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I want you to listen to what I'm about
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to say with the
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utmost
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urgency. Michael Sailor
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has completely and utterly changed the
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game with this week's Bitcoin purchases.
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In my opinion, this has
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taken to get to this point years upon
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years upon years and they finally did
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it. I want to congratulate every single
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person that is on the strategy team
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working for us shareholders to acquire
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as much Bitcoin as fast as humanly
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possible. I want to thank each and every
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single one of them for their dedication,
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for their thinking, for their ability to
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execute, for their ability to build a
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team of people who understand the
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mission and a team of people who are
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willing to execute at the highest
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possible level. Michael Sailor has
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changed what and how strategy will be
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viewed as in this market. Let's cover
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very quickly what they did and I want to
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go into exactly what I think is going to
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happen. But first, I need you to
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subscribe to the channel because if
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you've wondered what is the difference
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between MSTR, what is the difference
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between STRK? What is the difference
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between STRF? What is the difference
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between STRD, the new one that they
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launched? Well, my next video is going
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to cover all of that. So, subscribe to
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the channel so you don't miss out on
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that. And uh if you're on X, then follow
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uh along. And again, the message is
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extremely important. As you know,
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there's only 21 million Bitcoin, which
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means you got to get to one Bitcoin as
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quick as possible or as many Bitcoin as
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you need for your family as quick as
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possible. And I got to get this message
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out there. So, I need your help to spank
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the algorithms to get this message out
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there. And the faster you subscribe, uh
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the faster they'll get the message out
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there. But how has Michael Sailor
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completely changed this game? It's very
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very important and nuanced. Up until
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now, they moved the company to a Bitcoin
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treasury company. People like me said,
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"Ah, I believe this vision. I understand
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what's going on. Bitcoiner. Great. I can
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see what this is going to happen here in
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2020." We bought on day one or in that
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first year. Then what happened is they
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said, "Okay, we're going to sell some
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shares into the open market." After they
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pivoted the whole shareholder base,
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right? They pivoted the whole
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shareholder base and then they said,
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"We're going to sell some shares into
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the market. We're going to turn that
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premium that we see in the market into
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more Bitcoin, which is going to pump the
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share price as the price of Bitcoin goes
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up." That was the next step. Then he
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said, "I'm going to sell some
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convertible bonds. I'm going to raise
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some money selling convertible bonds on
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Micro Strategy, which is like a call
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option for a bond buyer." And he started
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getting some capital uh like that. Then
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he said, "I want a big permission from
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shareholders to sell ATMs and bonds."
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And he sold uh or shareholders approved
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2121, which is $21 billion worth of ATM,
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$21 billion worth of converts. They sold
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$3 billion worth of converts and they
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sold $21 billion worth of ATM inside of
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3 months. Then they went back to
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shareholders and said, "We want to do
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more." And shareholders said absolutely.
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At least the ones that understand. The
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morons on X, they're a different story.
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But the ones that understand, the people
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that said yes said yes, go ahead. Get it
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done. Acquire as much Bitcoin as fast as
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humanly possible, please. Strategy is
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the biggest baddest wolf in the game.
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And they will continue to be. Why?
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Because first mover advant this is the
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one thing I don't get about people
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jumping from Bitcoin Treasury company to
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Bitcoin Treasury Company. The first
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mover advantage is critical and strategy
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has it. None of these other people have
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it. Yes, everyone's talking about right
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now. Okay, so we have the ability to
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increase from week to week how much
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Bitcoin we own. Oh yes, we have the days
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to double the amount of Bitcoin. Yeah, I
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can double Bitcoin from 100 to 200 as
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well. I want to see you when you get to
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580 600,000 Bitcoin and then we'll see
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who the real baddest biggest baddest
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wolf in the game is. So, and by the way,
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I'm team sailor in case it isn't
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obvious. And of course, I'm biased. I'm
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a shareholder right
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now. So, then they did the they got the
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lift on that 2121 turned into 4242,
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right? And then they started launching
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these products, these STRK, STRF, fixed
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income products, preferred products. And
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people started going, "What the hell is
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this now?" because nobody wants to take
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this convertible debt. You've only sold,
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you know, you know, he's only gotten rid
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of $3 billion of it out of the 21 or 42.
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Now, what the hell are these products?
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Why are they interesting? How come this
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is this is, you know, out in the in the
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markets? No one really believed except
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Michael Sailor and the team at strategy.
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They clearly knew what the plan was here
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and what they were going to do with it.
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And so, what have they done? Well,
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yesterday or this week for the first
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time they bought 700 Bitcoin, 700
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something Bitcoin last
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week and
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zero
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zero of the dollars raised to buy that
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Bitcoin came from selling the ATM, the
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shares of strategy into the open market,
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which has been putting a downward
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pressure on the price. Now, I know they
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say we don't go in and we don't sell
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shares into the market on a down day. It
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would be silly of them to do that, but
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and of course this is not exactly how
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it's being played out, but the effect is
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still the same. If you're if there's a
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bunch of buy orders coming
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in, which is when they're selling the
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start the ATM. If there's a bunch of buy
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orders coming in and you're selling into
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that as
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strategy, well then if you zero that
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out, well then the only orders left in
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the market are sell orders. So there was
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downward pressure, which I believe, by
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the way, is why the convertible bonds
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have not been shifting because if you're
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a convertible bond holder, you're like,
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well, I'll just wait until the downside
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pressure on the stock is done. Because
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why why would I want to take a
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convertible bond right now when I can
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just wait until the share price is done,
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the sell pressure is lifted, there's no
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more ATMs, then there's upside full
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because you know ATMs are volatility
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dampening, right? So why would I as a
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convertible bond trader want to take
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those bonds? I wouldn't. I would want to
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wait until the ATMs are done and then I
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can get into some convertible bonds.
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Except this week, for the first time,
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zero Bitcoin was bought using ATM sales
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on MSTR. In fact, they only bought
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Bitcoin from STRK sales and STRF sales.
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And what that means
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is that if you have a short position on
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MSTR common stock, i.e.
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MSTR, you probably got a little bit of
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brown running down your legs right now
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because what he's just proven is he can
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start to scale Bitcoin purchases with
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zero ATMs on the MSTR common
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stock, which means you've got unlimited
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upside potential while continuing to
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acrue Bitcoin from the fixed income
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product.
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This is a monumental gamechanging moment
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for MSTR and people are not giving it as
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much credit. And of course, they've just
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launched Stride Now,
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STRD, and they've now got close to the
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total gambit of products they need to
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attack the fixed income markets around
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the world. By the way, these are $300
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trillion
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markets. and he's had to use the ATM and
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the downward pressure on MSTR stock to
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acquire as much Bitcoin as possible to
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legitimize the offerings of STRK, STRF
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and
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STRD because now it is the biggest
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baddest player in the game and no one
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can catch up with them. Oh, your name is
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Jack Mhers. Good luck. Oh, your name is
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Simon from Japan. Good luck.
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And even though I invested in Nakamoto,
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your name is David Bailey. Good
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luck,
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right? We have the biggest Bitcoin
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pot. And that means something when you
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are offering debt when you are offering
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fixed income products because the
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quantity and the size of the investment
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is going to
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matter in the long term to this fixed
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income market. They will choose the best
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and the biggest. And remember who the
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buyers of those converts have been.
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You're talking about
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aliance, right? You're talking about big
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big insurance companies that are buying
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these. But they're not going to go for
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anyone else. they're going to go for the
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biggest and that is strategy. But this
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move proves that you can scale these
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fixed income products, generate ATM on
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those products, let the share price of
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MSTR rocket to the upside, which by the
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way increases the implied volatility on
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MSTR, which then makes, this is the part
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that I want to see. I want to see what
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happens next because if the implied
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volatility on MSTR is going
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north, then the convertible bonds should
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be way more interesting today than they
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were on
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Friday. Because if I'm a convertible
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bond trader, I want upside
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volatility. I want any volatility. I
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want I just don't want it the volatility
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to be sideways. And Sailor has figured
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out, I assume he already knew what they
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were doing here to get this to happen to
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force V to the upside. And then by the
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way, when the V is too high, you got to
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keep the stock interesting. So the V
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starts to flatten out. Guess what you
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do? You hit the ATM on the MSTR again,
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right? You keep the market guessing
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because that is what keeps the stock
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interesting. And interesting is the word
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that Michael Sailor has been using. And
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when he kept saying interesting months
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ago, I said, "Watch out." He's saying
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interesting. Now, what does interesting
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mean to a stock to a stock? Interesting
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means up, down, just not
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sideways. And that's what they're doing
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here. They figured out how to get this
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stock to go up. They figured out how to
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get this stock to go down. And they
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figured out how to keep the stock
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interesting for the markets. And
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ultimately, they will not yet. That's
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next. Ultimately, for for a strategy,
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they will continue to buy Bitcoin. They
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will continue to stack Bitcoin for me,
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for
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shareholders. And that's exactly what I
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expect them to do. I expect them to
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always have more Bitcoin than anyone
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else. And here's what I think is going
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to
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happen for all of these products, this
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platform that Michael Sailor and the
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team is building here. There's not just
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one product here. MSTR, STRK, STRF,
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STRD. Now, right, all of these products,
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and if you want to know what all of
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these products and who they're for and
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whatever, subscribe to the channel
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because I got that video coming out
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next. But all of these products are for
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different markets, and all of these
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products are focused on different pools
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of capital within the fixed income
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market and obviously the equity market
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with MSDR.
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MSGR is a growth company and the world
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is about to see how fast growth can
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happen when you are powered by the
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engine of Bitcoin. Because here's what I
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think the next strategy is going to be
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for strategy. The next strategy for
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strategy is take this platform and if
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you think MetaPlanet is winning right
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now because they're basically every
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single equity under the umbrella of
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Bitcoin for the Japanese markets right
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now and there's capital controls in
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Japan which prevent people from
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investing in US markets. Wait and see
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what happens when strategy goes and
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lists this platform of four products in
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Japan, in Europe, in
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Brazil, in every other market where
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there are in India. All they got to do
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is go list them, right? Just feed the
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funds. list them in those markets and
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suck capital out of those markets into
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the biggest baddest player in the
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American markets. And I guarantee you
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investors are going to go, "Yeah, I want
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the one with the 700,000 Bitcoin, the
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800,000 Bitcoin, the 900,000 Bitcoin,
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the 1 million Bitcoin. I want the
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biggest baddest player." Right now
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there's games going on about who can,
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you know, buy more Bitcoin for in the
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next 90 days and all this other stuff.
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And that's cool. Cool. It's a good
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trading
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ARB. If you're watching my videos, what
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we've been talking about is what can you
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hold
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forever? And in that environment, if
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right now you are not paying attention
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to what micro to what strategy and
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Michael Sailor and the team at Strategy
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are doing, you are going to kick
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yourself. But ultimately, there's always
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only three rules to Bitcoin. Step number
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one, you buy Bitcoin. Step number two,
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shut the up. And step number three,
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you get fabulously wealthy.
