00:00:03
I'm still confident bitcoin's going to
00:00:05
close much higher before year end before
00:00:07
year end before year end yeah so break
00:00:09
$100,000 before the end of the year yeah
00:00:11
well above 100,000 before year end it's
00:00:14
just a matter of time December second
00:00:17
hello YouTube how are you my name is
00:00:19
Mike this right here is health and
00:00:21
wealth thank you so much for joining me
00:00:23
today let's talk Misty
00:00:26
MST uh one of you Maxes if not you'll
00:00:30
Max's top fund today uh I want to go
00:00:33
over some numbers with you I want to
00:00:35
talk about talk to you about how it's
00:00:37
done in since it's Inception I want to
00:00:39
talk about um how it's doing today uh
00:00:43
think about the future and I also want
00:00:45
to go into some Bitcoin conversation
00:00:47
with you uh because it is an essential
00:00:50
part of the msty options train if you
00:00:54
will um if you don't know MST a fund
00:00:58
that's been over for eight months now
00:01:00
over at yield Max uh it pays out a
00:01:02
monthly
00:01:04
distribution um it's in group D so for
00:01:07
if you're new here Group D um is one of
00:01:10
four groups that yolax pays a dividend
00:01:13
into so group a b c and d right now we
00:01:17
are this week will be group B's
00:01:19
distribution it's a flagship ETF in
00:01:23
Group B it's top
00:01:25
producer statistically is nvd y next
00:01:29
week would be Tony Co n y and then Group
00:01:31
D is a couple of weeks from now and that
00:01:34
would be MST now there are other funds
00:01:37
in each of the groups these are the ones
00:01:38
that I predominantly talk about here on
00:01:40
this channel um and by the way if you
00:01:43
like this content hit the like button um
00:01:46
if you love this content hit the
00:01:48
Subscribe button with the other 2,000
00:01:50
that have already chosen to do that so
00:01:53
um what I would like to share with you
00:01:54
is talk about the fund um how it's doing
00:01:57
how micro strategy is doing and then
00:01:59
also
00:02:01
uh what I'm doing with it right so I'll
00:02:03
go ahead minimize my face here give me a
00:02:05
second there we go I am minimized hello
00:02:09
I'm down here now all right so the fund
00:02:12
itself uh is doing pretty well it came
00:02:15
out um geez I guess it was February of
00:02:18
this year um and so if I go to the
00:02:20
one-year chart on this it started at
00:02:23
$21.19 cents uh today you know as of
00:02:26
this second you know we're Midway
00:02:28
through the afternoon here uh it's
00:02:30
trading at $34 so you know if you're an
00:02:33
investor from day one you're happy about
00:02:35
the share price now this doesn't happen
00:02:38
often with the yield Max funds they are
00:02:41
uh highly volatile they pay out a large
00:02:44
distribution compared to your
00:02:46
traditional investing techniques but um
00:02:49
this one is almost an anomaly and I want
00:02:53
to talk to you about it's ups it's Downs
00:02:55
it's positives it's negatives okay so
00:02:57
let's go positives first then we'll talk
00:02:59
about the negative2 so positively we're
00:03:03
going up in Share value um we we had an
00:03:06
all-time low just three months ago uh
00:03:12
$197 and uh you can kind of see the
00:03:14
chart there after that it went up to all
00:03:16
the way up to
00:03:19
$423 and since then we've come we've
00:03:22
come down and we're going back up uh
00:03:25
we're currently at $34 per share now
00:03:28
what's nice about uh this is it does pay
00:03:31
a distribution every single month I'll
00:03:33
share what they've paid so far now what
00:03:36
they do is they follow One stock and
00:03:38
that stock is micro strategy micro
00:03:41
strategy is a technology company they
00:03:43
are uh a huge uh purchaser of Bitcoin
00:03:49
specifically Bitcoin um and you can see
00:03:52
the one-year chart on micro strategy has
00:03:55
astronomically climbed um the positives
00:03:58
here is if you're a share holder micro
00:04:00
strategy your the value of your what
00:04:02
you've put in has gone up over the last
00:04:04
year so you've got to be happy with that
00:04:06
for
00:04:07
sure uh Misty itself pays out a dividend
00:04:11
every month like we mentioned so far
00:04:13
it's paid out eight I've gone ahead and
00:04:15
taken those numbers and pop them onto
00:04:17
this sheet right here um so you can see
00:04:20
each one of those dividends or
00:04:22
distributions uh underneath column e
00:04:24
here and each month so so far uh it's
00:04:28
paid out $24
00:04:30
$442 give or take uh a few cents there I
00:04:33
think this thing is rounding a penny on
00:04:36
each of these but uh right around that
00:04:39
2442 it has been 8 months now right 8
00:04:42
months so we can change this up down
00:04:44
below and change that to an eight month
00:04:47
and all I did is found out the average
00:04:49
uh of each month so if you take the 2442
00:04:52
divided by 8 comes to
00:04:54
$35 a month on the average so far I
00:04:59
don't know any fund out there I don't
00:05:01
think there is any fund out there that
00:05:04
pays this much that has paid this much
00:05:07
so far this is almost an anomaly right
00:05:10
you your traditional shareholder or uh
00:05:14
ETF purchaser they're looking for a
00:05:16
return of 2 to 10% a year this thing has
00:05:20
paid far more than that so far um you
00:05:23
can see here I've also calculated the
00:05:25
share prices here
00:05:27
2119 that was as of February
00:05:30
22nd when it came out and you know today
00:05:32
it's hovering around that $34 Mark so uh
00:05:36
there has been share appreciation here
00:05:38
of
00:05:39
$12.72 as well so that's a double win
00:05:43
for Misty shareholders now um that's
00:05:46
only if you got in right away would you
00:05:48
be having that kind of share
00:05:50
appreciation of course now a lot of us
00:05:52
including myself didn't get in right
00:05:54
away um you know I'm uh 6 months into my
00:05:58
Misty journey and you know I've bought
00:06:00
and sold MTI a few times now U trying to
00:06:04
lock in some profits here and there um
00:06:07
and I think I did a pretty good job of
00:06:08
it uh I've definitely locked in $800 in
00:06:12
profits so far um which has been good
00:06:15
but um for me um I do want to have the
00:06:18
mindset of Buy and
00:06:20
Hold but I also understand that there's
00:06:23
risk with this so we talk about a uh
00:06:26
well there's talks of you know the stock
00:06:28
market just keeps going up here there's
00:06:30
talks of recession um you know uh down
00:06:35
swings bubbles the bubbles is the big
00:06:37
word that people use when it comes to
00:06:39
micro strategy and uh you know it's
00:06:43
definitely something that could happen
00:06:45
so if you are investing in these funds
00:06:48
understand that there can be dramatic
00:06:50
downside uh to the share price now I was
00:06:54
talking to a friend today I said what
00:06:56
are we doing to get ready if this
00:06:59
happens and so for me I think I'm going
00:07:02
to start to just take a little bit of
00:07:04
the distribution not a lot I'm thinking
00:07:07
10% of the distribution and setting it
00:07:09
aside in cash or buying a lower risk ETF
00:07:14
that still pays me monthly um for the
00:07:18
Whata if and I think that's important
00:07:20
right now I'm only talking about myself
00:07:23
what my risk tolerance is I am not a
00:07:25
financial advisor at all I am just a guy
00:07:28
on YouTube that talks to you once in a
00:07:31
while by the way thanks for being here
00:07:33
hit the like button if you could can you
00:07:35
I know you can um and so for me I think
00:07:38
I'm going to take 10% out especially
00:07:40
over the next uh 6 months to one year
00:07:43
here now traditionally December is an up
00:07:47
month on the market and uh what's Tommy
00:07:50
Lee said uh in an interview here he said
00:07:53
that uh after an election is won um then
00:07:59
in December it's it's a like a really up
00:08:02
market so we're we're looking at that
00:08:04
right now we're in December the Santa
00:08:06
rall is here something I've noticed over
00:08:08
the years though is January usually
00:08:10
there's a slump and so it's happened to
00:08:12
me four years in a row and so I'm
00:08:15
preparing for that this month just with
00:08:18
these distributions that I get from uh
00:08:20
navidi Cony and Misty I'm going to take
00:08:22
10% out and just leave them as cash for
00:08:25
the the unknown the wh if the you know
00:08:29
that sort of thing but for me that is a
00:08:33
a wise decision because I want to be
00:08:35
prepared for it and uh I was saying to
00:08:38
my buddy you know it's nice if this
00:08:40
happens to have some cash hanging out to
00:08:42
buy let me give you an example here
00:08:45
Misty when it dipped down to
00:08:47
$19 I didn't have cash hanging around uh
00:08:50
because you know I had invested it all
00:08:52
back into the funds that's what I'm
00:08:54
doing right now is investing them back
00:08:55
into the funds so if I had have had some
00:08:58
cash I would have been able to buy more
00:09:00
when it dipped down low and so I feel
00:09:05
like Misty and Mister they're here for
00:09:07
the long run but what could happen if a
00:09:10
market crashes is that the share price
00:09:13
could go down and so that's the negative
00:09:16
what's the positive we're still making
00:09:18
money on our distributions because the
00:09:21
volatility will be there uh and that
00:09:24
money will still come in to us now this
00:09:26
is different than say nidi right now
00:09:28
which is becoming
00:09:29
less
00:09:32
voluminous there's less volume uh with
00:09:35
NV Dy and Nidia sorry um and so we're
00:09:40
seeing our premiums coming down a little
00:09:42
bit but with micro strategy it just
00:09:45
continues to be a volatility
00:09:49
machine uh so I've shown you this uh
00:09:52
which is pretty good um let me go over
00:09:54
my personal stuff with you a little bit
00:09:56
here
00:09:59
uh just to show you kind of what I have
00:10:01
so I've got rocket lab just five shares
00:10:03
I've got Coney I added another share
00:10:05
today by the way somebody clicked on my
00:10:07
quest trade link and use my referral
00:10:10
code thanks so much you just got myself
00:10:12
and you $50 so if you're in Canada check
00:10:15
out the description below and in the
00:10:17
pined comments uh Quest trade really
00:10:20
great platform uh it's free to purchase
00:10:23
ETFs on Quest trade it uh is about $4.95
00:10:27
to sell but uh we both get 50 bucks so
00:10:30
uh what I did with that $50 today is I
00:10:33
bought one share of Coney and I bought
00:10:35
one share of nidi if you can see that at
00:10:37
the bottom of my screen now I am now at
00:10:40
399 shares of
00:10:42
niid I've got one to go and I'm done I'm
00:10:45
not buying any more nid I'm taking all
00:10:47
of the distributions minus 10% for the
00:10:50
next few months and I'm going to put it
00:10:52
all on con and Misty building up those
00:10:55
two funds so uh I'm pretty excited with
00:10:58
that now back to the Misti conversation
00:11:00
so I currently have a 100 shares of
00:11:03
Misti um you know my average price is
00:11:07
$309 and uh so market value 3,400 it's
00:11:11
uh you can't see it behind my head here
00:11:12
but it's 22% of my portfolio so you can
00:11:16
see that I I definitely need to
00:11:17
diversify a little bit here too um you
00:11:21
know 68% is nidi 22% is MTI and I'm only
00:11:26
going to talk about the yield Max ETFs
00:11:28
here 2. 43% is the Coney um in my
00:11:32
portfolio so um I love all three of them
00:11:37
uh I'm not recommending them to you but
00:11:40
for me in my risk tolerance if they all
00:11:42
go to zero today or tomorrow uh life
00:11:46
goes on S La V that's how I feel about
00:11:49
it with my portfolio but I don't know
00:11:52
talk to me about how you feel about the
00:11:54
risk do you see any downside coming up
00:11:56
here do you feel it do you think it uh
00:11:58
what do you do to prepare for it um a
00:12:02
lot of us watching this channel
00:12:04
potentially could be new investors and
00:12:06
may not have been through many of these
00:12:08
types of Corrections or uh that sort of
00:12:11
thing so um I want you to think about
00:12:14
you know what happens if the market
00:12:16
crashes and this stock price goes down
00:12:19
to $115 a share how would that make you
00:12:22
feel uh how would you react to that what
00:12:26
would change in your life these are the
00:12:28
types the questions you should ask
00:12:30
yourself and if you feel panicked about
00:12:33
it then maybe you need to get uh a
00:12:36
professional financial advisor to assist
00:12:38
you with those types of moments out
00:12:40
there not a bad idea at all um so that's
00:12:45
going to be my portfolio I also want to
00:12:46
show you my passive account here by the
00:12:48
way thanks again for three of you
00:12:50
signing up to my passive account links
00:12:52
are in the uh pinned comment but um I
00:12:55
use it just to track my dividends here
00:12:58
uh it's free for me a quest R customer
00:13:00
which is really cool uh but you can see
00:13:02
with Misty here it's catching up to nid
00:13:05
on total dividends paid out so it's paid
00:13:07
me
00:13:08
$1,785 so far uh nidi has paid me
00:13:13
$3,985 so far um and I've only had
00:13:16
navidi since April I've had Misty since
00:13:19
June uh so you know only a couple month
00:13:22
difference there but they're catching up
00:13:24
to each other and then con's way down
00:13:25
here at $11 so um I now have 2 one
00:13:29
shares it's averaging about a dollar uh
00:13:32
a month here on dividend so uh that
00:13:36
should be picking up its Pace uh I'll
00:13:38
make another video on Coney another day
00:13:41
uh I took a look at a couple other
00:13:43
things here if you haven't seen this
00:13:46
website sorry let me not zoom into that
00:13:49
uh if you haven't seen this website this
00:13:50
is the uh sailor tracker it's kind of
00:13:52
like the Santa Tracker out there but the
00:13:54
Sailor tracker Michael sailor tracks
00:13:57
every single Bitcoin purch by micro
00:14:00
strategy indicated by the Green Dots
00:14:02
here uh they have just purchased uh some
00:14:05
more
00:14:07
Bitcoin um how many uh
00:14:10
15,400 Bitcoin was purchased uh just
00:14:14
yesterday average price $95,900
00:14:30
and uh it's pretty incredible these
00:14:32
numbers um that's for sure pretty
00:14:35
incredible and uh just so you guys know
00:14:38
I'm on the Bitcoin train now and I'm
00:14:41
dipping my toe into it I've purchased uh
00:14:44
just $100 worth of bitcoin on coinbase
00:14:47
um but yeah I'm happy to get in there I
00:14:50
want to join that that Bitcoin train but
00:14:54
uh I'll scroll back up top here not to
00:14:56
make you guys dizzy but yeah take a look
00:14:58
at all these purchases of Bitcoin is
00:15:00
pretty darn impress impressive
00:15:03
here uh Michael sailor uh is making it
00:15:08
happen let's say that for sure uh so
00:15:11
I've got two videos I think you'll enjoy
00:15:13
I'll go ahead and play those for you
00:15:14
right now this one was from uh yesterday
00:15:16
morning if you don't know Tommy Lee he
00:15:19
is a predictor of the market uh he is a
00:15:21
predictor of Bitcoin he is generally
00:15:24
correct I really like what he says
00:15:27
coming up here about there could be a
00:15:29
dip before it goes up I really like that
00:15:33
for my own portfolio here uh being able
00:15:36
to purchase more Bitcoin would be uh
00:15:39
good for me especially at a discount
00:15:41
right so let's see what he says and then
00:15:43
we'll go check out the next video after
00:15:45
that I think you're going to enjoy both
00:15:46
of them if you're here this
00:15:50
long we let you go normally it got stuck
00:15:54
uh under 100 that's that's a pretty it's
00:15:57
a psychological level I would imagine
00:15:59
yeah I think some of this could be
00:16:03
there's a lot of folks who don't want
00:16:04
Bitcoin over 100,000 and and some of it
00:16:07
may be the exchanges themselves are
00:16:10
concerned because there is a pretty low
00:16:12
supply of Bitcoin available over the
00:16:15
counter so you have a supply shortage
00:16:17
and if Bitcoin makes a move above
00:16:19
100,000 I think there'd be a big chase
00:16:21
so I'm still confident bitcoin's going
00:16:23
to close much higher before year end
00:16:25
before year end before year end yeah so
00:16:27
break $100,000 before they end yeah well
00:16:29
above 100,000 before year end it's just
00:16:32
a matter of time it's December
00:16:35
2nd it's not that long Tom so it's going
00:16:38
to do it in the next four weeks Tom
00:16:40
makes both so there's Tommy Lee uh
00:16:43
really really interesting comment so he
00:16:45
feels like it's going to dip a little
00:16:47
bit but then take off um I also uh
00:16:50
watched another interview of his where
00:16:52
he feels by the end of next year he sees
00:16:54
Bitcoin at
00:16:56
$250,000 now I want you to think about
00:16:59
that not in terms of Bitcoin price but
00:17:01
how does that support micro strategy um
00:17:05
and the stock over micro strategy we've
00:17:08
talked about the positives we' talked
00:17:09
about the negatives and I want to get
00:17:12
back to the positives it is a positive
00:17:15
for micro strategy if the price of
00:17:17
Bitcoin keeps going up especially after
00:17:19
we can see up here how much Michael
00:17:21
sailor is purchasing for that company
00:17:24
pretty incredible stuff uh what I'm
00:17:26
going to do is I'm going to leave you
00:17:27
with a 9 minute interview of Michael
00:17:30
sailor himself uh yesterday on CNBC and
00:17:34
uh and then we'll go from there uh thank
00:17:37
you for watching enjoy this clip hit the
00:17:40
like the Subscribe and if you want to
00:17:42
become a member of my channel to help
00:17:44
support it grow more and more click on
00:17:47
those memberships there's two options
00:17:49
available for you and uh your time that
00:17:53
you spend with us with me is really
00:17:55
appreciated thanks for tuning in enjoy
00:17:58
the video and we'll talk
00:18:02
soon uh adding to its Bitcoin horde
00:18:05
purchasing
00:18:06
15,400 uh Bitcoin um at about
00:18:10
95,96 th000 per Bitcoin for a total cost
00:18:13
of 1.5 billion dollar the company's
00:18:16
executive chairman tweeted we hodal um
00:18:19
hotle hodal more than uh 400,000 Bitcoin
00:18:22
joining us now Michael saor micro
00:18:24
strategy executive uh chairman your
00:18:26
average Michael it's good to have you in
00:18:28
Studio again um your average for those
00:18:32
400,000 is 58,000 per per Bitcoin so
00:18:36
it's been moving higher as you keep
00:18:37
buying at higher prices we bought it
00:18:39
about 42 times since August of 2020 to
00:18:43
today from August of and and at this
00:18:45
point the strategy is to issue stock or
00:18:50
or convertible um debt of micro strategy
00:18:54
and use that to buy Bitcoin we're a
00:18:56
Bitcoin treasury company so we're
00:18:58
securitizing ing Bitcoin we're providing
00:19:00
high performance Equity we're also
00:19:03
providing convertible bonds we' provided
00:19:05
other kinds of bonds in the past but
00:19:07
primarily our our job is to bridge the
00:19:10
traditional Capital markets that want
00:19:12
bonds or they want fixed income or they
00:19:14
want Equity or they want options and we
00:19:16
plug that into the crypto economy and we
00:19:18
use Bitcoin as the vehicle to do that
00:19:22
the what percentage of the public do you
00:19:24
think understands Bitcoin at this point
00:19:27
because I I don't know if I if if it
00:19:29
helps to go into your strategy what you
00:19:32
just tweeted about if people don't even
00:19:34
understand Bitcoin and I still see it
00:19:36
everywhere that it's it's air or that
00:19:38
it's uh you know it's not like gold
00:19:42
because you can't make jewelry out of it
00:19:43
believe it or not still people saying
00:19:45
that because you can't touch it that it
00:19:48
can't be real and it can't represent
00:19:49
money so can we go into how you're
00:19:51
arbitraging it to to make a return yeah
00:19:53
here here's what you need to know okay
00:19:56
the the SNP is about 15 AR for the past
00:19:59
four years and the volatility S&P is 15
00:20:03
okay um if you want to own a commodity
00:20:05
like silver or soybeans or gold they
00:20:08
have very very low performance less than
00:20:11
15% 5% 0% you don't really want to hold
00:20:14
soybeans for a 100 years and sometimes
00:20:17
they have volatility but it doesn't last
00:20:19
that long Bitcoin is 60 volatility 60 AR
00:20:24
and it's it is a legal commodity but it
00:20:28
is an economic scarcity it is the only
00:20:30
commodity invented in the history of the
00:20:32
human race that's absolutely capped and
00:20:35
so that means you can expect it to keep
00:20:37
going up if I can give you a commodity
00:20:39
that outperforms the S&P index if I can
00:20:42
give you a commodity that's more vola
00:20:44
told in the S&P index you can put 100%
00:20:48
of your liquid assets in that commodity
00:20:51
per sec rules I can't do it with a
00:20:54
security by the way so up until Bitcoin
00:20:57
people had to use gold older real estate
00:21:00
as their commodity or they have to use
00:21:02
the US treasury bill those are all
00:21:04
underperforming the SNP and they're less
00:21:06
volatile Bitcoin is the first thing you
00:21:09
can use in your treasury that's more
00:21:11
volatile that outperforms the S&P the
00:21:14
result is if I give you a security Joe
00:21:17
that outperforms the SNP how much of it
00:21:20
do you want to buy and if I give you if
00:21:23
you're an ARB or an options Trader and I
00:21:25
give you an option that is 4X the
00:21:27
volatility S&P or with micro strategy
00:21:30
we're 10x the volatility S&P how much of
00:21:34
it do you want to trade so bitcoin's
00:21:36
unique in the history of the capital
00:21:37
markets it's the first scarcity
00:21:40
commodity outperforming the S&P more
00:21:43
volatile the SNP that you can put on
00:21:46
your balance sheet volatility at
00:21:47
sometimes is not always good thing I
00:21:48
mean it's great when something's going
00:21:50
higher um but do you don't think that
00:21:53
there'll be a drop or a significant drop
00:21:55
that comes along have we moved past that
00:21:56
because of the regulatory changes that
00:21:58
have taken place um I think it'll remain
00:22:01
volatile because it's a 247 365 Global
00:22:05
asset you can Panic sell it on Saturday
00:22:08
night you can enthusiastically buy it on
00:22:11
Sunday morning that's a feature that's
00:22:13
not a bug you've lived so you've lived
00:22:15
through some of the swings but do you
00:22:17
think we won't see the downturns like
00:22:19
we've seen in the past just because of
00:22:20
the changes we've seen I think it's
00:22:21
going to Surge through the roof and then
00:22:23
it's going to it's going to Surge to 180
00:22:25
and crash to 140 and people will be
00:22:28
freaking out out about it again but let
00:22:29
me make this one analogy volatility is
00:22:32
like fire and some people run away from
00:22:35
the fire but Henry Ford put the fire
00:22:38
into a carriage via an engine created an
00:22:41
entire industry and he gave Humanity
00:22:46
Wings can we um talk about so I I've
00:22:50
been leading up to to to for me and for
00:22:53
everybody to understand your Tweet just
00:22:54
from I think in in the last hour so what
00:22:57
did you do last week with the treasury
00:22:59
operations you were able to generate a
00:23:01
Bitcoin yield of
00:23:03
2.55% or over almost 10,000 Bitcoin to
00:23:07
shareholders using an an an Arbitrage
00:23:10
can you explain can can will I be able
00:23:12
to understand this if you explain this
00:23:15
we sold $1.5 billion dollar worth of
00:23:17
stock back by 500 million worth of
00:23:19
bitcoin we bought back 1.5 billion of
00:23:22
Bitcoin we captured nearly a billion
00:23:25
dollar gain in the Arbitrage that we can
00:23:28
do with Equity day by day when we do it
00:23:31
with debt we issue $3 billion of debt um
00:23:36
that's backed by 600 million of Bitcoin
00:23:40
that comes due in five years we pay 0%
00:23:43
interest we buy $3 billion of Bitcoin we
00:23:46
capture the $2.4 billion in the
00:23:48
Arbitrage gain up front but then over
00:23:51
the course of the five years we double
00:23:53
or or we quadruple the investment
00:23:56
because we're buying an asset which is a
00:23:58
appreciating faster than the what you
00:24:00
told me it was a it's 55% premium over
00:24:03
conversion but a zero coupon is that
00:24:05
that was a zero coupon
00:24:07
55 and you can do that because Bitcoin
00:24:09
is High Vol and the and the companies
00:24:12
that have Bitcoin on their balance sheet
00:24:14
have even higher volatility so mea is a
00:24:17
great example two weeks ago they did a
00:24:19
billion dollar convert zero coupon to
00:24:21
buy Bitcoin this week they're back in
00:24:24
the market doing another billion doll
00:24:26
convert zero coupon to buy Bitcoin you
00:24:29
can rinse and repeat that frequently
00:24:32
tell me what you think or told Microsoft
00:24:34
that they should do and what are the
00:24:36
chances that happen Microsoft is buying
00:24:38
its own stock back it's buying bonds
00:24:41
it's dividing out cash flows if they
00:24:44
simply swept their existing cash into
00:24:47
Bitcoin it probably adds a trillion to
00:24:49
the market cap and $150 to the share
00:24:52
price if they converted the dividend
00:24:54
into Bitcoin adds another $150 to the
00:24:57
share price another trillion to the
00:24:59
market cap if they replace the BuyBacks
00:25:02
with Bitcoin instead of surrendering the
00:25:04
capital they invest the capital adds
00:25:07
another trillion dollars and $150 to the
00:25:10
share price if they just take a little
00:25:12
bit of Leverage they basically take 10%
00:25:15
leverage on a on a huge stock of Bitcoin
00:25:17
they add another trillion so what I'm
00:25:20
saying is instead of surrendering the
00:25:22
capital and and then leveraging up the
00:25:25
company right now Microsoft trades at 20
00:25:28
times forward expectations so what
00:25:31
you're what you're or or I'll say it
00:25:34
95% of the Enterprise value of Microsoft
00:25:37
is based on expectations is the best way
00:25:39
to say it right and that means it has
00:25:42
it's very asset poor it's expectation
00:25:44
Rich why don't you actually buy assets
00:25:48
and instead of being 95% on expectations
00:25:51
be 50% on expectations drisk the company
00:25:55
grow the Enterprise Value and uh and
00:25:58
feed the digital economy of the future
00:26:02
what was the response the shareholder
00:26:04
meeting is uh December 10th we'll find
00:26:06
out what do you expect um glazed eyes I
00:26:11
don't have any illusions that Mega
00:26:13
corporations are going to immediately
00:26:15
Embrace Bitcoin but what I do think is
00:26:17
it's going to become part of the
00:26:19
conversation and there are about 120
00:26:22
companies that are public that are
00:26:23
starting to hold Bitcoin right now there
00:26:26
are a lot of Bitcoin standard companies
00:26:28
like like Mara like simler like uh metap
00:26:32
Planet like uh you know Rumble is
00:26:35
getting into the business and as they
00:26:38
start to buy Bitcoin and issue fixed
00:26:41
income securities and Equity Securities
00:26:43
you're going to see demand
00:26:45
increase so what inning are we in you
00:26:48
think sorry what inning it feels like
00:26:50
we're in like the second inning of of of
00:26:52
all or even maybe not even yeah I I
00:26:55
think we get into the third inning when
00:26:56
we cross 100,000
00:26:59
that's a thir right now we're still
00:27:00
early I I think that there's not a
00:27:03
softball game it's could might be a Twi
00:27:05
night double header uh even might might
00:27:07
be or you know maybe 13 or 14 Innings
00:27:10
Michael thank you um I'm going to go
00:27:13
home and think some more I think on this
00:27:15
after you come in uh and then my head
00:27:18
starts hurting and then uh then I give
00:27:20
up but thank you Joe you're walk
00:27:25
like all right there you have it um I
00:27:28
thought that was a really uh good
00:27:30
interview by Michael sailor can't really
00:27:33
stand Joe but uh Michael sailor really
00:27:36
articulate about what he's passionate
00:27:39
about and uh I always think it's really
00:27:41
important
00:27:42
to uh come at this with an even kill
00:27:45
think about uh why he says certain
00:27:48
things and so you know I am Pro Bitcoin
00:27:51
for sure but am I all in just like him
00:27:54
probably not but I think it is going to
00:27:55
be valuable in the future um so why not
00:27:58
have a little bit of it in my portfolio
00:28:00
just to diversify things so uh my name
00:28:04
is Mike this channel is health and
00:28:05
wealth you are a loyal subscriber of my
00:28:08
channel I thank you so much for being
00:28:10
here and I hope that you enjoyed this
00:28:12
video have a great night and bye for now
00:28:19
[Music]
00:28:25
[Music]
![If I Wanted to Start in Crypto in 2025, I’d Start Here [FREE COURSE]](https://ruhnrawpgxrzdrgaohnf.supabase.co/storage/v1/object/public/images/video/fbut5dLecrs/thumbnail.jpg)
