Michael Saylor is back, and this time, MSTR has raised $1 billion to buy even more Bitcoin. In this episode, we break down why Strategy made this massive move, how they raised the capital, and what it means for Bitcoin, MSTR shareholders, and the broader market.
We also dive into the recent market volatility, the impact of the Fed’s rate cut, and why many believe we may be at — or very close to — a Bitcoin bottom. Is Saylor seeing something the market hasn’t priced in yet? And what does this aggressive accumulation strategy mean for 2024–2026?
00:00 Strategy’s Surprise Bitcoin Buy
02:08 Massive Capital Raise: $2.3B in 13 Trading Days
05:05 Accretive vs. Non-Accretive Buys & Long-Term Impact
07:35 Bitcoin Supply Lock-Up & MSTR’s Growing Accumulation
08:40 Fed Rate Cuts, Liquidity Return & Bullish Macro Signals
Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:
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