million Bitcoin. Gross BTC exposure stays at 1.10× common equity. New bonds are issued monthly at 4.15%, and every bond is rolled after three years. The opening issuance would be approximately $271 million, buying another 4,300 BTC immediately. As Bitcoin appreciates, the balance sheet creates additional borrowing capacity. Metaplanet keeps issuing enough to maintain the same conservative 10% amplification instead of allowing leverage to run wild. Average monthly issuance begins around $8 million during year one. Once the three-year rollover cycle starts, new issuance plus refinancings average approximately: $37 million per month in year 3 $72 million per month in year 6 $101 million per month in year 8 $192 million per month in year 10 Across the full decade, the company issues approximately $8.9 billion of gross bonds, including around $3.5 billion of refinanced maturities. Here is where Metaplanet ends when Bitcoin reaches $1 million (not a prediction, just a projection of these inputs): 59,727 BTC $59.73 billion of gross Bitcoin assets $5.43 billion of outstanding debt $54.30 billion of common NAV Without BitBonds, the original 43,000 BTC would simply be worth $43 billion. The bond strategy therefore creates approximately $11.30 billion of additional common equity. Same common shareholders. Same original 43,000 BTC starting point. Approximately 16,727 additional Bitcoin accumulated through controlled balance-sheet amplification. That produces 26.3% more NAV per share at $1 million Bitcoin without common-share dilution from the bond program. Of course, they still need buyers for the bonds. They must stagger maturities, maintain adequate liquidity, service the coupons and avoid building some psychotic refinancing wall during a Bitcoin bear market. The relevant hurdle is also BTC measured in yen, rather than dollars. But at 10% amplification, Bitcoin only needs to outperform a 4.15% yen cost of capital for the strategy to become accretive. Metaplanet owns 43,000 Bitcoin and now owns the securities platform capable of distributing its debt directly into Japan’s gigantic market for fixed-income savings. This is becoming much bigger than a Bitcoin treasury company. They are building a machine that converts Japanese demand for fixed yen yield into permanently increasing Bitcoin per common share. The bondholders get 4.15%. Metaplanet shareholders get everything Bitcoin does above it for the next decade. Short fiat. Long Bitcoin. This trade is OBSCENE:

Adam Livingston

29,566 views • 21 days ago

STRC - SAYLOR'S INFINITE MONEY GLITCH IS DOMINATING People don't understand how POWERFUL STRC is, and how much WEALTH will flow into Bitcoin because of it. You will learn: How STRC is the best fixed income instrument in the world How STRC is a perpetual capital transmutation engine. How Saylor is turning your yield addiction into Bitcoin fuel Why this structure is mathematically safer than government bonds How STRC functions as a shadow central bank with an incorruptible balance sheet And why nobody in power is stopping it... because they still don’t understand it STRC is the FINAL FORM of CAPITAL MARKETS WARFARE
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STRC - SAYLOR'S INFINITE MONEY GLITCH IS DOMINATING People don't understand how POWERFUL STRC is, and how much WEALTH will flow into Bitcoin because of it. You will learn: How STRC is the best fixed income instrument in the world How STRC is a perpetual capital transmutation engine. How Saylor is turning your yield addiction into Bitcoin fuel Why this structure is mathematically safer than government bonds How STRC functions as a shadow central bank with an incorruptible balance sheet And why nobody in power is stopping it... because they still don’t understand it STRC is the FINAL FORM of CAPITAL MARKETS WARFARE

Adam Livingston

22,376 views • 8 months ago

NAKAMOTO: THE NEW BITCOIN DEATH STAR Nakamoto × Kindly just executed the most aggressive Bitcoin treasury strategy launch in public market history. With a $666 million war-chest, over 6,000 BTC, zero insider lockups on the PIPE, and FULL CONTROL of the BITCOIN MEDIA NARRATIVE. In this breakdown, we go deep on: The $510M PIPE and $200M convertible note structure Day-one Bitcoin treasury math The yield flywheel via Nakamoto Covered-Call Trust Valuation scenarios with 3–6× upside potential This is potentially the most torque-rich BTC equity in existence.
16:59

NAKAMOTO: THE NEW BITCOIN DEATH STAR Nakamoto × Kindly just executed the most aggressive Bitcoin treasury strategy launch in public market history. With a $666 million war-chest, over 6,000 BTC, zero insider lockups on the PIPE, and FULL CONTROL of the BITCOIN MEDIA NARRATIVE. In this breakdown, we go deep on: The $510M PIPE and $200M convertible note structure Day-one Bitcoin treasury math The yield flywheel via Nakamoto Covered-Call Trust Valuation scenarios with 3–6× upside potential This is potentially the most torque-rich BTC equity in existence.

Adam Livingston

73,782 views • 1 year ago

🔥HOW I AM GOING TO GET FILTHY RICH WITH METAPLANET🔥 Metaplanet is trading like Wall Street found a Bitcoin vault, looked inside, saw 40,000+ BTC, checked the EV mNAV, saw it under 1x, and said... “Interesting, but have you considered buying a software company at 900 times earnings?” In this video, I break down why I think Metaplanet could be one of the most mispriced Bitcoin treasury plays on Earth. We’re talking: Bitcoin exposure at a discount Metaplanet’s BTC accumulation strategy Why the prefs could be massively misunderstood CEBE analysis on what common shareholders actually own $200k and $275k Bitcoin scenarios The 100,000 BTC and 210,000 BTC goal cases ..and why this thing could become a financial flamethrower if Bitcoin returns to trend. The market sees a weird Japanese Bitcoin stock. I see a potential balance sheet weapon before consensus arrives. If Metaplanet pulls this off, the people ignoring it now are going to be sitting in index funds eating room-temperature deli meat while the Bitcoin treasury companies turn into sovereign wealth funds with stock tickers. This is the thesis. This is the math. This is how I am trying to get filthy rich with Metaplanet:
27:43

🔥HOW I AM GOING TO GET FILTHY RICH WITH METAPLANET🔥 Metaplanet is trading like Wall Street found a Bitcoin vault, looked inside, saw 40,000+ BTC, checked the EV mNAV, saw it under 1x, and said... “Interesting, but have you considered buying a software company at 900 times earnings?” In this video, I break down why I think Metaplanet could be one of the most mispriced Bitcoin treasury plays on Earth. We’re talking: Bitcoin exposure at a discount Metaplanet’s BTC accumulation strategy Why the prefs could be massively misunderstood CEBE analysis on what common shareholders actually own $200k and $275k Bitcoin scenarios The 100,000 BTC and 210,000 BTC goal cases ..and why this thing could become a financial flamethrower if Bitcoin returns to trend. The market sees a weird Japanese Bitcoin stock. I see a potential balance sheet weapon before consensus arrives. If Metaplanet pulls this off, the people ignoring it now are going to be sitting in index funds eating room-temperature deli meat while the Bitcoin treasury companies turn into sovereign wealth funds with stock tickers. This is the thesis. This is the math. This is how I am trying to get filthy rich with Metaplanet:

Adam Livingston

49,506 views • 4 months ago

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

263,229 views • 2 months ago

🔥BITCOIN, STRC, SAYLOR, AND HOW WE WIN🔥 BITCOIN IS THE GOAL. BITCOIN MUST WIN. But global capital does not move through purity tests... it moves through incentives. In this video, I break down Bitcoin, STRC, Saylor, income-seeking capital, and why pragmatic adoption may be how Bitcoin absorbs the legacy financial system over time. If capital is already seeking yield, I would rather see it flow toward Bitcoin than sovereign debt. The printer will print. Capital will seek escape. BITCOIN WINS THROUGH REALITY:
27:07

🔥BITCOIN, STRC, SAYLOR, AND HOW WE WIN🔥 BITCOIN IS THE GOAL. BITCOIN MUST WIN. But global capital does not move through purity tests... it moves through incentives. In this video, I break down Bitcoin, STRC, Saylor, income-seeking capital, and why pragmatic adoption may be how Bitcoin absorbs the legacy financial system over time. If capital is already seeking yield, I would rather see it flow toward Bitcoin than sovereign debt. The printer will print. Capital will seek escape. BITCOIN WINS THROUGH REALITY:

Adam Livingston

11,472 views • 3 months ago

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

336,876 views • 2 months ago

Most people still think Metaplanet $MPJPY $MTPLF is just "Japan's" $MSTR. They're missing the bigger picture. Metaplanet isn't copying Strategy. It's building a global Bitcoin capital machine that could become impossible to compete with. In this conversation with THE BITCOIN PHARAOH, we discuss: • Why Metaplanet's strategy is fundamentally different • The hidden advantage of operating in Japan • What $STRC and $SATA taught every Bitcoin treasury • Why cash-flow businesses may be the next evolution of Bitcoin treasury companies • Why Strive $ASST is emerging as a serious contender • What Metaplanet could become in a Bitcoin standard 00:00 Introduction: The BTCPharaoh's Bitcoin Journey 07:09 Why Metaplanet Is Different From Every Other Bitcoin Treasury 11:03 Mercury & Mars: The Next Bitcoin Financial Products? 11:52 What Metaplanet Learned From Strategy's STRC Depeg 15:26 Will Bitcoin Preferred Shares Become Truly Stable? 19:05 Is Metaplanet About to Launch a U.S. Preferred Stock? 20:57 Why Japan Gives Metaplanet a Massive Advantage 22:47 The "Double Carry Trade" That Could Supercharge Bitcoin Buying 26:34 Why Metaplanet Isn't Just Copying Strategy 29:39 Simon Gerovich's Long-Term Vision Is Finally Making Sense 30:12 Will Metaplanet Build Bitcoin Infrastructure Beyond Finance? 32:27 Why the New Board Members Could Change Everything 34:08 Why Less Communication Might Actually Be Bullish 37:56 The One Question He Would Ask Simon Gerovich 39:45 Is NAKA a Hidden Opportunity... or a Value Trap? 45:01 The Most Underrated Bitcoin Treasury Company Right Now 47:55 Europe Could Be the Next Bitcoin Treasury Battleground 48:40 Bitcoin Price Outlook: Bull Market or Bear Market? 50:55 The Biggest Mistake Bitcoin Investors Keep Making 52:19 Where to Follow TheBTCPharaoh Watch the full episode 👇
53:26

Most people still think Metaplanet $MPJPY $MTPLF is just "Japan's" $MSTR. They're missing the bigger picture. Metaplanet isn't copying Strategy. It's building a global Bitcoin capital machine that could become impossible to compete with. In this conversation with THE BITCOIN PHARAOH, we discuss: • Why Metaplanet's strategy is fundamentally different • The hidden advantage of operating in Japan • What $STRC and $SATA taught every Bitcoin treasury • Why cash-flow businesses may be the next evolution of Bitcoin treasury companies • Why Strive $ASST is emerging as a serious contender • What Metaplanet could become in a Bitcoin standard 00:00 Introduction: The BTCPharaoh's Bitcoin Journey 07:09 Why Metaplanet Is Different From Every Other Bitcoin Treasury 11:03 Mercury & Mars: The Next Bitcoin Financial Products? 11:52 What Metaplanet Learned From Strategy's STRC Depeg 15:26 Will Bitcoin Preferred Shares Become Truly Stable? 19:05 Is Metaplanet About to Launch a U.S. Preferred Stock? 20:57 Why Japan Gives Metaplanet a Massive Advantage 22:47 The "Double Carry Trade" That Could Supercharge Bitcoin Buying 26:34 Why Metaplanet Isn't Just Copying Strategy 29:39 Simon Gerovich's Long-Term Vision Is Finally Making Sense 30:12 Will Metaplanet Build Bitcoin Infrastructure Beyond Finance? 32:27 Why the New Board Members Could Change Everything 34:08 Why Less Communication Might Actually Be Bullish 37:56 The One Question He Would Ask Simon Gerovich 39:45 Is NAKA a Hidden Opportunity... or a Value Trap? 45:01 The Most Underrated Bitcoin Treasury Company Right Now 47:55 Europe Could Be the Next Bitcoin Treasury Battleground 48:40 Bitcoin Price Outlook: Bull Market or Bear Market? 50:55 The Biggest Mistake Bitcoin Investors Keep Making 52:19 Where to Follow TheBTCPharaoh Watch the full episode 👇

One Chair

88,315 views • 2 months ago

🔥BITCOIN TO $1 MILLION - EASILY! HOW BITCOIN EATS THE ENTIRE $40 TRILLION INSURANCE INDUSTRY🔥 You think this is clickbait? It isn't. Just look at the math. The entire insurance industry is a $40 TRILLION illusion built on melting collateral, actuarial voodoo, and government-blessed accounting fraud. For a century, insurers have called negative-yield bonds “safe assets” while quietly bleeding to death in slow motion. Bitcoin changes that... VIOLENTLY. In this video, I break down how Bitcoin turns solvency into a self-reinforcing loop, how Strategy (MSTR) is already building the first Bitcoinized insurance prototype, and why the second the $34 trillion insurance complex touches BTC... ...the price must reprice into the stratosphere.
28:27

🔥BITCOIN TO $1 MILLION - EASILY! HOW BITCOIN EATS THE ENTIRE $40 TRILLION INSURANCE INDUSTRY🔥 You think this is clickbait? It isn't. Just look at the math. The entire insurance industry is a $40 TRILLION illusion built on melting collateral, actuarial voodoo, and government-blessed accounting fraud. For a century, insurers have called negative-yield bonds “safe assets” while quietly bleeding to death in slow motion. Bitcoin changes that... VIOLENTLY. In this video, I break down how Bitcoin turns solvency into a self-reinforcing loop, how Strategy (MSTR) is already building the first Bitcoinized insurance prototype, and why the second the $34 trillion insurance complex touches BTC... ...the price must reprice into the stratosphere.

Adam Livingston

16,183 views • 11 months ago

"Strategy is the JPMorgan of the crypto economy." I join Kelly Evans and Dominic Chu on CNBC today to discuss $MSTR and $BTC. 00:53 - Bitcoin’s bear cycle, macro headwinds, and how Strategy is navigating volatility through active capital management 02:05 - Legislative clarity as the catalyst for tokenization, stablecoins, bank adoption, and Bitcoin’s role as an inflation hedge 02:45 - Why Strategy is not a forced seller of $BTC, and why Bitcoin Per Share matters more than average cost 03:43 - Net Bitcoin accumulation: ~170,000 BTC added this year and 35x more bitcoin bought than sold 04:02 - Why Strategy sells bitcoin: funding dividends, buying back $STRC below par, and increasing Bitcoin Per Share 05:01 - Strategy’s Bitcoin scale: 842,138 BTC, over 4% of total supply, and the largest institutional Bitcoin position 05:36 - Balance sheet flexibility: $4B of USD reserves and multiple ways to fund dividend obligations 06:00 - The Clarity Act, executive rulemaking, and why regulatory decisions matter for the broader digital asset industry
7:00

"Strategy is the JPMorgan of the crypto economy." I join Kelly Evans and Dominic Chu on CNBC today to discuss $MSTR and $BTC. 00:53 - Bitcoin’s bear cycle, macro headwinds, and how Strategy is navigating volatility through active capital management 02:05 - Legislative clarity as the catalyst for tokenization, stablecoins, bank adoption, and Bitcoin’s role as an inflation hedge 02:45 - Why Strategy is not a forced seller of $BTC, and why Bitcoin Per Share matters more than average cost 03:43 - Net Bitcoin accumulation: ~170,000 BTC added this year and 35x more bitcoin bought than sold 04:02 - Why Strategy sells bitcoin: funding dividends, buying back $STRC below par, and increasing Bitcoin Per Share 05:01 - Strategy’s Bitcoin scale: 842,138 BTC, over 4% of total supply, and the largest institutional Bitcoin position 05:36 - Balance sheet flexibility: $4B of USD reserves and multiple ways to fund dividend obligations 06:00 - The Clarity Act, executive rulemaking, and why regulatory decisions matter for the broader digital asset industry

Phong Le

422,301 views • 1 month ago

Michael Saylor: We Sold Bitcoin to Prove It Wouldn't Crash the Market Strategy founder Michael Saylor Michael Saylor said in an August 6 interview with The Diary Of A CEO that the market believed Strategy could not sell Bitcoin because doing so might cause BTC to crash, leaving the company trapped in a "doom loop" of repeatedly selling equity to pay dividends. To break that narrative, Strategy sold Bitcoin when BTC was trading at around $59,000 to $60,000, and the price instead moved higher. Saylor said the company's break-even point is about 3.2%, meaning that if Bitcoin appreciates by that amount, Strategy can sell part of its BTC to pay dividends without continuing to sell equity.
2:23

Michael Saylor: We Sold Bitcoin to Prove It Wouldn't Crash the Market Strategy founder Michael Saylor Michael Saylor said in an August 6 interview with The Diary Of A CEO that the market believed Strategy could not sell Bitcoin because doing so might cause BTC to crash, leaving the company trapped in a "doom loop" of repeatedly selling equity to pay dividends. To break that narrative, Strategy sold Bitcoin when BTC was trading at around $59,000 to $60,000, and the price instead moved higher. Saylor said the company's break-even point is about 3.2%, meaning that if Bitcoin appreciates by that amount, Strategy can sell part of its BTC to pay dividends without continuing to sell equity.

Wu Blockchain

22,843 views • 27 days ago

🎙️ New The Edge Podcast 🟠 Michael Saylor's BTC-Backed STRC Is Coming For A $300T Market 0:00 - Intro 2:46 - CJ’s background and role 7:23 - What Strategy does with Bitcoin 10:40 - Why offer perpetual preferred equity 14:58 - Which instrument is most senior? 16:44 - How AI helped design Strategy instruments 19:18 - What is STRC? 23:23 - Where does STRC yield come from? 26:14 - ATM program explained 29:21 - How STRC enables Strategy to buy BTC 36:49 - A $300T market + impact on BTC price 41:48 - MSTR vs STRC investors 44:36 - Who is buying STRC right now? 47:04 - DeFi teams tokenizing STRC 51:41 - What are the real risks for STRC? 55:00 - Would Strategy ever sell BTC? 57:50 - Why STRC is Strategy’s "iPhone moment" 1:01:55 - Closing 🙏 Thanks to Chaitanya Jain from Strategy for joining us!
1:03:14

🎙️ New The Edge Podcast 🟠 Michael Saylor's BTC-Backed STRC Is Coming For A $300T Market 0:00 - Intro 2:46 - CJ’s background and role 7:23 - What Strategy does with Bitcoin 10:40 - Why offer perpetual preferred equity 14:58 - Which instrument is most senior? 16:44 - How AI helped design Strategy instruments 19:18 - What is STRC? 23:23 - Where does STRC yield come from? 26:14 - ATM program explained 29:21 - How STRC enables Strategy to buy BTC 36:49 - A $300T market + impact on BTC price 41:48 - MSTR vs STRC investors 44:36 - Who is buying STRC right now? 47:04 - DeFi teams tokenizing STRC 51:41 - What are the real risks for STRC? 55:00 - Would Strategy ever sell BTC? 57:50 - Why STRC is Strategy’s "iPhone moment" 1:01:55 - Closing 🙏 Thanks to Chaitanya Jain from Strategy for joining us!

DeFi Dad ⟠ defidad.eth

179,210 views • 5 months ago