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Michael Saylor on Real Vision: The interview that started it all for many in 2020. One of the most viewed interviews of all time and likely the first to explain the reason behind the wave of Bitcoin treasury companies... Enjoy! 00:00 Intro 05:00 Michael Saylor’s MIT roots & Air...

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Raoul Pal

1,451,585 subscribers

741,160 Aufrufe • vor 1 Jahr •via X (Twitter)

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11 Kommentare

Profilbild von Paul Guerra
Paul Guerravor 1 Jahr

@saylor Bitcoin as pristine collateral—this has aged beautifully 🤌

Profilbild von Mobile Scanner
Mobile Scannervor 1 Jahr

Scan any documents, convert images into text, PDF files, etc. 👍

Profilbild von Dragnipur.sui「🦑」🦭/acc
Dragnipur.sui「🦑」🦭/accvor 1 Jahr

@saylor But does he know that BTCfi is happening on Sui?

Profilbild von Peif 2.0
Peif 2.0vor 1 Jahr

@saylor Great! Thanks for sharing!

Profilbild von NavD., MD
NavD., MDvor 1 Jahr

@saylor As some differences may remain between you two regarding the asset class as a whole, a 1000 hrs later I think your fundamental beliefs behind BTC and decentralization still align in the broadest sense.. But we NEED a Part II in 2025 or 2026. The world thanks you ahead of time.

Profilbild von Guby Jawanda
Guby Jawandavor 1 Jahr

@saylor Raoul could you clarify your view on SOL..not sure worth holding anymore plus you've moved 70% to SUI but we're previously very big on SOL...

Profilbild von CryptoWhisper | 🥷 100x Gem Hunter
CryptoWhisper | 🥷 100x Gem Huntervor 1 Jahr

@saylor Saylor's insights change the game for treasury management. What impact do you think this has on future companies?

Profilbild von KT 💜 Kraken
KT 💜 Krakenvor 1 Jahr

@saylor Bitcoin

Profilbild von Frank Grimez
Frank Grimezvor 1 Jahr

@saylor So true! This interview set me on the path of BTC and crypto

Profilbild von Chopin
Chopinvor 1 Jahr

@saylor I still remember where I was when I first heard this interview 😎👌🏼

Profilbild von Made Figures
Made Figuresvor 1 Jahr

@saylor On it!👀

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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 Aufrufe • vor 2 Monaten

📺 The Bitcoin For Corporations Show Episode 18 now live — hosted by Pierre Rochard Pierre Rochard hosts Israel Salmen (Israel Salmen), Chairman of Méliuz ($CASH3), and Mason Foard (Mason), Director of Bitcoin Strategy, to discuss how the Brazilian e-commerce giant reinvented itself into the nation’s first #Bitcoin treasury company. They explore how #Bitcoin treasuries, high inflation, and Brazil’s regulatory landscape are reshaping corporate finance in emerging markets. 00:00 – Méliuz Origin Story 01:30 – Core Business 04:43 – Market Crash & BTC Pivot 10:34 – Meet Mason Foard 15:45 – Brazil’s Macro Outlook 22:05 – Derivatives & Efficiency 29:06 – Regulation & Tax 32:59 – Fintech Meets Bitcoin 39:12 – Risk & Strategy 40:44 – Closing Remarks
45:05

📺 The Bitcoin For Corporations Show Episode 18 now live — hosted by Pierre Rochard Pierre Rochard hosts Israel Salmen (Israel Salmen), Chairman of Méliuz ($CASH3), and Mason Foard (Mason), Director of Bitcoin Strategy, to discuss how the Brazilian e-commerce giant reinvented itself into the nation’s first #Bitcoin treasury company. They explore how #Bitcoin treasuries, high inflation, and Brazil’s regulatory landscape are reshaping corporate finance in emerging markets. 00:00 – Méliuz Origin Story 01:30 – Core Business 04:43 – Market Crash & BTC Pivot 10:34 – Meet Mason Foard 15:45 – Brazil’s Macro Outlook 22:05 – Derivatives & Efficiency 29:06 – Regulation & Tax 32:59 – Fintech Meets Bitcoin 39:12 – Risk & Strategy 40:44 – Closing Remarks

Bitcoin For Corporations

49,202 Aufrufe • vor 9 Monaten

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 Aufrufe • vor 2 Monaten

Welcome back to The Bitcoin Treasuries Podcast. Today's guest is Michael Mescher, CEO of Gammon Capital. Michael and I discuss derivatives, institutional capital, balance sheet protection, and the future of Bitcoin treasury management. Here's my conversation with Michael Mescher. 0:00 - Intro 0:40 – Michael’s path from derivatives to Bitcoin treasury strategy 3:18 – What a 50% collateral haircut really means for a Bitcoin treasury company 11:15 – The coming $10 billion "Put Wall" and why 2027 matters 13:21 – Why Bitcoin treasury companies are paying too much for capital 15:02 – Using derivatives as balance sheet protection - not speculation 16:55 – Building a Bitcoin treasury playbook for bear and sideways markets 19:05 – What Michael Saylor gets right about financial engineering 22:15 – What separates the strongest Bitcoin treasury companies from the rest 24:42 – Why the market still hasn't built a better Bitcoin credit facility 26:54 – How Bitcoin treasury companies can unlock institutional capital 29:04 – Managing asset-liability mismatches on a Bitcoin balance sheet 32:38 – Capital efficient hedging strategies for downside protection 34:46 – How to sell a hedging strategy to a long-only Bitcoin executive 37:17 – What a strategic engagement with Gammon Capital looks like 38:18 - Where to find Michael Mescher and Gammon Capital
38:38

Welcome back to The Bitcoin Treasuries Podcast. Today's guest is Michael Mescher, CEO of Gammon Capital. Michael and I discuss derivatives, institutional capital, balance sheet protection, and the future of Bitcoin treasury management. Here's my conversation with Michael Mescher. 0:00 - Intro 0:40 – Michael’s path from derivatives to Bitcoin treasury strategy 3:18 – What a 50% collateral haircut really means for a Bitcoin treasury company 11:15 – The coming $10 billion "Put Wall" and why 2027 matters 13:21 – Why Bitcoin treasury companies are paying too much for capital 15:02 – Using derivatives as balance sheet protection - not speculation 16:55 – Building a Bitcoin treasury playbook for bear and sideways markets 19:05 – What Michael Saylor gets right about financial engineering 22:15 – What separates the strongest Bitcoin treasury companies from the rest 24:42 – Why the market still hasn't built a better Bitcoin credit facility 26:54 – How Bitcoin treasury companies can unlock institutional capital 29:04 – Managing asset-liability mismatches on a Bitcoin balance sheet 32:38 – Capital efficient hedging strategies for downside protection 34:46 – How to sell a hedging strategy to a long-only Bitcoin executive 37:17 – What a strategic engagement with Gammon Capital looks like 38:18 - Where to find Michael Mescher and Gammon Capital

Tim Kotzman

20,096 Aufrufe • vor 26 Tagen