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🔥MSTR WILL BE MORE VALUABLE THAN APPLE - HERE'S WHY🔥 Apple built a $4 trillion consumer empire selling luxury rectangles to people who think blue text bubbles are a social caste system. Saylor looked at the same fiat world and said, “Cool. I’m going to turn Wall Street’s yield...

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Adam Livingston

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22,115 Aufrufe • vor 3 Monaten •via X (Twitter)

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🔥MSTR IS GOING TO $1,000 SOONER THAN YOU THINK🔥 MSTR to $1,000 sounds insane until you run the math. In this video, I break down the simple path that could send Strategy stock dramatically higher if Bitcoin returns to trend and Strategy continues scaling its digital credit machine through STRC. If Strategy can keep raising digital credit, buying Bitcoin, and growing CEBE per share, the common equity could reprice far faster than most people expect. THINGS ARE ABOUT TO GET RIDICULOUS:
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🔥MSTR IS GOING TO $1,000 SOONER THAN YOU THINK🔥 MSTR to $1,000 sounds insane until you run the math. In this video, I break down the simple path that could send Strategy stock dramatically higher if Bitcoin returns to trend and Strategy continues scaling its digital credit machine through STRC. If Strategy can keep raising digital credit, buying Bitcoin, and growing CEBE per share, the common equity could reprice far faster than most people expect. THINGS ARE ABOUT TO GET RIDICULOUS:

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🔥MSTR WILL BE WORTH TRILLIONS - SHAREHOLDERS ARE THE NEW WEALTHY ELITE🔥 In this video, I break down why Strategy, ticker MSTR, will become one the most important public company on Earth. Most people look at MSTR and scream about mNAV, dilution, debt, preferreds, and premiums like they just discovered a calculator in a gas station bathroom. But the real question is simple: How much Bitcoin economically belongs to common shareholders after senior claims? When you factor in STRC, preferred capital, senior claims, common issuance, and Bitcoin appreciation, the upside starts looking genuinely absurd. In this video, I break down: Why Bitcoin looks historically cheap versus its 4-year moving average How Strategy’s current Bitcoin stack could be worth $1 trillion by 2030 How STRC can function as a Bitcoin accumulation engine Why Strategy has multiple paths to a trillion-dollar valuation ...and why MSTR shareholders will become the new wealthy elite:
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🔥MSTR WILL BE WORTH TRILLIONS - SHAREHOLDERS ARE THE NEW WEALTHY ELITE🔥 In this video, I break down why Strategy, ticker MSTR, will become one the most important public company on Earth. Most people look at MSTR and scream about mNAV, dilution, debt, preferreds, and premiums like they just discovered a calculator in a gas station bathroom. But the real question is simple: How much Bitcoin economically belongs to common shareholders after senior claims? When you factor in STRC, preferred capital, senior claims, common issuance, and Bitcoin appreciation, the upside starts looking genuinely absurd. In this video, I break down: Why Bitcoin looks historically cheap versus its 4-year moving average How Strategy’s current Bitcoin stack could be worth $1 trillion by 2030 How STRC can function as a Bitcoin accumulation engine Why Strategy has multiple paths to a trillion-dollar valuation ...and why MSTR shareholders will become the new wealthy elite:

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🔥BREAKING: SAYLOR + STRATEGY DESTROYING THE MAG 7 IN CAPITAL ABSORPTION🔥 $572 MILLION RAISED IN ONE DAY?!? THAT IS MORE THAN GOOGLE, APPLE, MICROSOFT, TESLA, META, AMAZON, AND NVIDIA'S AVERAGE PROFIT PER TRADING DAY. THE MSTR/STRC COMBO IS GOING TO EAT THE ENTIRE WORLD. THIS IS THE BIGGEST STORY IN FINANCE. THE BITCOIN SINGULARITY IS HERE:
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🔥BREAKING: SAYLOR + STRATEGY DESTROYING THE MAG 7 IN CAPITAL ABSORPTION🔥 $572 MILLION RAISED IN ONE DAY?!? THAT IS MORE THAN GOOGLE, APPLE, MICROSOFT, TESLA, META, AMAZON, AND NVIDIA'S AVERAGE PROFIT PER TRADING DAY. THE MSTR/STRC COMBO IS GOING TO EAT THE ENTIRE WORLD. THIS IS THE BIGGEST STORY IN FINANCE. THE BITCOIN SINGULARITY IS HERE:

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🔥THE ULTIMATE MSTR BULL CASE - 12 MINUTES TO BLOW YOUR MIND🔥 Strategy is going to buy ALL of the Bitcoin and they will be the most valuable company in the world. Don't believe me? Watch this video. In this video, I break down the craziest, and somehow still realistic, 10-year MSTR model we’ve built yet. Using a framework based on what Strategy has already done with MSTR and STRC capital raises, I show how Bitcoin NAV could compound into something utterly monstrous over the next decade, even with a built-in 2 week monthly cool-off period where ZERO CAPITAL is raised. This is where the thesis gets wild. Debt gets crushed as a percentage of enterprise value. Preferred scales, but stabilizes. Bitcoin NAV goes vertical. And the first thing that breaks in the model is not the balance sheet. It’s Bitcoin scarcity itself. THAT'S THE REAL STORY HERE:
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22,529 Aufrufe • vor 4 Monaten

🔥STRK: THE BEST VALUE IN BITCOIN - GET PAID TO WAIT TO GET RICH?!?🔥 Everyone is staring at STRC for the yield and STRF for the seniority, while STRK is sitting in the corner like a chemically enhanced preferred stock with a concealed MSTR call option taped under its trench coat. In this video, I break down why STRK might be one of the most slept-on securities in the Strategy capital stack, how its yield compares to STRC and STRF, and why the conversion option could become absurdly valuable if Strategy keeps compounding Bitcoin exposure per share. STRC is income. STRF is senior income. STRK might be income with a Saylor-powered moon launcher attached. Not financial advice. I am just a man watching the fiat retirement complex get folded into a Bitcoin meat grinder:
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🔥STRK: THE BEST VALUE IN BITCOIN - GET PAID TO WAIT TO GET RICH?!?🔥 Everyone is staring at STRC for the yield and STRF for the seniority, while STRK is sitting in the corner like a chemically enhanced preferred stock with a concealed MSTR call option taped under its trench coat. In this video, I break down why STRK might be one of the most slept-on securities in the Strategy capital stack, how its yield compares to STRC and STRF, and why the conversion option could become absurdly valuable if Strategy keeps compounding Bitcoin exposure per share. STRC is income. STRF is senior income. STRK might be income with a Saylor-powered moon launcher attached. Not financial advice. I am just a man watching the fiat retirement complex get folded into a Bitcoin meat grinder:

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23,811 Aufrufe • vor 2 Monaten

$MSTR “I have an idea for $30 trillion.” “We have $60 billion of capital. We could buy anything.” - Michael Saylor $STRC is the multi-trillion-dollar idea. It’s the product Strategy is here to build. It’s also why investing in this company requires a genuinely long time horizon. $STRC has already attracted over $10 billion of capital, but if management is right, it’s still in the very early stages of its journey. Each year of consistent execution, each expansion into the credit markets, and each disciplined capital allocation decision strengthens the structure. As long as the company remains focused on accumulating Bitcoin and strengthening digital credit, I don’t believe there is a more compelling idea for management to pursue. This is the strategy. This is the multi-trillion-dollar bet. This is what you’re ultimately investing in. Mission Strategy. $BTC $MSTR $STRC
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$MSTR “I have an idea for $30 trillion.” “We have $60 billion of capital. We could buy anything.” - Michael Saylor $STRC is the multi-trillion-dollar idea. It’s the product Strategy is here to build. It’s also why investing in this company requires a genuinely long time horizon. $STRC has already attracted over $10 billion of capital, but if management is right, it’s still in the very early stages of its journey. Each year of consistent execution, each expansion into the credit markets, and each disciplined capital allocation decision strengthens the structure. As long as the company remains focused on accumulating Bitcoin and strengthening digital credit, I don’t believe there is a more compelling idea for management to pursue. This is the strategy. This is the multi-trillion-dollar bet. This is what you’re ultimately investing in. Mission Strategy. $BTC $MSTR $STRC

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STRC - SAYLOR'S NEW BITCOIN-BACKED CASH MACHINE Welcome to the new era of Bitcoin-backed yield. In this video, I break down STRC, the latest financial weapon engineered by Michael Michael Saylor and Strategy. A variable-rate, senior perpetual preferred stock designed to do one thing exceptionally well: 💰 Turn fiat into Bitcoin at scale... ...while paying you monthly to watch it happen.
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STRC - SAYLOR'S NEW BITCOIN-BACKED CASH MACHINE Welcome to the new era of Bitcoin-backed yield. In this video, I break down STRC, the latest financial weapon engineered by Michael Michael Saylor and Strategy. A variable-rate, senior perpetual preferred stock designed to do one thing exceptionally well: 💰 Turn fiat into Bitcoin at scale... ...while paying you monthly to watch it happen.

Adam Livingston

74,620 Aufrufe • vor 1 Jahr

🔥MSTR VS. THE MAGNIFICENT 7🔥 Strategy will be the most valuable company in the world. Latest cash cushions (USD billions): Microsoft: $102.0 B Alphabet: $98.5 B Amazon: $94.2 B Nvidia: $60.6 B Apple: $54.7 B Meta: $44.4 B Tesla: $41.6 B Strategy BTC reserve: $62.5 B Strategy’s stack of Bitcoin now tops the cash war-chests of Apple, Meta and Tesla, and sits between Nvidia and Amazon. Mag 7 cash looks big until you do the one math they’re allergic to. Purchasing power math: Cash is a melting ice cube at 6% inflation. Strategy’s reserve is an asset compounding at 30% (even if you haircut it, the spread matters). Real return spread = ~24% per year. That means Strategy’s war chest a GROWTH ENGINE. 20-year compression: Mag 7 cash sitting still loses ~70% of its purchasing power. (1 / 1.06^20 ≈ 0.31) Strategy’s reserve in REAL terms GROWS BY 50x. ( (1.30 / 1.06)^20 ≈ 50 ) Microsoft can have $100B cash, fine. In two decades, that’s the buying power of $31B in today’s dollars. Strategy’s $62.5B turns into ~$3.1T in today’s dollars, assuming the spread holds. And that’s before the real unfair advantage kicks in: Cash can’t be rehypothecated into an empire without political, regulatory, and shareholder limits. A compounding reserve can be used as collateral, capital formation, refinancing, acquisition currency, and liquidity backstop, without shrinking the core reserve. Will the Mag 7 continue to add cash to fight the decay? Absolutely. But Strategy will, more importantly, continue to add Bitcoin to outrun the monetary death spiral. Mag 7 is “operating cash.” Strategy is “strategic collateral.” When your treasury compounds faster than your competitors’ revenues, you stop competing with companies, you start competing with sovereign balance sheets. The Mag 7 doesn’t stand a chance because they’re playing defense with melting dollars while Strategy is playing offense with compounding capital.
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🔥MSTR VS. THE MAGNIFICENT 7🔥 Strategy will be the most valuable company in the world. Latest cash cushions (USD billions): Microsoft: $102.0 B Alphabet: $98.5 B Amazon: $94.2 B Nvidia: $60.6 B Apple: $54.7 B Meta: $44.4 B Tesla: $41.6 B Strategy BTC reserve: $62.5 B Strategy’s stack of Bitcoin now tops the cash war-chests of Apple, Meta and Tesla, and sits between Nvidia and Amazon. Mag 7 cash looks big until you do the one math they’re allergic to. Purchasing power math: Cash is a melting ice cube at 6% inflation. Strategy’s reserve is an asset compounding at 30% (even if you haircut it, the spread matters). Real return spread = ~24% per year. That means Strategy’s war chest a GROWTH ENGINE. 20-year compression: Mag 7 cash sitting still loses ~70% of its purchasing power. (1 / 1.06^20 ≈ 0.31) Strategy’s reserve in REAL terms GROWS BY 50x. ( (1.30 / 1.06)^20 ≈ 50 ) Microsoft can have $100B cash, fine. In two decades, that’s the buying power of $31B in today’s dollars. Strategy’s $62.5B turns into ~$3.1T in today’s dollars, assuming the spread holds. And that’s before the real unfair advantage kicks in: Cash can’t be rehypothecated into an empire without political, regulatory, and shareholder limits. A compounding reserve can be used as collateral, capital formation, refinancing, acquisition currency, and liquidity backstop, without shrinking the core reserve. Will the Mag 7 continue to add cash to fight the decay? Absolutely. But Strategy will, more importantly, continue to add Bitcoin to outrun the monetary death spiral. Mag 7 is “operating cash.” Strategy is “strategic collateral.” When your treasury compounds faster than your competitors’ revenues, you stop competing with companies, you start competing with sovereign balance sheets. The Mag 7 doesn’t stand a chance because they’re playing defense with melting dollars while Strategy is playing offense with compounding capital.

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46,883 Aufrufe • vor 6 Monaten

🔥THE ULTIMATE BITCOIN RETIREMENT STRATEGY WILL BLOW YOUR MIND🔥 80% STRC / 10% MSTR / 10% BTC Why wait until 67 to eat Jell-O and cry in a La-Z-Boy when you could be 45, collecting $385,000 a year in Bitcoin-backed dividends while the fiat system collapses like a dying star? In this video, I break down the 80/10/10 Tri-Fuel Portfolio that's turning pissed-off wage slaves into STRC-dripping Bitcoin aristocrats: 80% STRC - Variable 11% dividend yield so you can finally stop Venmo-requesting your friends for tacos 10% MSTR - Michael Saylor’s leveraged Bitcoin cult on Nasdaq 10% BTC - Because you need something to stare at while the world burns And then we GLIDE. Sell off MSTR gains starting in Year 11. Roll into STRC. Lock in yield. Get paid more than the president - every year - forever. Math included. No bonds. No boomer ETFs. JUST COLD, CALCULATED BITCOIN SUPREMACY:
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🔥THE ULTIMATE BITCOIN RETIREMENT STRATEGY WILL BLOW YOUR MIND🔥 80% STRC / 10% MSTR / 10% BTC Why wait until 67 to eat Jell-O and cry in a La-Z-Boy when you could be 45, collecting $385,000 a year in Bitcoin-backed dividends while the fiat system collapses like a dying star? In this video, I break down the 80/10/10 Tri-Fuel Portfolio that's turning pissed-off wage slaves into STRC-dripping Bitcoin aristocrats: 80% STRC - Variable 11% dividend yield so you can finally stop Venmo-requesting your friends for tacos 10% MSTR - Michael Saylor’s leveraged Bitcoin cult on Nasdaq 10% BTC - Because you need something to stare at while the world burns And then we GLIDE. Sell off MSTR gains starting in Year 11. Roll into STRC. Lock in yield. Get paid more than the president - every year - forever. Math included. No bonds. No boomer ETFs. JUST COLD, CALCULATED BITCOIN SUPREMACY:

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69,048 Aufrufe • vor 6 Monaten

🔥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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🔥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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31,581 Aufrufe • vor 6 Monaten

Michael Saylor Explains Why He May Sell Bitcoin Strategy founder Michael Saylor Michael Saylor said in a May 9 interview with Bonnie Blockchain that if the company needs to sell a small amount of Bitcoin, it would be to realize capital gains and pay STRC credit dividends. He compared the model to real estate development: raising capital through credit instruments, buying an asset, and later monetizing it through a sale or refinancing after it appreciates. Responding to Peter Schiff's "Ponzi scheme" criticism, Saylor said the more accurate principle is to "never be a net seller of Bitcoin." At this stage, even if Strategy sells 1 Bitcoin, it would buy 10 to 20 at the same time.
3:25

Michael Saylor Explains Why He May Sell Bitcoin Strategy founder Michael Saylor Michael Saylor said in a May 9 interview with Bonnie Blockchain that if the company needs to sell a small amount of Bitcoin, it would be to realize capital gains and pay STRC credit dividends. He compared the model to real estate development: raising capital through credit instruments, buying an asset, and later monetizing it through a sale or refinancing after it appreciates. Responding to Peter Schiff's "Ponzi scheme" criticism, Saylor said the more accurate principle is to "never be a net seller of Bitcoin." At this stage, even if Strategy sells 1 Bitcoin, it would buy 10 to 20 at the same time.

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12,629 Aufrufe • vor 2 Monaten

WHY I AM MORE BULLISH THAN EVER ON MSTR In this presentation, I walk through why I’m more bullish than ever on MSTR, the halving, the synthetic halving, and the part that makes Bitcoin bears develop stress rashes: Strategy buying Bitcoin at a pace that outpaces the daily new supply. Then we hit the receipts, MSTR vs BTC returns, the DCA proof, and the compounding math that turns “responsible investing” into performance art. Bitcoin bears will watch this and immediately open a spreadsheet, whisper “valuation,” and then go back to clipping coupons in their emotional support 60/40 portfolio:
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WHY I AM MORE BULLISH THAN EVER ON MSTR In this presentation, I walk through why I’m more bullish than ever on MSTR, the halving, the synthetic halving, and the part that makes Bitcoin bears develop stress rashes: Strategy buying Bitcoin at a pace that outpaces the daily new supply. Then we hit the receipts, MSTR vs BTC returns, the DCA proof, and the compounding math that turns “responsible investing” into performance art. Bitcoin bears will watch this and immediately open a spreadsheet, whisper “valuation,” and then go back to clipping coupons in their emotional support 60/40 portfolio:

Adam Livingston

10,137 Aufrufe • vor 5 Monaten

Literally my whole timeline is about Michael Saylor selling 32 BTC, which leaves them with JUST 843,706. What I do find interesting is the reasoning behind selling 32 BTC. And let me tell you what I think the reason is: $MSTR is so focused on $STRC lately, and a lot of the noise comes from people thinking they won't pay their holders the dividend. Saylor posted his "Working Better" post and the next few posts were about $STRC. First about maintaining the dividend rate at 11.50%. The second post "Our goal is to make $STRC the best credit instrument in the world." Strategy isn't panic selling Bitcoin because they're about to go down. They're selling to reassure STRC holders that Strategy WILL pay you the dividend. Panic over 0.004% of holdings is peak noise. They're paying STRC holders what they promised so the capital machine keeps fueling more Bitcoin.
2:28

Literally my whole timeline is about Michael Saylor selling 32 BTC, which leaves them with JUST 843,706. What I do find interesting is the reasoning behind selling 32 BTC. And let me tell you what I think the reason is: $MSTR is so focused on $STRC lately, and a lot of the noise comes from people thinking they won't pay their holders the dividend. Saylor posted his "Working Better" post and the next few posts were about $STRC. First about maintaining the dividend rate at 11.50%. The second post "Our goal is to make $STRC the best credit instrument in the world." Strategy isn't panic selling Bitcoin because they're about to go down. They're selling to reassure STRC holders that Strategy WILL pay you the dividend. Panic over 0.004% of holdings is peak noise. They're paying STRC holders what they promised so the capital machine keeps fueling more Bitcoin.

Marc ₿

143,210 Aufrufe • vor 2 Monaten

I joined Katie Greifeld and Romaine Bostick on Bloomberg today to discuss Strategy’s evolution into a Digital Capital platform, our $3B cash reserve, $STRC, balance sheet resilience, and our long-term commitment to Bitcoin. 01:17 - Strategy’s evolution from Bitcoin Treasury Company to full Digital Capital platform 01:25 - Over 840,000 BTC, $10.5B of $STRC, and Strategy’s responsibilities 01:45 - Why Strategy built a $3B cash reserve after listening to preferred shareholders 02:30 - The path for $STRC: build USD reserves, return $STRC to par, issue more $STRC, and buy $BTC 04:22 - $MSTR’s goal: outperform Bitcoin over time while managing volatility through bull and bear markets 05:41 - Balance sheet resilience and why debt risk is low 06:50 - Strategy’s long-term Bitcoin commitment: “We’re not going anywhere” 07:04 - Bitcoin is bigger than Strategy: 4% ownership, $30–40B of daily volume, and bitcoin sales that did not move the market 08:46 - Software, AI, Bitcoin, and the maturity of a 25-year public company operating inside digital finance
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I joined Katie Greifeld and Romaine Bostick on Bloomberg today to discuss Strategy’s evolution into a Digital Capital platform, our $3B cash reserve, $STRC, balance sheet resilience, and our long-term commitment to Bitcoin. 01:17 - Strategy’s evolution from Bitcoin Treasury Company to full Digital Capital platform 01:25 - Over 840,000 BTC, $10.5B of $STRC, and Strategy’s responsibilities 01:45 - Why Strategy built a $3B cash reserve after listening to preferred shareholders 02:30 - The path for $STRC: build USD reserves, return $STRC to par, issue more $STRC, and buy $BTC 04:22 - $MSTR’s goal: outperform Bitcoin over time while managing volatility through bull and bear markets 05:41 - Balance sheet resilience and why debt risk is low 06:50 - Strategy’s long-term Bitcoin commitment: “We’re not going anywhere” 07:04 - Bitcoin is bigger than Strategy: 4% ownership, $30–40B of daily volume, and bitcoin sales that did not move the market 08:46 - Software, AI, Bitcoin, and the maturity of a 25-year public company operating inside digital finance

Phong Le

484,517 Aufrufe • vor 19 Tagen

$MSTR “My investment thesis is you buy technology companies that have a dominant place in their industry that are going to eat everything, and then you just wait.” - Michael Saylor If you embraced Saylor’s bet in 2020, sat through the volatility, and ignored the general advice along the way, you’ve achieved an annualized return most investors would dream of. Strategy despite two 70–80% drawdowns, has still compounded at 41% annually since adopting the Bitcoin Standard, outperforming Bitcoin itself over the same period. That bet started with 21,454 BTC acquired for $250 million. Today, it stands at 843,775 BTC, representing 4% of the entire Bitcoin network. If you believe Bitcoin remains the dominant monetary network, Strategy now owns roughly 20× more Bitcoin than the world’s second largest corporate holder. And while Bitcoin has spent much of this year under pressure, Strategy has still accumulated roughly 4× the entire treasury of the world’s second largest corporate holder, through its upgraded capital acquisition engine in $STRC I understand why Michael doesn’t spend much time asking for advice. Whether you agree with every decision or not, he’s spent six years executing one thesis with remarkable consistency. Mission Strategy. $BTC $MSTR $STRC
1:43

$MSTR “My investment thesis is you buy technology companies that have a dominant place in their industry that are going to eat everything, and then you just wait.” - Michael Saylor If you embraced Saylor’s bet in 2020, sat through the volatility, and ignored the general advice along the way, you’ve achieved an annualized return most investors would dream of. Strategy despite two 70–80% drawdowns, has still compounded at 41% annually since adopting the Bitcoin Standard, outperforming Bitcoin itself over the same period. That bet started with 21,454 BTC acquired for $250 million. Today, it stands at 843,775 BTC, representing 4% of the entire Bitcoin network. If you believe Bitcoin remains the dominant monetary network, Strategy now owns roughly 20× more Bitcoin than the world’s second largest corporate holder. And while Bitcoin has spent much of this year under pressure, Strategy has still accumulated roughly 4× the entire treasury of the world’s second largest corporate holder, through its upgraded capital acquisition engine in $STRC I understand why Michael doesn’t spend much time asking for advice. Whether you agree with every decision or not, he’s spent six years executing one thesis with remarkable consistency. Mission Strategy. $BTC $MSTR $STRC

Zaid 🟧

28,537 Aufrufe • vor 17 Tagen

JUST IN: TOM LEE JUST SAID THAT THERE IS ABSOLUTELY NO WAY THAT MICHAEL SAYLOR'S STRATEGY IS GOING TO $0 "BITCOIN REMAINS ONE OF THE MOST PRISTINE WAYS TO TRANSFER AND STORE VALUE" "AS LONG AS BTC RECOVERS, MSTR AND STRC WILL STAGE A BIG RECOVERY" "HE IS FACING A TEST OF HIS CAPITAL STRUCTURE AND HE WILL INCREASE HIS CASH BALANCE" THE BUY SIGNALS ARE FLASHING. HERE WE GO 🚀
2:31

JUST IN: TOM LEE JUST SAID THAT THERE IS ABSOLUTELY NO WAY THAT MICHAEL SAYLOR'S STRATEGY IS GOING TO $0 "BITCOIN REMAINS ONE OF THE MOST PRISTINE WAYS TO TRANSFER AND STORE VALUE" "AS LONG AS BTC RECOVERS, MSTR AND STRC WILL STAGE A BIG RECOVERY" "HE IS FACING A TEST OF HIS CAPITAL STRUCTURE AND HE WILL INCREASE HIS CASH BALANCE" THE BUY SIGNALS ARE FLASHING. HERE WE GO 🚀

The Bitcoin Historian

32,070 Aufrufe • vor 1 Monat

How does Strategy navigate a challenging Bitcoin market, return $STRC to par, and continue compounding Bitcoin per share? In our Q2 earnings call, we laid out the strategy, reviewed our financial position and capital-management framework, and answered questions from equity analysts and industry experts. Prepared Remarks 00:00:00 - Welcome 00:01:20 - 843,775 BTC, 203,683 sats per share, $17B raised year to date, and Strategy’s position as the largest institutional holder of Bitcoin 00:03:27 - Q2 balance sheet: $49.7B of digital assets, $3.75B current USD reserve, lower debt, higher preferred equity, and strong stress-case coverage 00:08:57 - Bitcoin KPIs: 4.5% BTC Yield, 29,997 BTC Gain, and ~3.6x growth in Bitcoin per share since 2020 00:12:47 - Q2 execution: higher Bitcoin holdings, lower debt, larger USD reserves, stronger Bitcoin per share, and active capital management 00:15:03 - Strategy as a net buyer of Bitcoin and net issuer of Digital Credit: 48x more BTC bought than sold and 300x more Digital Credit issued than repurchased 00:18:47 - Returning $STRC to $99–$100 through USD reserves, Bitcoin monetization, repurchases, dividend management, and disciplined issuance 00:24:50 - Bitcoin liquidity: why Strategy’s bitcoin purchases and sales are not material to overall Bitcoin trading volume 00:33:03 - Bitcoin as Digital Capital: website metrics, the 200-week moving average, current headwinds, Bitcoin Dominance, banking adoption, and security coordination 00:44:08 - $STRC as flagship Digital Credit: liquidity, lower volatility, market depth, yield, investor base, path to par, and updated credit metrics 01:05:04 - Equity framework: hurdle rate, breakeven rate, floor rate, market skepticism, $MSTR outperformance, franchise advantages, and Strategy’s long-term ambition Q&A 01:19:31 - Why Bitcoin-backed borrowing is not currently the preferred path to build USD reserves 01:23:11 - Why Strategy is consolidating around $STRC instead of creating more instruments or selling volatility 01:40:37 - Equitizing, repaying, or refinancing convertible debt 01:43:18 - Covered calls, cash-secured puts, Digital Credit, Bitcoin as money, and marketing products to the 99% outside Bitcoin 01:59:22 - USD reserve minimums and the path to $STRC trading at par 02:00:55 - Amplification, USD/BTC reserve mix, and countercyclical capital management 02:12:04 - Why Strategy does not intend to issue $STRC below par 02:20:34 - Lessons from 2022 and 2026, tokenized securities, Digital Money, and the June 26 $STRC dislocation 02:34:54 - Closing remarks
2:35:11

How does Strategy navigate a challenging Bitcoin market, return $STRC to par, and continue compounding Bitcoin per share? In our Q2 earnings call, we laid out the strategy, reviewed our financial position and capital-management framework, and answered questions from equity analysts and industry experts. Prepared Remarks 00:00:00 - Welcome 00:01:20 - 843,775 BTC, 203,683 sats per share, $17B raised year to date, and Strategy’s position as the largest institutional holder of Bitcoin 00:03:27 - Q2 balance sheet: $49.7B of digital assets, $3.75B current USD reserve, lower debt, higher preferred equity, and strong stress-case coverage 00:08:57 - Bitcoin KPIs: 4.5% BTC Yield, 29,997 BTC Gain, and ~3.6x growth in Bitcoin per share since 2020 00:12:47 - Q2 execution: higher Bitcoin holdings, lower debt, larger USD reserves, stronger Bitcoin per share, and active capital management 00:15:03 - Strategy as a net buyer of Bitcoin and net issuer of Digital Credit: 48x more BTC bought than sold and 300x more Digital Credit issued than repurchased 00:18:47 - Returning $STRC to $99–$100 through USD reserves, Bitcoin monetization, repurchases, dividend management, and disciplined issuance 00:24:50 - Bitcoin liquidity: why Strategy’s bitcoin purchases and sales are not material to overall Bitcoin trading volume 00:33:03 - Bitcoin as Digital Capital: website metrics, the 200-week moving average, current headwinds, Bitcoin Dominance, banking adoption, and security coordination 00:44:08 - $STRC as flagship Digital Credit: liquidity, lower volatility, market depth, yield, investor base, path to par, and updated credit metrics 01:05:04 - Equity framework: hurdle rate, breakeven rate, floor rate, market skepticism, $MSTR outperformance, franchise advantages, and Strategy’s long-term ambition Q&A 01:19:31 - Why Bitcoin-backed borrowing is not currently the preferred path to build USD reserves 01:23:11 - Why Strategy is consolidating around $STRC instead of creating more instruments or selling volatility 01:40:37 - Equitizing, repaying, or refinancing convertible debt 01:43:18 - Covered calls, cash-secured puts, Digital Credit, Bitcoin as money, and marketing products to the 99% outside Bitcoin 01:59:22 - USD reserve minimums and the path to $STRC trading at par 02:00:55 - Amplification, USD/BTC reserve mix, and countercyclical capital management 02:12:04 - Why Strategy does not intend to issue $STRC below par 02:20:34 - Lessons from 2022 and 2026, tokenized securities, Digital Money, and the June 26 $STRC dislocation 02:34:54 - Closing remarks

Michael Saylor

298,179 Aufrufe • vor 2 Tagen

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 1 Monat

🔥MSTR IS CRASHING! SAYLOR LIQUIDATED SOON!?!?🔥 NO. THIS VIDEO IS A PUBLIC EXECUTION OF THE LIQUIDATION MYTH. The bears are squealing again. Bitcoin dips below $74k and suddenly every couch economist on Twitter is screaming that Strategy is going to margin call itself into oblivion like it's 2022 and Saylor just downloaded the FTX app. I cover: - Why Strategy’s balance sheet is a nuclear bunker made of Bitcoin - How their convertible debt stack is literally free money - What “perpetual preferred equity” actually means (spoiler: it's never due, you mouthbreathers) - And the three questions that vaporize the bear thesis in under 60 seconds If you're still tweeting "MSTR bad because debt," you should legally be required to wear water wings in public:
19:24

🔥MSTR IS CRASHING! SAYLOR LIQUIDATED SOON!?!?🔥 NO. THIS VIDEO IS A PUBLIC EXECUTION OF THE LIQUIDATION MYTH. The bears are squealing again. Bitcoin dips below $74k and suddenly every couch economist on Twitter is screaming that Strategy is going to margin call itself into oblivion like it's 2022 and Saylor just downloaded the FTX app. I cover: - Why Strategy’s balance sheet is a nuclear bunker made of Bitcoin - How their convertible debt stack is literally free money - What “perpetual preferred equity” actually means (spoiler: it's never due, you mouthbreathers) - And the three questions that vaporize the bear thesis in under 60 seconds If you're still tweeting "MSTR bad because debt," you should legally be required to wear water wings in public:

Adam Livingston

19,087 Aufrufe • vor 5 Monaten

The Blueprint for a New Financial System Michael Saylor, founder and Executive Chairman of MicroStrategy, returns to explain how Bitcoin is transforming global capital markets and redefining the future of wealth creation. Drawing from his background in science and engineering, Saylor breaks down how Bitcoin’s architecture merges technology, economics, and mathematics to create the first truly engineered form of sound money — one that’s reshaping corporate finance, investment strategy, and even national policy. In this conversation, we explore why legacy finance is structurally unsustainable, how overcollateralized digital credit could replace sovereign debt, and why Bitcoin’s “refinery model” may ignite a new era of capital efficiency. Saylor details the evolution from digital gold to digital credit, how MicroStrategy’s innovations are setting the blueprint for Bitcoin-backed balance sheets, and why governments, banks, and investors will ultimately be forced to adopt Bitcoin as the foundation of a new global financial system. Timestamps: 0:00 – Why Bitcoin Is Inevitable 4:12 – How Technology Turned Energy Into Capital 8:27 – Why 99% of Companies Are Locked Out of Capital Markets 12:38 – The “Kerosene” Metaphor: Refining Bitcoin Into Yield Instruments 18:21 – Designing Digital Credit: How It Actually Works 32:55 – How Bitcoin Becomes the Base Layer for Digital Credit 48:12 – Rebuilding Legacy Finance on Bitcoin Infrastructure 56:09 – Turning USD Yield Into Bitcoin Yield 1:12:24 – Why Bitcoin’s Refinery Model Could Spark a New Industrial Revolution 1:24:10 – How Digital Credit Will Outperform Traditional Bonds 1:38:52 – Why Governments and Corporations Will Be Forced to Adopt Bitcoin 1:52:40 – Adapting to Change — Why Relevance Is Earned Daily Note: This interview was recorded with Mark Moss on September 30, 2025, before $STRC, $STRK, $STRD, and $STRF began trading on Robinhood.
1:56:05

The Blueprint for a New Financial System Michael Saylor, founder and Executive Chairman of MicroStrategy, returns to explain how Bitcoin is transforming global capital markets and redefining the future of wealth creation. Drawing from his background in science and engineering, Saylor breaks down how Bitcoin’s architecture merges technology, economics, and mathematics to create the first truly engineered form of sound money — one that’s reshaping corporate finance, investment strategy, and even national policy. In this conversation, we explore why legacy finance is structurally unsustainable, how overcollateralized digital credit could replace sovereign debt, and why Bitcoin’s “refinery model” may ignite a new era of capital efficiency. Saylor details the evolution from digital gold to digital credit, how MicroStrategy’s innovations are setting the blueprint for Bitcoin-backed balance sheets, and why governments, banks, and investors will ultimately be forced to adopt Bitcoin as the foundation of a new global financial system. Timestamps: 0:00 – Why Bitcoin Is Inevitable 4:12 – How Technology Turned Energy Into Capital 8:27 – Why 99% of Companies Are Locked Out of Capital Markets 12:38 – The “Kerosene” Metaphor: Refining Bitcoin Into Yield Instruments 18:21 – Designing Digital Credit: How It Actually Works 32:55 – How Bitcoin Becomes the Base Layer for Digital Credit 48:12 – Rebuilding Legacy Finance on Bitcoin Infrastructure 56:09 – Turning USD Yield Into Bitcoin Yield 1:12:24 – Why Bitcoin’s Refinery Model Could Spark a New Industrial Revolution 1:24:10 – How Digital Credit Will Outperform Traditional Bonds 1:38:52 – Why Governments and Corporations Will Be Forced to Adopt Bitcoin 1:52:40 – Adapting to Change — Why Relevance Is Earned Daily Note: This interview was recorded with Mark Moss on September 30, 2025, before $STRC, $STRK, $STRD, and $STRF began trading on Robinhood.

Michael Saylor

470,075 Aufrufe • vor 9 Monaten