@seymoursats Seymour Sats

Seymour Sats posts on YouTube about bitcoin, $mstr, mstr, finance the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence cryptocurrencies stocks finance exchanges automotive brands technology brands travel destinations currencies social networks financial services

Social topic influence bitcoin #6569, $mstr #160, mstr #89, finance #3837, capital markets #71, yield #293, $strc #78, sats #74, $swc, market

Top accounts mentioned or mentioned by @adrian @seymoursatsiqv1gtibczssiwzmlpfvyov563f8

Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Cantor Equity Partners, Inc. Class A Ordinary Shares (CEP) The Smarter Web Co. (SWC.AQ) Metaplanet Inc. (MTPLF) Tesla, Inc. (TSLA) Twenty One Capital Inc (XXI) Coinbase Global Inc. (COIN) AppLovin Corporation (APP) Robinhood Markets, Inc. (HOOD) Asset Entities Inc. (ASST) Morgan Stanley (MS)

Top Social Posts

Top posts by engagements in the last [--] hours

"My [-------] Stock Portfolio (With Proof) Im Seymour Sats and for the first time Im pulling back the curtain on my personal stock portfolio. Three positions. Over [--] million in value. Ill walk you through each holding why I own it the highs the lows and yes I show the actual receipts. 📌 Whats inside: Why I went all in on Strategy during the bear market How Tesla has been my long-term conviction play The rollercoaster of Smarter Web Company (and why Im still buying) Plus: the small bonus position that could surprise everyone This isnt financial advice just my journey my conviction and my lessons"
YouTube Link 2025-09-21T08:04Z [---] followers, [---] engagements

"Friday the Turning Point for MSTR The Stakes Have Never Been Higher S&P [---] Odds The impending decision regarding MSTR's inclusion in the S&P [---] has ignited a firestorm of speculation and analysis. With varied predictions ranging from a mere 1% to a bold 100% chance of inclusion insights from X-polls analysts and sophisticated AI models come together to paint a comprehensive picture of the situation. Understanding the implications of this upcoming announcement is crucial as it could generate billions in inflows into index funds and ETFs triggering a major rally in both MSTR and Bitcoin. The"
YouTube Link 2025-09-04T18:30Z [---] followers, [---] engagements

"Top [--] Biggest Bitcoin Treasuries (2025 Update) Public companies now hold over a million Bitcoin. But which firms are holding the biggest stacks in [----] In this video we count down the Top [--] largest Bitcoin treasuries from miners and exchanges to media companies and Michael Saylors Strategy. 📊 Youll learn: Which companies have stacked the most Bitcoin How they built their treasuries and when they started buying Why these moves matter for the future of Bitcoin adoption From Coinbase and CleanSpark to Bullish XXI and of course Strategy this is the definitive [----] update on corporate Bitcoin"
YouTube Link 2025-09-09T13:38Z [---] followers, [---] engagements

"A Clash of Bitcoin Treasuries: $MSTR vs $SWC Who Will Reign Supreme Full Video available @SeymourSats Title: Bitcoin Treasury Heavyweights - Saylor v Webley: $MSTR: S&P [---] Giant $SWC: Fastest Growing BTCTC Link: https://youtu.be/kCWrxUaYPEU #Bitcoin #Saylor #MSTR #CorporateTreasury #SWC #SmarterWeb #BitcoinInvesting #Bitcoin #MSTR #SWC #InvestmentStrategy #CorporateFinance #CryptoAnalysis #Finance #shorts"
YouTube Link 2025-08-31T15:35Z [---] followers, [---] engagements

"UK House Price's are Collapsing against Bitcoin The UK housing market particularly when priced in Bitcoin reveal troubling trends: while property values in pounds see modest increases in Bitcoin terms theyve dropped drastically over the years. #Investing #HousingMarket #Bitcoin #London #FinancialFreedom #BitcoinVsProperty #Bitcoin #PropertyMarket #InvestmentStrategy #FinancialFreedom #UKProperty #CryptoRevolution #WealthManagement #AsymmetricUpside #LiquidAssets #HardestMoney #shorts"
YouTube Link 2025-09-27T11:00Z [---] followers, [---] engagements

"HODL Bitcoin Treasuries with Conviction Amidst the market fluctuations a significant transformation is unfolding as companies embrace Bitcoin as a core asset. This shift may be challenging in the short term but it lays a crucial foundation for a new financial landscape. The current downturn while painful is a test of resilience and strategy. Companies that maintain disciplined treasury management are poised to emerge stronger ready to capitalize on Bitcoin's eventual resurgence. Explore the psychology behind long-term investment and why moments of pessimism can often lead to the greatest"
YouTube Link 2025-09-01T20:39Z [---] followers, [--] engagements

"Saylor Snubbed by S&P [---] Big changes occurred when the S&P [---] released its quarterly rebalance omitting Strategy (MSTR) while including Robinhood Applovin and Emcor. The anticipation surrounding this decision had been building for weeks with growing speculation regarding Strategy's potential inclusion. Michael Saylor responsed immediately. Analyzing the reasons behind the shifting sentiment leading up to the announcement the complexities of the S&P's selection criteria and the implications for both Strategy and the crypto market reveals a deeper narrative. Understanding these dynamics is"
YouTube Link 2025-09-06T18:26Z [---] followers, [---] engagements

"How Bitcoin Breaks $200000 by Year End The potential for Bitcoin to surpass $150000 hinges on several critical factors aligning perfectly. Key among them are anticipated Federal Reserve rate cuts increasing global liquidity and the ongoing rise in ETF inflows. Moreover the growing trend of capital shifting towards Bitcoin similar to gold is indicative of a broader acceptance. Corporations hoarding Bitcoin further strengthens this bullish outlook. Notably if Michael Saylor's strategy with MicroStrategy includes S&P [---] inclusion it could trigger trillions in passive index buyingsetting the"
YouTube Link 2025-09-03T00:00Z [---] followers, [---] engagements

"Is SWC the Worlds Hottest Bitcoin Stock Discover why The Smarter Web Company (SWC) is capturing the spotlight as the UKs premier Bitcoin treasury stock In this detailed 6-minute breakdown we explore SWCs meteoric IPO journey their massive Bitcoin accumulation now totaling [----] BTC and strategic moves that place them among the worlds top public Bitcoin holders. Learn about key figures like Andrew Webley and Jesse Myers and what makes SWC a rare British Bitcoin-first equityoffering investors onshore ISA-eligible exposure to cryptos digital gold. Whether youre a crypto newbie or seasoned stacker"
YouTube Link 2025-08-15T10:45Z [---] followers, [---] engagements

"What Is a Bitcoin Treasury (And Why It Matters Now) What exactly is a Bitcoin treasury company and why are more corporations putting Bitcoin on their balance sheets In this video we break it down step by step: What a corporate treasury is and why fiat treasuries are failing. Why Bitcoin is different from gold and fiat. How true Bitcoin treasuries like Strategy build engines to expand their Bitcoin stacks. The difference between companies that hold Bitcoin vs. companies that grow it. How to value a Bitcoin treasury using metrics like Bitcoin per Share mNAV and yield. Why investors see Bitcoin"
YouTube Link 2025-09-15T12:39Z [---] followers, [---] engagements

"$MSTR to $700 S&P [---] to [----] Fed Fuels Rally Jerome Powell just changed the game. A single dovish pivot at Jackson Hole sparked a massive reversal across markets. The S&P [---] is ripping Bitcoin is bouncing back and MicroStrategy surged 5% in hours. So what does this mean for risk assets Could the S&P [---] hit [----] Is Bitcoin on track for $150K And does that put MicroStrategy back in play for $700 by year-end In this video we break it all down: ✅ The anatomy of this weeks panic ✅ Powells pivot and why it matters ✅ Why conviction beats capitulation ✅ Bitcoins rebound and the $150K roadmap ✅ Why"
YouTube Link 2025-08-22T22:01Z [---] followers, [--] engagements

"Saylor's Golden Goose $MSTR ATM Michael Saylor's approach to finances often highlights high-profile tactics like convertible notes and debt acquisitions. However there's a lesser-known strategy that may hold more potential: the At-The-Market (ATM) equity program. This video delves into what makes the ATM so compelling for accumulating Bitcoin. Understand its mechanics the advantages it offers over traditional debt financing and how it has been utilized historically in the financial landscape of Strategy. Gain insights into why this seemingly simple tool is being called the financial 'golden"
YouTube Link 2025-09-03T18:49Z [---] followers, [---] engagements

"How Bullish $BLSH Shocked Wall Street Discover the explosive debut of Bullish ($BLSH) the next-gen crypto exchange merging centralized trust with DeFi innovation On August [--] [----] Bullish rocked Wall Street with its NYSE IPO pricing shares at $37 but soaring to a jaw-dropping $118 before settling near $70. Backed by tech legends like Peter Thiel and Block.ones Brendan Blumer $BLSH is turning heads in the crypto world. Is this a game-changer or just hype Watch this quick breakdown to catch all the thrilling first-day action and find out why Bullish is the stock everyones buzzing about. If you"
YouTube Link 2025-08-14T08:12Z [---] followers, [--] engagements

"I SOLD my London Flat for BITCOIN Most people think I lost the plot but in June [----] I sold my London flat and put it all into Bitcoin. Why would anyone trade the safest asset in the UK for the most volatile money on earth Because property ties you down while Bitcoin sets you free. No bricks no borders no middlemen. Just the hardest money ever invented. In this video I break down: Why I sold my London flat Property isnt freedom its obligation The Bitcoin realisation: stacking over stagnation Bank nightmares & friction The payoff (Bitcoin doubled since June 2024) 13:00 Property is for living"
YouTube Link 2025-09-23T07:00Z [---] followers, [---] engagements

"BITCOIN TREASURY BEAR MARKET Watch on YouTube @SeymourSats for full video. Like and Subscribe for more. #CryptoNews #microstrategy #BTC #Crypto #smarterwebcompany #Bitcoin #bitcointreasuries #metaplanet #mstr #bitcointreasury #Bitcoin #Cryptocurrency #InvestmentStrategy #CryptoYield #Finance #BitcoinInvesting #PBYD #FinTech #shorts"
YouTube Link 2025-08-31T10:27Z [---] followers, [--] engagements

"Is MSTR's S&P [---] Inclusion a Coin Flip Dive into the Divided Sentiment The latest community polls reveal a stark division among market participants regarding MSTR's potential inclusion in the S&P [---]. With results oscillating closely between 'yes' and 'no' the sentiment appears to reflect a market at a crossroads. Insightful data from multiple polls illustrate the tension with a notable lean towards bearish perspectives. This video deepens the analysis addressing the implications of these polling outcomes for MSTR and Bitcoin while spotlighting why this Friday's decision could be pivotal for"
YouTube Link 2025-09-05T00:00Z [---] followers, [---] engagements

"Michael Saylor's iPhone Moment $MSTR ATM Michael Saylor known for his bold moves in corporate finance has been quietly leveraging a powerful tool in the Bitcoin landscape. The At The Market (ATM) equity programoften overshadowed by more glamorous financial strategiesplays a vital role in Saylor's relentless pursuit of Bitcoin accumulation. This video delves into the mechanics of the ATM its pivotal role in Strategy's long-term Bitcoin strategy and the history behind its implementation. Uncover why this seemingly simple approach might be the cornerstone of a massive financial strategy that"
YouTube Link 2025-09-03T15:53Z [---] followers, [--] engagements

"How Bitcoin ETFs Are Reshaping the Market The rapid ascent of Spot Bitcoin ETFs now surpassing $100 billion in assets within just two years reveals a pivotal transformation in the cryptocurrency landscape. These funds exhibit unique characteristics demonstrating predictable strategic allocations that resist the volatility often seen in traditional markets. Every dollar invested translates into Bitcoin effectively tightening the supply and steering the future of digital currency. Explore the implications of substantial ETF demand and understand how this phenomenon could enhance Bitcoin's"
YouTube Link 2025-09-03T02:00Z [---] followers, [---] engagements

"Bitcoin FIRE: Financial Independence Retire Early with Bitcoin FIRE (Financial Independence Retire Early) has always been about one thing: buying back your time. Live below your means invest with discipline and one day your portfolio covers your life forever. But heres the problem: its built on fiat. Inflation is the Silent Thief quietly eroding your savings and moving the goalposts every year. Bitcoin changes everything. By applying the same FIRE mindset discipline consistency stacking month after month to the hardest money ever created timelines collapse. What takes decades with index funds"
YouTube Link 2025-10-06T11:23Z [---] followers, [---] engagements

"MSTR An Asset the S&P Needs #cryptocurrency #cryptoinvesting #trading #mstr #saylor"
YouTube Link 2025-08-30T23:00Z [---] followers, [---] engagements

"Japans Bitcoin Whale: Metaplanet Discover how Tokyo-based Metaplanet is making waves as Japans newest Bitcoin mega-whale with a massive purchase of [---] BTC pushing their total stash to an eye-watering [-----] BTC In this video we break down their bold strategic treasury reserve approach amid Japans shaky yen and stagnant interest rates. Is this a savvy corporate pivot or just a crypto-fueled gamble Dive into the details and find out why Metaplanets Bitcoin strategy might signal a bigger shift in the financial world. Perfect for crypto investors and traders eager to understand the latest market"
YouTube Link 2025-08-12T16:38Z [---] followers, [--] engagements

"The Power of the $MSTR ATM Delve into the intriguing concept of dilution that actually enhances financial strength rather than diminishing it. The strategy employed by $MSTR through its At The Market (ATM) equity program showcases a unique approach where issuing stock fortifies the balance sheet. This video reveals how a rise in share price enables further investments in Bitcoin creating a powerful cycle of growth and accumulation. Explore the historical context and the mechanisms behind this compelling financial strategy and discover how such innovative thinking can be key to navigating the"
YouTube Link 2025-09-06T06:00Z [----] followers, [---] engagements

"Why FED Rate Cuts Explained will Send Bitcoin Soaring The landscape of Bitcoin investment is set to transform with expectations of Federal Reserve rate cuts as early as September. As interest rates decline the investment focus shifts from low-yield bonds and money markets to riskier assets like equities and Bitcoin. Historical trends demonstrate this phenomenon; following the March [----] crash Bitcoin skyrocketed from $3000 to $69000 in just [--] months. Current market conditions alongside strategic movements by key players like Michael Saylor and the prospect of Bitcoin being as influential as"
YouTube Link 2025-09-03T04:00Z [----] followers, [---] engagements

"Michael Saylor on CNBC: MSTR's S&P Inclusion is Just a Matter of Time In a ground breaking interview Michael Saylor articulates a bold vision for Bitcoin's future on Wall Street. After the S&P [---] bypassed his company Strategy (MSTR) Saylor remains unfazed asserting that inclusion isn't just a possibility it's an inevitability. #SWC #MSTR #METAPLANET #SAYLOR #MichaelSaylor #Bitcoin #S&P500 #CryptoTrends #MicroStrategy #Finance #WallStreet #Investment #Cryptocurrency #MarketTrends #shorts"
YouTube Link 2025-09-10T08:44Z [----] followers, [----] engagements

"Opportunity or Chaos; Bitcoin Treasury Bear Market Watch on YouTube @SeymourSats for full video. Like and Subscribe for more. #CryptoNews #microstrategy #BTC #Crypto #smarterwebcompany #Bitcoin #bitcointreasuries #metaplanet #mstr #bitcointreasury #Bitcoin #Cryptocurrency #InvestmentStrategy #CryptoYield #Finance #BitcoinInvesting #PBYD #FinTech #shorts"
YouTube Link 2025-08-31T10:14Z [----] followers, [---] engagements

"A Clash of Bitcoin Treasuries: $MSTR vs $SWC Who Will Reign Supreme Full Video available @SeymourSats Title: Bitcoin Treasury Heavyweights - Saylor v Webley: $MSTR: S&P [---] Giant $SWC: Fastest Growing BTCTC #Bitcoin #Saylor #MSTR #CorporateTreasury #SWC #SmarterWeb #BitcoinInvesting #Bitcoin #MSTR #SWC #InvestmentStrategy #CorporateFinance #CryptoAnalysis #Finance #shorts"
YouTube Link 2025-08-31T17:39Z [----] followers, [----] engagements

"$MSTR Saylor Addresses Premium & Share Price After months of silence drawdown and doubt Michael Saylor finally addressed the questions every Strategy ($MSTR) investor has been asking: Where did the mNAV premium go And why has the share price lagged Bitcoin No hype. No evasions. Just a direct answer and a clear signal about the future. This video breaks down: 💡 Why mNAV really compressed beyond Saylors explanation 🔍 The role sentiment + trust played (and why it matters) 🏗 How Strategy used the premium window to build the next phase 🧠 Why zoom out [--] years lands differently now 🌍 The shift"
YouTube Link 2025-11-02T20:06Z [----] followers, [----] engagements

"MSTR: Set for Billions in Q3 Will Wall Street Finally Wake Up 🚨🚨🚨 Ive recently joined Sovereign [--] a private investor club for Bitcoiner's focused on Bitcoin Treasury Companies and Bitcoin-native businesses. Members get monthly research on Bitcoin treasuries private networking with serious investors and direct access to roundtables and guest speakers. If youre looking to connect with like-minded people and go deeper into this space you can check it out here using my link: 👉 https://www.skool.com/sovereign21/aboutref=54700a0035df4d6196146ea9121e5883 Strategy is heading into Q3 earnings on"
YouTube Link 2025-10-06T18:35Z [----] followers, [----] engagements

"Unlocking Asymmetric Risks: Is MSTR on the Brink of a Major Shift https://youtu.be/iqV1GTibCzs #cryptocurrency #saylor #Saylor #MicroStrategy #NAVPremium #BitcoinInvesting #IndexInclusion #CryptoNews #SP500 #Investing #Crypto #StockMarket #MSTR #MichaelSaylor #CryptoStocks #Bitcoin #AsymmetricRisk #MSTRStock #MicroStrategy #StockMarket #SP500 #FinancialAnalysis #Investing #Bitcoin #MarketTrends #shorts #shorts"
YouTube Link 2025-08-31T11:38Z [----] followers, [----] engagements

"$MSTR - Bitcoin Bull Run Over Bitcoin down $15k. How did Tesla & Strategy push BTC to $67K in [----] Bitcoin just dropped $15K in a weekdoes this mean the bull run is over With ETFs pulling in billions and corporations holding massive Bitcoin treasuries the stakes have never been higher. In this video we break down why Bitcoins price is sliding what happens if it drops to $90K or even $80K and how corporate holdings like MicroStrategy could be impacted. Well explore: ✔ Why the bull market feels different this time ✔ The risk for corporate Bitcoin treasuries ✔ Key support levels to watch ($100K"
YouTube Link 2025-08-26T20:39Z [----] followers, [---] engagements

"$MSTR Bitcoin Crash After $19B Liquidation Shock Whats Next Saylor Buys More. 🚨🚨🚨 Sovereign 21: https://www.skool.com/sovereign21/aboutref=54700a0035df4d6196146ea9121e5883 A $19 billion liquidation just rocked the Bitcoin market altcoins crashed Strategy ($MSTR) dropped sharply and fear spread fast. But while most were selling Michael Saylor was buying. In this video we break down what happened why Bitcoin fell so hard and what Saylors latest move means for Strategy Bitcoin treasuries and the next phase of the cycle. Was this a healthy reset or the early signs of a top 🔹 Breakdown of the"
YouTube Link 2025-10-12T15:08Z [----] followers, [----] engagements

"Does $MSTR Need Cash Flow when Bitcoin Drops Everyone keeps saying Strategy needs cash flow. Saylor disagrees. So whos right and what actually funds this model when Bitcoin is flat the stock trades near NAV or capital markets tighten In this video I break down the one question driving the entire Strategy debate: Can a Bitcoin-backed balance sheet scale without traditional operating cash flow We cover: Why Saylor says operating cash flow isnt the engine Why credit markets and rating agencies still want it How dividends are funded today (and what happens if NAV compresses) Whether preferred"
YouTube Link 2025-11-04T13:53Z [----] followers, [----] engagements

"Buy Bitcoin. Global Surge in Global M2 will result in Bitcoin repricing. An unprecedented surge in the global M2 money supply signals a transformative era for Bitcoin. With central banks tightening yet debt levels remaining staggering the financial landscape is set for significant shifts. Investors are already responding to this reality proactively acquiring scarce assets like gold and Bitcoin. The recent breakthroughs in gold prices and the liquidity fueling the stock market indicate that Bitcoin is the next asset primed for a dramatic escalation. This analysis delves into the catalysts"
YouTube Link 2025-09-03T06:00Z [----] followers, [---] engagements

"$MSTR: What Saylor Said in the Unlisted Grant Cardone Interview Grant Cardone briefly published (and then removed) a complete 2-hour interview with Michael Saylor. The episode is now unlisted but I watched the full thing and this video breaks down every important moment. Inside the interview Saylor explains: 🔥 The real timeline of Strategys evolution from a software company with melting cash to the first corporate Bitcoin standard to a capital markets machine to the creation of Bitcoin-backed digital credit. 🔥 Why traditional financing tools stopped working Bank loans senior notes"
YouTube Link 2025-11-16T23:49Z [----] followers, [----] engagements

"$MSTR Turning Bitcoin into Cashflow Saylor: Bitcoin With Yield Michael Saylor has once again made it clear in his most recent interview: Strategy ($MSTR) is not just a proxy for Bitcoin. Its something entirely new Bitcoin with cash flow. While ETFs like IBIT and FBTC are designed to hold Bitcoin passively Strategy is actively building yield dividends and credit markets on top of its massive Bitcoin treasury. In this video we break down Saylors latest comments: 🔹 Why Strategy is creating cash flow on Bitcoin 🔹 How new credit instruments like STRIKE STRIFE STRIDE & STRETCH fit into the plan"
YouTube Link 2025-09-23T16:34Z [----] followers, [---] engagements

"$MSTR: How Saylor Bought the Dip The Digital Credit Plumbing is Working Bitcoin slides into the mid $90Ks Strategy drops more than 50% from the July peaK and in the middle of the chaos Michael Saylor reveals theyve been buying Bitcoin every single day this week. In this video we break down exactly how Strategy kept accumulating through a stress week why the plumbing behind the system matters and what this moment really reveals about Saylors digital-credit architecture. We cover: 🔹 Saylors calm tone on CNBC 🔹 The mechanics behind we bought Bitcoin every day this week 🔹 How the Stretch &"
YouTube Link 2025-11-16T16:50Z [----] followers, [----] engagements

"$MSTR - Meltdown: Saylor's Stock Down 20% Right After Bitcoins All Time High: Trap or Breakdown Strategys stock $mstr plunged breakdown or setup In this concise analysis I walk through the August sell-off Bitcoins recent pullback premium compression short-seller attacks and the controversy around issuance thresholds and dilution. Hear why Ive held this trade since [----] why Michael Saylors equity program matters and how conviction and asymmetric upside shape the long-term thesis for Strategy $STRC and corporate Bitcoin exposure. Perfect for investors following BTC crypto equities and market"
YouTube Link 2025-08-20T10:42Z [----] followers, [----] engagements

"Why Bitcoin Dropped Below $100K OGs Are Selling. Is the Cycle Really Over Bitcoin finally broke below $100K after nearly six months above it. But this move isnt about leverage or panic its about structure. Over the last month more than [------] Bitcoin have been distributed from long-term holders. Are we watching the end of the four-year cycle play out or has Bitcoin matured beyond it In this video we break down whats really happening beneath the price action from OG selling and ETF liquidity to Dylan LeClair Jordi Visser and Jack Mallers perspectives on what this phase means for Bitcoins"
YouTube Link 2025-11-05T23:08Z [----] followers, [----] engagements

"$MSTR Saylor Reveals His Pitch to DC: Why USA Needs a Strategic Bitcoin Reserve Michael Saylor just revealed what he told lawmakers behind closed doors in Washington. In a new CNBC interview Saylor confirmed hes been lobbying for a Strategic Bitcoin Reserve Bill urging the U.S. government to treat Bitcoin the way it once treated land oil and gold. If the U.S. built a Strategic Bitcoin Reserve it could: Put Bitcoin alongside the Strategic Petroleum Reserve and Fort Knox gold. Spark a global race for digital capital. Permanently change Bitcoins supply and demand dynamics. But will America lead"
YouTube Link 2025-09-25T18:59Z [----] followers, [---] engagements

"$MSTR Saylors Preferred Future: The Risk and Reward Behind Strategys Bitcoin Model Michael Saylor just added $220M in Bitcoin through preferred stock no dilution no debt no sell pressure. Heres how Strategy is building a perpetual Bitcoin treasury and rewriting corporate finance. #MSTR #BitcoinTreasury #MichaelSaylor 🚨🚨🚨 Sovereign 21: https://www.skool.com/sovereign21/aboutref=54700a0035df4d6196146ea9121e5883 So hows he doing it Through preferred shares a new kind of capital that pays investors yield while funding Bitcoin accumulation forever. This is the strategy could change how every"
YouTube Link 2025-10-14T11:29Z [----] followers, [----] engagements

"MSTR: Bitcoin Treasuries Deserve a Premium Bull and Bear Case Discussed 🚨🚨🚨 Ive recently joined Sovereign [--] a private investor club for Bitcoiner's focused on Bitcoin Treasury Companies and Bitcoin-native businesses. Members get monthly research on Bitcoin treasuries private networking with serious investors and direct access to roundtables and guest speakers. If youre looking to connect with like-minded people and go deeper into this space you can check it out here using my link: 👉 https://www.skool.com/sovereign21/aboutref=54700a0035df4d6196146ea9121e5883 Strategy (MSTR) trades at a"
YouTube Link 2025-10-08T10:38Z [----] followers, [----] engagements

"Why S&P [---] Inclusion Matters for $MSTR youtube.com/@SeymourSats/iqV1GTibCzssi=WZMLPFVYoV-563f8 #cryptocurrency #saylor #Saylor #MicroStrategy #NAVPremium #BitcoinInvesting #IndexInclusion #CryptoNews #SP500 #Investing #Crypto #StockMarket #MSTR #MichaelSaylor #CryptoStocks #Bitcoin #AsymmetricRisk #MSTRStock #MicroStrategy #StockMarket #SP500 #FinancialAnalysis #Investing #Bitcoin #MarketTrends #shorts #shorts"
YouTube Link 2025-08-31T11:53Z [----] followers, [----] engagements

"$MSTR Capitulation or Reset Bitcoin & Strategy Stress Test Every feed looks the same confusion exhaustion doubt. Bitcoin cant break higher. Strategys back at $300. Smaller Bitcoin treasuries are getting crushed and everyones asking the same question: is the thesis over 🚨🚨🚨 Sovereign 21: https://www.skool.com/sovereign21/aboutref=54700a0035df4d6196146ea9121e5883 In this episode we break down whats actually happening: How Bitcoins leverage flush revealed real liquidity and strength Why Strategys mNAV compression is sentiment not failure What a reset really means in this cycle and who"
YouTube Link 2025-10-15T12:01Z [----] followers, [----] engagements

"Bitcoin Treasuries Need What TESLA Has Tesla stock is flying while Bitcoin treasuries like Strategy Smarter Web and MetaPlanet are getting crushed. Over the last month Tesla has outperformed them all. Could it really be the best Bitcoin treasury In this video I break down Teslas recent run why its profitable business model makes its Bitcoin holding different and what this means for conviction investing in Bitcoin treasuries. Well cover: Teslas business strength and Elons relentless drive How Bitcoin treasuries like MSTR SWC and MetaPlanet compare My own Tesla conviction buys during the"
YouTube Link 2025-09-16T23:00Z [----] followers, [---] engagements

"$MSTR - Saylor's Golden Goose. Understanding the ATM; The Engine Behind [------] BTC. 🚀 $MSTR ATM Explained Saylors Golden Goose 🥚 When people talk about Michael Saylor and Strategy ($MSTR) they usually focus on the flashy moves: convertible notes preferred shares and debt raises. But the real golden goose might be far simpler the At The Market equity program (ATM). In this video we break down: ✅ What the ATM actually is and how it works ✅ Why its so powerful for Strategys Bitcoin accumulation ✅ The history of its use including the 42B plan and recent guidance ✅ Why the ATM has no fixed"
YouTube Link 2025-09-03T14:09Z [----] followers, [----] engagements

"$MSTR: Why The BITCOIN FUD Never STOPS Bitcoin is a bubble. Strategy is a Ponzi. Saylor is destroying shareholder value. Youve heard it all before the same FUD recycled every cycle. But is any of it true In this video I break down the top Bitcoin FUD (no intrinsic value government bans quantum computing) and the top Strategy FUD (dilution Ponzi accusations liquidation risk) and show you why these arguments dont hold up in [----]. 👉 What youll learn in this video: Why Bitcoin has no intrinsic value is the laziest FUD of all time The truth about government bans (China the U.S. and ETFs) Whether"
YouTube Link 2025-10-01T21:15Z [----] followers, [----] engagements

"$MSTR: Saylor "Bitcoin Backed Credit is the Story" Michael Saylor says the premium on Strategy stock doesnt matter. Traders might fixate on whether it trades at 2x NAV or 1.4x but he argues that misses the point. The real story is Bitcoin-backed credit: a brand-new asset class being built on top of digital capital. In the past two months sentiment around Bitcoin treasuries has been shaken. Bitcoin has pulled back Strategy has underperformed and the premium to NAV collapsed from 3.9x at last years euphoric peak to just 1.35x at the lows this month. For many that looks like a red flag. But"
YouTube Link 2025-09-30T18:23Z [----] followers, [----] engagements

"$MSTR - S&P [---] Latest Who Needs Who Everything you need to know. Saylor. Does $MSTR really need the S&P [---] or is it the other way around In this video we break down MicroStrategy Michael Saylor and the potential impact of S&P [---] inclusion from passive inflows and Bitcoin accumulation to NAV premiums and market momentum. Well cover: The pros of inclusion: institutional exposure liquidity credibility and the Bitcoin flywheel How the S&P [---] could actually benefit from MSTR The modernization angle why excluding innovative companies like MSTR might make the index look dated Risks if MSTR is"
YouTube Link 2025-08-29T11:06Z [----] followers, [----] engagements

"Bitcoin Treasury Heavyweights - Saylor v Webley: $MSTR: S&P [---] Giant $SWC: Fastest Growing BTCTC A headtohead deep dive into corporate Bitcoin treasuries: Strategy Inc. (MSTR $MSTR) vs The Smarter Web Company (SWC $SWC). This video breaks down mNAV premiums financing strategies (preferreds ATMs equity placements) liquidity differences (Nasdaq vs Aquis/OTC) community narratives and [----] price scenarios assuming BTC climbs to $150K. Perfect for corporate finance fans investors and Bitcoin analysts wanting a crisp comparison of risk growth and valuation. Like and share if you find this useful"
YouTube Link 2025-08-21T10:26Z [----] followers, [---] engagements

"Smarter Web $SWC: The Biggest Stock Opportunity Right Now Bitcoin treasuries have just come through one of the toughest stretches of [----] weak Bitcoin action mNAV compression and shaken sentiment. While most companies went silent Smarter Web ($SWC) did the opposite: weekly updates transparency from management and continued Bitcoin stacking. In this video I break down why I believe $SWC is not only one of the most exciting Bitcoin treasury plays but also one of the best long-term stock opportunities in the market today. Well cover: Andrew Webley & Jesse Myers shareholder-first approach How SWC"
YouTube Link 2025-09-29T07:53Z [----] followers, [---] engagements

"$XXI: Mallers Rings NYSE Bell $XXI goes Public Twenty One ($XXI) has officially entered the public markets with Jack Mallers ringing the opening bell at the New York Stock Exchange. This video breaks down what that moment actually represents separating the ceremony from the substance and explains how Twenty One wants to be understood as a public company. I walk through Jack Mallers CNBC interview after the opening bell why Twenty One doesnt fit neatly into the Strategy or Coinbase boxes and how the company is positioning itself as a Bitcoin-only operating business focused on products cash"
YouTube Link 2025-12-09T22:53Z [----] followers, [--] engagements

"$MSTR: UPTOBER Bullish [----] Catalysts BITCOIN If youre looking to connect with like-minded people and go deeper into this space you can check it out here using my link: 👉 https://www.skool.com/sovereign21/aboutref=54700a0035df4d6196146ea9121e5883 🚀 $MSTR is back After a brutal drawdown to $295 Strategy has ripped back to $350 and the setup for Q4 is looking explosive. In this video I break down the [--] biggest catalysts that could fuel a year-end Bitcoin + MSTR blow-off: 📈 S&P [---] re-eligibility and what it means for forced inflows 📱 Robinhood listing STRC preferreds opening a new retail"
YouTube Link 2025-10-02T22:30Z [----] followers, [----] engagements

"$MSTR Bullish on Cash Pref's and Common Undervalued Strategys $1.44 billion dollar cash reserve is more than a liquidity update it is one of the most important structural upgrades to the companys Bitcoin treasury model. In this video we break down why the new reserve changes the risk profile of Strategys preferred shares strengthens the common stock and addresses the core concerns behind S&Ps B- credit rating. We also look at how the reserve was raised in just eight and a half trading days what that says about market depth and why this move shuts down many of the major FUD narratives that"
YouTube Link 2025-12-04T22:15Z [----] followers, [----] engagements

"Huge Update why $MSTR is Over $300 Confidence Returns to Bitcoin Treasury Stocks $ASST Metaplanet $MSTR is back above $300 and confidence might finally be returning to Bitcoin treasury stocks. After months of drawdown and quiet trading sentiment just flipped. Over the weekend Mike Alfred revealed a major position in $ASST sending the Bitcoin treasury crowd on X into overdrive. Lyn Alden followed by calling MetaPlanet attractive again with its mNAV back near [--]. And Bitcoin is now holding inside a critical on-chain zone between $114K and $118K the same range James Check says defines the bull"
YouTube Link 2025-10-27T10:32Z [----] followers, [----] engagements

"$MSTR: What Saylor Just Told Governments Banks & Sovereign Funds Michael Saylor arrived at Bitcoin MENA with a message that went well beyond price sentiment or headlines. Instead of focusing on price targets or short-term hype Saylor laid out a full strategic framework for how Bitcoin credit and digital money could reshape the global financial system. He also shared what he has been discussing with governments sovereign wealth funds institutional allocators banks and regulators across the Middle East. This talk wasnt about convincing anyone that Bitcoin matters. It was about explaining how"
YouTube Link 2025-12-11T10:52Z [----] followers, [----] engagements

"Is Bitcoins Bull Run Over Is the Bitcoin bull run really over In this detailed 5-minute analysis Seymour Sats breaks down the latest Bitcoin price action key on-chain metrics like MVRV and Puell Multiple and institutional flows to uncover the truth behind the recent pullback. Despite fears of a top Bitcoin is trading well above its 200-day moving average and continues to show bullish trends with new all-time highs. Institutional demand robust hashrate and a supportive macro environment all point to a bull market still very much alive in [----]. Whether youre a seasoned crypto investor or just"
YouTube Link 2025-08-18T10:43Z [----] followers, [---] engagements

"Bottom In $MSTR and Bitcoin Bounce Back from Max Fear Bitcoin just bounced again after what looked like the start of a major breakdown. Golds still ripping treasuries are stressed and fear peaked across every corner of the Bitcoin treasury space. 🚨🚨🚨 Sovereign 21: https://www.skool.com/sovereign21/aboutref=54700a0035df4d6196146ea9121e5883 But when you zoom out none of Bitcoins [--] major on-chain indicators are signalling a top. Liquidity is starting to turn fear is fading and the data looks a lot more like a mid-cycle reset than a blow-off top. In this episode we break down: 🔹 Why I dont"
YouTube Link 2025-10-20T20:03Z [----] followers, [----] engagements

"$MSTR - Saylor & The Fed: $MSTR $700 Target S&P [---] on Path to [----] Jerome Powell just changed the game. A single dovish pivot at Jackson Hole sparked a massive reversal across markets. The S&P [---] is ripping Bitcoin is bouncing back and MicroStrategy surged 5% in hours. So what does this mean for risk assets Could the S&P [---] hit [----] Is Bitcoin on track for $150K And does that put MicroStrategy back in play for $700 by year-end In this video we break it all down: ✅ The anatomy of this weeks panic ✅ Powells pivot and why it matters ✅ Why conviction beats capitulation ✅ Bitcoins rebound and"
YouTube Link 2025-08-22T23:08Z [----] followers, [----] engagements

"Saylor 'it will happen' after S&P Snub $MSTR $SWC +70% Sparking Momentum Michael Saylor has spoken publicly for the first time since the S&P [---] passed over Strategy (MSTR) and he made it clear: It will happen. In this video I break down Saylors comments why he wasnt surprised by the snub and why he believes inclusion is inevitable. At the same time Smarter Web Company ($SWC) has surged 70% in just one week a lone treasury breakout that could be an early signal of momentum coming back into the space. 👉 Was this S&P decision just timing 👉 Is $SWC showing us where sentiment is heading 👉 And"
YouTube Link 2025-09-09T20:47Z [----] followers, [----] engagements

"Is FOMO coming back Smarter Web's staggering 70% surge; whilst sector remains in downtrend A remarkable shift in sentiment is observed as SmarterWeb Company ($SWC) experiences a jaw-dropping 70% surge within just a week. Throughout this period Bitcoin treasuries faced challenges restrained by the stagnation in Bitcoin's price action. However this sudden rebound raises crucial questions around market dynamics and potential trends ahead. With Bitcoin still fluctuating sideways the impact of Smarter Web's rebound is impossible to ignore. This intriguing development could signal a significant"
YouTube Link 2025-09-10T08:33Z [----] followers, [---] engagements

"Why Im All In on The Smarter Web Company $SWC - Britain's Bitcoin Vault The Smarter Web Company (SWC) Britains biggest Bitcoin vault unpacked: how SWC converts revenue raises and capital directly into BTC why mNAV and P/BYD matter and why Im moving my ISA into this compounding Bitcoin machine. In this video I break down SWCs treasury-first strategy Andrew Webleys 10-year plan BTC holdings (2395 BTC) market-cap compression ATM raises and the maths that makes the premium repay itself in [--] days. Perfect for UK investors and crypto-savvy viewers wanting a clear view of SWC Bitcoin treasury"
YouTube Link 2025-08-19T12:29Z [----] followers, [---] engagements

"$MSTR: Price Pain as Saylor Visits Morgan Stanley Bitcoin has rolled over again and $MSTR is trading at its lowest level since October [----]. This week Strategys CEO Phong Le faced direct uncomfortable questions in an interview about volatility leverage the dividend reserve and what happens if this market stays weak longer than expected. At the same time Michael Saylor posted another photo from a visit to Morgan Stanley alongside Phong Le. No announcement. No explanation. In this video we break down what was actually said under pressure not price predictions or speculation and why those bank"
YouTube Link 2025-12-18T20:28Z [----] followers, [----] engagements

"$MSTR: Q4 Earnings Preview Questions for Saylor Strategy $MSTR reports Q4 [----] earnings tonight and this call matters far more for trust than for numbers. Bitcoin is trading just above $70000 down more than 40% from its October highs. Strategy (MicroStrategy) is deep into a seven-month drawdown and the companys blended Bitcoin cost basis sits above the current market price. In this video I walk through what Q4 earnings will likely show on paper why the headline losses are already understood and the real questions that matter for common shareholders right now. This is not about short-term"
YouTube Link 2026-02-05T11:33Z [----] followers, [----] engagements

"The Best $MSTR Analysis Youll See Today Q3 Earnings Preview The best $MSTR analysis youll see today. No hype. No hopium. Just the truth about where Strategy really stands heading into Q3 Earnings. The fundamentals are stronger than ever. Sentiment is the worst its been in years. And until Bitcoin itself makes a decisive move Wall Street wont. In this video I break down why Q3 earnings are likely to be a nothing burger and why that still matters. Youll learn: Why Strategy remains fundamentally misunderstood How sentiment in Bitcoin treasuries has collapsed to generational lows The paradox of"
YouTube Link 2025-10-29T16:57Z [----] followers, [----] engagements

"Bitcoin to 200k with $MSTR S&P500 Inclusion; Gold Macro Easing M2 Expansion 🚀 Can Bitcoin really hit $200000 In this video I break down the real catalysts already in motion not hopium but data-driven trends. From Federal Reserve rate cuts and exploding global liquidity to gold breaking out and corporations hoarding Bitcoin the case for a massive move is building fast. But the biggest potential spark Michael Saylor's Strategy (formerly MicroStrategy) entering the S&P [---]. If that happens trillions in passive index flows could be forced to buy $MSTR and thanks to its ATM equity program that"
YouTube Link 2025-09-02T12:30Z [----] followers, [----] engagements

"$MSTR: Strategy Is Losing Trust Can Saylor Fix It Bitcoin Rolling Over Strategys share price keeps sliding and investors arent just blaming Bitcoin. Theyre losing trust. In this video we break down why confidence in Strategy has cracked why the common stock now feels like its carrying the weight of the entire system and what Saylor needs to address before trust can return. We examine the rapid pivots from convertibles to ATMs to perpetual preferred the communication gaps the growing obligations and the rising concern over how this model performs without a premium especially with Bitcoin now"
YouTube Link 2025-11-14T13:42Z [----] followers, [----] engagements

"$MSTR Stress Test as Bitcoin Breaks $90k $MSTR Breaks $200 and $STRC drops to $92 This week Strategy went through a real stress test as Bitcoin dropped under $90K the common stock fell sharply Stretch broke below its $100 design level and confidence across the entire ecosystem hit new lows. But does this mean the cycle is over or is this just short-term noise inside a long duration strategy In todays breakdown we cover: Why Bitcoins move triggered a full-system stress event Why the common stock is under the most pressure How the preferreds behaved during the volatility What Saylor actually"
YouTube Link 2025-11-19T12:39Z [----] followers, [----] engagements

"$MSTR - The Next S&P [---] Giant: Saylor Knows Heres Why. Strategy. Bitcoin. Strategy (MSTR) could join the S&P [---] as soon as September [----] sparking billions in forced buying by index funds and potentially driving the stock well beyond $500. Hosted by Seymour Sats this 4-minute deep dive unpacks Michael Saylors master plan the critical timeline (August [--] ranking day September [--] announcement and September [--] rebalance) and the massive upside for investors. With Bitcoin at $118K and new accounting rules in place Strategy is poised for inclusionjust like Coinbase earlier this year. Could this"
YouTube Link 2025-08-17T16:42Z [----] followers, 13.3K engagements

"$MSTR: Which Would I Buy Common or Prefs Strategy is no longer a single trade. Today the company sits on one Bitcoin balance sheet but offers two very different ways to get exposure: the common equity ($MSTR) and the preferreds most notably $STRC. In this video I break down how Strategys capital structure actually works now that the premium has largely disappeared and what that means for shareholders at different layers of the stack. We look at: Why $MSTR can now behave more like direct Bitcoin exposure Where upside for common shareholders still exists and where the risks sit How productive"
YouTube Link 2026-01-03T14:28Z [----] followers, [----] engagements

"$MSTR: Green Dot = Dividend Reserve Here's Why It Matters Strategy has formally introduced a $1.44B USD dividend reserve funded entirely via recent equity issuance. This move removes the primary structural criticism of the model and confirms the meaning behind yesterdays green dot. This video covers: Why the reserve was created now How it fits into Strategys multi-engine capital structure The role of the USD battery inside the Digital Credit Vehicle Why this reduces reliance on future ATMs The market and community reaction What this signals about future capital strategy A focused"
YouTube Link 2025-12-01T16:24Z [----] followers, [----] engagements

"$MSTR: Saylor Teases Green Dot Michael Saylor just introduced something entirely new to the Strategy chart: a green dot. After almost four years of nothing but orange every dot marking a Bitcoin buy suddenly a second colour is announced with no explanation. Given the timing its hard not to see this as a quiet response to months of pressure around sentiment mNAV dividends issuance windows and the broader claim that the Strategy model cant function in tougher markets. So in this video we break down the full range of ideas circulating across the community about what the green dot might represent"
YouTube Link 2025-11-30T22:46Z [----] followers, [----] engagements

"$MSTR: Bullish for [----] Why [----] Looks Different after [----] Repricing After a brutal repricing in [----] expectations around $MSTR have been reset. The premium is gone. mNAV has compressed. And Bitcoin not leverage not narrative not financial engineering is back at the centre of the story. In this video I break down why [----] could be a quietly constructive year for MSTR equity even if price and sentiment havent caught up yet. This isnt about hype or heroics. Its about structure. We cover: What the [----] drawdown actually cleared out Why Bitcoin is once again the primary driver of MSTR stock How"
YouTube Link 2026-01-01T18:49Z [----] followers, [----] engagements

"$MSTR - S&P [---] Still In Sight: Stock Drops $70 as Saylor updates ATM Threshold Deep dive into $MSTR Strategy (formerly MicroStrategy) Michael Saylors moves the 2.5x mNAV ATM change and what S&P [---] inclusion could mean for passive flows ETFs and the stock. We break down the rule tweak the market reaction from $414 to $340 Saylors retweet signaling and two ways to read the signals: disciplined flexibility vs. perceived uncertainty and dilution. Perfect for finance enthusiasts tracking index mechanics passive demand and Bitcoin-linked equities. Like and share if you found the analysis useful"
YouTube Link 2025-08-21T22:36Z [----] followers, [----] engagements

"$MSTR Strategys $1 Trillion Bitcoin Plan Can They Actually Pull It Off Strategys $1 Trillion Bitcoin Plan Can They Actually Pull It Off Strategy (formerly MicroStrategy) has built the worlds largest Bitcoin treasury. Now CEO Phong Lee says the next step could take their Bitcoin business from $100 billion to $1 trillion even in a moderately successful scenario. In this video we break down: 💡 How Strategys Bitcoin-backed preferreds actually work 🏦 Why the operating business still matters and how it supports the model 💰 The vision to grow from a $2B to $20B software business 🧱 How Strategy"
YouTube Link 2025-10-24T14:34Z [----] followers, [----] engagements

"$MSTR: $STRC hit $100 in a 30% Bitcoin Drawdown Calendar or Demand Stretch ($STRC) briefly returned to $100 this week during a 30% Bitcoin drawdown but it didnt last. Ahead of the February ex-dividend date the preferred layer reopened volume surged to nearly two million shares and an estimated [----] Bitcoin of purchasing power flowed through the preferred ATM in a single session. Was that demand structural or calendar-driven In this video I break down: Why two days at par matter more in a weak tape than during a rally How the ex-dividend adjustment impacts price action Whether the preferred"
YouTube Link 2026-02-13T12:14Z [----] followers, [----] engagements

"$ASST The Bitcoin Treasury Sentiment Test Starts Monday with Strive Something big just happened in the Bitcoin treasury world. Mike Alfred known for his sharp calls in the Bitcoin mining sector just revealed a [--] million+ share position in $ASST (Strive Asset Management) and X went into meltdown. In this video we break down what that move really means. Is this the moment Bitcoin treasury sentiment finally turns or just another head fake before the next drawdown Heres what we cover 👇 What Strive ($ASST) is building and how it fits into the Bitcoin treasury landscape KHs caution around"
YouTube Link 2025-10-26T15:24Z [----] followers, [----] engagements

"$MSTR: Equity Is No Longer the Product. So what is it If you would like to support the channel please take a look at my affiliate links: Trading [---] - [--] cash reward T&Cs apply: https://www.trading212.com/invite/1BkBbVjnFd Tesla - Get [---] free Supercharging miles or [---] off with my referral link:"
YouTube Link 2025-12-21T13:13Z [----] followers, [----] engagements

"$MSTR: Hoarding Cash Why Digital Credit Isnt Ready Yet In this video I break down why Strategy increased its USD reserve how that decision was funded and what it tells us about priorities timing and intent. We look at: Why the common stock ATM carried the load this week What a thirty-plus-month dividend reserve actually changes Why parts of the preferred stack are still stabilising rather than being pushed to scale How $STRC is designed to function and why issuing below par would matter What balance sheet sequencing looks like when urgency is removed Why this phase is about absorption not"
YouTube Link 2025-12-22T19:09Z [----] followers, [----] engagements

"$MSTR: $1.25B Bitcoin Bitcoin Why Saylor Chose Scale Over Comfort This week marked one of the most important Bitcoin related structural moments in Strategys evolution as a Bitcoin treasury and digital credit company. Strategy disclosed a one-point-two-five billion dollar Bitcoin purchase. STRC held around par across multiple sessions with rising volume. The common stock ATM was leaned on heavily. And despite that the share price still responded positively. Then Michael Saylor followed it all with a tense and revealing interview that clarified how Strategy now wants to be understood. In this"
YouTube Link 2026-01-13T14:24Z [----] followers, [----] engagements

"$MSTR: Roll Out Kang Why Strategy Had to Change And What That Means Now This week Andrew Kang sat down for a rare extended interview and while there were no dramatic announcements the conversation revealed something more important. Consistency. Across Strategy the message is now tightly aligned: Bitcoin fundamentals remain strong. Short-term sentiment doesnt matter. Durability comes first. But consistency doesnt automatically mean clarity. In this video I break down what Kangs interview actually tells us about: How Strategy really thinks about preferreds versus common equity Why the dividend"
YouTube Link 2025-12-31T16:14Z [----] followers, [----] engagements

"$MSTR: Bitcoin Per Share Bitcoin Yield and the mNAV Problem Explained Over the past few weeks one question keeps coming up: who cares about Bitcoin per share if the stock price is falling If you bought $MSTR at $300 and it's now trading at $160 does it even matter that each share represents more Bitcoin In this video I walk through why Bitcoin per share matters structurally how it connects to Bitcoin Yield and why the mNAV calculation methodology determines whether recent issuance has been accretive or dilutive to common shareholders. We'll look at the data showing sats per share growing from"
YouTube Link 2026-01-26T11:44Z [----] followers, [----] engagements

"MUST WATCH: Is $MSTR Dilution Endless Strategy Hits 700K Bitcoin While Stock Bleeds Strategy $MSTR crosses [------] Bitcoin but common shareholders are asking an uncomfortable question: will the dilution ever end In this video I break down Strategy's latest purchase of [-----] Bitcoin how Stretch (STRC) is scaling its funding contribution and why the tension between infrastructure building and shareholder dilution is reaching a breaking point. Key points covered: Strategy's 700K Bitcoin milestone and what it means for the market Stretch funding doubles week-over-week (10% 14% of purchases) Why"
YouTube Link 2026-01-20T20:37Z [----] followers, [----] engagements

"Bitcoin Treasury Bear Market HODL with Conviction Bitcoin treasury stocks are deep in a drawdown and if youre holding youre probably feeling the pain right now. So am I. In this video I break down whats really happening with companies holding Bitcoin on their balance sheets why their valuations are struggling and why this doesnt mean the strategy is broken. Well explore the psychology of conviction the lessons of long-term investing and why this moment could be laying the foundation for the next big move. Patience is painful. But the story isnt over. 💬 Leave a comment: Are you still holding"
YouTube Link 2025-09-01T15:30Z [----] followers, [---] engagements

"$MSTR: Saylor at Bitcoin MENA The Blueprint for Digital Capital and Digital Money Today Michael Saylor delivered one of his clearest explanations yet of the financial model hes building and why he believes the Middle East may be the first region to adopt it at scale. In this video we break down his full framework: digital capital at the base digital credit on top and high-powered digital money as the endgame. This is the architecture behind the new Bitcoin treasury model and its far bigger than most people realise. Saylor explains why hes been meeting sovereign wealth funds banks regulators"
YouTube Link 2025-12-08T15:03Z [----] followers, [----] engagements

"$MSTR: Saylor RESPONDS to Jim Chanos Financial Gibberish or Digital Gold Michael Saylor went on CNBC and responded to legendary short seller Jim Chanos. Chanos has been shorting Strategy (formerly MicroStrategy) while going long Bitcoin calling Saylors balance sheet moves financial gibberish. And so far Chanos has been right: the stocks premium over its Bitcoin holdings has compressed from [---] down to around [---]. But Saylor hit back comparing Strategys approach to centuries of gold-backed bonds and insisting the company has built a fortress balance sheet designed to survive any crypto winter."
YouTube Link 2025-09-24T20:07Z [----] followers, [----] engagements

"$MSTR In 2025: What Broke What Changed and What Comes Next Was [----] really a disaster for Strategy (MSTR) On the surface it certainly looked like one. The stock ends the year down roughly 45% the premium collapsed dilution narratives dominated social media and confidence eroded long before Bitcoin itself rolled over. But price action alone doesnt tell the full story. In this video I take a step back and run a clean scoreboard on [----] separating noise from structure execution from intent and sentiment from fundamentals. We break down: Why confidence faded before Bitcoin fell How premium"
YouTube Link 2025-12-24T20:44Z [----] followers, [----] engagements

"$MSTR - Can Saylor Navigate the mNAV Death Spiral Do Bitcoin Treasuries Deserve a Premium $SWC Bitcoin treasuries are under pressure premiums are collapsing and the chatter on X is louder than ever: should $MSTR and others trade at 1x NAV In this video we break down the so-called mNAV death spiral why that narrative is misleading and why both Strategy ($MSTR) and smaller players like Smarter Web Company could still be massive opportunities. Well cover: Why some Bitcoin treasuries deserve a premium How compressed NAVs might actually be a buying opportunity The real metric you should track:"
YouTube Link 2025-08-25T12:00Z [----] followers, [----] engagements

"$MSTR: We're Not Selling Bitcoin CEO Explains USD Reserve & Answers 'Melting Ice Cube' Question Phong Le the CEO of Strategy sat down for a new interview and directly addressed many of the concerns misconceptions and assumptions circulating after the companys December first announcement. In this video I break down exactly what Phong clarified about: Why Strategy created a USD reserve How the reserve strengthens the balance sheet Why dividends will continue to be paid The truth about Strategys leverage What [--] years of Bitcoin dividends actually means When Bitcoin would ever be sold (and why"
YouTube Link 2025-12-03T09:32Z [----] followers, [----] engagements

"$MSTR Bitcoin Price Levels That Will Make or Break Strategy On-Chain Data Bitcoins on-chain data reveals two critical levels one that confirms the bull and one that breaks it. If price clears one were off to the races. If it fails the other the structure collapses. In this episode we break down what on-chain analyst James Check is seeing inside Bitcoins ledger and what it could mean for Strategys share price as the next major move takes shape. Well cover: 🚨 The exact on-chain levels to watch $95K $114K and $118K 📉 Why a drop below ninety-five thousand could trigger serious downside for MSTR"
YouTube Link 2025-10-23T14:10Z [----] followers, [----] engagements

"$SWC - How The Smarter Web Builds it's Bitcoin Treasury; incl ATM $swc $mstr Webley the new Saylor Deep dive into SWC (Smarter Web Company): how equity raises ABBs WRAP retail offers convertibles pre-IPO warrants and an ATM-style facility are funnelling capital straight into a [----] BTC corporate treasury. Seymour Sat's breaks down every funding engineplacings follow-on tranches Shard Merchant Capital dealand explains why investors are paying a premium for a Bitcoin-backed public company. Essential viewing for crypto investors analysts and anyone tracking corporate treasuries BTC accumulation"
YouTube Link 2025-08-28T16:25Z [----] followers, [---] engagements

"Jim Chanos Exits $MSTR What Happens Next Jim Chanos the legendary short seller known for taking on Enron Tesla and now Strategy ($MSTR) has officially closed his long Bitcoin / short Strategy trade. We break down what his exit really means: the compression of Strategys mNAV how short interest has shifted and why this moment could mark a structural turning point for the companys Bitcoin balance sheet. Was this the end of the trade or the start of a new phase for Strategys capital model Lets unpack what happened why it mattered and what comes next. Like and subscribe if you follow the evolution"
YouTube Link 2025-11-09T14:02Z [----] followers, [----] engagements

"$MSTR: Strategy Bought Bitcoin at 78K and Then Paused. Here's Why. In this video I break down $MSTRs latest Bitcoin purchase and the confusing optics it created. Strategy disclosed buying [----] Bitcoin at an average price of $78815 during a week in which Bitcoin briefly traded in the high fifties and later recovered towards $70000. At the same time Strategys equity rallied sharply on Friday capital markets were clearly open and yet the company did not meaningfully use the common at-the-market facility. On the surface this looks like a timing problem. But the more important story is about"
YouTube Link 2026-02-10T10:25Z [----] followers, [----] engagements

"$MSTR About to Sell Bitcoin Saylor Calls Obligations De Minimis Is Strategy preparing to sell Bitcoin This week Michael Saylor finally explained more directly than ever how MSTR plans to operate when the stock trades at parity or a discount. No hype no theory. Just the actual levers the company says it can use before dilution: Bitcoin sales derivatives equity tools and more. In this video I break down: 🔸 What Saylor actually said in his latest interview 🔸 How MSTR plans to fund obligations without relying on the ATM 🔸 Why the death spiral narrative doesnt match the math 🔸 Whats really"
YouTube Link 2025-11-28T10:00Z [----] followers, [----] engagements

"$MSTR: S&P [---] Say No Again to Strategy Cantor Cuts Price by Target 60% S&P has officially excluded Strategy from the S&P [---] again despite the company meeting the published quantitative criteria. At the same time Bitcoin is trading below ninety thousand dollars MSTR is range-bound Cantor Fitzgerald has cut its price target by 60% and Strategys CEO Phong Le just delivered one of the clearest explanations yet of the companys liquidity and treasury model. This video breaks down whats actually happening beneath the headlines and why Strategys business is structurally stronger today than it was"
YouTube Link 2025-12-06T12:00Z [----] followers, [----] engagements

"$MSTR - ATM Pivot: Saylor Adjusts as Buying Slows; Strategy; MicroStrategy; Bitcoin S&P [---] Discover how Michael Saylors latest adjustment to Strategys ATM equity strategy could reshape their Bitcoin buying approach ahead of possible S&P500 inclusion. In this video I break down the shift from the rigid 2.5x mNAV threshold to a tiered flexible issuance system designed to balance shareholder concerns and maintain growth momentum. Learn why the previous limit didnt boost the stock and how the new strategy aims to keep Strategy as the ultimate Bitcoin proxy. Whether youre a shareholder or crypto"
YouTube Link 2025-08-18T20:07Z [----] followers, [---] engagements

"$MSTR: $STRC to 11.25% Here's Why Strategy Continue to Hammer the ATM Strategy will announce the next dividend rate for $STRC next week and the focus on 11.25% percent risks missing the bigger picture. The real question is not whether Strategy raises the dividend but why the common stock ATM continues to carry so much of the load even as the preferred layer expands. In this video I break down how the $STRC dividend framework actually works why Strategy may choose to push to eleven point two five percent despite being close to par and how the preferred and common ATMs are structurally linked"
YouTube Link 2026-01-28T21:23Z [----] followers, [----] engagements

"$MSTR - Saylor owns 3% of Total BTC Supply. Controlling $71B Bitcoin. MSTRs Game-Changing Story Strategyformerly MicroStrategynow owns 3% of all Bitcoin a staggering [------] coins worth $70 billion. This bold move isnt just about holding Bitcoinit cements Strategy as a dominant force in global finance. In this video we break down how MSTR achieved this milestone the strategies they used to acquire Bitcoin and what it means for investors today. 💬 Join the conversation: Do you think MSTR will continue expanding its Bitcoin treasury or have they reached their peak Comment below 🔔 Subscribe for"
YouTube Link 2025-08-26T11:39Z [----] followers, [---] engagements

"$MSTR: Dividends Explained on Global Preferred $STRE What It Means for Bitcoin Treasuries How are Dividends Paid What impact does this have on European Bitcoin Treasuries Michael Saylor just took Strategys Bitcoin credit engine global launching a [---] million European preferred deal called Stream (STRE). This video breaks down what that expansion means: How the European issuance fits into Saylors long-term Bitcoin credit blueprint Why permanent capital changes Strategys balance sheet dynamic What this move means for smaller Bitcoin treasuries and why leaders like Andrew Webley of Smarter Web"
YouTube Link 2025-11-10T12:45Z [----] followers, [----] engagements

"Wall Street Quietly Dumped $6.5B of $MSTR While Saylor Promotes Bitcoin Bank New 13F filings for Q3 just revealed something big: Wall Street quietly unloaded over $6.5 billion worth of Strategy ($MSTR) months before the recent panic ever hit the headlines. In this video we break down what the filings actually show why institutions were derisking long before the MSCI chatter or the JPMorgan scenarios resurfaced and how thinning liquidity rising short pressure margin tightening and a massive Bitcoin sell-off all converged at the worst possible moment. We also look at the growing narrative"
YouTube Link 2025-11-26T10:11Z [----] followers, 16.9K engagements

"$MSTR: Structural Bid Is Finally Showing Up Why 700K Bitcoin Matters Strategy Bitcoin purchase analysis: $MSTR is approaching [------] Bitcoin as Michael Saylor's "Bigger Orange" signals another major acquisition. Here's what the data shows about Strategy's structural bid $STRC's performance and why the digital credit model is finally proving itself in real time. Last week's "Big Orange" represented [-----] Bitcoin funded through the common ATM and $STRC working together. This week's "Bigger Orange" suggests an even larger purchase potentially well in excess of [-----] Bitcoin based on recent"
YouTube Link 2026-01-19T21:07Z [----] followers, [----] engagements

"$MSTR: Saylor Inside the Bank Why the Business Is Stronger Than the Price Yesterdays volatility pulled $MSTR into a broader market move but the business underneath it continues to strengthen. In this video I break down what actually mattered this week for Strategy: Why recent price action was macro-driven not company-specific How the USD dividend reserve has reshaped the risk profile of the capital stack What Phong Les latest interview reveals about Strategys long-term digital credit architecture Why dividend confidence matters especially for preferred holders And why MSCI classification"
YouTube Link 2025-12-12T12:26Z [----] followers, [----] engagements

"$MSTR Still Bearish Saylor in D.C. Shaping U.S Strategic Bitcoin Reserve Michael Saylor was just in Washington D.C. working to advance the Strategic Bitcoin Reserve bill. While critics focus on share price action and dilution fears the bigger story may be unfolding behind closed doors. If Saylor really has a hand in shaping U.S. Bitcoin policy how can you stay bearish on Strategy In this video we break down: Why Saylors D.C. presence matters The difference between price action and balance sheet strength What the Strategic Bitcoin Reserve actually is (and isnt) The bigger question: torque vs"
YouTube Link 2025-09-17T16:09Z [----] followers, [----] engagements

"BREAKING: S&P Global Rating Gives $MSTR Strategy a 'B-' (Stable) Ahead of Q3 Earnings 🚨🚨🚨 Sovereign 21: https://www.skool.com/sovereign21/aboutref=54700a0035df4d6196146ea9121e5883 Strategy (MSTR) reports Q3 earnings this week and for the first time Wall Street has put a credit rating on a Bitcoin treasury company. S&P Global Ratings assigned Strategy a B- / Stable outlook calling it speculative but functional a historic first for Bitcoin inside the traditional financial system. This episode breaks down what that rating actually means how it affects Strategys preferred shares convertible"
YouTube Link 2025-10-27T23:17Z [----] followers, [----] engagements

"$MSTR: The Strategy Transition Isnt Finished Strategy just announced another Bitcoin purchase but thats not the real story. At roughly one times mNAV the company sits in an unusual position. Bitcoin accumulation is still working. The balance sheet continues to grow in Bitcoin terms. But the transition away from common equity toward preferred and credit-led funding isnt complete. In this video I break down: What the latest Bitcoin purchase actually tells us Why common equity is still doing the heavy lifting Where the preferreds fit and why they havent stepped in yet What Phong clarified"
YouTube Link 2025-12-30T22:02Z [----] followers, [----] engagements

"$MSTR Is This the End or Just the Reset Strategy is in free fall the stocks been cut in half Bitcoins rolled over and confidence is cracking. But underneath the panic the structure still stands. In this video we break down whats really happening inside $MSTR: the balance-sheet mechanics the preferred-share funding loop and how the Bitcoin cycle drives every move. This isnt just about one company its about the most ambitious corporate Bitcoin experiment ever built. Is this collapse the end of the story or the calibration before the next phase 📉 Well cover: The bear base and bull scenarios for"
YouTube Link 2025-11-07T19:06Z [----] followers, [----] engagements

"$MSTR: $STRC Is The Revolution: Saylor's CNBC Interview Breakdown Michael Saylor gave an interview on CNBC this morning defending Strategy's model against credit risk concerns making bold claims about $STRC and explaining why he's anchoring everything on four to eight year time horizons. Shortly after Strategy tweeted "$STRC is the revolution." In this video I break down what Saylor actually said how he defended the refinancing argument even at $8000 Bitcoin and what it reveals about where management's head is right now. Topics Covered: Volatility as a feature: Why Bitcoin's movement is"
YouTube Link 2026-02-10T16:43Z [----] followers, [----] engagements

"$MSTR: Violent Sell Off and Reversal Strange IBIT Signal Bitcoin The last [--] hours delivered some of the most violent price action of this cycle. Bitcoin sold off aggressively into the low $60000s Strategys equity and credit instruments were hit simultaneously and liquidation narratives quickly took over the conversation. And then almost as abruptly everything reversed. In this video I break down what actually happened why a circulating post about IBIT options activity raised uncomfortable questions about traditional leverage and why that theory may help explain how the move unfolded without"
YouTube Link 2026-02-06T19:11Z [----] followers, [----] engagements

"$MSTR Finished or Wildly Undervalued Strategy ($MSTR) has been crushed from $450 down to $325 over the last three months. Is it finished. Is it really dead money or one of the most wildly undervalued stocks on the market today In this breakdown we dive into: Why Strategy trades above the value of its Bitcoin stack How Michael Saylor built the ultimate Bitcoin treasury engine The math of Bitcoin compounding at 21% annually What happens to NAV and enterprise value over [---] years Why premiums to NAV exist and why bears are missing the point The difference between Strategy and smaller treasuries"
YouTube Link 2025-09-16T12:51Z [----] followers, [----] engagements

"$MSTR: Another S&P [---] Miss for Strategy But December Is the Real Test Strategy has been fully eligible for the S&P [---] for two quarters now but once again it was passed over during this weeks index update. This wasnt the major quarterly rebalance just a routine vacancy replacement but it still reveals something important about how the committee is viewing Bitcoin-heavy companies right now. In todays video we break down: Why Strategy wasnt selected in this mini reshuffle How this ties into the MSCI drama earlier in the week What the S&P committee actually looks for Why Decembers full"
YouTube Link 2025-11-29T18:43Z [----] followers, [----] engagements

"The Best $MSTR Q3 Earnings Breakdown Saylor releases the Monster Michael Saylor didnt deliver an earnings call he drew the blueprint for the future monetary system. This wasnt about numbers. It wasnt about hype. It was about architecture. Calm. Cold. Inevitable. Digital credit as the product. Bitcoin as collateral. Sovereign-grade yield without selling the asset. We want to build a Monster and eat the world. This is not Strategy chasing charts. This is Strategy building rails the world will eventually run on. Key pillars from the call: No dilution below mNAV discipline is the moat Preferred"
YouTube Link 2025-11-01T08:41Z [----] followers, [----] engagements

"Are $MSTRs Preferreds Hurting the Common Stock Are MSTRs preferred shares slowly draining value from the common stock or building long-term strength beneath it In this video we break down Strategys evolving capital structure: how the preferreds fund Bitcoin accumulation why common shareholders feel the pain and whether this is short-term friction or a structural shift in how the company works. Well also explore Dan Hillerys question is it smarter to hold the preferreds right now and what it all means for MSTRs long-term investors. 🔸 Topics covered: How MSTRs preferreds (STRK STRF STRC STRD)"
YouTube Link 2025-11-11T22:15Z [----] followers, [----] engagements

"$MSTR: Stronger Model Full Announcement Summary Today we break down Strategys December announcement the new $1.44b USD reserve the updated guidance the credit implications and how this changes the entire operating model. This is not just a green dot. It is a structural update that strengthens the balance sheet upgrades the credit profile reduces fragility and removes the single biggest attack vector critics have used for over a year. In this video we cover: How Strategy built a $1.44b dollar cash reserve Why this liquidity layer stabilizes dividends and interest for almost two years What the"
YouTube Link 2025-12-02T16:53Z [----] followers, [----] engagements

"$MSTR: Q4 [----] Earning Summary Bitcoin Price Target Replaced with BPS Yield Bitcoin dropped to $60000 Strategys equity sold off sharply and $STRC traded below $100 just as old liquidation narratives returned to the market. Right in the middle of that volatility Strategy reported its fourth quarter earnings creating an unexpected stress test for the digital credit model. In this video I break down what management actually said on the call why the liquidation fears dont survive even basic balance sheet math and the subtle but important strategic shift that occurred between the third and fourth"
YouTube Link 2026-02-06T12:59Z [----] followers, [----] engagements

"$MSTR: Why Strategy Issued Another $1B And Why the Market Didnt Care Strategy just issued nearly one billion dollars through its ATM and immediately converted it into bitcoin and this time the market barely reacted. In this video we break down what Strategy actually announced why the size of the issuance surprised investors why the ATM had almost no impact on the share price and why sentiment has shifted now that the dividend reserve is in place. We walk through the latest filing the bitcoin purchase and the reaction across the market including why ATM usage is increasingly being viewed as"
YouTube Link 2025-12-09T09:41Z [----] followers, [----] engagements

"Bitcoin Treasuries: The Hidden Risk - Why Defending mNAV Matters $MSTR $SWC $MTPLF What if Bitcoin doesnt just dipbut stays flat or keeps sliding toward $100K The biggest risk isnt just the priceits the corporate treasuries holding billions in BTC. When NAV premiums (mNAV) compress or turn negative the entire growth model for these companies is threatened. Equity raises stall investor confidence erodes and survival depends on one thing: how well CEOs defend mNAV. In this video well cover: ✔ Why NAV premiums matter more than you think ✔ How compression impacts growth and investor sentiment ✔"
YouTube Link 2025-08-27T12:11Z [----] followers, [---] engagements

"Mike Alfred marks the The Bitcoin Treasury Bottom 🚨🚨🚨 Sovereign 21: https://www.skool.com/sovereign21/aboutref=54700a0035df4d6196146ea9121e5883 The markets treating Bitcoin treasuries like their growth story is over. But it isnt. Strategy Metaplanet and Smarter Web are still expanding Bitcoin per share not through hype but through structure. While sentiments collapsed execution hasnt stopped. And thats exactly what bottoms look like. II break down why I believe the Bitcoin treasury bottom is in what the markets missing and how the next phase of this cycle could unfold quietly before anyone"
YouTube Link 2025-10-25T20:26Z [----] followers, [----] engagements

"$MSTR: Phong Le Live on Bloomberg Close Feb 11th [----] Phong Le on Bloomberg Close. $STRC is the story of the day"
YouTube Link 2026-02-11T22:17Z [----] followers, [----] engagements

"$MSTR: Strategy Say Transition Complete $STRC's Biggest Test Strategy just announced that perpetual preferred equity is now larger than convertible debt marking what they say is the completion of a major capital structure shift. But as that announcement landed Bitcoin gave back over $5000 from recent highs $MSTR dropped alongside it and $STRC fell to $99.55. This is the first real stress test since $STRC returned to par. And how it behaves over the next few days will tell us whether the digital credit model can actually function when conditions are uncomfortable or whether it only works"
YouTube Link 2026-01-22T00:42Z [----] followers, [----] engagements

"$MSTR Michael Saylor Live on Fox Business 12th Feb [----] Why choose between equitys performance and tax efficiency and credits yield and stability Stretch was engineered to deliver both. $STRC microstrategy michael saylor MSTR MSTR stock MSTR Today JLD microstrategy bitcoin bitcoin news bitcoin treasury bitcoin treasuries bitcoin accumulation strategy bitcoin capital markets BTC treasuries bitcoin corporate adoption saylor bitcoin saylor news bitcoin investing bitcoin analysis bitcoin strategy MSTR analysis MSTR treasury MSTR finance MSTR preferred stock bitcoin investors bitcoin yield JLD"
YouTube Link 2026-02-12T21:51Z [----] followers, [----] engagements

"Bitcoin Bull Treasury Bear: Is the Opportunity Here $MSTR $SWC $MTPLF 🚨🚨🚨 Sovereign 21: https://www.skool.com/sovereign21/aboutref=54700a0035df4d6196146ea9121e5883 Bitcoin is testing new highs but Bitcoin treasury companies are still stuck in a bear market. While ETFs absorb billions and gold surges as the dollar weakens stocks like Smarter Web Strategy and MetaPlanet are trading close to the value of their Bitcoin holdings with little to no premium for their operating businesses or future growth. In this video I break down: Why MNAVs have compressed across treasuries The role of"
YouTube Link 2025-10-10T12:15Z [----] followers, [---] engagements

"$MSTR S&P [---] Inclusion D-Day Odds Revealed. Will they get Inclusion 📊 Friday is D-Day for MSTR and the S&P [---]. The committees decision could send shockwaves through Strategy Bitcoin and the entire market. Will MSTR finally be included or get pushed down the road In this video I break down: ✅ What inclusion (or exclusion) really means for MSTR & Bitcoin ✅ The odds from X polls analysts and even AI models (Grok & ChatGPT) ✅ Why Friday could be the biggest day in Strategys history The internet is split bulls bears and everyone in between. So where do you stand 👉 Drop your odds in the"
YouTube Link 2025-09-04T10:01Z [----] followers, [----] engagements

"The Bitcoin Treasury Model Isnt Broken Its Evolving $MSTR $SWC $MTPLF 🚨🚨🚨 Sovereign 21: https://www.skool.com/sovereign21/aboutref=54700a0035df4d6196146ea9121e5883 The Bitcoin treasury sector has been through one of its toughest stretches yet. Premiums have vanished sentiment has flipped and many are questioning whether the thesis still holds. In this video I break down why Im still bullish and how companies like Strategy Metaplanet and Smarter Web are proving that the model isnt broken its just maturing. Well look at: How corporate balance sheets become Bitcoin amplifiers Why preferred"
YouTube Link 2025-10-22T08:03Z [----] followers, [----] engagements

"$MSTR: The MSCI Fine Print Actually Matters Yesterdays headline said it all: Strategy ($MSTR) remains in the MSCI indices. And thats true. But the fine print matters. In this video I break down what MSCI actually decided why the February [----] review was critical and why this was a stabilising decision not a clean resolution. We look at: What MSCI confirmed (and what it didnt) Why the immediate exclusion risk is now off the table How the Number of Shares (NOS) freeze works mechanically Why passive index flows matter and when they dont What this means for equity issuance vs preferred funding"
YouTube Link 2026-01-08T12:40Z [----] followers, [----] engagements

"$MSTR: $STRC At $99: The Digital Credit Model Faces Its Real Test Strategy's $STRC (Stretch) is trading below $100 which means the preferred funding window has mechanically closed. Two weeks ago it looked like the digital credit model was working. Yesterday's disclosure told a different story: $STRC contributed just $7M while the common stock ATM carried nearly the entire load. This is exactly the test we said was coming. In this video I walk through what just happened why Saylor continues using the common stock ATM and how that benefits the business differently than shareholders what it"
YouTube Link 2026-01-27T21:10Z [----] followers, [----] engagements

"Why Preferreds Why $STRC and why it matter to the Bitcoin Treasury sector. Saylor $MSTR Why Preferreds and Why $STRC matter to the Bitcoin Treasury Industry. Saylor $MSTR 🚨🚨🚨 Sovereign 21: https://www.skool.com/sovereign21/aboutref=54700a0035df4d6196146ea9121e5883 Michael Saylors been getting a lot of heat lately. Bitcoins stalled Strategys premium has vanished and critics are calling it the end of the playbook. But maybe theyre missing the bigger story. While everyones watching the chart Saylors been quietly rebuilding the system underneath it transforming Strategy from a pure Bitcoin"
YouTube Link 2025-10-19T15:06Z [----] followers, [----] engagements

"$MSTR: How Strategy Keeps Buying Bitcoin Despite a 60% Drawdown Strategy is down more than 60% over the past six months. Bitcoin is down roughly 50% from its highs. And yet the company continues to accumulate. In this video I break down how Strategy is still able to fund Bitcoin purchases despite operating in a compressed market environment. We walk through: How the premium to Bitcoin holdings actually works Why a premium near [---] matters How relative performance creates capital windows The role of the common equity ATM Why $STRC trading at par keeps the preferred rail accessible And what to"
YouTube Link 2026-02-15T16:51Z [----] followers, [----] engagements

"$MSTR Saylor Just Won $STRC at $100: When Digital Credit Stops Being Theory STRC returned to $100 the day after its ex-dividend date and that single move may be the most important signal yet for Strategys digital credit model. Bitcoin accumulation continues. In this video I break down: Why STRC holding par after ex-dividend is structurally significant How Strategy refined the product through dividend increases and the USD dividend reserve Why STRC is starting to behave like a credit instrument not a trade How this creates a constant funding channel for Bitcoin accumulation Why Bitcoin"
YouTube Link 2026-01-17T00:10Z [----] followers, [----] engagements

"$XXI: Jack Breaks Silence 25% Discount + Tether Dominance Twenty One Capital Jack Mallers broke his silence on Monday giving the first meaningful update on Twenty One Capital since the company went public. In this video I break down what he said about timelines the business model and Tether's massive dominance in Bitcoin-backed lending. Key Points: Timeline update: "Sooner rather than later" disappointed if it takes until end of Q1 Business model reaffirmed: Cash-flowing Bitcoin businesses no shareholder dilution Tether revelation: 60% of the entire Bitcoin-backed lending market ($15B in"
YouTube Link 2026-01-21T16:41Z [----] followers, [----] engagements

"$STRC Hits $100 Saylors Bitcoin Engine Just Switched On $MSTR 🚨🚨🚨 Sovereign 21: https://www.skool.com/sovereign21/aboutref=54700a0035df4d6196146ea9121e5883 Michael Saylors Stretch ($STRC) just crossed $100 unlocking a brand new chapter for Strategy and Bitcoin. For the first time Saylors Bitcoin Credit system is live. This isnt another financing round its the structural bridge between traditional credit markets and the Bitcoin network. At a 10.5% dividend $STRC has found its equilibrium. Its designed to attract serious capital pensions family offices and short-duration money while feeding"
YouTube Link 2025-11-06T10:49Z [----] followers, [----] engagements

"$STRC Is Working. So Why Isnt $MSTR $MSTR Strategy: Why the Structure is Improving Faster than the Sentiment ($STRC Deep Dive) Yesterdays move in the $MSTR share price felt disconnected from Bitcoin price action because it was. While the equity remains volatile and reactive to market sentiment the underlying financial infrastructure is quietly undergoing a major structural reset. In this market outlook we analyse the divergence between MSTR common stock and $STRC. As $STRC stabilizes at par it represents a new funding rail that fundamentally changes the capital stack. We break down why the"
YouTube Link 2026-01-10T15:56Z [----] followers, [----] engagements

"Premiums Gone Has the Thesis Bitcoin Treasuries in Their Toughest Phase $MSTR $SWC $MTPLF 🚨🚨🚨 Sovereign 21: https://www.skool.com/sovereign21/aboutref=54700a0035df4d6196146ea9121e5883 Bitcoin treasury stocks have been crushed premiums gone sentiment shattered. But does that mean the thesis is broken Or is this the natural reset before the next phase of growth #MSTR #BitcoinTreasury #MichaelSaylor In this episode we look at how the Bitcoin treasury model is evolving from premium-driven reflexivity to disciplined MNAV agnostic growth. Strategy MetaPlanet and Smarter Web all face the same"
YouTube Link 2025-10-16T22:22Z [----] followers, [----] engagements

"$MSTR: Bitcoin Below $77K Liquidation Talk $STRC to 11.25% Is Trust Broken Strategy $MSTR faces one of its most uncomfortable weeks in months. Bitcoin breaks below $80K liquidation rumours circulate again and the equity sells off sharply. In this video I walk through what actually happened why the liquidation narrative is mechanically wrong but refuses to disappear and what this week reveals about the deeper tension around execution timing and trust. Covered in this video: Bitcoin's break below $80K and what it means for Strategy Why liquidation rumours are wrong (and why they keep returning)"
YouTube Link 2026-02-01T19:12Z [----] followers, [----] engagements

"$XXI: Weak Price Big Claims Mallers Says Go Short the Stock Twenty One (XXI) is now trading as a public company and the market is still working out how to price it. Jack Mallers has been clear about one thing: $XXI does not want to be understood as a Bitcoin treasury company. Instead the ambition is to build high-margin cash-generating Bitcoin-native operating businesses even though the details of those businesses havent been disclosed yet. In this video I break down: What Jack has actually said over the past week Why XXI is resisting a fixed capital-structure narrative How this approach"
YouTube Link 2025-12-23T17:13Z [----] followers, [----] engagements

"BREAKING: $MSTR Remain in Nasdaq [---] Despite Hoarding Bitcoin Strategy remains in the Nasdaq [---]. After days of speculation around potential index exclusion Reuters confirmed that Strategy passed the Nasdaq [---] annual reconstitution not through discretion or exception but because the rules were applied exactly as written. In this video I break down: Why Strategy remained included in the Nasdaq [---] How Nasdaqs classification framework actually works Why holding Bitcoin does not change a companys sector designation What this outcome tells us about index rules versus narratives And why MSCI"
YouTube Link 2025-12-13T17:03Z [----] followers, [----] engagements

"$MSTR: Retail Turns on JP Morgan: MSCI Panic Volatility & Saylors Latest Interview Over the weekend the Strategy (MSTR) story flipped. What started as an MSCI classification headline turned into a full-scale narrative shift involving JP Morgan retail sentiment social-media storms margin tightening and Saylors most technical interview in months. In this video we break down the real sequence behind the MSTR sell-off: the structural damage from the October 10th crypto liquidation the rising hedging pressure as volatility increased the MSCI consultation document that resurfaced at the worst"
YouTube Link 2025-11-24T13:19Z [----] followers, 18.3K engagements

"$MSTR Liquidity Surges as $STRC Trades Down on Ex-Dividend $MSTR traded with more than double its normal daily volume as liquidity surged back into the stock while $STRC adjusted lower on its ex-dividend date a mechanical move that is now becoming the real test of the digital credit model. In this video I break down: What MSTRs trading volume is really signalling about capital formation Why STRC trading down on ex-dividend is not weakness but structure How preferred and common issuance are now working together Why issuing near one times NAV is no longer a simple dilution story What the"
YouTube Link 2026-01-15T15:17Z [----] followers, [----] engagements

"BREAKING: MSCI Wont Exclude $MSTR A Major Overhang Is Removed MSCI has confirmed that Strategy ($MSTR) will remain included in its equity indices removing one of the most persistent structural overhangs on the stock. This decision follows MSCIs consultation on how digital-asset treasury companies should be treated inside major benchmarks. The outcome was clear: the proposal to exclude companies with large digital-asset balances will not be implemented. This mattered because MSCI indices underpin trillions of dollars in passive capital across ETFs pensions and index funds. Exclusion would not"
YouTube Link 2026-01-06T23:10Z [----] followers, [----] engagements

"$STRC Near $100 Why This Matters More Than $MSTR Price STRC is trading at $99.99 just below par and that matters far more than todays move in the common stock. In this video I break down why $STRC near one hundred dollars is a critical test for Strategys shift from digital capital to digital credit and what it tells us about the companys evolving funding model. We look at: Why STRC is designed for yield and stability not momentum How preferred-level issuance could eventually reduce reliance on the common stock ATM Why coverage and price stability matter more than headline volume What STRC"
YouTube Link 2026-01-06T13:16Z [----] followers, [----] engagements

"$MSTR Files Official Response to MSCI Strategy ($MSTR) has now formally submitted its response to MSCIs consultation on digital-asset treasury companies. This is not commentary or social-media positioning. It is a written filing entered directly into MSCIs index-rule decision process. In this video we walk through what Strategy told MSCI and why on the rules own terms the proposal fails basic index logic. We cover: Why Strategy argues it is an operating company not a fund or trust How the proposed 50% digital-asset threshold creates instability and forced index churn Why singling out digital"
YouTube Link 2025-12-10T16:44Z [----] followers, [----] engagements

"$MSTR: $STRC Is Ready To Scale Is The Market Ready Strategy CEO Phong Le gave an interview positioning [----] as "Stretch's coming out party" describing the shift from convertible debt to perpetual preferreds as ready to scale. At the exact same time $STRC was trading below $100 for the third consecutive day with the preferred ATM paused. In this video I walk through what Phong's positioning actually means why $STRC behavior over the past week matters and what this tells us about where the digital credit model really stands. 🔑 Key Topics: Phong's [----] vision for Stretch and the preferred layer"
YouTube Link 2026-01-23T15:05Z [----] followers, [----] engagements

"JP Morgan Announce Bitcoin Bond: The Final Act in the $MSTR Hit Job The last few months of $MSTR price action looked chaotic structural selling tightening conditions MSCI drama margin changes and a stream of fear-driven headlines. But today the picture becomes clear. JP Morgan has filed a brand-new Bitcoin-linked structured note built on BlackRocks IBIT ETF offering capped upside buffered downside and thick fees. Classic TradFi. But the timing Thats what changes everything. After a 35% Bitcoin drawdown after institutions derisked after the MSCI scare resurfaced after liquidity dried up now JP"
YouTube Link 2025-11-26T23:02Z [----] followers, 29.1K engagements

"$XXI: The $4B Bitcoin Company Co Founded by Jack Mallers Hits the NYSE $CEP Twenty One Capital Twenty One Capital soon to trade on the NYSE under ticker XXI is launching with more than [-----] BTC on its balance sheet instantly becoming one of the largest public Bitcoin holders in the world. Co-founded by Jack Mallers and backed by Tether SoftBank and Cantor XXI represents a new category of Bitcoin-native public company: part operating business part Bitcoin treasury and built from day one to accumulate Bitcoin at scale. In this video we break down: The syndicate behind Twenty One and why it"
YouTube Link 2025-12-06T21:54Z [----] followers, [----] engagements

"$STRC Holds $100 $MSTRs Credit Machine Begins to Work Over the last two trading sessions $STRC has returned to $100 (par) and held. That alone isnt the story. What matters is how its holding with issuance plausibly active price stable and demand absorbing supply. This is the first clean test of Strategys digital credit model under real conditions. In this video I break down: Why STRC at $100 is structurally different from the first attempt How the ATM yield framework and dividend reserve work together What the last six weeks changed beneath the surface Why stability matters more than volume"
YouTube Link 2026-01-09T11:45Z [----] followers, [----] engagements

"Why $MSTR Is Getting Crushed Bitcoin Liquidity Breaks Markets are in chaos. Bitcoin has sold off sharply Strategy ($MSTR) has been hit even harder and the preferreds have shown their first real moment of stress. But this drawdown isnt about one company its the result of deeper structural forces inside the Bitcoin market. In this video we break down the real drivers behind the selloff: The October 10th liquidity shock How ADL liquidations wiped out market-maker balance sheets Why Bitcoins liquidity is still fractured six weeks later Tom Lees explanation of forced deleveraging Why institutions"
YouTube Link 2025-11-21T11:06Z [----] followers, [----] engagements

"$XXI: Twenty One Goes Public Mallers Were not a DAT Twenty One ($XXI) has officially entered the public markets with Jack Mallers ringing the opening bell at the New York Stock Exchange. This video breaks down what that moment actually represents separating the ceremony from the substance and explains how Twenty One wants to be understood as a public company. I walk through Jack Mallers CNBC interview after the opening bell why Twenty One doesnt fit neatly into the Strategy or Coinbase boxes and how the company is positioning itself as a Bitcoin-only operating business focused on products"
YouTube Link 2025-12-09T23:38Z [----] followers, [----] engagements

"Who Will Dominate Bitcoin Treasuries Next [----] [----] Smarter Web & MetaPlanet + $MSTR & Saylor Searching for the best bitcoin treasury for [----] and [----] In this deep-dive I compare The Smarter Web Company (SWC) and MetaPlanet (MTPLF)two treasuries focused on compounding Bitcoin per share. Strategy $MSTR led [----] but with premiums compressing in [----] the edge may shift to smaller names that can stack faster when euphoria returns. We cover toolkits targets risks and what to watch into [----]. This video is for education/entertainment only. Not financial advice. I may hold positions discussed. Do"
YouTube Link 2025-09-08T15:51Z [----] followers, [---] engagements

"Bitcoin Treasuries: mNAV Compression The Pain Before the Spring $MSTR $SWC $MTPLF Dive deep into the world of Bitcoin treasuries with Seymour Sats on Why mNAV Compression Sets Up the Next Big Bitcoin Play. This video unpacks mNAV Market Net Asset Value explaining how it reveals whether companies holding Bitcoin stocks trade at premiums or discounts. Discover why the current mNAV compression across firms like Strategy Smarter Web and Metaplanet signals fear but also sets the stage for massive future gains. Learn how market psychology balance sheet growth and Bitcoins long-term trajectory"
YouTube Link 2025-08-18T13:46Z [----] followers, [---] engagements

"Big Orange: $STRC $MSTR ATM and Strategys Next Bitcoin Buy Michael Saylor posted two words: Big Orange. That all but confirms another Bitcoin purchase is coming. But the real question this time isnt how much Bitcoin Strategy bought its how the purchase was funded. Strategy no longer accumulates Bitcoin through a single lever. It now operates through a capital structure: STRC preferred stock The common equity ATM And an evolving digital-credit model In this video I break down: Why big matters for the funding mix How much STRC likely contributed Why the common ATM is still doing most of the"
YouTube Link 2026-01-11T22:02Z [----] followers, [----] engagements

"Just Buy Bitcoin What if Treasuries Pay Back Premium in [--] Days using P/BYD $MSTR $SWC MetaPlanet Just buy Bitcoin. But what if some Bitcoin treasuries are paying back their premium in just [--] days Using P/BYD (Price to Bitcoin-Yield-Delivered) we can see how these Bitcoin engines might actually give you more exposure to BTC over time than holding spot alone. In this video we break down: What mNAV payback means How the 72-day payback period is calculated with P/BYD Why some investors see treasuries as Bitcoin multipliers And the classic counterpoint: why not just buy Bitcoin directly 👉 If"
YouTube Link 2025-08-31T09:13Z [----] followers, [---] engagements

"MUST WATCH: Who's Behind MSCI & Why The New Rule Fails Why $MSTR Is in the Crosshairs MSCIs shocking 50% digital-asset rule isnt about methodology its tied to Morgan Stanleys legacy breaks benchmark logic and puts Strategy $MSTR directly in the crosshairs. MSCI is reviewing a rule that could eject up to [--] Bitcoin-treasury companies from its indices including the largest of them all Strategy ($MSTR). But once you dig into the origins of MSCI the timing of this proposal and the incentives behind it the story looks very different. In this video we break down: 📌 The Morgan Stanley lineage"
YouTube Link 2025-11-30T19:09Z [----] followers, [----] engagements

"S&P Says NO to $MSTR Saylor Responds Strategy (MSTR) has officially been snubbed by the S&P [---]. Despite weeks of speculation the index committee chose Robinhood AppLovin and Emcor instead. Within hours Michael Saylor reacted posting a chart comparing Strategys Bitcoin strategy to the S&P itself. In this video we break down what the S&P [---] rejection means for Strategy stock (MSTR) Bitcoin and institutional adoption. Well cover why many thought inclusion was likely why the committee may have hesitated and what comes next in Q4 when the next rebalance takes place. Strategy isnt just another"
YouTube Link 2025-09-06T10:39Z [----] followers, [----] engagements

"$XXI: Why Jack Mallers Says 'We Are Not $MSTR' Since Twenty One ($XXI) began trading on the New York Stock Exchange Jack Mallers has given a series of public interviews that clarify how the company wants to be understood. This video isnt about price action or short-term speculation. Its about identity. Across multiple interviews Mallers has been consistent: Twenty One is not Strategy ($MSTR) and its not a crypto exchange or trading platform either. Instead he describes Twenty One as a Bitcoin-only operating company focused on building financial services credit and lending on top of Bitcoin"
YouTube Link 2025-12-14T12:45Z [----] followers, [----] engagements

"$MSTR: Why Saylor is Adding Orange and Green Dots to the Capital Stack Green tape across Bitcoin and Bitcoin treasuries but Strategys latest update wasnt about momentum. Yesterday Michael Saylor posted orange or green. Today Strategy followed with an announcement. They added Bitcoin. They increased the dollar reserve. And both were funded via the common stock ATM. On the surface that looks routine. In context it tells us something more important. In this video I break down: Why early-year price action matters after a difficult twenty twenty-five How Strategys behaviour changes when trading"
YouTube Link 2026-01-05T22:26Z [----] followers, [----] engagements

"$MSTR: Why Fear Keeps $STRC Below $100 Over the past [--] months $STRC has shown a very consistent pattern. During periods of peak market stress it sells off alongside Bitcoin and Strategys $MSTR common equity. And when that stress fades buyers return and the price moves back towards $100. That behaviour tells us something important. In this video I walk through why $STRC appears to have real underlying demand why it still struggles to hold par during drawdowns and why the pressure has less to do with the product itself and more to do with lingering survival fears around Bitcoin and Strategy. I"
YouTube Link 2026-02-08T17:51Z [----] followers, [----] engagements

"$SWC: The Smarter Web Company Growth Story Isnt Over London Stock Exchange Next The Smarter Web Companys growth story isnt over with the London Stock Exchange move announced capital returning and Bitcoin back in focus this may be the most important phase yet for $SWC. In this video I break down why Smarter Web is being looked at again as a structure that has survived its first real stress test and is now preparing for its next phase of growth. We look at: Why the growth story is not finished What the last six months taught us about sentiment risk How the Bitcoin treasury model is still"
YouTube Link 2026-01-18T19:11Z [----] followers, [----] engagements

"$MSTR: Stock Falls as Bitcoin Weakens Saylor Buys another $1B Strategy has announced another large Bitcoin purchase just over ten and a half thousand Bitcoin spending just under one billion dollars against the backdrop of a sharp market sell-off. Bitcoin has weakened again and $MSTR has sold off alongside it. But the key question this week isnt the size of the buy. Its whether this price action is about Strategys model or simply a reflection of Bitcoin itself. In this video I break down: Why this is the third consecutive week of roughly $1B deployed How the funding mix has shifted back toward"
YouTube Link 2025-12-15T21:44Z [----] followers, [----] engagements

"$MSTR Built for the Bear Or One Cycle Away From Breaking Is Strategy ($MSTR) built for a real Bitcoin bear market Or does the model only work when capital markets cooperate With over $8 billion in convertibles more than $8 billion in preferred equity and roughly $900 million per year in cash obligations the structure is complex and controversial. In this video I break down: The insolvency floor scenario Convertible debt maturities Dividend risk vs refinancing risk Cash runway and capital velocity The premium problem What happens if Bitcoin goes to $8000 Why stagnation may be more dangerous"
YouTube Link 2026-02-12T13:56Z [----] followers, [----] engagements

"$MSTR: MSCI to Force Sell Off HFs Shorting What Saylor Confirms and What he Doesn't Two narratives that began on October 10th have suddenly accelerated and theyre being mashed together across X. Story 1: The largest liquidation event in crypto history over $19B wiped out breaking liquidity wiping out market makers and forcing hedge funds to short $MSTR as the only scalable Bitcoin hedge left standing. Story 2: MSCIs digital-asset classification proposal resurfacing this week raising real index-exclusion questions for companies like Strategy and triggering a direct public response from Michael"
YouTube Link 2025-11-22T21:46Z [----] followers, [----] engagements

"Top [--] Companies Holding Bitcoin (2025 Update) In this video I reveal my Top [--] favourite companies holding Bitcoin. These arent just the biggest stacks theyre the companies I believe stand out for conviction strategy and future potential. From giants like Strategy and Tesla to innovators like MetaPlanet Capital B and Smarter Web Company each of these names brings something unique to the Bitcoin treasury story. Well cover: ✅ When they first bought Bitcoin ✅ How their strategies differ ✅ Recent share price action ✅ Where I see long-term opportunity ✅ Why one UK-listed stock has become my #1 pick"
YouTube Link 2025-09-12T10:49Z [----] followers, [---] engagements

"$MSTR: How Strategy Keeps Buying Bitcoin Despite a 60% Drawdown Strategy is down more than 60% over the past six months. Bitcoin is down roughly 50% from its highs. And yet the company continues to accumulate. In this video I break down how Strategy is still able to fund Bitcoin purchases despite operating in a compressed market environment. We walk through: How the premium to Bitcoin holdings actually works Why a premium near [---] matters How relative performance creates capital windows The role of the common equity ATM Why $STRC trading at par keeps the preferred rail accessible And what to"
YouTube Link 2026-02-15T16:51Z [----] followers, [----] engagements

"$MSTR: $STRC hit $100 in a 30% Bitcoin Drawdown Calendar or Demand Stretch ($STRC) briefly returned to $100 this week during a 30% Bitcoin drawdown but it didnt last. Ahead of the February ex-dividend date the preferred layer reopened volume surged to nearly two million shares and an estimated [----] Bitcoin of purchasing power flowed through the preferred ATM in a single session. Was that demand structural or calendar-driven In this video I break down: Why two days at par matter more in a weak tape than during a rally How the ex-dividend adjustment impacts price action Whether the preferred"
YouTube Link 2026-02-13T12:14Z [----] followers, [----] engagements

"$MSTR Michael Saylor Live on Fox Business 12th Feb [----] Why choose between equitys performance and tax efficiency and credits yield and stability Stretch was engineered to deliver both. $STRC microstrategy michael saylor MSTR MSTR stock MSTR Today JLD microstrategy bitcoin bitcoin news bitcoin treasury bitcoin treasuries bitcoin accumulation strategy bitcoin capital markets BTC treasuries bitcoin corporate adoption saylor bitcoin saylor news bitcoin investing bitcoin analysis bitcoin strategy MSTR analysis MSTR treasury MSTR finance MSTR preferred stock bitcoin investors bitcoin yield JLD"
YouTube Link 2026-02-12T21:51Z [----] followers, [----] engagements

"$MSTR Built for the Bear Or One Cycle Away From Breaking Is Strategy ($MSTR) built for a real Bitcoin bear market Or does the model only work when capital markets cooperate With over $8 billion in convertibles more than $8 billion in preferred equity and roughly $900 million per year in cash obligations the structure is complex and controversial. In this video I break down: The insolvency floor scenario Convertible debt maturities Dividend risk vs refinancing risk Cash runway and capital velocity The premium problem What happens if Bitcoin goes to $8000 Why stagnation may be more dangerous"
YouTube Link 2026-02-12T13:56Z [----] followers, [----] engagements

"$MSTR: Phong Le Live on Bloomberg Close Feb 11th [----] Phong Le on Bloomberg Close. $STRC is the story of the day"
YouTube Link 2026-02-11T22:17Z [----] followers, [----] engagements

"$MSTR: $STRC Is The Revolution: Saylor's CNBC Interview Breakdown Michael Saylor gave an interview on CNBC this morning defending Strategy's model against credit risk concerns making bold claims about $STRC and explaining why he's anchoring everything on four to eight year time horizons. Shortly after Strategy tweeted "$STRC is the revolution." In this video I break down what Saylor actually said how he defended the refinancing argument even at $8000 Bitcoin and what it reveals about where management's head is right now. Topics Covered: Volatility as a feature: Why Bitcoin's movement is"
YouTube Link 2026-02-10T16:43Z [----] followers, [----] engagements

"$MSTR: Strategy Bought Bitcoin at 78K and Then Paused. Here's Why. In this video I break down $MSTRs latest Bitcoin purchase and the confusing optics it created. Strategy disclosed buying [----] Bitcoin at an average price of $78815 during a week in which Bitcoin briefly traded in the high fifties and later recovered towards $70000. At the same time Strategys equity rallied sharply on Friday capital markets were clearly open and yet the company did not meaningfully use the common at-the-market facility. On the surface this looks like a timing problem. But the more important story is about"
YouTube Link 2026-02-10T10:25Z [----] followers, [----] engagements

"$MSTR: Why Fear Keeps $STRC Below $100 Over the past [--] months $STRC has shown a very consistent pattern. During periods of peak market stress it sells off alongside Bitcoin and Strategys $MSTR common equity. And when that stress fades buyers return and the price moves back towards $100. That behaviour tells us something important. In this video I walk through why $STRC appears to have real underlying demand why it still struggles to hold par during drawdowns and why the pressure has less to do with the product itself and more to do with lingering survival fears around Bitcoin and Strategy. I"
YouTube Link 2026-02-08T17:51Z [----] followers, [----] engagements

"$MSTR: Violent Sell Off and Reversal Strange IBIT Signal Bitcoin The last [--] hours delivered some of the most violent price action of this cycle. Bitcoin sold off aggressively into the low $60000s Strategys equity and credit instruments were hit simultaneously and liquidation narratives quickly took over the conversation. And then almost as abruptly everything reversed. In this video I break down what actually happened why a circulating post about IBIT options activity raised uncomfortable questions about traditional leverage and why that theory may help explain how the move unfolded without"
YouTube Link 2026-02-06T19:11Z [----] followers, [----] engagements

"$MSTR: Q4 [----] Earning Summary Bitcoin Price Target Replaced with BPS Yield Bitcoin dropped to $60000 Strategys equity sold off sharply and $STRC traded below $100 just as old liquidation narratives returned to the market. Right in the middle of that volatility Strategy reported its fourth quarter earnings creating an unexpected stress test for the digital credit model. In this video I break down what management actually said on the call why the liquidation fears dont survive even basic balance sheet math and the subtle but important strategic shift that occurred between the third and fourth"
YouTube Link 2026-02-06T12:59Z [----] followers, [----] engagements

"$MSTR: Q4 Earnings Preview Questions for Saylor Strategy $MSTR reports Q4 [----] earnings tonight and this call matters far more for trust than for numbers. Bitcoin is trading just above $70000 down more than 40% from its October highs. Strategy (MicroStrategy) is deep into a seven-month drawdown and the companys blended Bitcoin cost basis sits above the current market price. In this video I walk through what Q4 earnings will likely show on paper why the headline losses are already understood and the real questions that matter for common shareholders right now. This is not about short-term"
YouTube Link 2026-02-05T11:33Z [----] followers, [----] engagements

"$MSTR: Bitcoin Below $77K Liquidation Talk $STRC to 11.25% Is Trust Broken Strategy $MSTR faces one of its most uncomfortable weeks in months. Bitcoin breaks below $80K liquidation rumours circulate again and the equity sells off sharply. In this video I walk through what actually happened why the liquidation narrative is mechanically wrong but refuses to disappear and what this week reveals about the deeper tension around execution timing and trust. Covered in this video: Bitcoin's break below $80K and what it means for Strategy Why liquidation rumours are wrong (and why they keep returning)"
YouTube Link 2026-02-01T19:12Z [----] followers, [----] engagements

"$MSTR: $STRC to 11.25% Here's Why Strategy Continue to Hammer the ATM Strategy will announce the next dividend rate for $STRC next week and the focus on 11.25% percent risks missing the bigger picture. The real question is not whether Strategy raises the dividend but why the common stock ATM continues to carry so much of the load even as the preferred layer expands. In this video I break down how the $STRC dividend framework actually works why Strategy may choose to push to eleven point two five percent despite being close to par and how the preferred and common ATMs are structurally linked"
YouTube Link 2026-01-28T21:23Z [----] followers, [----] engagements

"$MSTR: $STRC At $99: The Digital Credit Model Faces Its Real Test Strategy's $STRC (Stretch) is trading below $100 which means the preferred funding window has mechanically closed. Two weeks ago it looked like the digital credit model was working. Yesterday's disclosure told a different story: $STRC contributed just $7M while the common stock ATM carried nearly the entire load. This is exactly the test we said was coming. In this video I walk through what just happened why Saylor continues using the common stock ATM and how that benefits the business differently than shareholders what it"
YouTube Link 2026-01-27T21:10Z [----] followers, [----] engagements

"$MSTR: Bitcoin Per Share Bitcoin Yield and the mNAV Problem Explained Over the past few weeks one question keeps coming up: who cares about Bitcoin per share if the stock price is falling If you bought $MSTR at $300 and it's now trading at $160 does it even matter that each share represents more Bitcoin In this video I walk through why Bitcoin per share matters structurally how it connects to Bitcoin Yield and why the mNAV calculation methodology determines whether recent issuance has been accretive or dilutive to common shareholders. We'll look at the data showing sats per share growing from"
YouTube Link 2026-01-26T11:44Z [----] followers, [----] engagements

"$MSTR: $STRC Is Ready To Scale Is The Market Ready Strategy CEO Phong Le gave an interview positioning [----] as "Stretch's coming out party" describing the shift from convertible debt to perpetual preferreds as ready to scale. At the exact same time $STRC was trading below $100 for the third consecutive day with the preferred ATM paused. In this video I walk through what Phong's positioning actually means why $STRC behavior over the past week matters and what this tells us about where the digital credit model really stands. 🔑 Key Topics: Phong's [----] vision for Stretch and the preferred layer"
YouTube Link 2026-01-23T15:05Z [----] followers, [----] engagements

"$MSTR: Strategy Say Transition Complete $STRC's Biggest Test Strategy just announced that perpetual preferred equity is now larger than convertible debt marking what they say is the completion of a major capital structure shift. But as that announcement landed Bitcoin gave back over $5000 from recent highs $MSTR dropped alongside it and $STRC fell to $99.55. This is the first real stress test since $STRC returned to par. And how it behaves over the next few days will tell us whether the digital credit model can actually function when conditions are uncomfortable or whether it only works"
YouTube Link 2026-01-22T00:42Z [----] followers, [----] engagements

"$XXI: Jack Breaks Silence 25% Discount + Tether Dominance Twenty One Capital Jack Mallers broke his silence on Monday giving the first meaningful update on Twenty One Capital since the company went public. In this video I break down what he said about timelines the business model and Tether's massive dominance in Bitcoin-backed lending. Key Points: Timeline update: "Sooner rather than later" disappointed if it takes until end of Q1 Business model reaffirmed: Cash-flowing Bitcoin businesses no shareholder dilution Tether revelation: 60% of the entire Bitcoin-backed lending market ($15B in"
YouTube Link 2026-01-21T16:41Z [----] followers, [----] engagements

"MUST WATCH: Is $MSTR Dilution Endless Strategy Hits 700K Bitcoin While Stock Bleeds Strategy $MSTR crosses [------] Bitcoin but common shareholders are asking an uncomfortable question: will the dilution ever end In this video I break down Strategy's latest purchase of [-----] Bitcoin how Stretch (STRC) is scaling its funding contribution and why the tension between infrastructure building and shareholder dilution is reaching a breaking point. Key points covered: Strategy's 700K Bitcoin milestone and what it means for the market Stretch funding doubles week-over-week (10% 14% of purchases) Why"
YouTube Link 2026-01-20T20:37Z [----] followers, [----] engagements

"$MSTR: Structural Bid Is Finally Showing Up Why 700K Bitcoin Matters Strategy Bitcoin purchase analysis: $MSTR is approaching [------] Bitcoin as Michael Saylor's "Bigger Orange" signals another major acquisition. Here's what the data shows about Strategy's structural bid $STRC's performance and why the digital credit model is finally proving itself in real time. Last week's "Big Orange" represented [-----] Bitcoin funded through the common ATM and $STRC working together. This week's "Bigger Orange" suggests an even larger purchase potentially well in excess of [-----] Bitcoin based on recent"
YouTube Link 2026-01-19T21:07Z [----] followers, [----] engagements

"$SWC: The Smarter Web Company Growth Story Isnt Over London Stock Exchange Next The Smarter Web Companys growth story isnt over with the London Stock Exchange move announced capital returning and Bitcoin back in focus this may be the most important phase yet for $SWC. In this video I break down why Smarter Web is being looked at again as a structure that has survived its first real stress test and is now preparing for its next phase of growth. We look at: Why the growth story is not finished What the last six months taught us about sentiment risk How the Bitcoin treasury model is still"
YouTube Link 2026-01-18T19:11Z [----] followers, [----] engagements

"$MSTR Saylor Just Won $STRC at $100: When Digital Credit Stops Being Theory STRC returned to $100 the day after its ex-dividend date and that single move may be the most important signal yet for Strategys digital credit model. Bitcoin accumulation continues. In this video I break down: Why STRC holding par after ex-dividend is structurally significant How Strategy refined the product through dividend increases and the USD dividend reserve Why STRC is starting to behave like a credit instrument not a trade How this creates a constant funding channel for Bitcoin accumulation Why Bitcoin"
YouTube Link 2026-01-17T00:10Z [----] followers, [----] engagements

"$MSTR Liquidity Surges as $STRC Trades Down on Ex-Dividend $MSTR traded with more than double its normal daily volume as liquidity surged back into the stock while $STRC adjusted lower on its ex-dividend date a mechanical move that is now becoming the real test of the digital credit model. In this video I break down: What MSTRs trading volume is really signalling about capital formation Why STRC trading down on ex-dividend is not weakness but structure How preferred and common issuance are now working together Why issuing near one times NAV is no longer a simple dilution story What the"
YouTube Link 2026-01-15T15:17Z [----] followers, [----] engagements

"$MSTR: $1.25B Bitcoin Bitcoin Why Saylor Chose Scale Over Comfort This week marked one of the most important Bitcoin related structural moments in Strategys evolution as a Bitcoin treasury and digital credit company. Strategy disclosed a one-point-two-five billion dollar Bitcoin purchase. STRC held around par across multiple sessions with rising volume. The common stock ATM was leaned on heavily. And despite that the share price still responded positively. Then Michael Saylor followed it all with a tense and revealing interview that clarified how Strategy now wants to be understood. In this"
YouTube Link 2026-01-13T14:24Z [----] followers, [----] engagements

"Big Orange: $STRC $MSTR ATM and Strategys Next Bitcoin Buy Michael Saylor posted two words: Big Orange. That all but confirms another Bitcoin purchase is coming. But the real question this time isnt how much Bitcoin Strategy bought its how the purchase was funded. Strategy no longer accumulates Bitcoin through a single lever. It now operates through a capital structure: STRC preferred stock The common equity ATM And an evolving digital-credit model In this video I break down: Why big matters for the funding mix How much STRC likely contributed Why the common ATM is still doing most of the"
YouTube Link 2026-01-11T22:02Z [----] followers, [----] engagements

"$STRC Is Working. So Why Isnt $MSTR $MSTR Strategy: Why the Structure is Improving Faster than the Sentiment ($STRC Deep Dive) Yesterdays move in the $MSTR share price felt disconnected from Bitcoin price action because it was. While the equity remains volatile and reactive to market sentiment the underlying financial infrastructure is quietly undergoing a major structural reset. In this market outlook we analyse the divergence between MSTR common stock and $STRC. As $STRC stabilizes at par it represents a new funding rail that fundamentally changes the capital stack. We break down why the"
YouTube Link 2026-01-10T15:56Z [----] followers, [----] engagements

"$STRC Holds $100 $MSTRs Credit Machine Begins to Work Over the last two trading sessions $STRC has returned to $100 (par) and held. That alone isnt the story. What matters is how its holding with issuance plausibly active price stable and demand absorbing supply. This is the first clean test of Strategys digital credit model under real conditions. In this video I break down: Why STRC at $100 is structurally different from the first attempt How the ATM yield framework and dividend reserve work together What the last six weeks changed beneath the surface Why stability matters more than volume"
YouTube Link 2026-01-09T11:45Z [----] followers, [----] engagements

"$MSTR: The MSCI Fine Print Actually Matters Yesterdays headline said it all: Strategy ($MSTR) remains in the MSCI indices. And thats true. But the fine print matters. In this video I break down what MSCI actually decided why the February [----] review was critical and why this was a stabilising decision not a clean resolution. We look at: What MSCI confirmed (and what it didnt) Why the immediate exclusion risk is now off the table How the Number of Shares (NOS) freeze works mechanically Why passive index flows matter and when they dont What this means for equity issuance vs preferred funding"
YouTube Link 2026-01-08T12:40Z [----] followers, [----] engagements

"BREAKING: MSCI Wont Exclude $MSTR A Major Overhang Is Removed MSCI has confirmed that Strategy ($MSTR) will remain included in its equity indices removing one of the most persistent structural overhangs on the stock. This decision follows MSCIs consultation on how digital-asset treasury companies should be treated inside major benchmarks. The outcome was clear: the proposal to exclude companies with large digital-asset balances will not be implemented. This mattered because MSCI indices underpin trillions of dollars in passive capital across ETFs pensions and index funds. Exclusion would not"
YouTube Link 2026-01-06T23:10Z [----] followers, [----] engagements

"$STRC Near $100 Why This Matters More Than $MSTR Price STRC is trading at $99.99 just below par and that matters far more than todays move in the common stock. In this video I break down why $STRC near one hundred dollars is a critical test for Strategys shift from digital capital to digital credit and what it tells us about the companys evolving funding model. We look at: Why STRC is designed for yield and stability not momentum How preferred-level issuance could eventually reduce reliance on the common stock ATM Why coverage and price stability matter more than headline volume What STRC"
YouTube Link 2026-01-06T13:16Z [----] followers, [----] engagements

"$MSTR: Why Saylor is Adding Orange and Green Dots to the Capital Stack Green tape across Bitcoin and Bitcoin treasuries but Strategys latest update wasnt about momentum. Yesterday Michael Saylor posted orange or green. Today Strategy followed with an announcement. They added Bitcoin. They increased the dollar reserve. And both were funded via the common stock ATM. On the surface that looks routine. In context it tells us something more important. In this video I break down: Why early-year price action matters after a difficult twenty twenty-five How Strategys behaviour changes when trading"
YouTube Link 2026-01-05T22:26Z [----] followers, [----] engagements

"$MSTR: Which Would I Buy Common or Prefs Strategy is no longer a single trade. Today the company sits on one Bitcoin balance sheet but offers two very different ways to get exposure: the common equity ($MSTR) and the preferreds most notably $STRC. In this video I break down how Strategys capital structure actually works now that the premium has largely disappeared and what that means for shareholders at different layers of the stack. We look at: Why $MSTR can now behave more like direct Bitcoin exposure Where upside for common shareholders still exists and where the risks sit How productive"
YouTube Link 2026-01-03T14:28Z [----] followers, [----] engagements

"$MSTR: Bullish for [----] Why [----] Looks Different after [----] Repricing After a brutal repricing in [----] expectations around $MSTR have been reset. The premium is gone. mNAV has compressed. And Bitcoin not leverage not narrative not financial engineering is back at the centre of the story. In this video I break down why [----] could be a quietly constructive year for MSTR equity even if price and sentiment havent caught up yet. This isnt about hype or heroics. Its about structure. We cover: What the [----] drawdown actually cleared out Why Bitcoin is once again the primary driver of MSTR stock How"
YouTube Link 2026-01-01T18:49Z [----] followers, [----] engagements

"$MSTR: Roll Out Kang Why Strategy Had to Change And What That Means Now This week Andrew Kang sat down for a rare extended interview and while there were no dramatic announcements the conversation revealed something more important. Consistency. Across Strategy the message is now tightly aligned: Bitcoin fundamentals remain strong. Short-term sentiment doesnt matter. Durability comes first. But consistency doesnt automatically mean clarity. In this video I break down what Kangs interview actually tells us about: How Strategy really thinks about preferreds versus common equity Why the dividend"
YouTube Link 2025-12-31T16:14Z [----] followers, [----] engagements

"$MSTR: The Strategy Transition Isnt Finished Strategy just announced another Bitcoin purchase but thats not the real story. At roughly one times mNAV the company sits in an unusual position. Bitcoin accumulation is still working. The balance sheet continues to grow in Bitcoin terms. But the transition away from common equity toward preferred and credit-led funding isnt complete. In this video I break down: What the latest Bitcoin purchase actually tells us Why common equity is still doing the heavy lifting Where the preferreds fit and why they havent stepped in yet What Phong clarified"
YouTube Link 2025-12-30T22:02Z [----] followers, [----] engagements

"$MSTR In 2025: What Broke What Changed and What Comes Next Was [----] really a disaster for Strategy (MSTR) On the surface it certainly looked like one. The stock ends the year down roughly 45% the premium collapsed dilution narratives dominated social media and confidence eroded long before Bitcoin itself rolled over. But price action alone doesnt tell the full story. In this video I take a step back and run a clean scoreboard on [----] separating noise from structure execution from intent and sentiment from fundamentals. We break down: Why confidence faded before Bitcoin fell How premium"
YouTube Link 2025-12-24T20:44Z [----] followers, [----] engagements

"$XXI: Weak Price Big Claims Mallers Says Go Short the Stock Twenty One (XXI) is now trading as a public company and the market is still working out how to price it. Jack Mallers has been clear about one thing: $XXI does not want to be understood as a Bitcoin treasury company. Instead the ambition is to build high-margin cash-generating Bitcoin-native operating businesses even though the details of those businesses havent been disclosed yet. In this video I break down: What Jack has actually said over the past week Why XXI is resisting a fixed capital-structure narrative How this approach"
YouTube Link 2025-12-23T17:13Z [----] followers, [----] engagements

"$MSTR: Hoarding Cash Why Digital Credit Isnt Ready Yet In this video I break down why Strategy increased its USD reserve how that decision was funded and what it tells us about priorities timing and intent. We look at: Why the common stock ATM carried the load this week What a thirty-plus-month dividend reserve actually changes Why parts of the preferred stack are still stabilising rather than being pushed to scale How $STRC is designed to function and why issuing below par would matter What balance sheet sequencing looks like when urgency is removed Why this phase is about absorption not"
YouTube Link 2025-12-22T19:09Z [----] followers, [----] engagements

"$MSTR: Equity Is No Longer the Product. So what is it If you would like to support the channel please take a look at my affiliate links: Trading [---] - [--] cash reward T&Cs apply: https://www.trading212.com/invite/1BkBbVjnFd Tesla - Get [---] free Supercharging miles or [---] off with my referral link:"
YouTube Link 2025-12-21T13:13Z [----] followers, [----] engagements

"$MSTR: Price Pain as Saylor Visits Morgan Stanley Bitcoin has rolled over again and $MSTR is trading at its lowest level since October [----]. This week Strategys CEO Phong Le faced direct uncomfortable questions in an interview about volatility leverage the dividend reserve and what happens if this market stays weak longer than expected. At the same time Michael Saylor posted another photo from a visit to Morgan Stanley alongside Phong Le. No announcement. No explanation. In this video we break down what was actually said under pressure not price predictions or speculation and why those bank"
YouTube Link 2025-12-18T20:28Z [----] followers, [----] engagements

"$MSTR: Stock Falls as Bitcoin Weakens Saylor Buys another $1B Strategy has announced another large Bitcoin purchase just over ten and a half thousand Bitcoin spending just under one billion dollars against the backdrop of a sharp market sell-off. Bitcoin has weakened again and $MSTR has sold off alongside it. But the key question this week isnt the size of the buy. Its whether this price action is about Strategys model or simply a reflection of Bitcoin itself. In this video I break down: Why this is the third consecutive week of roughly $1B deployed How the funding mix has shifted back toward"
YouTube Link 2025-12-15T21:44Z [----] followers, [----] engagements

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