MSTR Today: Bitcoin’s Next Millionaire Wave Starts Here. Hang on tight Bears...

追加: 2026-05-11

[00:00:01]Welcome to MSTR today in the Treasury Titans. JLD here and it is Monday, May 11th and nothing in this video is financial advice and Michael Sailor wants us to know there are no more bears. And of course, Michael Siller is poking fun at the bears per usual because there will always be bears.

[00:00:22]There will always be miserable people.

[00:00:24]There will always be pessimists. That's the world that we live in. And that's okay. In fact, that's actually a good thing because that is what allows us to buy strategy at $100, at $125, at $1 now $80 per share. That is what gives us this opportunity that to me is the opportunity of a lifetime. And let's press the play button for this quick video by Michael Sailor. I'm going to mute the audio, but you'll get the picture here. He's just hanging out, doing his thing, letting us know there are no more bears because Michael Sailor has taken care of all the bears.

[00:00:58]Strategy says, "We've acquired 535 Bitcoin for 43 million at 80,340 per Bitcoin and have now achieved a Bitcoin yield of 9.4% year to date 2026. Now they hodddle 818,869 Bitcoin acquired for 61 billion at 75,740 per Bitcoin. And what does this tell me? This tells me exactly what we thought. It was going to be a small purchase, a small buy by by strategy last week because Stretch barely went burr. But let me tell you, Stretch has already been going burr today. It'll be going burr tomorrow, Wednesday, and Thursday before we go back into quiet mode on Friday. And we'll see how long it takes for us after Friday to get back to par. My gut says it'll take us less time, but only time will tell. And by the way, 535 Bitcoin, not too shabby.

[00:01:47]Chris says, "The real bull market that Bitcoin and MSR investors have been waiting for is about to begin. Prepare accordingly." And I will just say this, Chris, thanks to people like you. Thanks to people like you, Chris, I have prepared accordingly. And I am prepared.

[00:02:06]My bags are packed. And I know many, many people listening to this feel the same way. Zinc says, "The hardest thing as an investor is watching every other stock make incredible gains except the positions you hold. That has been the reality for Bitcoin and MSTR investors for the last uh 7 to nine months.

[00:02:22]Markets are cyclical. I have been here before and I know how this ends. Our time is coming." And Ragnar says, "Knowing why you own your positions is key. Our time will come, brother, and the others will feel the same." And guess what? I feel the same. I really do. I feel the same. I had a great run with MSTR. I know some of you rode that with me all the way from the low 100s to the mid 500s, then all the way back down to the low 100s, which was not a good ride. Um, but guess what? Many people, myself included, believe we are on the march back up and it will be glorious.

[00:02:58]Dan says, "Bitcoin is the collateral asset which people are slowly becoming comfortable with in all monetary regimes." And this is from Seth Golden who says, "Crypto assets about to go boom. Uh this is the reversal in the IBAT 21-day asset flows from 2 billion uh from sorry negative 2 billion to plus 2 billion. This reminds him of the bullish setup every uh this time 1 year ago and guess what that was quite the run. Fun Lee says strategy success is rooted in more than Bitcoin on our balance sheet. It is built on a scaled enterprise software company with a rich history of invention, institutional discipline and global scale. a brief overview and then Fong Lee goes in to go through the overview of strategy um the software company and I'm not going to go through this now because it's a lot of a lot of stuff and a lot of copy that you don't need to be read to you right now but if you want to go check out what Fong Lee said um I do love the fact that he Fong Lee the CEO of strategy is letting us know that although it's a small part of the overall strategy it is an important part of the overall strategy um so good things to hear and it was well said by Zade who says it's been really refreshing to see Fawn continue to open up his communication style over the past few months since becoming active on X. Not only has he stepped up on the communication front for strategy while doing a similar volume of interviews and media appearances, but he's also bought uh brought a very different layer to the conversation. While Sailor can say a lot with a very few words on X, Fawn tends to be a little more unfiltered and adds more personal lens on what's being built. Seeing both of them now leading communication in their own very different styles has been really refreshing change and honestly an even stronger look for strategy and Zade I absolutely agree. Chris says the biggest irony around the whole sag with Michael Siller selling Bitcoin is that MSR shareholders you know the people with actual skin in the game are not only comfortable with the idea but actually want him to do it when it is assumed beneficial. And this is so true. I will just say absolutely true. I own MSTR because I believe in Michael Sailor. I believe in Fong Lee. I believe in their strategy. I believe in the fact that they operate based off of math for us, the MSTR shareholders. I believe that they are doing what's right for us, the MSTR shareholders. So, if they sell 1,500 Bitcoin, 3,300 Bitcoin next week, next month, next year, I don't care because I know they're doing the right thing. And I also know because Michael said it multiple times, they will always be a net accumulator of Bitcoin. And at the end of the day, that's why I bought strategy for a number of reasons. For Michael Sailor, for Fong Lee, for Strategy's overall strategy, but also to be a net accumulator of Bitcoin, to be an amplified version of Bitcoin. There, I said it and is off to the races. Grain of Salt says, "Low share count is critical to a high MSTR price. Stretch, retire, converts, and buybacks are key to this strategy. Be like Berkshire."

[00:05:58]And guess what? They are going to use Stretch. They are going to retire converts and they are going to have stock buybacks and it's going to be glorious. Ragnar says, "All eyes on Stretch this week. Just hit 100 in the pre-market. We'll now have four full trading days until the X dividend date this Friday. It will be a huge week."

[00:06:18]And obviously Stretch has been burring throughout the day, binging back between essentially 99.95 and 100. So, it's been a pretty pretty solid day. You know, I think the next few days are going to be even bigger for obvious reasons. And Dan says choppiness plus distribution. And of course, we're looking at the one-year chart of going on this ride right here and then this ride and then this ride.

[00:06:42]And it looks like now we had the distribution phase. This is when the long-term holders and other just lettuce hands were selling and institutions and people with um diamond hands were buying. That's the distribution part of it and it's very healthy. James says, "Bitcoin funding rates turns slightly positive and the price jumps. I'm convinced when Bitcoin flips the 200 day moving average, the shorts will walk away, the funding premium will expand, and price will move higher violently.

[00:07:13]Until then, it's a waiting game." And guess what, James? I'm willing to wait.

[00:07:17]I really am. Chris says, "Institutional investors no longer have an informationational advantage over retail investors. X has democratized access to and enabled the collaboration of information at scale. That's why you're seeing retail investors run circles around institutional investors. This is the way. And you listening to this show right now for one day, one month, some of you one year, some of you one year, uh, sorry, one year and nine months, I think is how long I've been running this show. Um, you are running circles around institutional investors. Absolute circles. And for some of you, it might not feel that way, but if you have still been accumulating MSTR at these price points, believe me, you are running circles around institutions. Bitcoin optioner says MSR MNAV is at 1.29x.

[00:08:01]If it drops to 1.22, Sailor will sell Bitcoin. And that's okay. And I want you to know that I believe the exact same as Bitcoin Optioner. It's okay because Michael Sailor Fong Lee Strategy are going to do what's best for MSDR shareholders for the company overall of Strategy. And if you don't believe that, don't own Strategy honestly. But if you do, get flipping excited. And also get excited if you own ASST because Strive is teasing a big a big announcement.

[00:08:30]This could be anything, but I'm going to guess they say that they will acquire enough Bitcoin to become the third largest public company holder of Bitcoin. This could be through a capital raise or merger and acquisitions deal.

[00:08:40]Either way, bullish on ass. And you can see right here, they just posted this three um who knows what it means. Could mean a lot of things, but I think uh Zinc has a very good guess. They are now the third largest holder of Bitcoin. But hey, time will tell. Maybe they're gonna make it a surprise and that'll be fun as well. And I have a great clip of Michael Seller coming up as soon as we get back from thanking our sponsors. Today's episode is brought to you by Roxom, a platform building the rails for the next era of Bitcoin capital markets. If you've been watching Michael Sailor and strategy reshape how the world thinks about money, Roxom is where that movement becomes a financial system. the first capital markets denominated entirely in Bitcoin where you can trade stocks, futures, and fixed income instruments with Bitcoin as the actual currency, pricing everything in Bitcoin because that's the only way to know if your investments are actually growing your stack or just your dollar balance. And right now, two instruments on the platform are paying people in Bitcoin every two weeks. Stretch is Strategy's preferred stock, 11.5% annualized, paid monthly in Bitcoin. Seda is Strives 13% annualized every 15 days also in Bitcoin. Hold both and you have a recurring Bitcoin paycheck hitting your account twice a month from two of the most credible balance sheets in this space. This is what Roxom is building toward a world where Bitcoin is not just held, it works for you. Head to Roxom at the link below and see what your Bitcoin income could look like. Get your Bitcoin paycheck at Roxom, the Bitcoin capital markets. Link below and visit rxm.sh/register.

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[00:11:38]And and that's probably a good segue for me to talk about money and yield.

[00:11:45]The opportunity is for a thousand companies to create their own digital monetary instrument or digital yield instruments all powered by digital credit which is in turn powered by digital capital.

[00:12:02]Look at what we've done here. We've taken digital capital 35 V 39 ARR and we split it into equity and credit. The credit is three V 11% yield. the equity 72 vol 58% ARR right so you can see what happens when you trunch the commodity into a credit and an equity instrument the credit is layer two we think of layer three as money and yield and there's a lot of interesting layer three applications that your company could implement that any bank any crypto exchange any investment manager any even an individual can implement.

[00:12:49]So we define digital money as 0% volatility daily liquidity. It's highowered money, right? Zero. I can get the money back every day. I get streaming dividends.

[00:13:04]Digital yield would be maybe nonzero, maybe not liquid every single day, but it's built on digital credit.

[00:13:14]Well, you can imagine you can take stretch. You can tokenize it. You can put it in a private fund. You can put it in a public fund, an ETF. You can put it into a bank account.

[00:13:26]You can deploy it via any platform, you know, via Binance, via Coinbase, via Cash App. You can deploy it via the Commonwealth Bank in Australia or Deutsch Bank or JP Morgan or Morgan Stanley.

[00:13:42]You can take it public on the NASDAQ or the Euro next or the nice stock exchange.

[00:13:49]You can step up and down the volatility.

[00:13:52]You can step up and down the yield. You want to crank the yield to 30%, you could do that. You could actually step down the yield and then you can modify or program the liquidity from continuous to daily to weekly to monthly to quarterly to annual. We've seen people doing all these things, right? And so digital money, it come it can come as a coin. It can come as a fund. It can come as an account.

[00:14:22]When you start thinking about it this way, you realize that if you step it down, you create 0% 7 0% volatility, 7 12% yield money. like a perfect stable coin, Bitcoinbacked that pay seven and a half%. Um, there are announcements about that that are just coming out right now.

[00:14:46]There are companies that are going to do that in the crypto ecosystem.

[00:14:50]And then you can see here that why wouldn't you just lever it up 3 to one? And you know, maybe you collect $33 or $35 of dividends.

[00:15:03]You pay $8 of interest and you keep $25 on a $100 investment. So you get 25% yield.

[00:15:13]You just loop it three times. And so that's also possible with digital yield.

[00:15:18]And here are some examples of companies doing it. Apex is doing it. Saturn is doing it. uh Hermetica is doing it.

[00:15:27]There's there's a big thirst in the in the crypto economy to generate Bitcoin backed yield and so some companies are creating yield on Bitcoin with this and then there's a lot of people that want to create stable coinbacked yield. How do I get yield off my stable coins? And then that's a very straightforward thing as well and Apex and Saturn are doing that. Of course, you can also innovate with mutual funds and private funds and and you can you're seeing tokenization taking place right now. How fast?

[00:15:59]You know, the charts out of date. It's it was 0 to 200 million in the last four weeks and now it's about to go through 300 million. So, this has gone from nothing to hundreds of millions of dollars. I think we'll probably go through a billion dollars of aumum over the next four to eight weeks. So this is explosive industry downstream of stretch and we're committed to helping everybody that builds on top of STRC and we want to make it higher frequency, more liquid, less volatile. And one way we think we can do it is to double the frequency of the dividend. So go from monthly to semionthly.

[00:16:39]So you guys get paid every two weeks by your employer. So why shouldn't your assets pay you every two weeks, right?

[00:16:52]Why why wouldn't you want that?

[00:16:56]So it works out instead of 12 cycles where you have a a dividend cycle, a draw down, it goes to 24 cycles. But 24 cycles with half half of the intensity, half the dividend, which means that in theory, we should be able to get the thing to vibrate in a much tighter range, and that will decrease the ball.

[00:17:20]We we're hopeful it'll decrease the ball, increase the liquidity. That's what we would expect. And um whenever you double the frequency of something in in the physical world, that's called taking it an octave higher. A note that's an octave higher is double the frequency. It's a higher energy, you know, uh, higher fidelity signal. That's what we're doing with STRC.

[00:17:46]Um, I just make a couple of points here.

[00:17:50]It will be the only preferred stock in the world that pays semionthly out of 921.

[00:17:58]It will be the only stock in the world that pays a dividend monthly out of 24,000 comet stocks. It'll be the only one that pays semionthly. So, we are innovating in frequency and engineering, construction and um and design.

[00:18:16]But at the end of the day, the great innovations will be the people that put the funds and the coins and the tokens on top of it because they can go to hourly streaming. They can go to hourly frequency 247 365.

[00:18:30]They could, you know, l step it down, loop it up, transform it into yen, euros, dollars, whatever you might want.

[00:18:37]And so we're really excited to provide a stable platform for everyone else to build on top of it. Uh this will go to a vote and the polls will close in early June and if it's approved by the shareholders, then the first record date will be the end of June. The first payment date will be July 15th. And uh those polls are now open. So if you would like, if you're a stretch holder and you'd like to make your voice heard, you can go to our website and you can vote or you can do it here. And with that, I I will end with the thought digital credit is a killer application of Bitcoin.

[00:19:15]We expect to sell tens of billions of digital credit until we sell hundreds of billions of digital credit. And if we sell hundreds of billions of digital credit, we will then move to see if we can sell trillions of dollars of digital credit, every dollar that goes into digital credit will flow into digital capital.

[00:19:36]It will flow into the Bitcoin network.

[00:19:40]What's the second best? There is no second best.