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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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44,606 просмотров • 2 месяцев назад •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 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
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Matt Cole

103,452 просмотров • 1 месяц 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 👇
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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

86,977 просмотров • 1 месяц назад

📺 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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Bitcoin For Corporations

237,146 просмотров • 1 год 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
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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 ⚡️

254,838 просмотров • 2 месяцев назад

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 просмотров • 4 месяцев назад

🚀WHAT PRICE WILL MSTR BE AT $1 MILLION BITCOIN?🚀 I handicapped the absolute hell out of this model. Bitcoin rises from $65,993 to $1,000,000 over 8 full years. The entire STR preferred stack remains at a 12% dividend rate for all 96 months. The rate never declines. MSTR common stock is issued to fund every dollar of dividends, so shareholders absorb the dilution. No additional debt is added. No MSTR is sold at a premium to acquire Bitcoin... EVER. mNAV is only permitted to rise modestly as STRC scales. Strategy has already raised approximately $16.4 billion in 2026 through July 19, a roughly $29.9 billion annualized pace. Yet these scenarios allow only $0 to $6 billion of annual STRC issuance: $0/month - no STRC ever issued | 1.023× mNAV | $2,100 MSTR | 21.08× return | 1.39× Bitcoin’s multiple (+39%) $100M/month | $1.2B/year, 4% of current pace | 1.10× mNAV | $2,292 MSTR | 23.01× | 1.52× Bitcoin (+52%) $200M/month | $2.4B/year, 8% of pace | 1.20× mNAV | $2,540 MSTR | 25.50× | 1.68× Bitcoin (+68%) $300M/month | $3.6B/year, 12% of pace | 1.30× mNAV | $2,796 MSTR | 28.07× | 1.85× Bitcoin (+85%) $400M/month | $4.8B/year, 16% of pace | 1.40× mNAV | $3,060 MSTR | 30.73× | 2.03× Bitcoin (+103%) $500M/month | $6B/year, 20% of pace | 1.50× mNAV | $3,333 MSTR | 33.47× | 2.21× Bitcoin (+121%) Bitcoin itself returns 15.15×. The most important result is the first one. With zero new STRC issuance and absolutely zero mNAV expansion, MSTR still reaches approximately $2,100 and outperforms Bitcoin. Stock Multiple = BTC Multiple × CEBE Sats/Share Multiple × CEBE mNAV Multiple 15.15× BTC appreciation × 1.39× CEBE sats/share accretion × 1.00× mNAV change = 21.08× MSTR. The amplification is already embedded in the balance sheet. The market does not need to award MSTR a higher valuation multiple for it to work. Even in the $500M monthly STRC scenario, Strategy finishes with only 987,098 Bitcoin. Yes, the $3,333 model example includes a scenario where they fail to reach 1 million BTC in the next 8 years. If Bitcoin goes up... the machine works:
0:23

🚀WHAT PRICE WILL MSTR BE AT $1 MILLION BITCOIN?🚀 I handicapped the absolute hell out of this model. Bitcoin rises from $65,993 to $1,000,000 over 8 full years. The entire STR preferred stack remains at a 12% dividend rate for all 96 months. The rate never declines. MSTR common stock is issued to fund every dollar of dividends, so shareholders absorb the dilution. No additional debt is added. No MSTR is sold at a premium to acquire Bitcoin... EVER. mNAV is only permitted to rise modestly as STRC scales. Strategy has already raised approximately $16.4 billion in 2026 through July 19, a roughly $29.9 billion annualized pace. Yet these scenarios allow only $0 to $6 billion of annual STRC issuance: $0/month - no STRC ever issued | 1.023× mNAV | $2,100 MSTR | 21.08× return | 1.39× Bitcoin’s multiple (+39%) $100M/month | $1.2B/year, 4% of current pace | 1.10× mNAV | $2,292 MSTR | 23.01× | 1.52× Bitcoin (+52%) $200M/month | $2.4B/year, 8% of pace | 1.20× mNAV | $2,540 MSTR | 25.50× | 1.68× Bitcoin (+68%) $300M/month | $3.6B/year, 12% of pace | 1.30× mNAV | $2,796 MSTR | 28.07× | 1.85× Bitcoin (+85%) $400M/month | $4.8B/year, 16% of pace | 1.40× mNAV | $3,060 MSTR | 30.73× | 2.03× Bitcoin (+103%) $500M/month | $6B/year, 20% of pace | 1.50× mNAV | $3,333 MSTR | 33.47× | 2.21× Bitcoin (+121%) Bitcoin itself returns 15.15×. The most important result is the first one. With zero new STRC issuance and absolutely zero mNAV expansion, MSTR still reaches approximately $2,100 and outperforms Bitcoin. Stock Multiple = BTC Multiple × CEBE Sats/Share Multiple × CEBE mNAV Multiple 15.15× BTC appreciation × 1.39× CEBE sats/share accretion × 1.00× mNAV change = 21.08× MSTR. The amplification is already embedded in the balance sheet. The market does not need to award MSTR a higher valuation multiple for it to work. Even in the $500M monthly STRC scenario, Strategy finishes with only 987,098 Bitcoin. Yes, the $3,333 model example includes a scenario where they fail to reach 1 million BTC in the next 8 years. If Bitcoin goes up... the machine works:

Adam Livingston

46,006 просмотров • 24 дней 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 • 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

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 просмотров • 1 год назад

🔥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 просмотров • 2 месяцев назад

🔥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 просмотров • 7 месяцев назад

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

483,895 просмотров • 1 год 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

322,693 просмотров • 15 дней назад

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

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

Tim Kotzman

21,481 просмотров • 1 месяц назад

"Strategy is the JPMorgan of the crypto economy." I join Kelly Evans and Dominic Chu on CNBC today to discuss $MSTR and $BTC. 00:53 - Bitcoin’s bear cycle, macro headwinds, and how Strategy is navigating volatility through active capital management 02:05 - Legislative clarity as the catalyst for tokenization, stablecoins, bank adoption, and Bitcoin’s role as an inflation hedge 02:45 - Why Strategy is not a forced seller of $BTC, and why Bitcoin Per Share matters more than average cost 03:43 - Net Bitcoin accumulation: ~170,000 BTC added this year and 35x more bitcoin bought than sold 04:02 - Why Strategy sells bitcoin: funding dividends, buying back $STRC below par, and increasing Bitcoin Per Share 05:01 - Strategy’s Bitcoin scale: 842,138 BTC, over 4% of total supply, and the largest institutional Bitcoin position 05:36 - Balance sheet flexibility: $4B of USD reserves and multiple ways to fund dividend obligations 06:00 - The Clarity Act, executive rulemaking, and why regulatory decisions matter for the broader digital asset industry
7:00

"Strategy is the JPMorgan of the crypto economy." I join Kelly Evans and Dominic Chu on CNBC today to discuss $MSTR and $BTC. 00:53 - Bitcoin’s bear cycle, macro headwinds, and how Strategy is navigating volatility through active capital management 02:05 - Legislative clarity as the catalyst for tokenization, stablecoins, bank adoption, and Bitcoin’s role as an inflation hedge 02:45 - Why Strategy is not a forced seller of $BTC, and why Bitcoin Per Share matters more than average cost 03:43 - Net Bitcoin accumulation: ~170,000 BTC added this year and 35x more bitcoin bought than sold 04:02 - Why Strategy sells bitcoin: funding dividends, buying back $STRC below par, and increasing Bitcoin Per Share 05:01 - Strategy’s Bitcoin scale: 842,138 BTC, over 4% of total supply, and the largest institutional Bitcoin position 05:36 - Balance sheet flexibility: $4B of USD reserves and multiple ways to fund dividend obligations 06:00 - The Clarity Act, executive rulemaking, and why regulatory decisions matter for the broader digital asset industry

Phong Le

422,301 просмотров • 11 дней назад

🎙️ The Sujal Show Ep. 4: Michael Saylor - Calling Bitcoin a Gamble to buying $50 Billion of Bitcoin On The Sujal Show, Michael Saylor (Founder of Strategy) revealed whether Bitcoin will crash 80% again, whether the AI bubble is about to burst, warned altcoin holders, addressed falling $MSTR stock, & exposed gold's flaws for 100M+ Indian gold investors 🇮🇳 We discussed: - Will Bitcoin crash 70–80% again? - Is a huge market crash coming due to the AI bubble & Currency Collapse? - His 3 wishes with genie - 1 minute pitch to sell your house & buy Bitcoin - India's 🇮🇳 $3T gold market, his message to every indian family - What to buy if you need money in 4 weeks, 4 years, or 10 years? - Digital capital (BTC) vs Digital credit (STRK) vs Digital equity (MSTR) - Best advice from 45 years of career - Can altcoins really do 100x? - Formula to protect wealth - Message to scared $MSTR & $BTC investors - Why Bitcoin is the new digital gold - Blueprint for young entrepreneurs & Bitcoin builders - And he said it in Hindi: "Bitcoin is future" Timestamps: 00:00 Intro 01:54 From $250K to $50B Journey 03:23 Why He Went All-In on Bitcoin 04:24 Message to Indian Gold Holders 05:25 Strategy $MSTR correction 07:00 Can Bitcoin 10x–100x Again? 08:20 AI Bubble & Market Crash Warning 09:15 Digital assets will make us wealthy 09:35 Will BTC Drop 80% Again? 10:39 Bitcoin is being less volatile 10:55 Best Advice of His Life 12:05 His Current Mission & Life Focus 12:40 Framework for Young Builders 13:07 15,000-page book everyone should read 13:28 “Bitcoin Is the Future” Thanks to Bitcoin MENA Conference, SkyNet X Solutions, & Bonnie for making this possible Watch The Sujal Show Ep. 4 and learn from the man who went all in on Bitcoin 👇
14:05

🎙️ The Sujal Show Ep. 4: Michael Saylor - Calling Bitcoin a Gamble to buying $50 Billion of Bitcoin On The Sujal Show, Michael Saylor (Founder of Strategy) revealed whether Bitcoin will crash 80% again, whether the AI bubble is about to burst, warned altcoin holders, addressed falling $MSTR stock, & exposed gold's flaws for 100M+ Indian gold investors 🇮🇳 We discussed: - Will Bitcoin crash 70–80% again? - Is a huge market crash coming due to the AI bubble & Currency Collapse? - His 3 wishes with genie - 1 minute pitch to sell your house & buy Bitcoin - India's 🇮🇳 $3T gold market, his message to every indian family - What to buy if you need money in 4 weeks, 4 years, or 10 years? - Digital capital (BTC) vs Digital credit (STRK) vs Digital equity (MSTR) - Best advice from 45 years of career - Can altcoins really do 100x? - Formula to protect wealth - Message to scared $MSTR & $BTC investors - Why Bitcoin is the new digital gold - Blueprint for young entrepreneurs & Bitcoin builders - And he said it in Hindi: "Bitcoin is future" Timestamps: 00:00 Intro 01:54 From $250K to $50B Journey 03:23 Why He Went All-In on Bitcoin 04:24 Message to Indian Gold Holders 05:25 Strategy $MSTR correction 07:00 Can Bitcoin 10x–100x Again? 08:20 AI Bubble & Market Crash Warning 09:15 Digital assets will make us wealthy 09:35 Will BTC Drop 80% Again? 10:39 Bitcoin is being less volatile 10:55 Best Advice of His Life 12:05 His Current Mission & Life Focus 12:40 Framework for Young Builders 13:07 15,000-page book everyone should read 13:28 “Bitcoin Is the Future” Thanks to Bitcoin MENA Conference, SkyNet X Solutions, & Bonnie for making this possible Watch The Sujal Show Ep. 4 and learn from the man who went all in on Bitcoin 👇

Sujal Jethwani

131,527 просмотров • 5 месяцев назад

🚨 AI + Tesla Optimus is about to rewrite the global economy. In our latest episode with Cern Basher, we break down why Tesla’s humanoid robots + robotaxis could drive double-digit GDP growth… and why this could ignite a Bitcoin supercycle. Key takeaways: - $TSLA Optimus ramp: 1M → 10M robots/year - One robot factory could generate output comparable to the GDP of an entire country - Robotaxis scaling could happen MUCH faster than Wall Street expects - AI agents will flood cyberspace… and Bitcoin may become the security gate - “AI consumes compute. Bitcoin prices compute.” - Strategy’s flywheel $MSTR + $STRC could be setting up the next massive phase This episode connects the dots between AI deflation, government printing, and why $BTC may become the backbone of the AI economy. 00:00 Introduction Cern Basher 02:11 AI Agents Pick Bitcoin (It’s Already Happening) 03:01 Elon’s Master Plan: xAI + SpaceX + Tesla Merger? 06:34 Why Bitcoin Might Be the BEST AI Investment 10:43 “AI Consumes Compute… Bitcoin Prices Compute” 13:46 MSTR / Strategy: Why Bitcoin Treasury Companies Win 19:16 Strategy’s New Flywheel: STRC + ATM Explained 25:04 Elon Predicts Double-Digit GDP Growth (Is He Right?) 34:55 Tesla Optimus Timeline: 1M → 10M Robots Per Year 40:16 Tesla Robotaxis Are Scaling FAST (Doubling Every Month?) 43:11 Why Robotaxi Delays Don’t Matter (Tesla Still Wins) 46:46 When Will Tesla Start Buying Bitcoin Again? 50:05 Nvidia + Bitcoin? Big Tech May Flip Soon 53:18 Why Most People STILL Don’t Understand Bitcoin 56:00 US Military Studying Bitcoin for Cybersecurity? 59:27 Final Warning: Every Country Must Build Robot Factories
1:05:32

🚨 AI + Tesla Optimus is about to rewrite the global economy. In our latest episode with Cern Basher, we break down why Tesla’s humanoid robots + robotaxis could drive double-digit GDP growth… and why this could ignite a Bitcoin supercycle. Key takeaways: - $TSLA Optimus ramp: 1M → 10M robots/year - One robot factory could generate output comparable to the GDP of an entire country - Robotaxis scaling could happen MUCH faster than Wall Street expects - AI agents will flood cyberspace… and Bitcoin may become the security gate - “AI consumes compute. Bitcoin prices compute.” - Strategy’s flywheel $MSTR + $STRC could be setting up the next massive phase This episode connects the dots between AI deflation, government printing, and why $BTC may become the backbone of the AI economy. 00:00 Introduction Cern Basher 02:11 AI Agents Pick Bitcoin (It’s Already Happening) 03:01 Elon’s Master Plan: xAI + SpaceX + Tesla Merger? 06:34 Why Bitcoin Might Be the BEST AI Investment 10:43 “AI Consumes Compute… Bitcoin Prices Compute” 13:46 MSTR / Strategy: Why Bitcoin Treasury Companies Win 19:16 Strategy’s New Flywheel: STRC + ATM Explained 25:04 Elon Predicts Double-Digit GDP Growth (Is He Right?) 34:55 Tesla Optimus Timeline: 1M → 10M Robots Per Year 40:16 Tesla Robotaxis Are Scaling FAST (Doubling Every Month?) 43:11 Why Robotaxi Delays Don’t Matter (Tesla Still Wins) 46:46 When Will Tesla Start Buying Bitcoin Again? 50:05 Nvidia + Bitcoin? Big Tech May Flip Soon 53:18 Why Most People STILL Don’t Understand Bitcoin 56:00 US Military Studying Bitcoin for Cybersecurity? 59:27 Final Warning: Every Country Must Build Robot Factories

One Chair

17,947 просмотров • 6 месяцев назад