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What happens when you amplify Bitcoin at exactly the right time? We sat down with Matt Cole to talk about why Strive $ASST is positioning itself to become the “fastest horse” of the next Bitcoin bull market. And Matt is VERY bullish. - $250K Bitcoin? “Too bearish.” - $500K+...

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One Chair

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41,134 просмотров • 17 часов назад •via X (Twitter)

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Digital credit is only a year old, which makes clear explanations & institutional risk framing essential. Nate Geraci asked the tough questions on digital credit, $SATA, $ASST, the $BTC drawdown & more. My full conversation on Crypto Prime. TIMESTAMPS 00:00 Intro: Matt Cole on Strive and SATA 01:09 Strive’s shift into structured finance 02:44 ASST vs. SATA: amplified Bitcoin exposure vs. digital credit 07:28 What SATA is and how the preferred equity works 10:12 Why Strive calls SATA “digital credit” 13:32 Credit risk, Bitcoin drawdowns, and Strive’s reserves 17:46 Bitcoin return scenarios and SATA dividend sustainability 20:25 Bitcoin as collateral vs. cash-flowing assets 25:08 Does a 13% dividend mean higher risk? 29:47 How digital credit should be marketed 34:30 SATA vs. Strategy’s Stretch 36:25 Strategy, Michael Saylor, and Bitcoin’s market narrative 41:04 Why Bitcoin has drawn down 43:02 AI, IPOs, and capital flowing away from Bitcoin 43:44 OG Bitcoin holder selling pressure 47:20 What could bring Bitcoin momentum back 50:43 Closing thoughts
51:54

Digital credit is only a year old, which makes clear explanations & institutional risk framing essential. Nate Geraci asked the tough questions on digital credit, $SATA, $ASST, the $BTC drawdown & more. My full conversation on Crypto Prime. TIMESTAMPS 00:00 Intro: Matt Cole on Strive and SATA 01:09 Strive’s shift into structured finance 02:44 ASST vs. SATA: amplified Bitcoin exposure vs. digital credit 07:28 What SATA is and how the preferred equity works 10:12 Why Strive calls SATA “digital credit” 13:32 Credit risk, Bitcoin drawdowns, and Strive’s reserves 17:46 Bitcoin return scenarios and SATA dividend sustainability 20:25 Bitcoin as collateral vs. cash-flowing assets 25:08 Does a 13% dividend mean higher risk? 29:47 How digital credit should be marketed 34:30 SATA vs. Strategy’s Stretch 36:25 Strategy, Michael Saylor, and Bitcoin’s market narrative 41:04 Why Bitcoin has drawn down 43:02 AI, IPOs, and capital flowing away from Bitcoin 43:44 OG Bitcoin holder selling pressure 47:20 What could bring Bitcoin momentum back 50:43 Closing thoughts

Matt Cole

19,386 просмотров • 2 месяцев назад

Strive $ASST's last update is a lot bigger than people think. They didn't just boost $SATA. They didn't just buy more Bitcoin. They put $50M of Strategy's $STRC on the balance sheet. That’s the signal. $STRC is starting to look like the core trade. 00:00 Strive News: SATA Dividend Hike, STRC Buy & More Bitcoin 02:03 SATA dividend raised to 12.75% — why it happened 02:28 Why the tighter range could improve investor confidence 03:47 No SATA sales below $100 — what it means 04:54 Why SATA could move back toward par 07:15 A new balance sheet model for Bitcoin treasury companies 11:11 Why Strategy probably won’t buy SATA 12:19 Why digital credit could spread to global corporations 17:12 Why corporate STRC adoption changes the game 17:52 Final thoughts: Will SATA hit $100 soon? Watch the full episode 👇
19:12

Strive $ASST's last update is a lot bigger than people think. They didn't just boost $SATA. They didn't just buy more Bitcoin. They put $50M of Strategy's $STRC on the balance sheet. That’s the signal. $STRC is starting to look like the core trade. 00:00 Strive News: SATA Dividend Hike, STRC Buy & More Bitcoin 02:03 SATA dividend raised to 12.75% — why it happened 02:28 Why the tighter range could improve investor confidence 03:47 No SATA sales below $100 — what it means 04:54 Why SATA could move back toward par 07:15 A new balance sheet model for Bitcoin treasury companies 11:11 Why Strategy probably won’t buy SATA 12:19 Why digital credit could spread to global corporations 17:12 Why corporate STRC adoption changes the game 17:52 Final thoughts: Will SATA hit $100 soon? Watch the full episode 👇

One Chair

19,737 просмотров • 5 месяцев назад

Bitcoin Is About To DEVOUR $300 Trillion - Strive CEO Matt Cole 0:00 The $3T Digital Credit Market 3:24 Why 11.5% Yield Beats Selling Bitcoin 5:17 How STRC & SATA Survived Bitcoin’s Crash 6:12 Why Institutions Want More Volatility 8:37 How To Pick Between STRC & SATA 10:13 Why Preferred Equity Wins For Bitcoin Bulls 14:21 "Products, Not Securities" 16:00 Bitcoin Crashed, Their Reserve Grew 19:44 The Bitcoin Treasury Consolidation Wave 24:05 Why Most Treasury Companies Will Fail 27:50 How Managing $70B Made Him BTC Maximalist 28:44 Calling Out The Fed To Their Face
31:08

Bitcoin Is About To DEVOUR $300 Trillion - Strive CEO Matt Cole 0:00 The $3T Digital Credit Market 3:24 Why 11.5% Yield Beats Selling Bitcoin 5:17 How STRC & SATA Survived Bitcoin’s Crash 6:12 Why Institutions Want More Volatility 8:37 How To Pick Between STRC & SATA 10:13 Why Preferred Equity Wins For Bitcoin Bulls 14:21 "Products, Not Securities" 16:00 Bitcoin Crashed, Their Reserve Grew 19:44 The Bitcoin Treasury Consolidation Wave 24:05 Why Most Treasury Companies Will Fail 27:50 How Managing $70B Made Him BTC Maximalist 28:44 Calling Out The Fed To Their Face

The Wolf Of All Streets

306,783 просмотров • 3 месяцев назад

Bitcoin treasury companies are evolving FAST. In this conversation with Joe Burnett, MSBA, we discussed: • Why digital credit $STRC $SATA could be Bitcoin’s next major catalyst • How Strive $ASST is becoming one of Bitcoin’s most important treasury companies • Michael Saylor’s latest move with Strategy $MSTR • Why altcoins may struggle going forward • The rise of “amplified Bitcoin” • How Bitcoin-backed yield products could reshape Wall Street • Why Bitcoin could eventually reach $1.6M One of the biggest takeaways: Bitcoin is no longer just an asset: an entire financial system is being built on top of it. This feels a lot like Bitcoin in 2015… most people still don’t understand what’s coming. 00:00 Joe Burnett's Journey into Bitcoin 06:42 What Joe Burnett Actually Does at Strive 07:53 Why Strive Is Moving Faster Than Every Other Bitcoin Treasury Company 13:09 Strategy’s Shocking New Bitcoin Selling Plan Explained 19:06 The Most Important Takeaway from Strategy’s Earnings Call 25:18 Why Altcoins May Never Recover Against Bitcoin 28:11 Why Debt Is Dangerous for Bitcoin Treasury Companies 30:43 “The World Will Change This Week” — What Is Strive Building? 31:44 Strive’s New Digital Credit ETF Explained 34:31 Joe Burnett Reacts to Jeff Walton vs Coffeezilla 39:07 The Insurance Analogy That Changed the Debate 43:07 Which Bitcoin Treasury Companies Actually Matter? 47:58 Will Digital Credit Replace the 60/40 Portfolio? 52:17 Could Digital Credit Dividend Rates Stay High Forever? 57:58 Why Joe Thinks Bitcoin Is Entering a Historic New Era Full episode 👇
59:38

Bitcoin treasury companies are evolving FAST. In this conversation with Joe Burnett, MSBA, we discussed: • Why digital credit $STRC $SATA could be Bitcoin’s next major catalyst • How Strive $ASST is becoming one of Bitcoin’s most important treasury companies • Michael Saylor’s latest move with Strategy $MSTR • Why altcoins may struggle going forward • The rise of “amplified Bitcoin” • How Bitcoin-backed yield products could reshape Wall Street • Why Bitcoin could eventually reach $1.6M One of the biggest takeaways: Bitcoin is no longer just an asset: an entire financial system is being built on top of it. This feels a lot like Bitcoin in 2015… most people still don’t understand what’s coming. 00:00 Joe Burnett's Journey into Bitcoin 06:42 What Joe Burnett Actually Does at Strive 07:53 Why Strive Is Moving Faster Than Every Other Bitcoin Treasury Company 13:09 Strategy’s Shocking New Bitcoin Selling Plan Explained 19:06 The Most Important Takeaway from Strategy’s Earnings Call 25:18 Why Altcoins May Never Recover Against Bitcoin 28:11 Why Debt Is Dangerous for Bitcoin Treasury Companies 30:43 “The World Will Change This Week” — What Is Strive Building? 31:44 Strive’s New Digital Credit ETF Explained 34:31 Joe Burnett Reacts to Jeff Walton vs Coffeezilla 39:07 The Insurance Analogy That Changed the Debate 43:07 Which Bitcoin Treasury Companies Actually Matter? 47:58 Will Digital Credit Replace the 60/40 Portfolio? 52:17 Could Digital Credit Dividend Rates Stay High Forever? 57:58 Why Joe Thinks Bitcoin Is Entering a Historic New Era Full episode 👇

One Chair

15,547 просмотров • 3 месяцев назад

I sat down with Strive CEO Matt Cole to discuss digital credit, $ASST, and $SATA. Matt Cole breaks down the mechanics, the dividend structures, what the risks are, Michael Saylor's decision to sell bitcoin, and why a thriving ecosystem of digital credit issuers is better for bitcoin long-term. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:41 - What is digital credit & what problem does it solve? 5:17 - How the carry trade works 8:48 - Daily dividends & dividend structure 10:52 - Downside risk & balance sheet protection 16:18 - The strongest critique of digital credit 19:32 - Michael Saylor selling bitcoin 27:03 - Bitcoin price action vs. bullish headlines 31:32 - Where is digital credit taking capital from? 36:44 - Banks, Jamie Dimon & systemic risk 38:52 - Strive vs. Strategy 42:38 - Too much bitcoin held by public companies? 48:33 - Strive's mission & the road ahead
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I sat down with Strive CEO Matt Cole to discuss digital credit, $ASST, and $SATA. Matt Cole breaks down the mechanics, the dividend structures, what the risks are, Michael Saylor's decision to sell bitcoin, and why a thriving ecosystem of digital credit issuers is better for bitcoin long-term. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:41 - What is digital credit & what problem does it solve? 5:17 - How the carry trade works 8:48 - Daily dividends & dividend structure 10:52 - Downside risk & balance sheet protection 16:18 - The strongest critique of digital credit 19:32 - Michael Saylor selling bitcoin 27:03 - Bitcoin price action vs. bullish headlines 31:32 - Where is digital credit taking capital from? 36:44 - Banks, Jamie Dimon & systemic risk 38:52 - Strive vs. Strategy 42:38 - Too much bitcoin held by public companies? 48:33 - Strive's mission & the road ahead

Anthony Pompliano 🌪

308,426 просмотров • 3 месяцев назад

Michael Saylor may have just revealed the future of Bitcoin treasury companies… and Strive is already building it. In this conversation with Strive's Chief Strategy Officer Avik Roy, we break down: • Why Strategy’s latest earnings call changed the game • The rise of digital credit ($STRC, $SATA & beyond) • Why some Bitcoin treasury firms failed • Why selling Bitcoin can actually be bullish • The next phase of institutional $BTC adoption One of the most insightful discussions we’ve had on Bitcoin treasury strategy. 00:00 Avik Roy’s Bitcoin Origin Story 14:26 What Avik Actually Does at Strive 17:39 Why Strive Wants to Become a PURE Bitcoin Company 20:19 Will Bitcoin Treasury Companies Start Consolidating? 27:14 Europe vs US Bitcoin Treasury Markets 29:00 Michael Saylor’s BIGGEST Earnings Call Hint 30:25 Why STRC Is Dominating the Market 33:22 The Most Shocking Part of Strategy’s Earnings Call 37:32 “Bitcoin Is Fungible… But Not for Taxes” 41:19 The Credit Rating Catalyst That Could Change Everything 44:18 Why Some Smaller Bitcoin Treasury Companies Failed 48:19 Will SATA & STRC Keep Paying Huge Yields? 52:35 Which Bitcoin Treasury Company Is Next? 56:44 “Bitcoin Treasuries Are Like Private Equity in the 1980s” 01:01:18 Macro Outlook: Bitcoin, Inflation & The Fed 01:05:08 Final Thoughts & Where to Follow Avik Roy Full episode 👇
1:05:54

Michael Saylor may have just revealed the future of Bitcoin treasury companies… and Strive is already building it. In this conversation with Strive's Chief Strategy Officer Avik Roy, we break down: • Why Strategy’s latest earnings call changed the game • The rise of digital credit ($STRC, $SATA & beyond) • Why some Bitcoin treasury firms failed • Why selling Bitcoin can actually be bullish • The next phase of institutional $BTC adoption One of the most insightful discussions we’ve had on Bitcoin treasury strategy. 00:00 Avik Roy’s Bitcoin Origin Story 14:26 What Avik Actually Does at Strive 17:39 Why Strive Wants to Become a PURE Bitcoin Company 20:19 Will Bitcoin Treasury Companies Start Consolidating? 27:14 Europe vs US Bitcoin Treasury Markets 29:00 Michael Saylor’s BIGGEST Earnings Call Hint 30:25 Why STRC Is Dominating the Market 33:22 The Most Shocking Part of Strategy’s Earnings Call 37:32 “Bitcoin Is Fungible… But Not for Taxes” 41:19 The Credit Rating Catalyst That Could Change Everything 44:18 Why Some Smaller Bitcoin Treasury Companies Failed 48:19 Will SATA & STRC Keep Paying Huge Yields? 52:35 Which Bitcoin Treasury Company Is Next? 56:44 “Bitcoin Treasuries Are Like Private Equity in the 1980s” 01:01:18 Macro Outlook: Bitcoin, Inflation & The Fed 01:05:08 Final Thoughts & Where to Follow Avik Roy Full episode 👇

One Chair

26,877 просмотров • 3 месяцев назад

Strategy $MSTR is one of the most misunderstood stocks in the market. And Robin Seyr believes it could eventually become the most valuable company in the world. In our latest conversation, we went deep into: → Why $MSTR could massively outperform Bitcoin in the next bull market → Strategy selling Bitcoin to support $STRC → The rapidly growing $4.65B USD reserve → Why $STRC could return to par → Strategy vs. Strive $ASST & Metaplanet $MPJPY $MTPLF → The hidden custody risks of Bitcoin treasury companies → The Coldcard incident & the future of self-custody → The risk of Bitcoin rehypothecation → And Robin's extraordinary long-term 200–300x $MSTR thesis Robin went from dismissing Strategy entirely to believing it may be the biggest investment opportunity he's ever seen. This was a fun one. 00:00 From Tesla to Bitcoin — Robin’s Investment Journey 07:31 Why Robin Is So Bullish on Strategy (MSTR) 14:36 Could 2026 Be Strategy’s Best Bitcoin Accumulation Year Ever? 21:24 Why $STRC Will Return to $100 25:30 Why Is $MSTR So Cheap Right Now? 34:01 Strategy’s $4.65B Cash Reserve — Is It Too Big? 39:50 Would Robin Buy Strategy Preferred Stock? 44:49 Strategy vs. Strive, Metaplanet & Other Bitcoin Treasuries 53:27 The Coldcard Incident Changed Bitcoin Self-Custody 59:09 The Biggest Risks When Investing in Strategy (MSTR) 01:04:33 Is Bitcoin Rehypothecation a Real Risk for Strategy? 01:12:08 The 200–300x Long-Term Strategy Thesis 01:14:40 Robin’s Most Important Advice for Bitcoin Investors 01:15:59 Where to Follow Robin Seyr Full episode 👇
1:16:43

Strategy $MSTR is one of the most misunderstood stocks in the market. And Robin Seyr believes it could eventually become the most valuable company in the world. In our latest conversation, we went deep into: → Why $MSTR could massively outperform Bitcoin in the next bull market → Strategy selling Bitcoin to support $STRC → The rapidly growing $4.65B USD reserve → Why $STRC could return to par → Strategy vs. Strive $ASST & Metaplanet $MPJPY $MTPLF → The hidden custody risks of Bitcoin treasury companies → The Coldcard incident & the future of self-custody → The risk of Bitcoin rehypothecation → And Robin's extraordinary long-term 200–300x $MSTR thesis Robin went from dismissing Strategy entirely to believing it may be the biggest investment opportunity he's ever seen. This was a fun one. 00:00 From Tesla to Bitcoin — Robin’s Investment Journey 07:31 Why Robin Is So Bullish on Strategy (MSTR) 14:36 Could 2026 Be Strategy’s Best Bitcoin Accumulation Year Ever? 21:24 Why $STRC Will Return to $100 25:30 Why Is $MSTR So Cheap Right Now? 34:01 Strategy’s $4.65B Cash Reserve — Is It Too Big? 39:50 Would Robin Buy Strategy Preferred Stock? 44:49 Strategy vs. Strive, Metaplanet & Other Bitcoin Treasuries 53:27 The Coldcard Incident Changed Bitcoin Self-Custody 59:09 The Biggest Risks When Investing in Strategy (MSTR) 01:04:33 Is Bitcoin Rehypothecation a Real Risk for Strategy? 01:12:08 The 200–300x Long-Term Strategy Thesis 01:14:40 Robin’s Most Important Advice for Bitcoin Investors 01:15:59 Where to Follow Robin Seyr Full episode 👇

One Chair

32,736 просмотров • 20 дней назад

Welcome Back to The Hurdle Rate Episode 71: Liquidity Is The Moat In this week’s Hurdle Rate, the crew breaks down an explosive week across Bitcoin $BTC treasury markets, from Strategy $MSTR reaching 0% net leverage and expanding its cash reserves to Strive growing its Bitcoin stack and seeing major liquidity across $ASST and $SATA. We dig into why liquidity itself can become a powerful competitive moat, how rising short interest could amplify $ASST, and why Strive has chosen to let that pressure build rather than immediately satisfy large block demand. The conversation then turns to the macro setup, including a potentially weaker dollar, Treasury buybacks, rising long-term yields, and why those forces could create a backdrop for Bitcoin unlike anything it has experienced before. We close with the case for Bitcoin entering a broader melt-up in scarce assets, why the traditional four-year cycle may be breaking down, and why the crew believes investors still aren’t bullish enough. Here's the latest with Tim Kotzman, Matt Cole, Jeff Walton, and Ben Werkman. Timestamps: 00:00 - Welcome Back to The Hurdle Rate 02:02 - Bitcoin Volatility Returns 03:40 - The SATA and ASST Two-Security Moat 12:44 - Building Liquidity Through the Bear Market 18:32 - Why SATA Stayed Near $100 28:50 - The Dollar, Treasury Yields and Bitcoin 30:15 - The Structural Dollar Bear Market 33:35 - Treasury Buybacks and Yield Intervention 38:34 - Bitcoin’s Grand Slam Macro Setup 40:44 - Bitcoin’s Four-Year Cycle vs. Gold 46:53 - Strive’s Positioning and Outlook
51:53

Welcome Back to The Hurdle Rate Episode 71: Liquidity Is The Moat In this week’s Hurdle Rate, the crew breaks down an explosive week across Bitcoin $BTC treasury markets, from Strategy $MSTR reaching 0% net leverage and expanding its cash reserves to Strive growing its Bitcoin stack and seeing major liquidity across $ASST and $SATA. We dig into why liquidity itself can become a powerful competitive moat, how rising short interest could amplify $ASST, and why Strive has chosen to let that pressure build rather than immediately satisfy large block demand. The conversation then turns to the macro setup, including a potentially weaker dollar, Treasury buybacks, rising long-term yields, and why those forces could create a backdrop for Bitcoin unlike anything it has experienced before. We close with the case for Bitcoin entering a broader melt-up in scarce assets, why the traditional four-year cycle may be breaking down, and why the crew believes investors still aren’t bullish enough. Here's the latest with Tim Kotzman, Matt Cole, Jeff Walton, and Ben Werkman. Timestamps: 00:00 - Welcome Back to The Hurdle Rate 02:02 - Bitcoin Volatility Returns 03:40 - The SATA and ASST Two-Security Moat 12:44 - Building Liquidity Through the Bear Market 18:32 - Why SATA Stayed Near $100 28:50 - The Dollar, Treasury Yields and Bitcoin 30:15 - The Structural Dollar Bear Market 33:35 - Treasury Buybacks and Yield Intervention 38:34 - Bitcoin’s Grand Slam Macro Setup 40:44 - Bitcoin’s Four-Year Cycle vs. Gold 46:53 - Strive’s Positioning and Outlook

The Hurdle Rate Podcast

121,705 просмотров • 8 дней назад

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

45,342 просмотров • 2 месяцев назад

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Bitcoin Magazine

18,313 просмотров • 1 месяц назад

My conversation with Tony Tony Edward (Thinking Crypto Podcast) Filmed on 6/24/26 0:00 - Solving The Debasement Gap 2:45 - Introducing Jeff Walton And Strive 3:14 - Jeff Walton’s Background 5:41 - Discovering Bitcoin And Strategy 9:07 - Bitcoin As Digital Capital 10:04 - Strive’s Mission 13:20 - SATA’s Daily Dividends 14:42 - How SATA Generates Yield 17:31 - Strive’s Bitcoin Acquisition Strategy 20:37 - Is There A Cap On SATA’s Yield? 22:50 - Avoiding Debt And Convertible Bonds 25:08 - Digital Credit Explained 29:38 - How To Evaluate Bitcoin Treasury Companies 31:50 - SATA Versus STRC 33:39 - The Clarity Act And Bitcoin Reserve 39:03 - SpaceX And Corporate Bitcoin Adoption 42:52 - How AI Is Impacting Bitcoin 49:21 - Strive’s Roadmap And Tokenization
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My conversation with Tony Tony Edward (Thinking Crypto Podcast) Filmed on 6/24/26 0:00 - Solving The Debasement Gap 2:45 - Introducing Jeff Walton And Strive 3:14 - Jeff Walton’s Background 5:41 - Discovering Bitcoin And Strategy 9:07 - Bitcoin As Digital Capital 10:04 - Strive’s Mission 13:20 - SATA’s Daily Dividends 14:42 - How SATA Generates Yield 17:31 - Strive’s Bitcoin Acquisition Strategy 20:37 - Is There A Cap On SATA’s Yield? 22:50 - Avoiding Debt And Convertible Bonds 25:08 - Digital Credit Explained 29:38 - How To Evaluate Bitcoin Treasury Companies 31:50 - SATA Versus STRC 33:39 - The Clarity Act And Bitcoin Reserve 39:03 - SpaceX And Corporate Bitcoin Adoption 42:52 - How AI Is Impacting Bitcoin 49:21 - Strive’s Roadmap And Tokenization

Jeff Walton

14,782 просмотров • 1 месяц назад

Strive: Amplified Bitcoin Exposure Engine with Matt Cole | SLP710 Matt Cole, Chairman & CEO Strive joins me to discuss Strive's strategic acquisition of Semler Scientific, disciplined debt management, digital credit, smart acquisitions, BTC amplification through SATA and more. (00:00) - Intro (01:37) - Strive’s growth and developments (05:54) - What do institutions look for when investing in a BTCTC?; Reverse stock split (09:08) - How will Strive manage its debt?; Amplifying Bitcoin exposure (13:22) - How will Semler Scientific be monetized? (17:06) - Accelerating Bitcoin yield through SATA; Possible future M&A (22:53) - Structuring a merger of a BTCTC (26:30) - Valuing a BTCTC and mNAV considerations (34:46) - Matt's take on Danny Knowles's interview with Michael Saylor (39:54) - Should every BTCTC engage in financial engineering? (44:18) - Differentiation in Bitcoin treasury companies (48:40) - What is the difference between $SATA and $STRC? (53:38) - Who is SATA for? (57:49) - Which are the pools of capital that can’t directly buy Bitcoin? (1:01:41) - Have BTCTCs cannibalized the on-chain use of Bitcoin? (1:04:34) - Outlook for Bitcoin in 2026
1:08:55

Strive: Amplified Bitcoin Exposure Engine with Matt Cole | SLP710 Matt Cole, Chairman & CEO Strive joins me to discuss Strive's strategic acquisition of Semler Scientific, disciplined debt management, digital credit, smart acquisitions, BTC amplification through SATA and more. (00:00) - Intro (01:37) - Strive’s growth and developments (05:54) - What do institutions look for when investing in a BTCTC?; Reverse stock split (09:08) - How will Strive manage its debt?; Amplifying Bitcoin exposure (13:22) - How will Semler Scientific be monetized? (17:06) - Accelerating Bitcoin yield through SATA; Possible future M&A (22:53) - Structuring a merger of a BTCTC (26:30) - Valuing a BTCTC and mNAV considerations (34:46) - Matt's take on Danny Knowles's interview with Michael Saylor (39:54) - Should every BTCTC engage in financial engineering? (44:18) - Differentiation in Bitcoin treasury companies (48:40) - What is the difference between $SATA and $STRC? (53:38) - Who is SATA for? (57:49) - Which are the pools of capital that can’t directly buy Bitcoin? (1:01:41) - Have BTCTCs cannibalized the on-chain use of Bitcoin? (1:04:34) - Outlook for Bitcoin in 2026

Stephan Livera

79,529 просмотров • 7 месяцев назад

Most people still think Metaplanet $MPJPY $MTPLF is just "Japan's" $MSTR. They're missing the bigger picture. Metaplanet isn't copying Strategy. It's building a global Bitcoin capital machine that could become impossible to compete with. In this conversation with THE BITCOIN PHARAOH, we discuss: • Why Metaplanet's strategy is fundamentally different • The hidden advantage of operating in Japan • What $STRC and $SATA taught every Bitcoin treasury • Why cash-flow businesses may be the next evolution of Bitcoin treasury companies • Why Strive $ASST is emerging as a serious contender • What Metaplanet could become in a Bitcoin standard 00:00 Introduction: The BTCPharaoh's Bitcoin Journey 07:09 Why Metaplanet Is Different From Every Other Bitcoin Treasury 11:03 Mercury & Mars: The Next Bitcoin Financial Products? 11:52 What Metaplanet Learned From Strategy's STRC Depeg 15:26 Will Bitcoin Preferred Shares Become Truly Stable? 19:05 Is Metaplanet About to Launch a U.S. Preferred Stock? 20:57 Why Japan Gives Metaplanet a Massive Advantage 22:47 The "Double Carry Trade" That Could Supercharge Bitcoin Buying 26:34 Why Metaplanet Isn't Just Copying Strategy 29:39 Simon Gerovich's Long-Term Vision Is Finally Making Sense 30:12 Will Metaplanet Build Bitcoin Infrastructure Beyond Finance? 32:27 Why the New Board Members Could Change Everything 34:08 Why Less Communication Might Actually Be Bullish 37:56 The One Question He Would Ask Simon Gerovich 39:45 Is NAKA a Hidden Opportunity... or a Value Trap? 45:01 The Most Underrated Bitcoin Treasury Company Right Now 47:55 Europe Could Be the Next Bitcoin Treasury Battleground 48:40 Bitcoin Price Outlook: Bull Market or Bear Market? 50:55 The Biggest Mistake Bitcoin Investors Keep Making 52:19 Where to Follow TheBTCPharaoh Watch the full episode 👇
53:26

Most people still think Metaplanet $MPJPY $MTPLF is just "Japan's" $MSTR. They're missing the bigger picture. Metaplanet isn't copying Strategy. It's building a global Bitcoin capital machine that could become impossible to compete with. In this conversation with THE BITCOIN PHARAOH, we discuss: • Why Metaplanet's strategy is fundamentally different • The hidden advantage of operating in Japan • What $STRC and $SATA taught every Bitcoin treasury • Why cash-flow businesses may be the next evolution of Bitcoin treasury companies • Why Strive $ASST is emerging as a serious contender • What Metaplanet could become in a Bitcoin standard 00:00 Introduction: The BTCPharaoh's Bitcoin Journey 07:09 Why Metaplanet Is Different From Every Other Bitcoin Treasury 11:03 Mercury & Mars: The Next Bitcoin Financial Products? 11:52 What Metaplanet Learned From Strategy's STRC Depeg 15:26 Will Bitcoin Preferred Shares Become Truly Stable? 19:05 Is Metaplanet About to Launch a U.S. Preferred Stock? 20:57 Why Japan Gives Metaplanet a Massive Advantage 22:47 The "Double Carry Trade" That Could Supercharge Bitcoin Buying 26:34 Why Metaplanet Isn't Just Copying Strategy 29:39 Simon Gerovich's Long-Term Vision Is Finally Making Sense 30:12 Will Metaplanet Build Bitcoin Infrastructure Beyond Finance? 32:27 Why the New Board Members Could Change Everything 34:08 Why Less Communication Might Actually Be Bullish 37:56 The One Question He Would Ask Simon Gerovich 39:45 Is NAKA a Hidden Opportunity... or a Value Trap? 45:01 The Most Underrated Bitcoin Treasury Company Right Now 47:55 Europe Could Be the Next Bitcoin Treasury Battleground 48:40 Bitcoin Price Outlook: Bull Market or Bear Market? 50:55 The Biggest Mistake Bitcoin Investors Keep Making 52:19 Where to Follow TheBTCPharaoh Watch the full episode 👇

One Chair

88,315 просмотров • 2 месяцев назад

A discussion between Bob Dewey, Phong Le, and me on why Bitcoin Treasury Companies exist, what the first real stress test for Digital Credit taught us, and the opportunity ahead for Bitcoin-backed financial innovation. TIMESTAMPS 0:04 - Why Bitcoin Treasury Companies Exist 7:22 - Financial Engineering Vs. Financial Innovation 14:24 - What Makes Bitcoin Treasury Companies Durable 18:42 - Does Bitcoin Need Treasury Companies? 22:20 - Addressing Bitcoin Treasury Company Criticism 26:46 - Growing Demand For Bitcoin-Backed Products 30:11 - What Has Surprised The CEOs Most 36:06 - The Evolution Of Digital Credit Products 45:10 - Lessons From The First Market Stress Test 53:10 - Bitcoin Market Depth And Liquidity 55:21 - Why Selling Bitcoin Is Not A Contradiction 1:03:37 - The Future Of Bitcoin Treasury Companies $MSTR $ASST $STRC $SATA $BTC
1:07:50

A discussion between Bob Dewey, Phong Le, and me on why Bitcoin Treasury Companies exist, what the first real stress test for Digital Credit taught us, and the opportunity ahead for Bitcoin-backed financial innovation. TIMESTAMPS 0:04 - Why Bitcoin Treasury Companies Exist 7:22 - Financial Engineering Vs. Financial Innovation 14:24 - What Makes Bitcoin Treasury Companies Durable 18:42 - Does Bitcoin Need Treasury Companies? 22:20 - Addressing Bitcoin Treasury Company Criticism 26:46 - Growing Demand For Bitcoin-Backed Products 30:11 - What Has Surprised The CEOs Most 36:06 - The Evolution Of Digital Credit Products 45:10 - Lessons From The First Market Stress Test 53:10 - Bitcoin Market Depth And Liquidity 55:21 - Why Selling Bitcoin Is Not A Contradiction 1:03:37 - The Future Of Bitcoin Treasury Companies $MSTR $ASST $STRC $SATA $BTC

Matt Cole

103,897 просмотров • 1 месяц назад

"#Bitcoin is our hurdle rate." In this talk featuring Phong Le, Matt Cole, Tyler Evans, and Natalie Brunell ⚡️, the panel describes how Strategy and Strive are creating a product that has the makings of a $3 trillion dollar market category. Chapters: 00:22 - Why Bitcoin Needs Credit 00:47 - Origins of STRC Product 01:28 - Democratizing Access to Yield 02:28 - Corporate Balance Sheet Strategy 04:40 - Packaging Bitcoin for Institutions 06:32 - Retail Interest in Credit 09:24 - Stress Testing Digital Credit 12:12 - Understanding Underlying Collateral 16:20 - The Five-Year Outlook 18:43 - Scaling the Credit Ecosystem 20:16 - Closing Thoughts and Predictions
21:29

"#Bitcoin is our hurdle rate." In this talk featuring Phong Le, Matt Cole, Tyler Evans, and Natalie Brunell ⚡️, the panel describes how Strategy and Strive are creating a product that has the makings of a $3 trillion dollar market category. Chapters: 00:22 - Why Bitcoin Needs Credit 00:47 - Origins of STRC Product 01:28 - Democratizing Access to Yield 02:28 - Corporate Balance Sheet Strategy 04:40 - Packaging Bitcoin for Institutions 06:32 - Retail Interest in Credit 09:24 - Stress Testing Digital Credit 12:12 - Understanding Underlying Collateral 16:20 - The Five-Year Outlook 18:43 - Scaling the Credit Ecosystem 20:16 - Closing Thoughts and Predictions

Bitcoin For Corporations

97,241 просмотров • 4 месяцев назад

🔥BITCOIN HITS $80K - FULL MSTR + ASST UPDATE!🔥 Bitcoin just broke through $80,000 - but the price move may be only half the story. Strive just acquired another 1,110 BTC for $81.5 million, growing its Bitcoin treasury by roughly 5.5% in a single week. Meanwhile, Strategy has built approximately $6.69 billion of dollar liquidity around its enormous 840,447 BTC reserve while repurchasing $136 million of STRC. In this video I break down the new Strive and Strategy capital stacks, CEBE changes, what every $1,000 move in Bitcoin now does to Strategy's balance sheet, the historical Bitcoin cycle setup, and why the combination of rising BTC prices and increasingly sophisticated corporate Bitcoin treasury machines could become an extraordinary capital flywheel:
23:25

🔥BITCOIN HITS $80K - FULL MSTR + ASST UPDATE!🔥 Bitcoin just broke through $80,000 - but the price move may be only half the story. Strive just acquired another 1,110 BTC for $81.5 million, growing its Bitcoin treasury by roughly 5.5% in a single week. Meanwhile, Strategy has built approximately $6.69 billion of dollar liquidity around its enormous 840,447 BTC reserve while repurchasing $136 million of STRC. In this video I break down the new Strive and Strategy capital stacks, CEBE changes, what every $1,000 move in Bitcoin now does to Strategy's balance sheet, the historical Bitcoin cycle setup, and why the combination of rising BTC prices and increasingly sophisticated corporate Bitcoin treasury machines could become an extraordinary capital flywheel:

Adam Livingston

17,546 просмотров • 9 дней назад

📺 The Bitcoin For Corporations Show Episode 32 now live — hosted by Pierre Rochard Pierre sits down with Matt Cole, Ben Werkman, and Jeff Walton to break down Strive’s evolution into a Bitcoin treasury powerhouse. From solving the retirement crisis with 13% yields to surviving the coming AI disruption, learn why digital credit is the "iPhone moment" for corporate finance. 00:31 Strive’s Bitcoin Journey 01:45 Digital Credit Yields 03:08 Bitcoin iPhone Moment 06:54 Institutional Infrastructure 14:27 S&P 500 Barriers 15:31 Cash "Hot Potato" 19:30 AI Risk Hedge 27:01 S&P 500 Turnover 31:08 Strive vs MicroStrategy 38:00 Corporate Game Theory 43:02 Bear Market Growth
44:45

📺 The Bitcoin For Corporations Show Episode 32 now live — hosted by Pierre Rochard Pierre sits down with Matt Cole, Ben Werkman, and Jeff Walton to break down Strive’s evolution into a Bitcoin treasury powerhouse. From solving the retirement crisis with 13% yields to surviving the coming AI disruption, learn why digital credit is the "iPhone moment" for corporate finance. 00:31 Strive’s Bitcoin Journey 01:45 Digital Credit Yields 03:08 Bitcoin iPhone Moment 06:54 Institutional Infrastructure 14:27 S&P 500 Barriers 15:31 Cash "Hot Potato" 19:30 AI Risk Hedge 27:01 S&P 500 Turnover 31:08 Strive vs MicroStrategy 38:00 Corporate Game Theory 43:02 Bear Market Growth

Bitcoin For Corporations

186,546 просмотров • 5 месяцев назад

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 ⚡️

254,838 просмотров • 3 месяцев назад

🎙️ New The Edge Podcast 🟠 Michael Saylor's BTC-Backed STRC Is Coming For A $300T Market 0:00 - Intro 2:46 - CJ’s background and role 7:23 - What Strategy does with Bitcoin 10:40 - Why offer perpetual preferred equity 14:58 - Which instrument is most senior? 16:44 - How AI helped design Strategy instruments 19:18 - What is STRC? 23:23 - Where does STRC yield come from? 26:14 - ATM program explained 29:21 - How STRC enables Strategy to buy BTC 36:49 - A $300T market + impact on BTC price 41:48 - MSTR vs STRC investors 44:36 - Who is buying STRC right now? 47:04 - DeFi teams tokenizing STRC 51:41 - What are the real risks for STRC? 55:00 - Would Strategy ever sell BTC? 57:50 - Why STRC is Strategy’s "iPhone moment" 1:01:55 - Closing 🙏 Thanks to Chaitanya Jain from Strategy for joining us!
1:03:14

🎙️ New The Edge Podcast 🟠 Michael Saylor's BTC-Backed STRC Is Coming For A $300T Market 0:00 - Intro 2:46 - CJ’s background and role 7:23 - What Strategy does with Bitcoin 10:40 - Why offer perpetual preferred equity 14:58 - Which instrument is most senior? 16:44 - How AI helped design Strategy instruments 19:18 - What is STRC? 23:23 - Where does STRC yield come from? 26:14 - ATM program explained 29:21 - How STRC enables Strategy to buy BTC 36:49 - A $300T market + impact on BTC price 41:48 - MSTR vs STRC investors 44:36 - Who is buying STRC right now? 47:04 - DeFi teams tokenizing STRC 51:41 - What are the real risks for STRC? 55:00 - Would Strategy ever sell BTC? 57:50 - Why STRC is Strategy’s "iPhone moment" 1:01:55 - Closing 🙏 Thanks to Chaitanya Jain from Strategy for joining us!

DeFi Dad ⟠ defidad.eth

179,210 просмотров • 4 месяцев назад

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

327,097 просмотров • 1 месяц назад