Saylor Selling BTC: Strategy Lifeline or Betrayal?
About this episode
The episode discusses Michael Saylor's controversial decision to sell Bitcoin and its implications for corporate Bitcoin treasury.
Michael Saylor built his entire identity around one promise: he would never sell Bitcoin. Last week, that promise ended. Strategy's board voted to authorize selling Bitcoin to cover dividend payments and build cash reserves — in the middle of MSTR and STRC crashing to record lows, the yield blowing up, and confidence in the whole experiment starting to crack. Is this a rational pivot? Or the beginning of the end for the world's largest corporate Bitcoin treasury? This week on The Defiant, I sat down with Scott Melker and Kaleo to get into all of it: the hollow signaling, the STRC question, whether Saylor should rip the Band-Aid and sell billions now — and what any of this actually means for Bitcoin. Spoiler: they disagree. Strongly. Guests: Scott Melker | Kaleo (CryptoKaleo) Topics: Strategy, Michael Saylor, Bitcoin, MSTR, STRC, corporate Bitcoin treasury, convertible debt
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