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"I was hoping that after last week's new framework, Saylor would just sit back and do nothing for a few weeks and stop being the main character" "Well, he did go ahead and sell and raise some more cash" "I'm a bit surprised that that was the tactic here"... show more

The Wolf Of All Streets

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28,135 views • 2 months ago •via X (Twitter)

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"The market is no longer pricing Saylor as a buyer, and the market is up 10% ish since it started pricing that" "He sold more Strategy, and obviously that's dilutive without adding Bitcoin per share, which I don't think is their main metric anymore" "He did buy back some STRC here at an extreme discount and raised enough cash that now their dividend coverage is more than two years" "But the most important part is he's not going to be buying Bitcoin anytime soon. If he sold 3,000, he's unlikely to be a buyer, and you can see what he's doing"

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