MSTR Today: Earnings call bonanza! Michael Saylor delivers another AMAZING Masterclass

追加: 2026-05-13

[00:00:00]Welcome to MSTR today and the Treasury Titans. JLD here and it is Wednesday, May 6th and Michael Sailor wants us to know that he is built for this and that is built with a capital Bitcoin B. Are you built for this? Nothing in this video is financial advice. And guess what we have going on, my friends? We have the earnings call that happened last night. And as you can see, Eric Balchunes, James Lavish, um Jeff Park right here, and Punter Jeff were the individuals chosen for the Q&A. So, I I can't be that disappointed that they didn't choose and pick a little JLD over here with his daily MSTR today show.

[00:00:45]Again, big thank you to all those people who gave the shout outs. um maybe in an upcoming one, but these are obviously heavy hitters in the Bitcoin and Bitcoin treasury company space. Um full transparency, I am in Madrid, Spain, as you are listening to this. So, I'm actually recording this um shortly shortly before I board the plane on Tuesday, May 5th. Um so, it's later in the day. The plane actually takes off at 8:40 p.m. So, I wanted, excuse [clears throat] me, to get this out um because I'm not going to be able to record an episode on the actual May 6th.

[00:01:21]Although, there's a lot that I want to report about um before I leave on this flight, but I will be recording episodes starting May 7th and beyond. I have it already locked down that I'm going to wake up in the morning first thing. I'm going to record an episode for all of you, my friends. So, because of the six hour time difference, it should be waiting for you. This video should be waiting for you in whatever platform you use, YouTube, Spotify, Apple, um even before you wake up every single morning.

[00:01:50]So today's episode is going to be packed with awesome stuff, but everything retain uh regarding the earnings call will be in tomorrow's episode and beyond because I'm sure there will be a lot to discuss. Now, Alex wants us to know that IBIT just added 4,193 Bitcoin in a single day. The gap is closing fast again. Uh, strategy had really pushed ahead with its stretch ATMing.

[00:02:15]I bits catching up now because stretch is on hold and MSTR ATM is very slight to none. So, as you can see, they are right neck and neck. Who's going to get to a million first? I actually don't even think it's going to be close. I think MSTR is going to probably get to a million before I gets to 950,000.

[00:02:34]But, we'll see. Time will tell. I think the gap's only going to widen uh once stretch gets cranking again. Uh but it's something interesting to definitely see and at the end of the day um we all win with this race. Everybody wins cuz I bits is being purchased. Um plan C says the super cycle midcycle correction theory that I've been talking about for well over two years is beginning to materialize. The business cycle is showing signs of getting ready to start it as expansion phase. We had a very healthy fast 50% midcycle correction and capitulation. We had a year-long uh we had a year of long-term holders taking healthy profits above 100,000 and then we are above the bull market support bands in short-term holder cost basis which are the key TA on onchain bearbull market pivot points. I could go on and on. All signs point to a super cycle second major peak coming in the second half of 2027 and the first half of 2028.

[00:03:25]And of course, this is in addition to the uh thing that I shared yesterday, the post I shared yesterday about the Bitcoin super cycle because it is coming. Plan C is kicking out some great content. So, I wanted to keep um sharing his stuff and let's move on. All right.

[00:03:39]Chris says MSR earnings tonight. And of course, he's talking about the earnings call that happened last night on Tuesday, May 5th. He said, "This is the first time in a long time that I'm going into the call without anything meaningful that I need addressed for those that have actually done the work.

[00:03:54]The clarity around strategy and the long-term thesis has never been higher.

[00:03:58]Bullish and I totally agree. By the way, this is incredibly bullish. They are just kicking on all cylinders. They are moving. They are shaking. Stretch has had the iPhone moment. Of course, we all wish that it was at par and hopefully it will be soon. Um but that's also obviously going to be addressed with the twice per month and then um some other awesome things that are coming up like the potential increase to 11.75 at the end of this month. Although, we'll see.

[00:04:21]Who knows? I I did add in that I want to hear about um a bank partnership. Not a need, it's just a want. I don't need to hear about it, but I would love to have heard about a bank partnership in the earnings call last night. Um you know, if it happens. Bitcoin therapist says just in Michael Strategy is currently up 4.5 billion in unrealized profit on 818,334 Bitcoin. Just so you know, it doesn't take much when you have about a 76,000 um average of Bitcoin for the uh actual purchase price for strategy over the years. When it's up around 80 or 81,000, um you make a lot of money really quick.

[00:05:01]That's 4.5 billion. Just think what happens when it goes up to a 100,000, 150,000, 250,000. Think of the profits this company will be in. Then it will be absolutely insane. Mark Harvey says, "I made Bitcoin permable, permanently bullish. I don't care if Bitcoin is 50, 100K, 150K. It will eventually be worth half of everything. I don't trade Bitcoin because I understand what I own.

[00:05:25]The supply remains limited to 21 million coins, so it will outperform all asset classes in the long term. I'm permanently bullish and Mark, I am too."

[00:05:33]Chris says, "I'm not guaranteeing that MSTR business model will succeed, but I'm betting big that it does. Nobody's going to guarantee you anything in life that's worth their grain of salt. I'm just going to tell you right now, but people like Chris and myself, we're betting big on MSTR. We're betting big on Bitcoin because we have done the work and we believe in the thesis. That is that is all we can do. At the end of the day, that is why we're here. Black Rockck doesn't stand a chance against strategy. I'm going to save actually this video for the end, but um it's it was a funny one. I'll press play in a second here, but I want to uh move on first to Mark Harvey saying most are watching stretch right now, but Seda at 99.54 just three trading days after X dividend date is a major sign of market confidence and I could not agree more. I am so impressed with Seda right now.

[00:06:21]Seda and Strive and Assist all the same company obviously they are just firing on all cylinders. And Zinx wants to follow follow up by saying lots of things happening today but this is what impresses me most. SATA has been trading back to its part despite the X dividend dates being just last Friday. Volatility has declined significantly since launch.

[00:06:38]It's rapidly maturing. People clearly want a 13% yield. Absolutely. Mark says, "Bitcoin dominance has moved meaningfully higher over the past month." And this is just a graph of the Bitcoin dominance continuing to move up and of course for us MSTR bulls, this is a very good thing. Let's move on next to this post. I just it just caught my eye and I just loved it. It says Winston Churchill used to lay 200 bricks per day to keep his mind busy when he was feeling down. Depression hates a moving targets. Um that's why I just wanted to say to everybody listening like we're all going to have ups and downs. Life is volatile. Emotions are volatile. Do you have something that you do um when you're feeling a little bit down? For me, whether I'm feeling down or not, I take a three-m walk in the morning and a three-m walk in the evening with my dog as part of my daily routine. And I love that. Um, this is going to sound kind of weird, but it's kind of like laying bricks in a way, but I have a pool and in my backyard on that pool, the tile there gets like this calcium buildup on the tile, especially where the water meets the actual tile. Um, or meets the air, I should say. Um, and I have this little, um, kind of like chipper and I just kind of go through my pool and there's thousands of tiles. It's so many, but I mean, I just go through and I have a goal of just doing 10 to 20 a day and I just chip that calcium off the tile. It's kind of similar to Winston Churchill laying bricks. I mean, it's just kind of this mindless task that I do. Oftent times I'm listening to a podcast or a YouTube video or something or a a book on Audible. Um, what are you doing? Are you exercising? Do you have something productive that you're doing?

[00:08:11]You don't just want to sit and look at at charts all day. I mean, that's not going to be helpful or healthy. Just kind of a random thing. Um, let's move on to this sailor fight now. Let's see who wins. Sailor or Larry Fink.

[00:08:22]>> Fight.

[00:08:28]Finish him.

[00:08:30]Fatality.

[00:08:33]>> Just a funny little thing I wanted to share that Adam created from AI. Oh man, we're having so much fun. And then this was interesting, too. The Bitcoin conference uh posted that the White House adviser says a big announcement is coming for Trump Strategic Bitcoin Reserve in the next few weeks. We have a big breakthrough. Let's go ahead and play this.

[00:08:49]>> Patrick, why don't we end with you? Um what what else is happening on the horizon beyond clarity? Well, obviously here at the Bitcoin conference in Las Vegas, uh you know, intense focus on on Bitcoin as an asset overall. The president signed the uh strategic Bitcoin reserve executive order last year. Uh and we've gone to work and in figuring out exactly the the uh machinations necessary and and legal uh interpretations that we need to uh to get that right and solidify that and protect the digital assets, but specifically Bitcoin that we have on the government balance sheet. So, uh, in the the next few weeks, uh, we'll be making a big announcement. I think we have a bit of a breakthrough there. Um, and, uh, obviously that needs to be followed up with legislation. Senator Lumis' Bitcoin Act. Over in the House, Representative Beg has talked about the ARMA, um, act that he has put together.

[00:09:39]So, uh, we need to to codify it, but, uh, in the meantime, we do believe we're going to be able to take a a big step forward, uh, from the executive branch side of the next few weeks. I mean, if you don't think May, June, July, August are going to be incredibly fun, bullish, incredibly volatile to the upside and the downside, um, you don't know what we're dealing with here. We got some things coming up here as we head into midterm elections in November. I mean, wow, things are going to be going crazy.

[00:10:05]So, I just say strap in. I'll be here with you every single day, even when I'm traveling for two weeks in Madrid. So, by the way, if I do miss a day or two in the next couple weeks, again, it's because I'm in Spain. I'm in Madrid. One week in Madrid, one week in Seville, um Sevilla. Um if anybody um either lives or tra has traveled to either of those places, in the comment section right below, hit me up. What do I need to do in Madrid? What do I need to do in Seville? Do you guys have a restaurant recommendation? Remember, I do have a two and a half-year-old toddler with me.

[00:10:36]So that that's that's a factor. Um but looking forward to that trip for sure and looking forward to continuing to put out this great content for you. We have, of course, a great clip from Michael Sailor coming up right now after we get back from thanking our sponsors.

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[00:11:22]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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[00:13:21]Your money markets money markets have a negative sharp ratio. the the fee charged to you by the issuer or the sponsor of the money market is higher is so high 20 or 30 basis points that this is in essence there is no return it's it's returnfree risk negative sharp ratio compare digital credit to equity equity in the world is Nvidia Nvidia's got a positive sharp ratio 1.89 8 N right now. Nobody else in the MAG 7 does. None of them return the risk that you're taking. Amazon, the volatility is 5x the return.

[00:14:04]Stretch is outperforming them all.

[00:14:08]And it's a credit instrument.

[00:14:12]Imagine imagine doing that with credit.

[00:14:15]And now let's look at assets.

[00:14:18]The S&P index doesn't return its its volatility. It's got a sharp ratio of less than one. Bitcoin, it's got a return lower than its volatility right now. NASDAQ, same thing. Gold.4.

[00:14:33]Real estate, real estate's awful, right?

[00:14:36]It's got high volatility, low return, 17, you know, 17%.

[00:14:44]Really weak. 17 basis points. So, you see, stretch has got a higher sharp ratio than any of these instruments. In fact, it's kind of like monetary fuel.

[00:14:54]And that means it competes with $300 trillion of credit, hundred trillion dollars of equity. It competes with with real estate. Digital credit is going to cannibalize. It's going to replace real estate capital, equity capital markets, credit capital markets, currency capital markets. And you can see here on the screen, most of them are just sitting with very lackluster yields, you know, and all sorts of risks and opacity. Some of them illquid. None of them compare favorably to digital credit.

[00:15:31]You can see it on the chart here, right?

[00:15:35]You walk down the street and ask a 100 people, "Do you want a 30-year bond? Do you want something you got to hold for a decade and see if you get get wealthy on it? Or do you want a bank account that pays you 10%.

[00:15:49]And the answer is everybody wants a bank account that pays them 10%.

[00:15:53]Some people that are specialists might think they can do better than that with some of their money. But every corporation, every individual, every institution has a lot of money they want to put in a bank, preserve the principle, and they want to get paid three times the money market rate or four times the money market rate.

[00:16:13]What's the second best? There is no second best.