$STRC Holders are Getting SHAFTED

追加: 2026-05-06

[00:00:00]Saylor, I'm tired of this.

[00:00:02]I want Saylor back. I want the I want the giga chad Saylor back. The guy who's talking about Bitcoin.

[00:00:10]Not about his product. But I get it. I get it. Like honestly STRC is an amazing product. There's a lot of people out there who call it a Ponzi scheme and I don't think that could be any further from the truth.

[00:00:23]You know, it's it's people are comparing it to Solana and staking and getting yield on an FTX.

[00:00:30]And it's just like I don't think you understand what's happening. And I could be wrong here. Like if if Saylor actually doesn't have the Bitcoin, then yes.

[00:00:38]That would be one of the biggest Ponzis or scams in history.

[00:00:43]But I'm going to go on the assumption that Saylor actually has the Bitcoin.

[00:00:48]And if Saylor actually has the Bitcoin, then STRC is definitely not a scam or a Ponzi or anything like that.

[00:00:56]And I'm definitely not going to tell you to buy any because I don't hold any myself. STRC is not for me.

[00:01:03]But even during Saylor's presentation yesterday, he made it very clear. He had a couple slides on it, I think. But he said like if you're if you got capital to hold for I think it was 4 to 12 months, that's where STRC comes in.

[00:01:18]He said if you're holding for longer like a 10-year frame, that's Bitcoin.

[00:01:23]Bitcoin in self-custody, hopefully. But he said you want to own the asset. You want to own the commodity.

[00:01:31]So Saylor knows this. Like again, he's not I don't think he's trying to trick people here. I don't think he's trying to trick people into buying his products versus Bitcoin. And then he said if you have a long-term lens and you want some I what did he call it? Volatility or He's basically saying that if if you want more Bitcoin. He He said it in a in a better way than I did. Then you hold the equity.

[00:01:54]So he basically said if you're if you're looking for a place to park your cash for 3 to 12 months, you buy the credit digital credit STRC.

[00:02:03]If you're if you got a 10-year time frame, you buy the commodity, the asset, Bitcoin.

[00:02:08]And if you want more if you want more sats per share, if you want more Bitcoin and you have a long-term lens, then you buy the equity.

[00:02:18]So just in that sense, like again, I I don't think Saylor's trying to trick anybody here. I think that Saylor is just trying to take out the system.

[00:02:27]Take down the system.

[00:02:29]And they've captured a very small small percentage of it so far. Much more to come. The The amounts The numbers that he were he was sharing in that presentation yesterday were pretty insane.

[00:02:39]Um but it's all retail. I think large percentage of it is retail investors.

[00:02:46]So I mean it makes sense for some. It definitely It doesn't make sense for me.

[00:02:49]I think you're stupid if you're owning STRC right now.

[00:02:53]Truly. If you if you understand Bitcoin, if you understand the implications, if you understand the potential, if you understand that there is no roof, there's no ceiling on Bitcoin, and you're holding STRC right now with a fixed 11% return, I think you're stupid.

[00:03:12]Be a little bit different if we were at all-time high right now.

[00:03:15]Be a little bit different. I'd say maybe allocate a little bit over there if you need an emergency fund, but like at this exact point in time, I think that you're stupid if you're holding any stretch right now.

[00:03:26]Different, I guess, if you got some money trapped in the system. Like if you got capital trapped in the system, that's a little bit different.

[00:03:32]But it's not for me.

[00:03:34]The But I am happy about it because, you know, here here's the funny thing.

[00:03:40]Here's the funny thing is that strategy is basically like I I don't know how to word this properly without sounding like uh Because when you kind of look at this from the outside, if you don't really understand everything that's happening here, it kind of seems like a Ponzi scheme and that's why a lot of people I think believe that that's what it is.

[00:04:03]But like basically Saylor's Saylor's taking fiat and he's buying Bitcoin with it.

[00:04:11]So he's creating a bunch of demand for Bitcoin.

[00:04:14]And there's there's these rumors of like what would the price be if Saylor wasn't buying? I don't I don't subscribe to any of that because I think that the the fiat price is incredibly manipulated regardless of what's really going on.

[00:04:25]Regardless of what Saylor's doing, how much Bitcoin he's buying, at some point that gets flushed out. Like it has to.

[00:04:30]Mathematically speaking, at some point that gets flushed out. But we're still kind of there right now. Today, this exact moment, we're still in in a stage of heavy manipulation, I believe. That's just my opinion.

[00:04:44]So do I think that the price of Bitcoin would be lower if Saylor wasn't doing this? I really don't.

[00:04:49]I really don't.

[00:04:51]And like that goes against economics to say that, but I also don't think I don't have any sort of trust in the system.

[00:04:59]So Saylor's basically creating this demand for Bitcoin. He's taking Bitcoin off the market. He's eliminating millionaires.

[00:05:06]And the people who are going to be the biggest beneficiaries of this >> [snorts] >> are people holding Bitcoin in self-custody.

[00:05:14]Because you're going to get the upwards movement from that from same amount of supply a daily daily demand for this.

[00:05:26]And so Bitcoiners are are getting the the purchasing power increase. But Bitcoiners also have the freedom aspect of this. That's the whole thing here.

[00:05:35]Right? Like that's the magic of Bitcoin.

[00:05:37]That's the superpower that Bitcoin has.

[00:05:39]Is it when you have Bitcoin in self-custody, nobody can [ __ ] with you.

[00:05:45]If you have Bitcoin in self-custody and you have those keys properly properly secured, geographically distributed, nobody can [ __ ] with you.

[00:05:56]Like I just don't understand how people are just kind of glossing over that fact.

[00:06:02]So you you not only get the the benefit of the purchasing power, but you also get to be fully sovereign with that. And Saylor's basically like creating that for you.

[00:06:18]So it's it's it's wild to me how many people are missing that. How many people are bitching about it? It's like what are we doing here? What are we doing?

[00:06:26]Why would we ever complain about this?

[00:06:29]So that's again, that purchasing power of Bitcoin.

[00:06:33]We could go to 100k. We could go to 200k again. I think it's all kind of just fiat games either way for now.

[00:06:40]We could go to 2 million. There's there's really nothing to say that we can't. I I think that that's what a lot of people struggle with. They're like, "Ah, that is We can't do that. That could never happen. You're an idiot."

[00:06:52]But it's like we have nothing to compare this to. There's never been an asset, a commodity, something like Bitcoin before with a perfectly fixed supply and an ever-increasing demand. We've never seen anything like that before.

[00:07:06]Probably land. Probably land would be the closest thing we've seen to that.

[00:07:09]But the land here in my area is much different than land in Florida.

[00:07:14]The land here is much different than land in Russia. They're they're fungible. Right? They're different. My land might be worth more than somebody in Russia.

[00:07:24]My land might be worth more than somebody at the Ukraine-Russia, you know, intersection.

[00:07:31]Because you can grow things on it.

[00:07:33]There's a There's a river out here.

[00:07:35]There's trees that I could heat my home with.

[00:07:38]But it's different with Bitcoin. Bitcoin it doesn't matter what Whatever sat you hold, and this is really how people should be thinking about it. That's why I love the land analogy so much. That's what this whole course is kind of based around.

[00:07:50]Is the fact that if you're somebody who's holding Bitcoin in self-custody, you basically every every UTXO in your wallet, that's essentially like a plot of land.

[00:08:01]So it could be a small plot. If you got 50,000 sats in a UTXO, small plot.

[00:08:06]You got a UTXO with 5 million sats in it, big plot.

[00:08:10]But the way that Bitcoin works and how you should be thinking about that is like it's all kind of combined into one massive plot of land.

[00:08:17]It doesn't matter that this one's 50, one's 5 million, one's half a Bitcoin.

[00:08:23]You bring all those together just like you take pieces of land and put them all together and make it stronger. That's the same kind of thing except for sats for digital territory.

[00:08:35]So that's why I don't hold any STRC myself because I think it is stupid to be capping yourself at 11.5% because the way that they're printing money right now, the the way that they're printing money right now, that 11.5% might be a joke.

[00:08:50]If inflation's 20% and you you sold some of your Bitcoin or you took your capital that you otherwise could have purchased Bitcoin with and you parked it here, you're essentially How could I explain this?

[00:09:05]You're essentially giving your dollars to Saylor for more dollars in a system that is imploding.

[00:09:19]So you're you're giving your your dollars that you could otherwise allocate to owning the asset, the commodity, the sovereign piece of this equation.

[00:09:28]You're allocating your dollars there in STRC and basically giving him the dollars to buy Bitcoin and you're asking for dollars in return.

[00:09:41]Meanwhile, that whole dollar system itself is imploding.

[00:09:46]And not only is it imploding, but they're printing more money.

[00:09:51]And not only is it imploding and they're printing more money, but you have to ask somebody permission to access that asset.

[00:09:59]And if something were to happen, which, you know, depending on how how big your tinfoil hat is, if something were to happen and all of a sudden all the records were lost of who owns what, I know what I own because I have a Bitcoin node right here.

[00:10:12]That's my truth of source or that's my source of truth right here.

[00:10:18]But if that happens in the system, nobody knows.

[00:10:21]So you you're taking a huge risk there by giving dollars to Saylor to buy Bitcoin so that he can pay you more dollars.

[00:10:29]So there's a couple different risks there. There's there's the whole the financial system risk of just like it's, you know, done one day.

[00:10:37]Might happen, probably not.

[00:10:40]You're also risking the 11.5% actually being worse than inflation at some point here because they have to print more money to keep the system going.

[00:10:50]And as they print more money, inflation goes up. So inflation they say is like 2%. The biggest joke of all time. I don't know who how anybody could take anybody seriously who actually refers to uh the CPI being like 2 or 3%. Real inflation is like 10, 15, 20%.

[00:11:07]Depending on what country you're in.

[00:11:08]Canada here, it's like 15, 20%.

[00:11:12]So you're basically getting 11.5% back, but inflation's going up around you.

[00:11:17]Probably going to be higher. Obviously going to be higher because they have nowhere to go other than print more money.

[00:11:22]And then you have the risk of somebody else holding that asset for you.

[00:11:26]Relying on somebody else's ledger.

[00:11:29]Trusting somebody else in this insane world.

[00:11:32]So it just it doesn't make any sort of sense right now where people are taking their dollars, giving it to Saylor so that they can get more dollars back. When you have this asset, this Bitcoin over here, that you could just put that those dollars in instead.

[00:11:47]And you get all the upside.

[00:11:50]You don't it doesn't matter if that whole system collapses. It doesn't matter how much money your government prints. And the best part is that you don't have to take [ __ ] from anybody.

[00:12:01]You can go wherever you want to. As long as you have your 12 words, you can go wherever you want to.

[00:12:08]So it's not even a it's not even a decision to me.

[00:12:13]Again, I understand why Saylor's doing it and I love that he's doing it. It's just that I think only fools are putting their money in stretch right now.

[00:12:22]Only people who don't really see past 10 ft in front of them.

[00:12:27]Cuz yeah, it's attractive. 11.5% of course. Versus what?

[00:12:31]Like 3%? 2%?

[00:12:34]Of course. But they're still playing fiat games. They don't understand what's happening here. They don't understand the risks of what STRC brings.

[00:12:43]Exactly. Forced, what's up, buddy?

[00:12:45]Forced hoddle in the house. He says STRC also has variable rate risk. Yeah, it could go down.

[00:12:50]Could go up, too.

[00:12:52]But it could go down.

[00:12:55]So there's just it doesn't make any sort of sense in my head why anybody would be taking their dollars that they've earned or that they have and putting it into STRC.

[00:13:04]It just doesn't make sense. I know people are doing it. I'm happy they are, but it doesn't make any sort of sense to me.

[00:13:10]Bitcoin is what you want to hold.

[00:13:13]Bitcoin is what you want to hold. And honestly, if I needed cash in 4 to 6 4 to 12 months, I would rather just keep a little bit of cash.

[00:13:25]Unless you have like a specific deadline.

[00:13:28]And some people do.

[00:13:29]Right? Like if you know that next summer you need to replace your roof, maybe that makes sense and you don't really want to rely on the volatility of Bitcoin. It could be higher, but it could be way down. If you have capital that you need to force something in the future, STRC might make sense in that scenario.

[00:13:47]But even so, I'd be like, well, okay, well, Bitcoin's down. I'll just wait another year to buy a roof to to replace my roof.

[00:13:54]So I just I know there's arguments on both sides of it. I just don't really see none of the arguments for STRC at this stage of the game make any sense to me.

[00:14:07]So that's kind of just my uh my rant on it. Again, it's not good or bad. I love Saylor. I love what he's doing. I'm I'm very thankful that he's doing it because he's wiping out these people who aren't paying attention to what's going on right now. The millionaires in this world who are just completely head in the sand, head up their ass, whatever you want to call it, he's wiping them out.

[00:14:27]And I don't know what's going to happen with strategy and the US government down the road. I don't know.

[00:14:33]And that that's another component to it, too.

[00:14:36]Is like I don't know.

[00:14:43]I I think about this a lot as you guys and girls can probably tell.

[00:14:47]And one one possible one possible thing here. I know people in the chat here, I know. I see who's here today. I I know who's going to be, you know, calling [ __ ] on this. But one thing that could be happening here, could, not saying it's going to, not saying there's a high likelihood of it, but strategy uh Eric Trump, who's actually speaking at the uh Bitcoin conference today, the Fed conference, the shitcoin conference, uh he's speaking there today, but he he made a a point about a year ago at a at a conference. He said that he's they've known Saylor for 20 years.

[00:15:31]So again, you tie in game theory with this. If the US was doing what strategy's doing right now, they would have got like a fraction of it because the world's watching. The world's watching the US government.

[00:15:42]And again, if if you wanted to do this as a government, you wouldn't be able to do it because everybody else would say, hey, the US government, probably the most influential government on the planet, they're buying as much Bitcoin as they can. We need to be doing this as well.

[00:15:55]Right now, there's just kind of like this dance happening where oh, maybe we have some.

[00:15:59]Maybe we have some miners.

[00:16:01]Uh maybe we have some on the reserve.

[00:16:03]Nobody's really seen it yet, but maybe we have some. That's kind of where we are right now.

[00:16:08]So I think that this is a possibility.

[00:16:12]Strategy could be a proxy for the US government.

[00:16:17]The US government itself has been forming a lot of alliances and relationships with miners where they don't actually have to buy the Bitcoin, but they can get the rewards from it down the road, kind of like a longer-term sustainable strategy.

[00:16:30]And as as AI and technology kind of takes jobs, you're going to need like a UBI.

[00:16:39]And what about something like stretch?

[00:16:40]What about something that's actually built on something like Bitcoin that you can give to your citizens.

[00:16:48]So it's kind of a crazy concept right now because we're kind of in the middle of this the middle the middle class being destroyed because of AI, because of inflation, because of robotics.

[00:16:58]But what if like what's happening right now is strategy is a proxy for the US government.

[00:17:05]They're going to take that Bitcoin and they're going to be able to issue like a UBI.

[00:17:10]And meanwhile, they're kind of taking from the current elites. They're taking from the current millionaires of the world and doing this in kind of a really sneaky way.

[00:17:22]Because as much as a Bitcoiner, I'm like, well, everybody's kind of for themselves, I don't I don't want a world where there's that much unrest. I really don't.

[00:17:30]I I would rather be kind of like middle middle of the road lower than like have to have a a wall around my house because otherwise people are going to be storming the gates and killing me.

[00:17:41]Like nobody nobody really wants that world and I don't think people understand the implications of what's happening right now.

[00:17:47]So you do need some sort of a smoother transition.

[00:17:52]And I think that this could be part of that strategy.

[00:17:57]I don't know.

[00:17:58]This is just me talking aloud.

[00:18:00]Makes sense in my head, but uh that doesn't mean it's going to be reality.

[00:18:07]So that's kind of my thoughts on the whole thing.

[00:18:10]Right or wrong, who knows.