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What if everyone is measuring $MSTR wrong? In this conversation with Adrian Morris, founding member of True North (True North), we challenge some of the biggest assumptions in the Bitcoin Treasury space: • Why mNAV is really a sentiment metric • Why Bitcoin per share isn't a valuation metric...

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One Chair

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43,990 görüntüleme • 18 gün önce •via X (Twitter)

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

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 👇
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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

56,879 görüntüleme • 4 gün önce

📺 The Bitcoin For Corporations Show Episode 8 now live — hosted by Pierre Rochard Phong Le, CEO of Strategy, shares how MSTR became the world’s first Bitcoin-native public company—and why it’s more than just a software stock. From capital markets to balance sheet strategy, Phong lays out the new rules of valuation in the #Bitcoin era. 00:00 – Intro: How to Value a Bitcoin Treasury Company 01:28 – Phong Le on Strategy’s Bitcoin Thesis 04:45 – Why MSTR Isn’t Just a Tech Stock Anymore 08:12 – The Role of FASB Accounting in Bitcoin Adoption 11:39 – Capital Markets: Equity, Debt & Bitcoin 15:20 – Convertible Bonds & Leveraged Bitcoin Exposure 19:05 – What Investors Miss When Valuing MSTR 23:34 – How Institutions View Bitcoin 27:48 – Risks, Volatility, and Shareholder Expectations 32:15 – Bitcoin’s Role in Long-Term Corporate Strategy 36:20 – Advice for Other Bitcoin Treasury Companies 39:12 – Building a Bitcoin-Backed Capital Market 43:10 – Addressing Bitcoin Volatility 46:00 – Why STRF Is Gaining Market Traction 48:30 – Final Thoughts from Phong Le
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📺 The Bitcoin For Corporations Show Episode 8 now live — hosted by Pierre Rochard Phong Le, CEO of Strategy, shares how MSTR became the world’s first Bitcoin-native public company—and why it’s more than just a software stock. From capital markets to balance sheet strategy, Phong lays out the new rules of valuation in the #Bitcoin era. 00:00 – Intro: How to Value a Bitcoin Treasury Company 01:28 – Phong Le on Strategy’s Bitcoin Thesis 04:45 – Why MSTR Isn’t Just a Tech Stock Anymore 08:12 – The Role of FASB Accounting in Bitcoin Adoption 11:39 – Capital Markets: Equity, Debt & Bitcoin 15:20 – Convertible Bonds & Leveraged Bitcoin Exposure 19:05 – What Investors Miss When Valuing MSTR 23:34 – How Institutions View Bitcoin 27:48 – Risks, Volatility, and Shareholder Expectations 32:15 – Bitcoin’s Role in Long-Term Corporate Strategy 36:20 – Advice for Other Bitcoin Treasury Companies 39:12 – Building a Bitcoin-Backed Capital Market 43:10 – Addressing Bitcoin Volatility 46:00 – Why STRF Is Gaining Market Traction 48:30 – Final Thoughts from Phong Le

Bitcoin For Corporations

237,146 görüntüleme • 11 ay önce

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
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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 ⚡️

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NEW: Founder who called Bitcoin early says this is NOT a bear market. Yves Choueifaty & Alexandre Laizet ⚡️ explain what Saylor is really doing: 📌 1694 Bank of England model 📌 Why owning MSTR makes YOU the STRC issuer 📌 100M millionaires. 21M Bitcoin. Do the math. Watch ⚡️ TIMESTAMPS: 00:00 Cold Open 01:49 Bitcoin ISN'T In A Bear Market? (Volatility Discussion) 07:13 Bitcoin's Value During Geopolitical Tensions 12:46 Bitcoin, Treasuries & Historical Context of Private Banking 23:41 Digital Capital & Credit vs Digital Money Framing 30:09 mNAV & Speculation: MSTR vs. Traditional Companies 35:48 The Power of STRC: Saylor Is Issuing Perpetual Credit 40:05 The Opportunity of Buying At mNAV Less Than One 43:45 Alexandre On Strategic Growth For Bitcoin Treasury Companies 51:54 Stretch Is The Future Of Money
58:52

NEW: Founder who called Bitcoin early says this is NOT a bear market. Yves Choueifaty & Alexandre Laizet ⚡️ explain what Saylor is really doing: 📌 1694 Bank of England model 📌 Why owning MSTR makes YOU the STRC issuer 📌 100M millionaires. 21M Bitcoin. Do the math. Watch ⚡️ TIMESTAMPS: 00:00 Cold Open 01:49 Bitcoin ISN'T In A Bear Market? (Volatility Discussion) 07:13 Bitcoin's Value During Geopolitical Tensions 12:46 Bitcoin, Treasuries & Historical Context of Private Banking 23:41 Digital Capital & Credit vs Digital Money Framing 30:09 mNAV & Speculation: MSTR vs. Traditional Companies 35:48 The Power of STRC: Saylor Is Issuing Perpetual Credit 40:05 The Opportunity of Buying At mNAV Less Than One 43:45 Alexandre On Strategic Growth For Bitcoin Treasury Companies 51:54 Stretch Is The Future Of Money

BitcoinTreasuries.NET

17,526 görüntüleme • 3 ay önce

Fascinating news with Michael Saylor. 💥 This may be one of the biggest moments in bitcoin and the mainstream is SILENT. #bitcoin $MSTR $STRC Guess what comes next... TimeStamps: 00:00 Intro 01:02 STRC Collapse 03:11 Saylor's Bitcoin Empire Is Over? 07:40 Bitget Stocks 2.0 #partner 09:17 This Could Save Michael Saylor 11:09 Bitcoin, MSTR, STRC.. What Comes Next?
13:43

Fascinating news with Michael Saylor. 💥 This may be one of the biggest moments in bitcoin and the mainstream is SILENT. #bitcoin $MSTR $STRC Guess what comes next... TimeStamps: 00:00 Intro 01:02 STRC Collapse 03:11 Saylor's Bitcoin Empire Is Over? 07:40 Bitget Stocks 2.0 #partner 09:17 This Could Save Michael Saylor 11:09 Bitcoin, MSTR, STRC.. What Comes Next?

Altcoin Daily

83,615 görüntüleme • 7 gün önce

$MSTR is Amplified Bitcoin. $STRK is Structured Bitcoin. $STRC is Treasury Bitcoin.
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$MSTR is Amplified Bitcoin. $STRK is Structured Bitcoin. $STRC is Treasury Bitcoin.

Michael Saylor

860,035 görüntüleme • 10 ay önce

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 görüntüleme • 1 ay önce

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 görüntüleme • 3 ay önce

My Bitcoin Treasury & $MSTR Playbook discussion with Joe Burnett, MSBA. 0:00 - Intro 0:31 - Harvard to Strategy: CJ’s bitcoin treasury role 2:24 - The most important KPI for bitcoin treasury companies 5:14 - Why outperforming bitcoin is the ultimate benchmark 6:59 - Short-term price dislocations vs long-term performance 9:24 - Saylor’s forever time horizon 11:00 - Why volatility and volume matter for capital markets strategy 13:08 - The ideal bitcoin strategy for emerging treasury companies 16:04 - Why preferred equity is replacing convertible notes 19:03 - How Strategy designs its preferred equity products 21:02 - Should other companies copy Strategy’s preferred equity playbook? 23:17 - How leverage supports accretive dilution 26:58 - Who’s buying Strategy’s preferred equity products? 30:28 - The “iPhone moment” for bitcoin-backed securities 33:22 - How Strategy manages price stability for preferred equity 35:57 - Could stablecoin issuers adopt bitcoin-backed preferred equity? 38:03 - Credit amplification vs “speculative attack” 40:41 - Harvard’s $100M bitcoin buy 44:19 - Bitcoin’s terminal growth rate and the S&P 500 47:07 - Why bitcoin treasury companies trade at a NAV premium 49:18 - Strategy’s new mNAV issuance guidance 53:39 - The digital transformation of investor relations 56:17 - Why bitcoin is now Wall Street’s biggest fee generator 58:51 - Closing thoughts and where to find CJ
59:22

My Bitcoin Treasury & $MSTR Playbook discussion with Joe Burnett, MSBA. 0:00 - Intro 0:31 - Harvard to Strategy: CJ’s bitcoin treasury role 2:24 - The most important KPI for bitcoin treasury companies 5:14 - Why outperforming bitcoin is the ultimate benchmark 6:59 - Short-term price dislocations vs long-term performance 9:24 - Saylor’s forever time horizon 11:00 - Why volatility and volume matter for capital markets strategy 13:08 - The ideal bitcoin strategy for emerging treasury companies 16:04 - Why preferred equity is replacing convertible notes 19:03 - How Strategy designs its preferred equity products 21:02 - Should other companies copy Strategy’s preferred equity playbook? 23:17 - How leverage supports accretive dilution 26:58 - Who’s buying Strategy’s preferred equity products? 30:28 - The “iPhone moment” for bitcoin-backed securities 33:22 - How Strategy manages price stability for preferred equity 35:57 - Could stablecoin issuers adopt bitcoin-backed preferred equity? 38:03 - Credit amplification vs “speculative attack” 40:41 - Harvard’s $100M bitcoin buy 44:19 - Bitcoin’s terminal growth rate and the S&P 500 47:07 - Why bitcoin treasury companies trade at a NAV premium 49:18 - Strategy’s new mNAV issuance guidance 53:39 - The digital transformation of investor relations 56:17 - Why bitcoin is now Wall Street’s biggest fee generator 58:51 - Closing thoughts and where to find CJ

Chaitanya Jain

190,673 görüntüleme • 10 ay önce

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

305,239 görüntüleme • 25 gün önce

My conversation with The Wolf Of All Streets on Yahoo Finance on Strategy, the largest holder of Bitcoin in the world, why $GOOG and $MSTR use preferred equity, paying $STRC dividends, buying and selling $BTC, and $MSTR performance.
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My conversation with The Wolf Of All Streets on Yahoo Finance on Strategy, the largest holder of Bitcoin in the world, why $GOOG and $MSTR use preferred equity, paying $STRC dividends, buying and selling $BTC, and $MSTR performance.

Phong Le

125,084 görüntüleme • 12 gün önce

Just recorded this interview with Preston Pysh about all the bearish sentiment in Bitcoin and sideways price action.🐻 We explore who's selling, why people are upset, Bitcoin treasury warning signs, and Preston's latest analysis of $MSTR. Let us know what you think! Timecodes: 00:00 Ego Death Update 2:26 Bitcoin Bears Selling 7:27 MSTR Analysis 9:57 Price Pressure 13:50 Bitcoin Treasuries 15:53 Preferred Stock Explained 27:36 mNAV Guidance Update 36:07 Bitcoin Price Drop 38:57 Economic Outlook 44:59 Why People are Against Bitcoin 50:56 Staying Positive
59:26

Just recorded this interview with Preston Pysh about all the bearish sentiment in Bitcoin and sideways price action.🐻 We explore who's selling, why people are upset, Bitcoin treasury warning signs, and Preston's latest analysis of $MSTR. Let us know what you think! Timecodes: 00:00 Ego Death Update 2:26 Bitcoin Bears Selling 7:27 MSTR Analysis 9:57 Price Pressure 13:50 Bitcoin Treasuries 15:53 Preferred Stock Explained 27:36 mNAV Guidance Update 36:07 Bitcoin Price Drop 38:57 Economic Outlook 44:59 Why People are Against Bitcoin 50:56 Staying Positive

Natalie Brunell ⚡️

372,321 görüntüleme • 10 ay önce

On Bloomberg TV: I explain $STRK, $STRF, $STRD, the risk of shorting $MSTR, the rise of Bitcoin Treasury Companies, our 100% BTC Strategy, debunk Quantum FUD, and show why AI is bullish for Bitcoin.
20:15

On Bloomberg TV: I explain $STRK, $STRF, $STRD, the risk of shorting $MSTR, the rise of Bitcoin Treasury Companies, our 100% BTC Strategy, debunk Quantum FUD, and show why AI is bullish for Bitcoin.

Michael Saylor

1,307,283 görüntüleme • 1 yıl önce

Grant Cardone: I’m Going ALL IN On Bitcoin Grant Cardone 00:00 Coming Up 00:56 Grant’s Early Bitcoin Story (2013) 01:58 "My Goal Is 10,000 Bitcoin" 03:09 Why He Never Hits His Goals 04:21 The "Units" Formula for Wealth 06:09 Attaching Bitcoin to Real Estate 07:01 "Convert the Discount to Bitcoin" 09:20 1,600 Investors (Not Bitcoiners) 10:01 Why Treasury Companies Failed 14:14 Tokenizing Real Estate + Bitcoin 22:10 Timeline to 10,000 Bitcoin
23:58

Grant Cardone: I’m Going ALL IN On Bitcoin Grant Cardone 00:00 Coming Up 00:56 Grant’s Early Bitcoin Story (2013) 01:58 "My Goal Is 10,000 Bitcoin" 03:09 Why He Never Hits His Goals 04:21 The "Units" Formula for Wealth 06:09 Attaching Bitcoin to Real Estate 07:01 "Convert the Discount to Bitcoin" 09:20 1,600 Investors (Not Bitcoiners) 10:01 Why Treasury Companies Failed 14:14 Tokenizing Real Estate + Bitcoin 22:10 Timeline to 10,000 Bitcoin

The Wolf Of All Streets

44,629 görüntüleme • 4 ay önce

🔥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:
24:09

🔥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:

Adam Livingston

23,786 görüntüleme • 1 ay önce

Strategy CEO Phong Le discusses $BTC, $STRC, $MSTR, and our capital markets strategy to acquire Bitcoin and increase Bitcoin Per Share with Liz Claman.
9:23

Strategy CEO Phong Le discusses $BTC, $STRC, $MSTR, and our capital markets strategy to acquire Bitcoin and increase Bitcoin Per Share with Liz Claman.

Michael Saylor

261,556 görüntüleme • 28 gün önce

My Bitcoin Treasury discussion with Joe Burnett, MSBA. 0:00 – Intro 1:00 – First priority as Director of Bitcoin Strategy 3:11 – Should Bitcoin companies copy MSTR’s preferreds? 5:02 – Structuring credit: BTC Ratings from 2 to 10 6:25 – Long-term CAGR for Bitcoin vs. S&P 500 8:28 – Why Bitcoin has fewer risks than stocks 10:36 – The global index with no counterparty risk 15:14 – Is Bitcoin a global productivity index? 16:56 – Will MSTR join the S&P 500? 18:14 – Why Vanguard owns MSTR 19:23 – Unlocking passive capital for Bitcoin 21:14 – Why BTC companies magnetize capital 23:24 – Mag 7 adoption playbook: fast vs. slow 25:47 – Most CEOs don’t want the money 27:15 – Who should adopt Bitcoin—and who won’t 29:20 – Why MSTR is going all-in on preferreds 31:21 – Preferreds are better than convertibles 32:32 – Will BTC companies still trade above NAV in bear markets? 34:09 – Why 2022 was a crypto-catalyzed bear market 35:14 – The difference between 1.1x and 100x leverage 37:07 – How to defend BTC NAV with credit instruments 39:14 – How to create a Bitcoin short squeeze 41:20 – Why shorts don’t have the courage 43:20 – The future of BTC-backed credit and equity 45:04 – A new theory of Bitcoin corporate finance 49:30 – Copy MSTR: it’s good for everyone 50:26 – Harvard’s outdated Bitcoin case study 52:16 – Why the smartest firms are making bad moves 54:16 – Why academics ignore Strategy’s success 55:15 – How the world could look in four years 57:09 – Final thoughts and wrap-up
57:21

My Bitcoin Treasury discussion with Joe Burnett, MSBA. 0:00 – Intro 1:00 – First priority as Director of Bitcoin Strategy 3:11 – Should Bitcoin companies copy MSTR’s preferreds? 5:02 – Structuring credit: BTC Ratings from 2 to 10 6:25 – Long-term CAGR for Bitcoin vs. S&P 500 8:28 – Why Bitcoin has fewer risks than stocks 10:36 – The global index with no counterparty risk 15:14 – Is Bitcoin a global productivity index? 16:56 – Will MSTR join the S&P 500? 18:14 – Why Vanguard owns MSTR 19:23 – Unlocking passive capital for Bitcoin 21:14 – Why BTC companies magnetize capital 23:24 – Mag 7 adoption playbook: fast vs. slow 25:47 – Most CEOs don’t want the money 27:15 – Who should adopt Bitcoin—and who won’t 29:20 – Why MSTR is going all-in on preferreds 31:21 – Preferreds are better than convertibles 32:32 – Will BTC companies still trade above NAV in bear markets? 34:09 – Why 2022 was a crypto-catalyzed bear market 35:14 – The difference between 1.1x and 100x leverage 37:07 – How to defend BTC NAV with credit instruments 39:14 – How to create a Bitcoin short squeeze 41:20 – Why shorts don’t have the courage 43:20 – The future of BTC-backed credit and equity 45:04 – A new theory of Bitcoin corporate finance 49:30 – Copy MSTR: it’s good for everyone 50:26 – Harvard’s outdated Bitcoin case study 52:16 – Why the smartest firms are making bad moves 54:16 – Why academics ignore Strategy’s success 55:15 – How the world could look in four years 57:09 – Final thoughts and wrap-up

Michael Saylor

483,761 görüntüleme • 11 ay önce

🔥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:
20:52

🔥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:

Adam Livingston

31,581 görüntüleme • 5 ay önce