Podcasts about mstr

Michael Saylor's "never sell" era is OVER. Strategy sold 3,588 BTC (~$216M) at a 20% loss to cover $1.8B in dividend obligations — and Canadian pensions are holding close to $1B of MSTR stock. On June 29, Strategy's board adopted its "Digital Credit Capital Framework": $1B stock buybacks, a 12% STRC dividend, and a $1.25B "BTC Monetization Program" authorizing Bitcoin sales "when strategic." CEO Phong Le calls it "evolving from one-way capital issuance to active capital management." The mNAV premium that financed five years of buying has collapsed from 2.66x to around 1x — and one in three Bitcoin treasury companies now trades below the value of its coins. In this episode of the Canadian Bitcoiners Podcast:- Strategy's pivot: the mNAV death spiral, coins sold at a 20% realized loss, insider selling, and JPMorgan's $2.8B-$11.6B index-exclusion warning- The Canada connection: CPPIB, AIMCo, National Bank, RBC and HOOPP hold ~$1B of MSTR — your pension bought the wrapper trade- A quantum-proof recovery tool that works for everyone except Satoshi's 1.1M BTC- OkoBot: malware that fakes your Ledger/Trezor recovery screen- Global hashrate is shrinking — but Pakistan is up 733%- CleanSpark signs a $6.6B, 20-year AI data center lease- Canada bans crypto political donations under Bill C-25- Clown World North: Stan Cho's $16,203 hotel bill, Canada Post's $30.8M in bonuses against a $1.57B loss, and $159,800 in flight catering- The BIS confirms Canada's housing crash is the biggest on record as 56,400 Canadians leave in a year The leverage cycle is unwinding — the conviction cohort isn't. Long-term holders just hit a record 14.85M BTC. ETF outflows and treasury-company stress are paper Bitcoin changing hands; the base layer doesn't care. Hold your own keys. — Canadian Bitcoiners Podcast- Website: https://canadianbitcoiners.com- X: @CanadianBTCPod- Subscribe & turn on notifications ————————————————————————————————SPONSORS

11. Makabr - Tales of The Dark Forest (NAMECA Remix) -MSTR by Nikita Zabelin

TheoTrade's Don Kaufman takes us through today's Big 3 and highlights options trades for each. He sees Lowe's (LOW) as well positioned if interest rates move lower, views Costco (COST) as a defensive rotation play, and discusses his bearish setup in Strategy (MSTR). Rick Ducat takes us through his technical analysis for all three stocks. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Is the Bitcoin bottom in—or could another major selloff be coming? Joe Consorti joins Walker to break down the macro forces driving Bitcoin, including the Iran conflict, the Strait of Hormuz, rising oil prices, inflation, Federal Reserve policy, and the prospect of an inflationary recession. Joe explains why an oil supply shock cannot be solved by higher interest rates, why the Fed may ultimately cut rather than hike, and how political pressure ahead of the midterms could shape markets. They also examine Strategy's controversial Bitcoin sales and dismantle claims that the company, MSTR, or its STRC preferred equity is caught in a “death spiral.” Joe explains Strategy's debt structure, the risk of forced Bitcoin liquidation, its push for inclusion in the S&P 500, and how the company can sell BTC to fund dividends while remaining a net buyer over time. Finally, Joe shares why monetary debasement sustains his long-term Bitcoin conviction—and how his Christian faith keeps him grounded amid political, economic, and geopolitical uncertainty. FOLLOW JOE: X: https://x.com/JoeConsorti Website: https://www.joeconsorti.com/ YT: https://www.youtube.com/@JoeConsorti PARTNERS & DISCOUNTS: LEDN: Bitcoin-backed lending. Go to ledn.io/walker and unlock liquidity WITHOUT selling your bitcoin. BLOCKSTREAM JADE: BLOCKSTREAM JADE HARDWARE WALLET: Head to https://store.blockstream.com/ and use coupon code WALKER for 10% off! BDIC™ is building an insurance marketplace on the bitcoin standard. Sign up for the waitlist at: http://bdic.io/walker Own Bitcoin Miners. Keep 100% Of The Bitcoin. Get 1st month of free hosting with https://abundantmines.com/walker Buy Bitcoin with River: http://partner.river.com/walker GET FOLD ($10 in bitcoin): https://use.foldapp.com/r/WALKER JOIN THE SUBSTACK TO GET NEW EPISODES DELIVERED STRAIGHT TO YOUR INBOX: https://walkeramerica.substack.com/ If you enjoy THE Bitcoin Podcast you can help support the show by doing the following: FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram

Jeff Walton, Chief Risk Officer at Strive, joined me to discuss how the company is building its Bitcoin treasury strategy to drive growth and generate yield.Topics: - Strive recently surpassed Coinbase as a public Bitcoin holder - Bitcoin accumulation strategy - Generating Bitcoin yield - MSTR Strategy STRC Brought to you by

In this Crypto Watercooler episode, Amanda Whitcroft and Tony Edward discuss the CLARITY Act timeline as the Senate returns next week, Strategy's latest Bitcoin sale, Vanguard's search for a head of crypto, Trump Accounts going live with the potential to include Bitcoin, and much more.

Even as ETFs and MicroStrategy sell into weakness, natural spot demand has kept Bitcoin from collapsing in what may be the shallowest bear market on record. The real test now is time pain, the grinding boredom that forces out remaining weak hands after the initial price capitulation.James Check, founder of Checkonchain.com, joins me to break down the current cycle through on-chain data and market psychology. His framework distinguishes price pain from the subsequent time pain that historically marks the true bottom.Checkmate examines why short-term holders flipped into high-conviction buyers, why 53K realized price now acts as a floor, the Pareto distribution among Bitcoin treasury companies, and why most copycat strategies will fail in the months ahead.Timestamps:00:56 — Last Day of Bear Feels Worst03:26 — Time Pain Grinds Out Weak Hands05:53 — Shallowest Bear Market Ever Seen08:53 — Spot Buyers Saving Bitcoin From Zero11:14 — Short-Term Holders Are Now Smart Money15:28 — July Bear Bottom: 8-Method Average18:50 — 53K Realized Price Now the Floor23:00 — Buy Bottom 15% and Just DCA28:30 — The AI Trade30:46 — Bitcoin and Gold Share a Rare Moat35:23 — Will Most Bitcoin Treasuries Fail?37:37 — MSTR's Sale of Bitcoin41:28 — Bitcoin Treasuries Follow Harsh Pareto Rule47:30 — Bitcoin Treasuries Next Cycle49:05 — High-Yield Trap?Links: https://x.com/_Checkmatey_https://x.com/_checkonchaincheckonchain.comhttps://charts.checkonchain.comhttp://newsletter.checkonchain.com/Stephan Livera links:Follow me on X: @stephanliveraSubscribe to the podcastSubscribe to Substack#StephanLivera #StephanLiveraPodcast #Bitcoin #BearMarket #OnChain #Checkmate #TimePain #RealizedPrice #BitcoinTreasury #MarketCycles

For years, Michael Saylor's Strategy was the market's most dependable Bitcoin buyer. Recently, it has done the opposite. Strategy just sold 3,588 Bitcoin for roughly $216 million, its largest single tranche yet, deepening the question of whether Michael Saylor has become a structural seller instead of a buyer. Ram Ahluwalia, Austin Campbell, and Chris Perkins break down the STRC dividend mechanics behind the sale, the bull case for a catch-up trade, and the bear case if Bitcoin never rallies back. Hosts: Austin Campbell, Host of Bits + Bips, Founder of Zero Knowledge Group, and Adjunct Professor at NYU Stern Ram Ahluwalia, Co-host of Bits + Bips and CEO of Lumida Chris Perkins, Co-host of Bits + Bips and Head of Franklin Crypto This clip is from a longer conversation on Strategy's Bitcoin sale, the stablecoin wars, and the token versus equity debate. Full episode here: https://youtube.com/live/H3z68SYty0k  We go live every Monday at 4:30pm ET. Subscribe to catch it live. Sponsor:

In this episode of The Canadian Investor Podcast, we break down Rogers’ move to take full control of MLSE and what the rising valuation of professional sports franchises says about scarcity, live sports, and media rights. We also look at the federal government’s investment agreement with Teck Resources and why critical minerals are becoming a national security priority. We then discuss Microsoft’s latest round of layoffs, the paradox of AI-driven growth alongside continued job cuts, and whether big tech is reallocating too aggressively toward AI infrastructure. We also explain the mini-tender offer involving Sun Life, why these offers can be problematic for retail investors, and what shareholders should watch for. Finally, we cover Strategy’s decision to sell Bitcoin despite Michael Saylor’s long-standing stance, and Nike’s latest earnings, where the headline numbers looked better than the underlying turnaround story. Tickers discussed: RCI.B.TO, BCE.TO, TECK-B.TO, MSFT, SLF.TO, MSTR, NKE Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Michael Saylor siempre defendió una idea: comprar Bitcoin y no vender jamás. Pero Strategy, antes MicroStrategy, acaba de abrir una grieta enorme en ese relato: la compañía ya ha vendido BTC para pagar dividendos de sus valores preferentes y además tiene autorizado un programa para monetizar hasta $1.25B en Bitcoin. En este directo analizamos qué está pasando realmente con Saylor, MSTR y Bitcoin: - Por qué Strategy vendió Bitcoin. - Qué dice exactamente el filing 8-K. - Cómo funciona la maquinaria financiera de MicroStrategy. - Por qué Bitcoin no genera yield ni dividendos. - De dónde sale entonces el dinero para pagar a los inversores. - Qué papel juegan las preferentes, la deuda y la reserva en dólares. - Si esto es una genialidad financiera o una bomba de relojería. - Por qué recuerda, salvando distancias, al escándalo de las preferentes en España. No se trata de atacar Bitcoin de forma simplona. La pregunta seria es otra: ¿qué ocurre cuando construyes deuda, dividendos y promesas de rentabilidad encima de un activo que no genera caja?✅SIN CENSURA en SUBSTACK: https://substack.com/@magnatesladrillo✅¿Necesitas un PSI (Personal Shopper Inmobiliario) para acompañarte a invertir en bienes raíces en la Com.Madrid?: magnatesladrillo@gmail.com✅Si vas en serio «La Biblia del Magnate del Ladrillo» está AQUÍ✅

Why is Strategy (MSTR) moving away from its "buy and hold forever" Bitcoin strategy? Jenny Horne sits down with Charles Schwab's Nate Peterson from the Schwab Center for Financial Research to discuss crypto treasury stock's latest Bitcoin sales, whether the legendary four-year Bitcoin cycle is still intact, and what the technical picture says about a crypto winter. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Michael Saylor built his entire identity around one promise: he would never sell Bitcoin. Last week, that promise ended.Strategy's board voted to authorize selling Bitcoin to cover dividend payments and build cash reserves — in the middle of MSTR and STRC crashing to record lows, the yield blowing up, and confidence in the whole experiment starting to crack.Is this a rational pivot? Or the beginning of the end for the world's largest corporate Bitcoin treasury?This week on The Defiant, I sat down with Scott Melker and Kaleo to get into all of it: the hollow signaling, the STRC question, whether Saylor should rip the Band-Aid and sell billions now — and what any of this actually means for Bitcoin.Spoiler: they disagree. Strongly.Guests: Scott Melker | Kaleo (CryptoKaleo)Topics: Strategy, Michael Saylor, Bitcoin, MSTR, STRC, corporate Bitcoin treasury, convertible debt

Cointelegraph's Ray Salmond remains bullish on Bitcoin, which saw a short-term uptrend even after Strategy (MSTR) sold $216 million worth of the cryptocurrency. Ray adds his thoughts on what the Fed's impact on cryptocurrencies looks like, noting that Bitcoin could be “on pins and needles tomorrow.”======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Strategy (MSTR) is selling more Bitcoin, though Charles Schwab's Jim Ferraioli says the company's plans buy it "enough time" to balance cash reserves for its Stretch (STRC) preferred stock. When it comes to Bitcoin, he talks about what he calls "classic" moves the cryptocurrency is currently experiencing and weighs fundamentals against current narratives. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Under a new "BTC Monetization Program," the firm executed its largest-ever Bitcoin sale by offloading 3,588 BTC for $216 million between June 29 and July 5, 2026. The company stated the proceeds will be used to fund distributions on its preferred stock and replenish its USD reserves.  ~This Episode is Sponsored by OKX~ Trade RLUSD/XRP on OKX + claim the new user offer! Deposit $100 to get $50 ➜ https://bit.ly/OKXRP Use code: paulbarron *Terms Apply* 00:10 Sponsor: OKX 01:00 Strategy sells again 01:40 MSTR down 75% 02:40 Was the sale needed? 03:20 Market impact 04:30 The END of “never sell” 05:30 Strategy aftermath 07:50 ETH flooding into Robinhood 08:20 Crypto liquidity drying up 08:50 CLARITY window closing / odds 10:00 Trump on if BTC will on Trump accounts? 11:15 GPT-5.6 12:00 Tom Lee: July will be bullish for stocks 14:00 China / US meeting in September #bitcoin #crypto #ethereum ~Michael Saylor Sells $216 Million More Bitcoin

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Matt and Nic are back with another week of news and deals. In this episode:  Saylor releases Strategy's "Digital Credit Capital Framework" MSTR stabilizes for now though STRC is still discounted Is Saylor transitioning MSTR into a Bitcoin hedge fund? Is Strategy doing anything tricky with their mNAV calculation The OpenUSD consortium is announced Is the Tether and Circle duopoly broken? Can stablecoin consortiums work? What could cause OpenUSD to fail? Trump's 2025 diclosures include a lot of crypto  Binance leaves the EU for now  The K-pop DAT ends its digital asset ambitions Why the bottom might not be in

Bitcoin was called dead again — but while the panic was spreading, whales were buying 270,000 BTC in the biggest 30-day accumulation in Bitcoin history. This episode breaks down the Bitcoin crash, the Wyckoff spring, Kevin Warsh's inflation blink, hard asset rotation, Saylor's AI capital black hole thesis, and whether the great capital rotation back into Bitcoin has already begun. From macro liquidity and M2 money supply to Strategy, MSTR, whale accumulation, inflation, gold, silver, and capital flows, this is the Bitcoin setup most people only recognize after it's gone.SPONSORS

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The crew is joined by Selini Capital's Jordi Alexander to break down Open USD, the no-fee stablecoin from a 140-firm consortium spanning Visa, Mastercard, BlackRock, Google and Coinbase, all aimed at the Circle and Tether duopoly. Plus Saylor's new Digital Credit framework for MicroStrategy, the Ansem-fueled memecoin comeback, and ENS reigniting the “DAOs are fake” debate. Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. Joining the panel “at the moment of max pain” is Jordi Alexander, CIO of Selini Capital. First up: MicroStrategy in crisis, with MSTR down about 30% in five days and STRC hitting $71, and Saylor's answer, a new Digital Credit framework with an 18-month cash cushion and a jumbo dividend hike to 12%. Then the headline story, Open USD: a no-fee stablecoin from a 140-member consortium including Visa, Mastercard, BlackRock, Google and Coinbase, built to break the Circle and Tether duopoly. The back half covers the memecoin comeback around the Ansem coin, and ENS reigniting the “DAOs are fake” debate after Nick Johnson single-handedly blocked a governance vote, before the crew debates whether consortia are just DAOs in a suit. Let's get into it. Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform. Show highlights

The sentiment lately has been total garbage. We're deep in a bear market, the red candles are stacking up, and people are getting nervous. So, I got the guys back around the table to ask a really uncomfortable question: what happens if Bitcoin actually dies? We keep things pretty casual but talk through some heavy stuff. We debate the real dangers of leverage, the bizarre obsession with paper Bitcoin equities, and the petty developer drama surrounding mining protocols. Along the way, we come back to why many of us are still effectively all in on Bitcoin, and it's definitely not just for the price. Steve also drops an analogy about weathering the financial storm in the "basement", which it might completely change how you look at market crashes. If you're feeling the pain of this current cycle, you really need to hear where we ended up on this one. Chapters (00:00:00) - What if Bitcoin Dies? (00:03:19) - Montreal news and homeless issues (00:10:37) - Mechanic's update: BIP 110 and network (00:12:11) - Critiquing Saylor, MSTR and Bitcoin ethos (00:20:59) - Leverage and state centralization risks (00:26:09) - Stratum V2 vs Datum decentralization (00:38:35) - Decentralized hash rate marketplace (00:49:10) - BIP 110 activation and exchange policies (00:56:42) - Taproot key vs script spends analysis (01:05:11) - Bear market sentiment and new Bitcoiners (01:12:10) - Productivity, hope and social change (01:29:16) - Why Bitcoin as the only truth (01:47:59) - Bitcoin as ethical money and liberty (01:55:25) - Outro Guest Links Steve Simple Nostr (Link: https://tinyurl.com/3s6a8yn8) Steve Simple on X (Link: https://x.com/stevesimple) Bitcoin Mechanic Nostr (Link: https://tinyurl.com/2tm827ut) Bitcoin Mechanic on X (Link: https://x.com/GrassFedBitcoin) Jeff Swann Nostr (Link: https://tinyurl.com/3sjc3bcp) Jeff Swann on X (Link: https://x.com/agoristview) Jeff Swann's petition (Link: https://www.change.org/p/help-us-home) Affiliate Links Become sovereign, hold your keys, be censorship resistant with the Bitbox hardware wallet. Get 5% off everything in the store with code GUY (Link: https://bitbox.swiss/guy) Get 10% off the best Bitcoin board game in the world, HODLUP! Or any of the other great games from The Free Market Kids! Use code GUY10 at checkout for 10% off your cart! (Link: https://www.freemarketkids.com/collections/games-1) Host Links ⁠Guy on Nostr ⁠(Link: http://tinyurl.com/2xc96ney) ⁠Guy on X ⁠(Link: https://x.com/theguyswann) Guy on Instagram (Link: https://www.instagram.com/theguyswann) Guy on TikTok (Link: https://www.tiktok.com/@theguyswann) Guy on YouTube (Link: https://www.youtube.com/@theguyswann) ⁠Bitcoin Audible on X⁠ (Link: https://x.com/BitcoinAudible) The Guy Swann Network Broadcast Room on Keet (Link: https://tinyurl.com/3na6v839)

On the heels of a headline filled economic panel at the ECB's monetary forum - Carl Quintanilla, David Faber, and Leslie Picker broke down key investor takeaways and what could come next for stocks with former Fed Governor Frederic Mishkin. Plus: more on Meta's move higher following potential moves on a new AI cloud business... And elsewhere in the hour: details on the numbers sending General Mills shares to their best day in years, why the options market thinks MSTR shares will rebound, and a read from the ground on the cost of the AI buildout with the CEO of Martin Marietta... fresh off a huge deal to buy limestone supplier LHoist. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mentor Sessions Ep. 080: Fed Removes Forward Guidance, Bitcoin Cycles Break & AI's Real Impact | Joe Carlasare, American HODL & Dr. Jeff RossBitcoin may be bottoming right now — and Dr. Jeff Ross, American HODL, and Joe Carlasare just laid out exactly why. The Fed dropped forward guidance, MSTR has underperformed Bitcoin by 60%, and leverage is destroying portfolios. Here's the macro update you need to hear.In this episode you'll get Jeff Ross's case for why we're bumbling along a bear market bottom, Joe Carlasare's breakdown of the most impactful FOMC since the Bernanke era, and American HODL's blunt take on why leverage is not a time machine to being a Bitcoin OG. You'll also learn why Saylor's 32-BTC sale was a deliberate narrative violation, how three global currency blocs are forming around the dollar, gold-backed China, and Bitcoin, and what the rotation into hard assets means for the second half of 2026.⏱️ Timestamps:0:00 - Intro1:32 - Joe on Fed Paradigm Shift and Dropping Guidance3:49 - Jeff Ross Don't Fight Fiscal Stimulus5:27 - Dollar Strength Risk-Off Impact on Bitcoin8:01 - American HODL on Fed Shocking Markets Upside14:39 - Greenspan-Style Fed Under Kevin Warsh for Bitcoin16:17 - Iran Geopolitics and Three-Bloc Currency World23:26 - US Economy Check Manufacturing Real Estate GDP29:37 - AI Jobs and Low Actual Usage Rates44:07 - Bitcoin Cycles Debate Case For and Against47:15 - 2026 Resembles 2022 Treasury Firms vs Exchanges55:30 - Michael Saylor MSTR Underperformance Narrative Shift1:00:22 - 32 BTC Sale as Test Transaction Explained1:05:16 - Leverage Not Shortcut to Bitcoin OG Status1:10:04 - Q4 2026 Hard Assets Rotation Bitcoin Outlook

SUMMARY DEL SHOW Futuros ligeramente al alza este martes extendiendo el rally del lunes, con el Dow en récord sobre 52,000 puntos y el mercado atento al JOLTS, la confianza del consumidor y los resultados de Nike después del cierre. $MSTR rompe oficialmente su política de "nunca vender" Bitcoin tras acumular $32 Billones en pérdidas no realizadas, autorizando ventas de BTC para cubrir dividendos, deuda y recompras. $AMZN extiende sus promociones de verano tras confirmarse que superó a Walmart como el minorista más grande de EE.UU., mientras $LLY firma un acuerdo de distribución con Innovent Biologics para su oncológico Verzenios en China.

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In this episode, Adrian Morris joins the show to discuss Bitcoin Treasury Companies. We explore whether MSTR and STRC are over, sustainable mNAV premiums, the impact of leverage, the right way to calculate mNAV, how many such companies can realistically exist, and how this space evolves through bull and bear markets.Timestamps:00:00 What are Bitcoin Treasury Skeptics Getting Wrong?03:55 Is it over for STRC? Par vs Peg06:30 The level of correlation to Bitcoin price07:10 Critiques of STRC marketing?09:02 Market Dynamics and Bitcoin Correlation10:50 Should Strategy Do Something About STRC?13:55 Is it a waiting game?14:40 Is the bitcoin treasury risk mispriced? When is a premium justified?19:26 Leverage or Amplification embedded in the structure24:10 Operating or Financing Flows to Get Bitcoin?26:15 mNAV29:12 Thoughts on CEBE Analysis32:30 Different forms of mNAV36:12 Sentiment's role is amplified40:32 “Just Tread Water and Survive Until the Bull”42:47 Will the Correlation to Bitcoin Price increase over time?46:18 Growth Opportunities: Mergers and Acquisitions 48:23 The Bitcoin Treasury Model - How Replicable is it?51:50 Where are we in this cycle?53:42 AI Analysis: Tools and Techniques for Investors58:55 Is AI being overbuilt? 1:01:40 Open Weights and Local AI?Links: Adrian on X: https://x.com/_AdrianTrue North: https://tnorth.com/Bitcoin For Corporations: https://bitcoinforcorporations.com/Stephan Livera links:Follow me on X: @stephanliveraSubscribe to the podcastSubscribe to Substack

Crypto News: Bitcoin chart signals show the crypto market bottom is near. Ripple CEO stays bullish on bitcoin but says Saylor's strategy has hurt crypto.Brought to you by

Bitcoin just had its WORST ETF month in history — $4.1 BILLION pulled in June, with BlackRock's IBIT alone accounting for $3 billion — while gold is holding $4,000 even as the US and Iran traded fresh attacks in the Strait of Hormuz. Bitcoin is now down 30% YTD and on track for a second straight quarterly loss, with legendary investor Jeremy Grantham — who called both the dot-com and 2008 crashes — predicting on CNBC that Bitcoin will "dwindle away with a whimper." Meanwhile Peter Schiff just issued a fresh Saylor warning: MSTR can't sell Bitcoin without crashing the market, and even STOPPING buys would crush the price. Brad Garlinghouse called STRC's slide below par a "damning indictment" of Saylor's strategy as Strategy stock hit its lowest level since February 2024. Saylor responded by teasing more buying with his "we're gonna need more charts" post. We break down whether gold has officially won the safe-haven trade — and what Thursday's Jobs Report could mean for Bitcoin's July. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this crypto town hall show, Dave, Scott, and Peter Schiff discuss Michael Saylor and Strategy's new manifesto and market reaction. Topics include Strategy's long-term Bitcoin appreciation bet with no near-term selling or buying, 25-month reserves via preferreds, share repurchases, dividends, and capped BTC sales. They analyze MSTR outperforming in BTC rallies but lagging in flat markets, STRC as high-yield debt tied to future Bitcoin price, and dismissal of 2022-style forced liquidation waves. Crypto sentiment covers retail exodus and fear versus net platform buys and Solana's surprising strength and adoption. Ethereum foundation shifts are noted. The core debate examines token economics and valuations: Bitcoin as unmatched digital gold with superior security and global PoW access, versus utility tokens on Ethereum, Solana, Hyperliquid, single-use chains, and compute tokens potentially accruing value through fees, tokenization, or agentic commerce — or remaining narrative-driven distortions like the internet bubble, without real economics flowing to holders per DTCC-style analogies. Regulatory challenges around the Howey test and token pass-through are touched on, alongside a light Dogecoin versus Bitcoin exchange. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcWallStreetBets is chasing the hottest stocks again… so we ran the top ten names through OVTLYR to see if any of them are actually worth your time and money.In this breakdown, we set a ten-minute timer and go stock by stock through the most talked-about names: Micron, Wendy's, Microsoft, Nvidia, Hudbay Minerals, AMD, AMC, MicroStrategy, Meta, and Oracle. And the results were not pretty.The market itself is flashing warning signs. SPY has a sell signal, the 10 EMA is under the 20 EMA, price is under the 50 EMA, and the path of least resistance is now lower. Breadth is holding up better than expected, but trend and signal still matter.Micron had a massive run, but it's now sitting on a sell signal with fear and greed rolling over. Microsoft, Nvidia, Meta, Oracle, and MicroStrategy are all showing ugly setups. AMD had a monster buy-to-sell move, but now momentum is fading. Wendy's actually looks better than most, but still not clean enough to force a trade.The one stock with a buy signal was AMC… but it ran straight into a textbook order block. That's where trapped buyers finally got back to break even and sold as fast as possible.✅ WallStreetBets top stocks reviewed in ten minutes✅ Micron, Wendy's, Microsoft, Nvidia, AMD, AMC, MSTR, Meta, and Oracle✅ SPY sell signal, bearish trend, and market breadth✅ Outlier 9 score, fear and greed, buy signals, and sell signals✅ AMC order block and why stuck buyers can crush ralliesThis is not an easy-money market. If you're struggling, you're not alone. The key is knowing when to trade, when to skip, and when the setup simply is not there.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

Vinny Lingham warned 18 months ago that Michael Saylor would harm Bitcoin more than FTX. Now he maps how the Strategy empire breaks and the one move that could slow the bleed. ======================================================== Thank you to our sponsor! ⁠⁠⁠⁠⁠Fidelity⁠⁠⁠⁠⁠: Fidelity has been building in crypto and DeFi since 2014 — now they're hiring. Explore career opportunities at one of the most forward-thinking names in finance here: ⁠⁠⁠⁠⁠crypto.fidelitycareers.com⁠⁠⁠⁠⁠. ⁠⁠⁠⁠⁠Cape⁠⁠⁠⁠⁠: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at cape.co/unchained (use code: UNCHAINED). ======================================================== Strategy's stock has fallen over 80% from its November 2024 high, its STRC preferred trades well below par, and a fresh $335 million raise has done nothing to restore confidence. Vinny Lingham, co-founder of Praxos Capital, tweeted in October 2024 that Michael Saylor would do more damage to Bitcoin than FTX. On Unchained, he argues the collapse was always predictable, and that this is not a Ponzi but what he calls a 'Saylor scheme.' Lingham maps how the empire breaks once MSTR trades at a discount to mNAV, why the 32-Bitcoin sale and the $1.5 billion buyback of 2029 converts blew Saylor's runway, and why $6.7 billion in convertible notes raises default risk by 2028. He also weighs a Soros-style attack theory and the switch to bimonthly dividends. His fix is the one thing Saylor won't do: stop buying, stop diluting, wait it out. The question is who removes the biggest buyer of Bitcoin, him or the market. Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Laura Shin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Host / Unchained Guests: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vinny Lingham - Co-founder of Praxos Capital Timestamps

Matt and Nic are back for another week of news and deals. In this episode:  Our recording snafu STRC's depeg explained Saylor's path forward Why Strategy's issue is the converts  Polymarket's questionable marketing Trump's Quantum EOs

Crypto News: Bitcoin crashes down to $58,000. Rosen Law Firm is looking to launch a class action lawsuit against Michael Saylor's Strategy. Financial giant SBI Holdings agrees to buy Japanese Bitcoin exchange 'Bitbank' for $288 million.Brought to you by

Bitcoin just hit its lowest level since October 2024 — dipping as low as $58,000 with US spot Bitcoin ETFs seeing RECORD investor flight. The bear catalysts are stacking faster than any point this cycle: Saylor's Strategy just hit a 2-year low (-46% in 30 days), STRC briefly cratered to $74 (designed for $100), the company has only ~10 months of dividend coverage left with $1.2B in annual obligations, and Rosen Law Firm just launched a class action probe — with Saylor responding only that "volatility tests every capital structure." Add Binance LEAVING the EU after failing MiCA (France, Italy, Poland, Spain), the Nasdaq losing $1 TRILLION in 27 minutes today with no headline trigger, BitGo laying off 15% of staff, and the CLARITY Act at real risk of slipping to fall. But the bull signals are quietly stacking: US households are sitting on $3.2 TRILLION in cash (record high), Tom Lee's BitMine just joined the Russell 1000, SBI is acquiring Japan's largest crypto exchange, and Kalshi is targeting a $40 BILLION valuation. We break down whether this October 2024 echo marks the cycle bottom or the next leg lower. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:09) Micron Madness: Earnings and Expectations (10:02) The AI Chip War: OpenAI's Custom Chip Announcement (17:32) Meta's New Ventures: Prediction Markets and Glasses (31:49) Meta's Capital Allocation and Market Comparisons (32:08) Lime's IPO and Business Model Insights (36:38) MicroStrategy's Bitcoin Strategy and Market Impact (42:03) The Future of MicroStrategy and Bitcoin's Viability (45:10) Quarterly Reporting vs. Semi-Annual Reporting for Companies (52:41) Researching Industries and Competitors (56:11) Wise's Business Performance and Market Positioning ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin just broke below its 200-week moving average, Strategy's STRC is cracking, MSTR is under pressure, and the rumor spreading fast is that Michael Saylor may be forced to sell Bitcoin. But is this really the beginning of a Bitcoin death spiral — or just another brutal shakeout in a long-term cycle? In this episode, Hurley breaks down Saylor liquidation fears, STRC and MSTR panic, Bitcoin's realized price, ETF outflows, the AI bubble, fiat currency collapse, and why the real death spiral may not be Bitcoin at all.SPONSORS

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The Last Trade: Jackson, Michael, and Brian go signal versus noise on the most confusing Bitcoin tape in years, with Bitcoin in the 50s and roughly 50% off its all-time high. They make the deep value case (a 5-year DCA into Bitcoin now nearly matches the S&P 500 while sitting 50% below its highs, the 200-week moving average flashing, and a gold analog that ran 750% off a similar drawdown), break down the Strategy / stretch (STRC) confidence crisis and why the whole DAT experiment increasingly looks like an objective failure, and riff on Warsh's Fed, the hyperscaler free cash flow cliff, Trump's quantum order, and Meta moving into prediction markets.---

host Mark Longo is joined by Henry Schwartz from Cboe and Mike Tosaw from St. Charles Wealth Management to break down the wildest trends shaking up the options market as we wrap up the first half of 2026. The crew dives headfirst into the massive tech market crosscurrents following Micron's blockbuster earnings release. Is the tech wreck fading, or are single-name equity options setting up for a major fade? Plus, the team analyzes a surprising spike in the VIX driven entirely by SPX upside FOMO positioning. In this episode's Trading Block and Odd Block segments, the panel uncovers questionable, high-volume flow in some very unusual names: Bumble (BMBL): Checking back in on the land of ladies looking for love. Why are traders suddenly buying up the August $3 calls on this beaten-down name? Klarna (KLAR): A massive institutional call-selling sweep hits this buy-now-pay-later fintech giant. Is it delta hedging or a short-term volatility play? Chime Financial (CHYM): A deep look into a massive, wide-collar strategy using low-delta puts and calls ahead of August earnings. The Silver Saga: Mike Tosaw addresses the live chat backlash after hesitating to pull the trigger on his famous $40 SLV put claim. Around the Block: The team previews what to expect from market volume, oil prices, and crypto/MSTR volatility heading into the upcoming America 250 holiday week.

host Mark Longo is joined by Henry Schwartz from Cboe and Mike Tosaw from St. Charles Wealth Management to break down the wildest trends shaking up the options market as we wrap up the first half of 2026. The crew dives headfirst into the massive tech market crosscurrents following Micron's blockbuster earnings release. Is the tech wreck fading, or are single-name equity options setting up for a major fade? Plus, the team analyzes a surprising spike in the VIX driven entirely by SPX upside FOMO positioning. In this episode's Trading Block and Odd Block segments, the panel uncovers questionable, high-volume flow in some very unusual names: Bumble (BMBL): Checking back in on the land of ladies looking for love. Why are traders suddenly buying up the August $3 calls on this beaten-down name? Klarna (KLAR): A massive institutional call-selling sweep hits this buy-now-pay-later fintech giant. Is it delta hedging or a short-term volatility play? Chime Financial (CHYM): A deep look into a massive, wide-collar strategy using low-delta puts and calls ahead of August earnings. The Silver Saga: Mike Tosaw addresses the live chat backlash after hesitating to pull the trigger on his famous $40 SLV put claim. Around the Block: The team previews what to expect from market volume, oil prices, and crypto/MSTR volatility heading into the upcoming America 250 holiday week.

Crypto analyst firm CryptoQuant warns Strategy (MSTR) that it needs to stop focusing on Bitcoin accumulation and instead turn to rebuilding its cash pile. Charles Schwab's Nathan Peterson explains why the headline is catching attention from crypto traders as Strategy hits a new 52-week low. He also touches on the latest developments on the Clarity Act and offers technical analysis on Bitcoin through the five-year chart. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Was Michael Saylor wrong to sell Bitcoin? Matt Cole breaks from his fellow critics on Strategy, S&P's junk rating on MSTR, and whether the model is breaking. ======================================================== Thank you to our sponsor! ⁠⁠⁠⁠Fidelity⁠⁠⁠⁠: Fidelity has been building in crypto and DeFi since 2014 — now they're hiring. Explore career opportunities at one of the most forward-thinking names in finance here: ⁠⁠⁠⁠crypto.fidelitycareers.com⁠⁠⁠⁠. ⁠⁠⁠⁠Cape⁠⁠⁠⁠: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at cape.co/unchained (use code: UNCHAINED). ======================================================== Strive's Matt Cole had just lived through what he called the most difficult day in the history of digital credit when he sat down to defend it. STRC had touched $82.50, SATA had slipped into the low nineties, and the Bitcoin treasury trade was suddenly the most argued-over corner of crypto. Cole came from a pension background and built Strive into one of the largest Bitcoin treasury companies around a single conviction: that structured credit can solve an income problem fiat can't. The critics, he argues, can't even agree with each other on what is actually wrong. Was last week a leverage liquidation or a crack in the model? Did Michael Saylor quietly change his story? And is wrapping Bitcoin in preferred stock a betrayal of its ethos or the bridge most people actually need? Laura Shin pressed on all of it. Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Laura Shin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Host / Unchained Guests: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Matt Cole - Chairman and CEO of Strive Timestamps

On this episode, Mark Longo is joined by Bill Ulivieri of Cenacle Capital Management to break down the latest action across Bitcoin, IBIT, and the wider crypto derivatives space. The guys dive deep into MicroStrategy (MSTR), discussing its current 26% discount to net asset value and why Bill is looking to sell the $100 par puts "with reckless abandon." They also explore the Altcoin Universe—including the growing volume in PER (Hyperliquid), the latest on Circle, and a look at decentralized AI tokens like BitSensor (TAO)—before tackling a listener question on major regional transaction regulations that could ripple across the broader digital asset landscape. In this episode, we break down: Bitcoin & iBit Breakdown: Navigating the dip to $62K, current iBit options flow, and the anticipation of a July 4th Clarity Act pop. The MSTR Volatility Monster: Why MSTR options are trading at nearly 2x the volatility of iBit, and how to trade the current net asset value (NAV) discount. Altcoin Universe: Deep dives into ETH futures, BMNR earnings, Circle time-spreads, and the rise of decentralized AI tokens like BitSensor (TAO). Crypto Questions: Breaking down new regional digital asset transaction acts, what they mean for self-custody wallets, and the upcoming industry pushback against surprise transaction fees.

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Crypto News: Michael Saylor's Strategy's preferred stock STRC continues to trade under $90 after depegging from $100. There will be a "sprint of meetings next week" to "finalize key details" for The Clarity Act.Brought to you by

Strategy's recent sale of 32 Bitcoin came with unusual framing: Michael Saylor said the purpose was to "inoculate the markets." Glenn Cameron, Global Head of Institutional at Onramp Bitcoin, reads that word as preparation for larger Bitcoin sales ahead, walks through the STRC prospectus and the pressure points (Strategy now trading at 84% of NAV, the cash reserve cut to roughly seven months after redeeming a 0% convertible note, the board-suspendable dividend), and lands on the sharpest argument: 83% of STRC holders are retail investors sold a product marketed as "a high yield bank account" that's structurally junior equity on a volatile Bitcoin company.---

MicroStrategy founder Michael Saylor took the Consensus mainstage to unveil what he calls the killer app for Bitcoin: digital credit. Saylor explained how his company's STRC instrument, now the biggest and most liquid preferred stock in the world after just eight months, strips yield from Bitcoin's volatility to create an 11.5% tax-deferred return with near-zero volatility. He argued that digital credit is the missing bridge between Bitcoin and crypto, TradFi and DeFi, and that it opens the door to a new generation of yield coins that could transform the $350 billion stablecoin market and beyond. - Timecodes: 00:00 - Michael Saylor at Consensus Miami 2026 01:28 - How Digital Credit Works 04:47 - Bitcoin vs MSTR vs STRC Performance 07:27 - STRC Becomes The World's Biggest Preferred Stock 12:55 - The Bridge To Digital Money And Yield 18:27 - The DeFi Opportunity For Builders 19:46 - How Yield Coins Are Replacing Stablecoins 22:34 - Building The Future Of Digital Credit

Matt and Nic are back with a new week of news and deals. In this episode:  Spanish soccer club Osasuna hedges their relegation on Kalshi Strategy shocks people by buying the dip Is Strategy sacrificing MSTR to save STRC? Saylor bolsters his cash position What factors are dragging on the BTC price? Zcash fixes a scary inflation bug SBF formally applies for a Presidential pardon The CFTC proposes banning a subset of prediction market contracts Polymarket thinks that Kalshi is spying on them European fans in America for the World Cup are discovering Buc-ees The DATs are struggling Hester Peirce gives her farewell address Japanese banks are launching a joint stablecoin Will there be offshore interest-bearing USD stablecoins? Anthropic drops Fable  The thin model hypothesis What could pop the AI rally?

Jeff Dorman on why Strategy's four stakeholder classes are all losing, and why Saylor should have sold $2B of Bitcoin at once instead of $2.5M. ======================================================== Thank you to our sponsor! Fidelity: Explore opportunities at https://crypto.fidelitycareers.com ======================================================== Strategy's late-May Bitcoin sale has turned a long-running investor concern into a sharper question: how sustainable is the company's capital structure if its Bitcoin accumulation strategy now comes with large cash obligations? Jeff Dorman, chief investment officer at Arca, joins Laura Shin to discuss why the sale changed his view of the risks around Strategy. After months of pushing back on fears of forced selling, Dorman says the company's preferred-share financing has altered the analysis. He points to roughly $15 billion in preferred shares carrying 10% to 12% dividend rates, which he estimates could mean about $1.7 billion in annual cash obligations for a company without operating revenue. Dorman also breaks down the stakeholder groups shaping Strategy's choices, the tradeoffs each path may create, and the Polymarket dispute over whether Strategy sold Bitcoin in May. Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Laura Shin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Host / Unchained Guests: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Jeff Dorman - Chief Investment Officer at Arca - https://x.com/jdorman81 Learn more about your ad choices. Visit megaphone.fm/adchoices