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Bitcoin has won. Global consensus is that $BTC is digital capital. The four-year cycle is dead. Price is now driven by capital flows. Bank and digital credit will determine Bitcoin’s growth trajectory. The biggest risk is bad ideas driving iatrogenic protocol changes.
Michael Saylor retweeted
True North Ep. 84: Bitcoin Is The Moat
Featuring @hillery_dan and @MasonFoard.
Timestamps:
00:00 True North Loading...
03:54 Daily Dividends Come To Strategy $MSTR
11:36 Strive's New $SATS Offering
22:48 Digital Credit As High Powered Money
27:51 AI Disruption And The $BTC Moat
36:26 Digital Credit's Growth Roadmap
45:05 Cash Reserve And $STRC Buybacks
53:14 Managing Amplification
01:01:15 Final Thoughts
Michael Saylor retweeted
Congratulations @Strategy! 99% is a mandate. But why is daily payment such an important feature to create “perfected money”?
Listen to @saylor share his view on the “holy grail” opportunity for bitcoin at @paraficapital Investor Day a few weeks before the vote date👇
Michael Saylor retweeted
This is a powerful upgrade to $STRC and digital credit. Thank you.
Saying there’s no reason to own Bitcoin because AI can hack a crypto app is like saying there’s no reason to speak English because AI can hack a messaging app.
Michael Saylor retweeted
My podcast conversation with @saturn_credit (@kevinlhr88, @eosborn88). We cover many challenging and nuanced questions on $STRC including buybacks, dividend rate, target price range, and onchain structuring.
Reminder: @Strategy's Q3 2026 earnings call is this Thursday, October 29 at 5 PM ET.
Timestamps:
00:45 CJ's Journey from Blackstone to Strategy
02:30 Strategy's Business Model: More Than Leveraged Bitcoin
08:02 Who Owns STRC? Retail vs. Institutional Investors
11:59 Institutional Demand for STRF, STRD, and STRK
14:02 Has the Selling Pressure from June Finally Ended?
17:15 Why Is STRC's Dividend Rate 12%?
30:55 Are STRC Buybacks a Sign of Weak Demand?
33:20 Strategy's Plans for Its Other Preferred Stocks
39:16 Did Strategy Grow STRC Too Quickly? How Big Can It Get?
45:49 Why Doesn't STRC Have the Same Investor Protections as SATA?
49:32 Why Not Let STRC Trade Above $100?
54:16 Can Strategy Maintain Bitcoin Amplification at Scale?
57:01 STRC vs. MSTR: Are Shareholder Interests in Conflict?
1:00:03 Do STRC Buybacks Undermine the Benefits of Perpetual Financing?
1:03:09 Maximizing Bitcoin per Share: When Should Strategy Issue Equity?
1:08:25 Behind the Scenes: How Strategy Makes Capital Allocation Decisions
1:14:02 Bringing Digital Credit Onchain with Saturn
1:17:35 Who Will Buy STRC During a Bitcoin Bull Market?
1:20:47 The Future of Onchain Credit: Global Access and Structured Products
Michael Saylor retweeted
We're excited to welcome leading Bitcoin analysts to the live Q&A during our Q3 2026 Earnings Call this Thursday, October 29 at 5 PM ET: Scott Melker (@scottmelker), Khing Oei (@khingoei), and Alex Thorn (@intangiblecoins). $MSTR
Saying there’s no reason to buy Bitcoin because anyone can create a cryptocurrency is like saying there’s no reason to learn English because anyone can invent a language.
Michael Saylor retweeted
In this week’s Hurdle Rate, the crew breaks down Strive’s biggest buy ever, 6,182 BTC to reach 43,000, plus the new $1B $SATS ATM and hitting 61% amplification on $ASST. They also discuss SpaceX’s $SPCX $40B GPU deal, why perpetual Digital Credit beats time-bound chip financing, and whether capital is the last moat.
Here’s the latest with @PunterJeff, @Werkman, @IIICapital, @AdamBLiv, and @TimKotzman.
Timestamps:
00:00 - Intro
01:39 - 43,000 BTC And The SATS ATM
04:41 - Our Largest Bitcoin Buy Ever
10:35 - Engineering Amplified $BTC
14:25 - Is The Bear Market Over?
21:49 - Inside SpaceX’s $40B GPU Deal
26:57 - GPUs Vs. Bitcoin As Collateral
31:29 - Why Perpetual Beats Time Bound
39:08 - Is Capital The Last Moat?
51:25 - Will AI Labs Hold Bitcoin?
56:05 - The Future Of Income
01:00:27 - Risk Is Mispriced
