About this episode
The episode discusses Michael Saylor's strategies and responses regarding Bitcoin investments and related metrics.
Join Bitcoin University Premium: https://www.bitcoinuniversity.com/join 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…
People in this episode
Host: Bitcoin University
Topics covered
- Michael Saylor
- Bitcoin Strategy
- DeFi protocols
- MSTR
- mNAV
- BPS
- investment advice
Keywords
- Michael Saylor
- Bitcoin
- MSTR
- DeFi
- mNAV
- BPS
- investment advice
Mentioned in this episode
Organizations: MSTR, STRC, Strategy, DeFi, SaylorTracker, Grok, YouTube, contentstack
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- MSTR Shareholders Getting Diluted · June 9, 2026
- New BIP-110 Miner Mining Blocks · June 8, 2026
- The Bitcoin Core Bear Market · June 6, 2026
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