Video wird geladen...

Video konnte nicht geladen werden

Zur Startseite

If you ask Michael Saylor about mNAV and dilution, don’t expect a simple answer. Jack Mallers learned that lesson when Saylor gave him a 12-minute lecture on capital structure, BTC yield, preferred equity and what “dilutive” actually means.

AlexesNakamoto's profile picture

Alex 👽

12,941 subscribers

16,545 Aufrufe • vor 2 Monaten •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

0 Kommentare

Keine Kommentare verfügbar

Kommentare vom Original-Post werden hier angezeigt

Ähnliche Videos

WATCH: Saylor gives nearly a 10 minute answer when Jack Mallers asks him to define mNAV 🤔
8:20

WATCH: Saylor gives nearly a 10 minute answer when Jack Mallers asks him to define mNAV 🤔

Bitcoin News

217,001 Aufrufe • vor 2 Monaten

"If selling equity for cash is not dilution, then I can't have a conversation." Jack Mallers on why he asked Saylor to define mNAV on stage.
1:46

"If selling equity for cash is not dilution, then I can't have a conversation." Jack Mallers on why he asked Saylor to define mNAV on stage.

TFTC

144,209 Aufrufe • vor 2 Monaten

.Jack Mallers explains why he questioned Saylor on MNAV and dilution at Bitcoin Prague. "If there's no definitions to any of these things, we can't have a conversation."
4:31

.Jack Mallers explains why he questioned Saylor on MNAV and dilution at Bitcoin Prague. "If there's no definitions to any of these things, we can't have a conversation."

TFTC

18,884 Aufrufe • vor 2 Monaten

JUST IN: Michael Saylor just said "if Strategy $MSTR is selling equity above net asset value and swapping it for tangible assets like Bitcoin or cash, it will be accretive." $XXI CEO @JackMallers asked Saylor how to think about mNAV and dilution. This was the answer. 🔥🔥
6:45

JUST IN: Michael Saylor just said "if Strategy $MSTR is selling equity above net asset value and swapping it for tangible assets like Bitcoin or cash, it will be accretive." $XXI CEO @JackMallers asked Saylor how to think about mNAV and dilution. This was the answer. 🔥🔥

BitcoinTreasuries.NET

31,540 Aufrufe • vor 2 Monaten

Jack Dorsey and Michael Saylor represent two very different visions for Bitcoin. Jack warns that BTC dies if it isn’t used as everyday money. Saylor argues it’s pristine capital and you don’t buy coffee with fractions of Manhattan real estate. Which do you think is correct?
7:55

Jack Dorsey and Michael Saylor represent two very different visions for Bitcoin. Jack warns that BTC dies if it isn’t used as everyday money. Saylor argues it’s pristine capital and you don’t buy coffee with fractions of Manhattan real estate. Which do you think is correct?

Bitcoin News

242,859 Aufrufe • vor 9 Monaten

🚨 BREAKING: MICHAEL SAYLOR JUST SAID THIS LIVE ON INTERVIEW: “IF BITCOIN GOES UP 0% FOR THE NEXT 40 YEARS, WE CAN STILL PAY THE DIVIDENDS.” AND IF $BTC DOES JUST 3% A YEAR? “WE CAN PAY THE DIVIDENDS FOREVER.” THINK ABOUT WHAT THAT ACTUALLY MEANS.
2:17

🚨 BREAKING: MICHAEL SAYLOR JUST SAID THIS LIVE ON INTERVIEW: “IF BITCOIN GOES UP 0% FOR THE NEXT 40 YEARS, WE CAN STILL PAY THE DIVIDENDS.” AND IF $BTC DOES JUST 3% A YEAR? “WE CAN PAY THE DIVIDENDS FOREVER.” THINK ABOUT WHAT THAT ACTUALLY MEANS.

Rekt Fencer

82,584 Aufrufe • vor 1 Monat

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 Aufrufe • vor 13 Tagen

Michael Saylor $MSTR on Warren Buffet $BRK.B holding $325B in cash: "They are destroying $3B a month in shareholder capital. They are generating a 3% after tax yield at best and the cost of capital is 15%. Take 12% negative real yield, $325B times 12% is what the shareholders are paying for that." "If I had an hour alone with Buffet in a calm environment, I'd walk out and he'd say that this Bitcoin $BTC thing is a pretty good idea, Charlie would've liked it and we're going to buy some."
5:54

Michael Saylor $MSTR on Warren Buffet $BRK.B holding $325B in cash: "They are destroying $3B a month in shareholder capital. They are generating a 3% after tax yield at best and the cost of capital is 15%. Take 12% negative real yield, $325B times 12% is what the shareholders are paying for that." "If I had an hour alone with Buffet in a calm environment, I'd walk out and he'd say that this Bitcoin $BTC thing is a pretty good idea, Charlie would've liked it and we're going to buy some."

amit

1,877,132 Aufrufe • vor 1 Jahr

Jack Mallers went viral this week for asking Michael Saylor to define mNAV at BTC Prague. This after Strategy sold bitcoin:native for the first time since launching STRC, STRD, STRK & STRF. Jack Mallers explains why he has questions around the juggernaut that Strategy has become. Jack joined me on The Starting Block for a wide ranging conversation on Bitcoin and Treasury companies. "They need to communicate to the market that it's not never sell, it's buy more than you sell." | The Block The Block Media STRIKE Twenty One |
6:52

Jack Mallers went viral this week for asking Michael Saylor to define mNAV at BTC Prague. This after Strategy sold bitcoin:native for the first time since launching STRC, STRD, STRK & STRF. Jack Mallers explains why he has questions around the juggernaut that Strategy has become. Jack joined me on The Starting Block for a wide ranging conversation on Bitcoin and Treasury companies. "They need to communicate to the market that it's not never sell, it's buy more than you sell." | The Block The Block Media STRIKE Twenty One |

Gareth Jenkinson

16,170 Aufrufe • vor 2 Monaten

Bitcoin is Suffering From Capital Rotation Michael Saylor (Michael Saylor) notes that capital markets have deployed approximately $400B into the AI sector over the last six months, triggering a massive liquidity rotation away from digital assets. Market data and institutional filings confirm roughly $4B in outflows from $BTC ETFs since May 14, placing significant downward pressure on the $BTC price action. He added, "This is a capital rotation, not a Bitcoin impairment." What do you think?
0:30

Bitcoin is Suffering From Capital Rotation Michael Saylor (Michael Saylor) notes that capital markets have deployed approximately $400B into the AI sector over the last six months, triggering a massive liquidity rotation away from digital assets. Market data and institutional filings confirm roughly $4B in outflows from $BTC ETFs since May 14, placing significant downward pressure on the $BTC price action. He added, "This is a capital rotation, not a Bitcoin impairment." What do you think?

BSCN

10,628 Aufrufe • vor 2 Monaten

🎧 There’s no better question to hear Michael Saylor (Michael Saylor) answer than elaborate on ‘the playbook’. “Is there anything you like that you wouldn’t like better if you could borrow less than 1% to acquire it?” Well, that’s what Strategy is doing with Bitcoin. They are securitizing a high volatility, high performing asset for investors through vehicles like options, converts and equity”. Mario Nawfal and James C Heckman on Roundtable (Roundtable Network) let Saylor shed light on his team’s disciplined,responsible and prudent focus on a long, levered Bitcoin strategy. A strategy that has outperformed everyone and everything. Listen to the clip to hear the specifics from Saylor. Full video:
5:42

🎧 There’s no better question to hear Michael Saylor (Michael Saylor) answer than elaborate on ‘the playbook’. “Is there anything you like that you wouldn’t like better if you could borrow less than 1% to acquire it?” Well, that’s what Strategy is doing with Bitcoin. They are securitizing a high volatility, high performing asset for investors through vehicles like options, converts and equity”. Mario Nawfal and James C Heckman on Roundtable (Roundtable Network) let Saylor shed light on his team’s disciplined,responsible and prudent focus on a long, levered Bitcoin strategy. A strategy that has outperformed everyone and everything. Listen to the clip to hear the specifics from Saylor. Full video:

J64 - SignalStation.app

44,509 Aufrufe • vor 1 Jahr

Saylor: "If you walk down the street and ask people, 'Do you want a bank account that pays you 11% that the government won't tax?'" "Everybody's answer is, 'Of course I want that. What's the catch?'" The catch is it's new. The real risk is simple: If you think Bitcoin goes to zero, don't buy it - it's like owning credit on a Manhattan building. You lose money if "Manhattan sinks underneath the ocean," but not under normal conditions. FT Michael Saylor Sam Vadas Schwab Network.
1:46

Saylor: "If you walk down the street and ask people, 'Do you want a bank account that pays you 11% that the government won't tax?'" "Everybody's answer is, 'Of course I want that. What's the catch?'" The catch is it's new. The real risk is simple: If you think Bitcoin goes to zero, don't buy it - it's like owning credit on a Manhattan building. You lose money if "Manhattan sinks underneath the ocean," but not under normal conditions. FT Michael Saylor Sam Vadas Schwab Network.

Milk Road

66,191 Aufrufe • vor 2 Monaten

From yesterday’s Strategy live investor Q&A where Natalie Brunell ⚡️ posed questions from investors to Michael Saylor and Phong Le. First question was a simple one: “What is SR-strcUSX, which you describe in that visual as digital money? And do you disagree that Bitcoin is money?” This led Saylor out on a more than 8 MINUTE LONG word salad rant. Here’s just a select few gems from his corporate word spagetti. At the end it was more unclear than ever if Saylor thinks Bitcoin is money and what kind of fiat abomination SR-strcUSX is. 🤷‍♂️
1:46

From yesterday’s Strategy live investor Q&A where Natalie Brunell ⚡️ posed questions from investors to Michael Saylor and Phong Le. First question was a simple one: “What is SR-strcUSX, which you describe in that visual as digital money? And do you disagree that Bitcoin is money?” This led Saylor out on a more than 8 MINUTE LONG word salad rant. Here’s just a select few gems from his corporate word spagetti. At the end it was more unclear than ever if Saylor thinks Bitcoin is money and what kind of fiat abomination SR-strcUSX is. 🤷‍♂️

hodlonaut

27,590 Aufrufe • vor 3 Tagen

📹 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

567,670 Aufrufe • vor 5 Monaten

Must Watch Jack Mallers, this man gets it and is fighting for it, Saylor? GTFO. Jack is preaching what we all signed up for and got into. Freedom, self sovereignty, a new world under human control instead of banks and governments. Watch twice, share twice, tag twice and give him a follow on your alt account. - Wynn
3:08

Must Watch Jack Mallers, this man gets it and is fighting for it, Saylor? GTFO. Jack is preaching what we all signed up for and got into. Freedom, self sovereignty, a new world under human control instead of banks and governments. Watch twice, share twice, tag twice and give him a follow on your alt account. - Wynn

James Wynn

86,227 Aufrufe • vor 6 Monaten

Bringing Bitcoin to billions starts with a simple idea: Let people hold BTC, earn yield on it, and actually use it. That means: • Yield-bearing Bitcoin (lstBTC) • Borrowing against BTC without selling • Fast, low-cost transactions Core is turning the vision into reality. 🔶
1:21

Bringing Bitcoin to billions starts with a simple idea: Let people hold BTC, earn yield on it, and actually use it. That means: • Yield-bearing Bitcoin (lstBTC) • Borrowing against BTC without selling • Fast, low-cost transactions Core is turning the vision into reality. 🔶

Core DAO 🔶

16,877 Aufrufe • vor 1 Jahr

🔴JOIN THE PARTY🔴 A nod to Michael Saylor for his unmatched bravery and impact in the crypto space. #MSTR2100 is a community built on his conviction and courage. When the mania hits, who will be on the news every day? Who will everyone be talking about? Saylor — The Pioneer. Join a community with diehard conviction, just like him. The party is just getting started... $MSTR $BTC #CRYPTO #MEME
1:40

🔴JOIN THE PARTY🔴 A nod to Michael Saylor for his unmatched bravery and impact in the crypto space. #MSTR2100 is a community built on his conviction and courage. When the mania hits, who will be on the news every day? Who will everyone be talking about? Saylor — The Pioneer. Join a community with diehard conviction, just like him. The party is just getting started... $MSTR $BTC #CRYPTO #MEME

MSTR2100 (Parody) 🟧

11,610 Aufrufe • vor 1 Jahr