Is Michael Saylor Cooked?
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In this video, I discuss MSTR, STRC, Saylor's responses to me on X, Saylor promoting DeFi protocols, and what all of this means for Strategy's funding of BTC purchases going forward.
I believe that Saylor has been moving the goalposts when it comes to Strategy's approach to mNAV and BPS (Bitcoin per share).
In this video, I present my own strong opinions and beliefs, along with what I believe to be strong corroborating evidence.
I may have gotten things wrong, so please do your own research and let me know in the comment section below.
Not investment advice! Consult a financial advisor.
MSTR Shareholders Getting Diluted:
https://www.youtube.com/watch?v=RnrJkZuMhe8
Grok weighs in on mNAV:
https://x.com/grok/status/2064121142743343301
Strategy's own website shows dilution:
https://www.strategy.com/purchases
mNAV chart:
https://saylortracker.com/?tab=home
Saylor responds to me:
https://x.com/saylor/status/2064391524415066324
https://x.com/mattkratter/status/2064402439047164068
Evidence showing BPS was always the main business objective:
https://x.com/phongle/status/2063617109817495698
https://x.com/phongle/status/2061472523338793310
https://x.com/phongle/status/2053091519058345995
https://assets.contentstack.io/v3/assets/bltf8d808d9b8cebd37/blt0a7be22d534bb050/69850541eb19d52d260c103b/strategy-q4-2025-financial-results.pdf
https://x.com/SemperVigilant1/status/2064435128982462894
Saylor changing metrics:
https://x.com/SemperVigilant1/status/2064428203754549550
https://x.com/davidzmorris/status/2064408601502867506
https://x.com/BigpictureBTC/status/2064131167926771730
STRC "peg" may be in trouble:
https://x.com/davidzmorris/status/2064422840141550009
Saylor attacks Danny over an innocent question:
https://www.youtube.com/watch?v=J85O-ckNxCw&t=2029s
Saylor saying that retweets are not endorsements:
https://x.com/saylor/status/2064431787565105181
https://x.com/eric_b_hodln/status/2064486282190045373
Saylor reposting DeFi garbage:
https://x.com/saylor/status/2046625651575463969
https://x.com/parkeralewis/status/2064382345692484095
https://x.com/saylor/status/2043732717376766346
https://x.com/saylor/status/2044078368035897460
https://www.strategy.com/software/video/new-market-structures-using-strc-and-bitcoin-linked-products-saturn
https://bitcointreasuries.net/news/whos-building-on-strategys-strcand-what-theyre-making
Saturn has tokens:
https://www.binance.com/en/square/post/05-07-2026-saturn-foundation-plans-token-allocation-for-season-one-participants-320469507282689
Saylor calling Ethereum and Solana "balsa wood and clay":
https://www.sahmcapital.com/news/content/bitcoin-is-steel-ethereum-and-solana-are-balsa-wood-and-clay-warns-michael-saylorstrategy-chair-says-leveraging-eth-sol-could-lead-to-catastrophe-2025-04-22
Saylor and Solana and Chainlink:
https://finance.yahoo.com/news/michael-saylor-unveils-digital-credit-110031292.html
https://ethnews.com/chainlink-becomes-the-bridge-powering-saylors-8-5b-bitcoin-bet/
Saylor's beliefs:
https://x.com/saylor/status/2064637939447935334
I am not being paid or otherwise compensated by any company or cryptocurrency project that I mention in my videos. My opinion is not for sale. Please do not contact me with any affiliate or advertising deals.
#Bitcoin
#Saylor
#MSTR
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