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Vinny Lingham on exactly how the MSTR empire could crash step by step "The moment MSTR trades at a discount he cannot raise more cash. He is locked out. He cannot sell MSTR. He cannot sell STRC. Then he starts running out of cash. Call it nine months, eight...

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Laura Shin

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98,694 views • 1 month ago •via X (Twitter)

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🔥HOW I AM GOING TO GREATLY OUTPERFORM BITCOIN + MSTR - MSTR LEAP +1,000% GAINS🔥 BITCOIN IS THE HURDLE RATE. With the end goal of more Bitcoin acquisition, I have acquired MSTR call options expiring December 2028. Strategy has acquired over 56,000 Bitcoin this month alone and there is another 32 months of accumulation until then. The payoff math of this entry is INSANE. Check it out. NOT FINANCIAL ADVICE. THIS IS FINANCIAL ENTERTAINMENT.
23:52

🔥HOW I AM GOING TO GREATLY OUTPERFORM BITCOIN + MSTR - MSTR LEAP +1,000% GAINS🔥 BITCOIN IS THE HURDLE RATE. With the end goal of more Bitcoin acquisition, I have acquired MSTR call options expiring December 2028. Strategy has acquired over 56,000 Bitcoin this month alone and there is another 32 months of accumulation until then. The payoff math of this entry is INSANE. Check it out. NOT FINANCIAL ADVICE. THIS IS FINANCIAL ENTERTAINMENT.

Adam Livingston

23,297 views • 3 months ago

"The significance for Bitcoin is that Saylor basically just surrendered. Strategy has gone from the biggest buyer to the biggest seller" Peter Schiff on why Strategy turning seller flips the entire Bitcoin market "He can hide and say we're still a net buyer. He's not. He's gonna be a net seller now. He needs to sell Bitcoin to pay the dividends on the preferreds, to raise the reserves, to cover the interest and principal on the debt, and to buy back stock. He sold preferreds at 100, why not buy them back at 80?" "I don't see how the market is gonna absorb this shift where the biggest buyer becomes the biggest seller. And it's not just Strategy. A lot of people bought knowing Strategy was gonna buy. That was their comfort, their safety buyer. There's a bid in the market, they're gonna keep buying, so I'm gonna buy on his coattails" "Now the markets are anticipating Strategy as a seller. It's gonna be the reverse. Strategy is gonna sell, let me get out first"
1:17

"The significance for Bitcoin is that Saylor basically just surrendered. Strategy has gone from the biggest buyer to the biggest seller" Peter Schiff on why Strategy turning seller flips the entire Bitcoin market "He can hide and say we're still a net buyer. He's not. He's gonna be a net seller now. He needs to sell Bitcoin to pay the dividends on the preferreds, to raise the reserves, to cover the interest and principal on the debt, and to buy back stock. He sold preferreds at 100, why not buy them back at 80?" "I don't see how the market is gonna absorb this shift where the biggest buyer becomes the biggest seller. And it's not just Strategy. A lot of people bought knowing Strategy was gonna buy. That was their comfort, their safety buyer. There's a bid in the market, they're gonna keep buying, so I'm gonna buy on his coattails" "Now the markets are anticipating Strategy as a seller. It's gonna be the reverse. Strategy is gonna sell, let me get out first"

The Wolf Of All Streets

282,475 views • 1 month ago

🩸 THE BIGGEST BITCOIN TREASURY ON EARTH IS UNWINDING IN REAL TIME. Strategy is down 84% from its high. Tens of billions in market value gone. Its preferred stock $STRC was built to hold a $100 peg. It just broke to $75. Here is why this matters to all of Bitcoin. $MSTR did not just buy Bitcoin. It borrowed to buy Bitcoin. That structure is a rocket when price rises. And a trap when price falls. bitcoin:native is down 52% and the trap is closing. This is the leverage washing out of the entire market.
0:25

🩸 THE BIGGEST BITCOIN TREASURY ON EARTH IS UNWINDING IN REAL TIME. Strategy is down 84% from its high. Tens of billions in market value gone. Its preferred stock $STRC was built to hold a $100 peg. It just broke to $75. Here is why this matters to all of Bitcoin. $MSTR did not just buy Bitcoin. It borrowed to buy Bitcoin. That structure is a rocket when price rises. And a trap when price falls. bitcoin:native is down 52% and the trap is closing. This is the leverage washing out of the entire market.

Mister Crypto

17,277 views • 1 month ago

Michael Saylor talked about not selling Bitcoin for years now he just signed off on selling up to $1.25 billion of Bitcoin to build a USD reserve and $MSTR sits on one of the biggest unrealized losses in history at $13 billion is $MSTR going bankrupt?
1:13

Michael Saylor talked about not selling Bitcoin for years now he just signed off on selling up to $1.25 billion of Bitcoin to build a USD reserve and $MSTR sits on one of the biggest unrealized losses in history at $13 billion is $MSTR going bankrupt?

Ashley

58,483 views • 1 month ago

Peter Schiff claims Michael Saylor is “sacrificing his own shareholders by destroying value to sell his stock into the market at a discount.” Michael Saylor owns 19.6 million shares of MSTR. Every time he issues more stock to buy Bitcoin he is also diluting himself.
0:40

Peter Schiff claims Michael Saylor is “sacrificing his own shareholders by destroying value to sell his stock into the market at a discount.” Michael Saylor owns 19.6 million shares of MSTR. Every time he issues more stock to buy Bitcoin he is also diluting himself.

The ₿itcoin Therapist

33,589 views • 2 months ago

Tom Lee says he believes MSTR is close to a bottom, #Bitcoin could drop to $77,000 and explains why MSTR’s price has been cratering for the last 3 months. Must watch interview.
2:31

Tom Lee says he believes MSTR is close to a bottom, #Bitcoin could drop to $77,000 and explains why MSTR’s price has been cratering for the last 3 months. Must watch interview.

Bitcoin Teddy

186,918 views • 8 months ago

This is probably the most important interview you will watch for the rest of the year. Tom Lee says he believes MSTR is close to a bottom, Bitcoin could drop to $77,000 and explains why MSTR’s price has been cratering for the last 3 months. Must watch interview.
2:31

This is probably the most important interview you will watch for the rest of the year. Tom Lee says he believes MSTR is close to a bottom, Bitcoin could drop to $77,000 and explains why MSTR’s price has been cratering for the last 3 months. Must watch interview.

The ₿itcoin Therapist

304,828 views • 9 months ago

Michael Saylor is now actively encouraging traders to short $MSTR and promises he won’t sell the #Bitcoin. This man is about to create the greatest gamma squeeze in the history of finance.
2:26

Michael Saylor is now actively encouraging traders to short $MSTR and promises he won’t sell the #Bitcoin. This man is about to create the greatest gamma squeeze in the history of finance.

The ₿itcoin Therapist

793,643 views • 1 year ago

🚨 THE CRASH IS NOT STOPPING AND MICHAEL SAYLOR IS NOW IN REAL TROUBLE. Bitcoin just crashed nearly -5% in 30 minutes. $BTC hit a NEW 21-MONTH LOW. $STRC collapsed to a NEW ALL-TIME LOW. $MSTR is already down over -83% from its peaK. Read that again. Bitcoin is breaking down. STRC is breaking down. MSTR is breaking down. All at the same time. This is no longer just a crypto dump. This is the market starting to ask the question nobody wanted to ask: Could Strategy eventually be forced to sell Bitcoin? Because if liquidity keeps disappearing… Saylor’s Bitcoin empire becomes the next domino. Keep in mind: I’ve called every major market top and bottom for over 10 YEARS. I was one of the only people who called the top in October, and I’ll do it again, that’s literally my job. If you still haven’t followed me, you’ll regret it.
0:35

🚨 THE CRASH IS NOT STOPPING AND MICHAEL SAYLOR IS NOW IN REAL TROUBLE. Bitcoin just crashed nearly -5% in 30 minutes. $BTC hit a NEW 21-MONTH LOW. $STRC collapsed to a NEW ALL-TIME LOW. $MSTR is already down over -83% from its peaK. Read that again. Bitcoin is breaking down. STRC is breaking down. MSTR is breaking down. All at the same time. This is no longer just a crypto dump. This is the market starting to ask the question nobody wanted to ask: Could Strategy eventually be forced to sell Bitcoin? Because if liquidity keeps disappearing… Saylor’s Bitcoin empire becomes the next domino. Keep in mind: I’ve called every major market top and bottom for over 10 YEARS. I was one of the only people who called the top in October, and I’ll do it again, that’s literally my job. If you still haven’t followed me, you’ll regret it.

DANNY

120,212 views • 1 month ago

🚨 THE CRASH IS NOT STOPPING AND MICHAEL SAYLOR IS NOW IN REAL TROUBLE. Bitcoin just crashed nearly -5% in 30 minutes. $STRC collapsed to a new all-time low. $MSTR is already down over -83% from its peaK. The market is starting to fear the unthinkable: Could Strategy eventually be forced to sell Bitcoin?
0:30

🚨 THE CRASH IS NOT STOPPING AND MICHAEL SAYLOR IS NOW IN REAL TROUBLE. Bitcoin just crashed nearly -5% in 30 minutes. $STRC collapsed to a new all-time low. $MSTR is already down over -83% from its peaK. The market is starting to fear the unthinkable: Could Strategy eventually be forced to sell Bitcoin?

Crypto Rover

642,567 views • 1 month ago

"All the doomsayers assumed he had no access to capital markets, and that if he sold his Bitcoin, Bitcoin would plummet like a rock. In two weeks he's disproven the entirety of the mega bear case" Dave on how Saylor quietly dismantled the entire bear case in two weeks "The market cares about two things. One, what's going to be the value of their Bitcoin reserve, and two, does he have access to capital markets" "What have we learned the last two weeks? We've learned that he could sell Bitcoin and the price could rise and go up. And he's not even buying. And we learned that he could access capital markets without touching Bitcoin and raise cash if he needs to" "Basically what he's done in the last two weeks is disproven the entirety of the mega bear case, the disastrous circle, the flush down the drain"
0:44

"All the doomsayers assumed he had no access to capital markets, and that if he sold his Bitcoin, Bitcoin would plummet like a rock. In two weeks he's disproven the entirety of the mega bear case" Dave on how Saylor quietly dismantled the entire bear case in two weeks "The market cares about two things. One, what's going to be the value of their Bitcoin reserve, and two, does he have access to capital markets" "What have we learned the last two weeks? We've learned that he could sell Bitcoin and the price could rise and go up. And he's not even buying. And we learned that he could access capital markets without touching Bitcoin and raise cash if he needs to" "Basically what he's done in the last two weeks is disproven the entirety of the mega bear case, the disastrous circle, the flush down the drain"

The Wolf Of All Streets

57,587 views • 1 month ago

Should Strategy proactively sell Bitcoin now to protect shareholders later? Kaleo makes the case for selling, and gets pushback Kaleo: "Issuing MSTR is good here. If they were able to just unload a few billion dollars worth of Bitcoin and say the price didn't move way too much, we are being proactive. If they were able to sell that $1.25 billion of Bitcoin, that's bullish" "You're advocating for destroying shareholder value now to protect shareholder value in the future. Why would we be worried about Strategy being a forced seller if we're not worried about voluntarily selling now? That point I just don't get" Kaleo: "Where else is that 10 to 12 billion dollars coming from? They right now have talked about they are willing to sell the Bitcoin. If they sell some at a higher price, it eases a lot more of the concerns than if we get to 30k and we're in the same situation and they haven't sold any" "I can't get anyone to give me an answer on how much Bitcoin he can sell and why. You have no idea what would happen if he did that. What if he does it and Bitcoin goes to 30 and people are like we're done, he's out? You've destroyed more shareholder value than if Bitcoin just goes to 30, stays there 18 months, and he's forced to sell a couple billion. The most likely scenario is at some point in the next 12 months Bitcoin goes up enough that this isn't a problem"
3:52

Should Strategy proactively sell Bitcoin now to protect shareholders later? Kaleo makes the case for selling, and gets pushback Kaleo: "Issuing MSTR is good here. If they were able to just unload a few billion dollars worth of Bitcoin and say the price didn't move way too much, we are being proactive. If they were able to sell that $1.25 billion of Bitcoin, that's bullish" "You're advocating for destroying shareholder value now to protect shareholder value in the future. Why would we be worried about Strategy being a forced seller if we're not worried about voluntarily selling now? That point I just don't get" Kaleo: "Where else is that 10 to 12 billion dollars coming from? They right now have talked about they are willing to sell the Bitcoin. If they sell some at a higher price, it eases a lot more of the concerns than if we get to 30k and we're in the same situation and they haven't sold any" "I can't get anyone to give me an answer on how much Bitcoin he can sell and why. You have no idea what would happen if he did that. What if he does it and Bitcoin goes to 30 and people are like we're done, he's out? You've destroyed more shareholder value than if Bitcoin just goes to 30, stays there 18 months, and he's forced to sell a couple billion. The most likely scenario is at some point in the next 12 months Bitcoin goes up enough that this isn't a problem"

The Wolf Of All Streets

46,399 views • 1 month ago

Michael Saylor is now actively encouraging traders to short $MSTR and promises he won’t sell the #Bitcoin 🤯 This man is about to create the greatest gamma squeeze in the history of finance.
2:26

Michael Saylor is now actively encouraging traders to short $MSTR and promises he won’t sell the #Bitcoin 🤯 This man is about to create the greatest gamma squeeze in the history of finance.

Vivek Sen

247,934 views • 1 year ago

Bitcoin crashed to $59,000. MSTR below $100. STRC to $80. None of it changes the one thing that matters: there is no systemic risk to Bitcoin. Strategy won't be "forced" to sell. As the panic gets louder and the hysterics get more ridiculous, the bottom gets one step closer.
1:46

Bitcoin crashed to $59,000. MSTR below $100. STRC to $80. None of it changes the one thing that matters: there is no systemic risk to Bitcoin. Strategy won't be "forced" to sell. As the panic gets louder and the hysterics get more ridiculous, the bottom gets one step closer.

Joe Consorti

137,991 views • 1 month ago

"It's just complete balance sheet mismanagement" Jeff Dorman on why Strategy is being forced to sell Bitcoin "The market was worried they weren't gonna be able to satisfy the dividend. So they raised about $2 billion and said now you don't have to worry for a year and a half because we have this $2 billion sitting on the balance sheet solely to pay dividends. Everyone breathes a sigh of relief" "Then a month later he takes 1.4 billion of that cash cushion and buys back some of his convertible debt at 92 cents on the dollar, completely the opposite of what he said the cash was for. He retired 2029 maturity debt, which doesn't come due for three more years" "Now that one and a half year cash cushion suddenly fell to four months. He comes out on Monday and says we're actually gonna sell some Bitcoin. It's teasing the market that that's the only choice he has now. That's why Bitcoin's imploding, that's why the stock is imploding"
1:51

"It's just complete balance sheet mismanagement" Jeff Dorman on why Strategy is being forced to sell Bitcoin "The market was worried they weren't gonna be able to satisfy the dividend. So they raised about $2 billion and said now you don't have to worry for a year and a half because we have this $2 billion sitting on the balance sheet solely to pay dividends. Everyone breathes a sigh of relief" "Then a month later he takes 1.4 billion of that cash cushion and buys back some of his convertible debt at 92 cents on the dollar, completely the opposite of what he said the cash was for. He retired 2029 maturity debt, which doesn't come due for three more years" "Now that one and a half year cash cushion suddenly fell to four months. He comes out on Monday and says we're actually gonna sell some Bitcoin. It's teasing the market that that's the only choice he has now. That's why Bitcoin's imploding, that's why the stock is imploding"

Laura Shin

228,349 views • 2 months ago

On the Dutch television a stock market analyst explains #Bitcoin as an illiquid asset, hence why big players can’t sell & the drop to $90K took place. He also told that one of the biggest holders of Bitcoin is Elon Musk, as he owns ‘blocks’ of Bitcoin and its in their best interest to see Bitcoin succeed. Anno 2024, 15 years after the birth of Bitcoin, there’s still a platform for unknowledged analysts to spread lies about Bitcoin. Imagine what you’re being told about fiat currencies and the financial system.
2:23

On the Dutch television a stock market analyst explains #Bitcoin as an illiquid asset, hence why big players can’t sell & the drop to $90K took place. He also told that one of the biggest holders of Bitcoin is Elon Musk, as he owns ‘blocks’ of Bitcoin and its in their best interest to see Bitcoin succeed. Anno 2024, 15 years after the birth of Bitcoin, there’s still a platform for unknowledged analysts to spread lies about Bitcoin. Imagine what you’re being told about fiat currencies and the financial system.

Michaël van de Poppe

203,217 views • 1 year ago

NEW: Saifedean Ammous says “Bitcoin is in the market for money and money is the biggest market of all… it has a total addressable market which is all of the world’s cash balances.”
6:01

NEW: Saifedean Ammous says “Bitcoin is in the market for money and money is the biggest market of all… it has a total addressable market which is all of the world’s cash balances.”

Simply Bitcoin

30,929 views • 7 months ago

If Bitcoin keeps going down, will MicroStrategy end up like FTX? Pio and Kaleo discuss the future of MicroStrategy. Pio: "Do you realistically think that $MSTR is going to have to sell 50,000 Bitcoin in the next two years?" Kaleo: "More, and I think it's their best option. They have made it their clear mission that they want to increase net Bitcoin, but what does that necessarily do to create value for $MSTR holders?" "I just think it's reckless right now, the way that $MSTR and the other assets are being advertised... MSTR is amplified Bitcoin... it's just a fancy word for saying it's leveraged." "You can also lose a lot more on the way down... they can't get rid of those dividends unless they buy $STRC back... the obligations accrue; they don't go away." "Look at what happened with FTX. Did anybody think that Bitcoin was going to go back down to 16k?... No. As Bitcoin price goes down, the MSTR compression of their multiple continues to go down."
4:40

If Bitcoin keeps going down, will MicroStrategy end up like FTX? Pio and Kaleo discuss the future of MicroStrategy. Pio: "Do you realistically think that $MSTR is going to have to sell 50,000 Bitcoin in the next two years?" Kaleo: "More, and I think it's their best option. They have made it their clear mission that they want to increase net Bitcoin, but what does that necessarily do to create value for $MSTR holders?" "I just think it's reckless right now, the way that $MSTR and the other assets are being advertised... MSTR is amplified Bitcoin... it's just a fancy word for saying it's leveraged." "You can also lose a lot more on the way down... they can't get rid of those dividends unless they buy $STRC back... the obligations accrue; they don't go away." "Look at what happened with FTX. Did anybody think that Bitcoin was going to go back down to 16k?... No. As Bitcoin price goes down, the MSTR compression of their multiple continues to go down."

Fibonacci 🥷

40,287 views • 2 months ago

🔥BITCOIN TO $400K?! ASST VS. MSTR!🔥 MSTR is the fortress. ASST is the rocket-powered shopping cart with a lit cigarette in the gas tank. In this video, I break down my ASST investing thesis versus MSTR using CEBE, mNAV, claim ratio, preferred issuance, and the deranged little math goblin hiding inside Bitcoin treasury companies. The thesis is simple. MSTR is bigger, deeper, safer, and more institutional. ASST has more upside torque if Bitcoin rips, the capital structure behaves, and the market keeps paying a premium for the machine. If Bitcoin goes to $150k, ASST may outrun MSTR. If Bitcoin goes to $400k, the moon math gets disgusting. But there’s a catch. mNAV compression can absolutely nuke the outperformance. FULL BREAKDOWN:
29:18

🔥BITCOIN TO $400K?! ASST VS. MSTR!🔥 MSTR is the fortress. ASST is the rocket-powered shopping cart with a lit cigarette in the gas tank. In this video, I break down my ASST investing thesis versus MSTR using CEBE, mNAV, claim ratio, preferred issuance, and the deranged little math goblin hiding inside Bitcoin treasury companies. The thesis is simple. MSTR is bigger, deeper, safer, and more institutional. ASST has more upside torque if Bitcoin rips, the capital structure behaves, and the market keeps paying a premium for the machine. If Bitcoin goes to $150k, ASST may outrun MSTR. If Bitcoin goes to $400k, the moon math gets disgusting. But there’s a catch. mNAV compression can absolutely nuke the outperformance. FULL BREAKDOWN:

Adam Livingston

18,348 views • 1 month ago