Michael Michael Saylor | The Bitcoin Treasury Debate Gets Heated We discuss: - Bitcoin in 2026 - Are There Too Many Treasury Companies? - The Future of mNAVs - Building on Digital Credit Watch it here:

@saylor Great job Danny. That was brutal. Saylor did not come off good…

@saylor

@saylor 😂😂

@saylor Wow, that’s the first time I’ve seen Saylor that rattled… you hit a nerve!

@saylor Saylor mentioned he was "coachable" in 2020. If that's true then he'll take this free suggestion. IOUs are NOT Bitcoin.

My key takeaway: Saylor is right, our energy is misplaced criticizing companies that adopt Bitcoin. However, that energy is best directed toward getting as many individuals on planet earth as possible to hold and use Bitcoin as possible. I say, let’s renew our efforts to secure and onboard individuals, with Bitcoin is self custody. Game on!

@saylor The signs of desperation….

@saylor Wow.. incredibly rude. You did well Danny

Saylor getting up in arms in the face of absolutely valid questions is a major red flag. Qualifying your questions as stupid and non-constructive isn't helpful. Fuck this guy, honestly. Odds are he's a spook playing into the financial world's hand to centralize as much Bitcoin as possible under the US jurisdiction. Props to you Danny for asking those questions.

@saylor Hahahah it gets worse and worse.

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Thank you for listening! I want to say a huge thank you to my sponsors: @Bitkey @AnchorWatch @Blockware @hodlwithLedn @Swan

@saylor This ‘interview’ is a complete trainwreck. Saylor keeps throwing red herrings left and right and all you say is “you are right mr saylor”

@saylor A Saylor interview to start off 2026 Danny??? Epic 💪

@saylor He’s such a hypocritical retard 😂 “Predicting BTC price action is a fools errands” *Makes $150k EOY 2025 target price on every earnings call* *wrong by -45%

I think Saylor has been seeing the constant barrage of negativity on here towards every Bitcoin treasury company and had built up a lot of frustration. Danny was the unfortunate recipient of that frustration. Despite the hostility, what Saylor said did make sense. Kudos to Danny for navigating a difficult situation well.

@saylor Holy shit this the spiciest I have ever heard Saylor, in an interview and I’ve watched all 300+ of them! Sorry Danny, it looks like you took one on behalf of the Treasury Company haters 😂

Hey @_DannyKnowles love to hear your personal reflections. You handled Saylors very direct challenges to your line of questioning very well and with humility but we never heard if you have meaningfully shifted your views on TCs. Been listening to the pod a long time and your persistent negativity towards TC honestly has bothered me but I still enjoy your pod a lot. Curious of your views have softened after?

@saylor

@saylor “Heated” ??? WTF Danny !!! You’re in the man’s Miami mansion and you ask rookie stock trader questions ?!?!? Maybe change the name of your podcast to … What Danny Did

@saylor Respect Danny. You asked real questions and instead of giving a rational response, you can see how angry and immature Saylor gets. Increasing my conviction to short MSTR.

Two minutes in and Danny doesn't even know when Bitcoin hit it's all-time high in 2025. Can't be serious. Danny is no man in the arena. He hasn't built anything. He's not taking risk. He's not a visionary. He's no better than a news broadcaster speculating his opinion about others that are changing the world.

@saylor nooooo danny I'm supposed to be doing some deep work rn

@saylor Crab market impacting Saylor. Full crash-out.

@saylor Finally some spice in a Bitcoin podcast 🌶️🔥

@saylor

@saylor Jesus you really got under his skin on this one. He's reacting incredibly emotionally to a simple question of whether businesses whose entire model is buying bitcoin is a good idea. He just kept throwing strawman after strawman at you + insults. I'm impressed you kept your cool.

@saylor Wow, very long interview!

@MrHodl @saylor Danny and Michael discussing Bitcoin Treasury Companies

@saylor At least someone has the balls to ask the correct questions instead of simping on every wall st company simply because “NGU” is all that matters (wake up call it’s probably the only metric that does not matter for bitcoins long term success)

@saylor Listened to it all — enjoyed it, @_DannyKnowles!

@saylor Great interview. Saylor clearly came in with an ax to grind...and rightfully so. Bitcoiners need to remember what got us here...lower time preference. Stay humble, stack sats. Quit worrying about day to day, week to week, month to month and focus on building value over time!

@saylor @_DannyKnowles I take offense to your question about these companies that are down 90% and extracted value out of every investor lol. Good job man.

i thought this conversation was saylor at his worst in a long time. i felt he was scolding danny the whole time. not constructive, not cheerful. i expect better from him as a shareholder and a bitcoiner. asking hard questions should be allowed, especailly when your stock is down 40 percent .

@saylor Danny, you are a well-loved podcaster for good reason. You ask thoughtful questions and stay professional. I'm finding Saylor's words and tone quite disrespectful towards you, particularly after you asked if cash-flow negative companies should be stacking. It hurts to listen.

@saylor It was a great interview. FWIW. I don’t think he was talking to you “specifically”. He wanted to make a point. Companies that buy btc are allies. Just like ANY individual that does the same. You did good. Thanks!!

did a great job and I thought it was a great interview. @saylor was offended by Danny’s questions but it stayed on course and he made his points and it didn’t devolve into nonsense because Danny kept it on track. It also didn’t come across as a 2hr lecture as sometimes happens, Danny interjected without going off course or reacting angrily to saylors aggression. 10/10