MSTR Today: Michael Saylor's Ownership Structure Exposed | Weekend Market Move?

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slash podcast terms and conditions apply. It's March 7th JLD here and welcome to MSTR today

in the Treasury Titans. Nothing in this video is financial advice, but fondly wants us to know

that it's time for a stretch break. I mean, after a whole week of absolutely crushing the stretch

ATM, which I know almost all of you, if not all of you, were just completely celebrating.

It's time for a break. It's the weekend. It's Saturday tomorrow Sunday. We'll get the orange

dot announcement on Sunday. Of course, it's not even a question because we know a ton of Bitcoin,

at least 4,000 Bitcoin were bought due to stretch alone and how many more via MSTR common time

we'll tell. I'm actually going to go ahead and make my pronounce right now. I think 11,356 Bitcoin

were purchased over 4,000 from stretch. And I think that MSTR did over 8,000. I'm just going to,

you know, or that would be like over 7,000. I'm just going to go ahead. That's my number 11,356.

It's definitely going to be my opinion somewhere between 5 and 15,000. That's obviously a broad

range. So I'm going to give the exact range somewhere right in the middle. And fondly,

it's time for a stretch break. And oh, by the way, anybody listening, why don't you drop your

guesses below? And again, we know that stretch did somewhere around 4,200 to 4,400, probably somewhere

in that tight range of purchases, thanks to stretch.live, STRC.live. So in the comment section,

go ahead and put your number down there. It's been a while since we've had a lot of comments because

it's been a while since we've had some excitement. But the excitement's back. I've always appreciated

those who've continued to comment. Thank you for your likes. If you want to hit a like,

hit a like on this video, by the way, if you just like what Michael Saylor and strategy did

this week was stretch, just just give the video a like. It'd be really nice to see a big boost in

likes as well. Let's make this Saturday video good with your support. You're already watching it.

That's very grateful for that. Let's give a comment. Guest the Bitcoin acquisition number. Give a

like. If you like stretch ATMing this week, both of those things will very much help this video.

So thank you. Time for a stretch break, says Vongli. And Michael says bulletproof your balance sheet.

Absolutely. I did comment. Oh, no, I made a quote post on this. So you'll have to check out my

expose. I didn't reply to Michael Saylor. And I thought it was pretty good. I think I think

people liked it. But I love how Michael says bulletproof your balanced sheet with a capital Bitcoin

B. And Michael Saylor also wants us to know that digital credit is better than private credits.

Absolutely without a doubt. That is an absolute fact. And we are being shown that's over and over

again. If anybody's been tracking, I think it's called blue owl as I believe the name of the private

equity firm who stopped pre-dimensions black rock just had a big issue. So I think even black

rocks realizing how powerful digital credit is. So it's just becoming clearer and clearer.

And strategy says digital credit is better than private credit. Well, how digital credit is liquid,

private illiquid digital transparent to opaque homogeneous against heterogeneous scalable against

discrete accessible against restricted no fee versus high fee. There's just no comparison.

And finally, once it's known, the largest institutions hold Bitcoin backed equity MSTR.

Bitcoin backed credit is next stretch. You can see Vanguard capital research management black rock,

saga Morgan Stanley UBS, all these norges bank, all these hold massive amounts of MSTR shares.

And look at they've been doing nothing but increase all except black one advisors decreased

by tiny amounts. No, no, no good reason why I'm sure. But massive increase in share ownership.

And they are just continuing to acquire and finally says stretch is next. You know, they're going

to also be adding stretch at a massive level to their portfolios. Dan says stretch is a perpetual

Bitcoin buyback program. I mean, we saw it this week stretch did nothing but buy Bitcoin all week.

Incredible stuff. Rector says single best week ever for stretch. I mean, that's an understatement.

Strategy added around 4500 Bitcoin through the stretch ATM alone with an average price of around

70,000 maybe slightly below. I expect strategy to announce up to 10,000 added Bitcoin on Monday.

Again, my number is 11,356. But you know, I'm always a little vulnerable. And you can just see the

stretch ATM analysis here Monday, Tuesday, Wednesday, Thursday, Friday. Exciting, exciting stuff.

I think this was probably taken during the day on Friday because I'm pretty sure ended at a higher

volume on Friday than 158. It kind of ended with a bang. So to speak, didn't quite get up to

Tuesday's 1.9, 199, but it was close to there. So obviously, incredibly exciting stuff and just a

good snapshot of what's going on with the ATM here. Going to move on over to Adam who says

the stretch singularity is here. Today is the biggest day for stretch volume above 100. And the

market hasn't even been open for two hours, 850 Bitcoin acquired in one hour and 50 minutes

this market opening. Are you really going to sit around and let sail by all the Bitcoin this cheap?

I mean, look at these insane numbers. Oh, man, it's just been a great week. And I think next week

is going to be as good or better is my estimation because we're even getting closer to the snapshot

dates of March 15th. So it's going to actually be a day or two before because that's on the weekend,

I believe. We got CJ saying stretch trading greater than 250 million at the $100 par. And we're

still a week out from the record dates. That's absolute insanity. I love it. And then Mark says stretch

one month volume weighted average prices now greater than $99 per their guidance. The stretch

dividend increase beyond 11.5% is unlikely. Though management can still raise at their discretion.

I think given the opportunity to accumulate large amounts of cheap Bitcoin, MSR may still

opt to raise the one to 11.75%. I am hoping this is the case as well. Because again,

why are we trying to kind of toe this line? This is just my thought. I mean, maybe Sailor's

team are running the numbers and it actually it does matter significantly. But I don't feel like

we're trying to toe the line of like, what's the perfect percentage to keep the par above 100? Is

it 11.5? Is it 11.75? Is it 11.25? That could risk us being below par for days if not weeks,

which as we saw can be thousands and thousands and thousands of Bitcoin that we failed to acquire.

That will never have the opportunity to go back in time and acquire those. So to me, I actually,

I actually say raise it to 11.75 this month, raise it to 12 next month, 12 is just a round juicy

number. And then if it's behaving correctly, then let's just call it a day at that point. That's

my thought. That's why I said, get to 12 and call it a day. And then a stretch max says, don't

think they will 11.5 seems to be the sweet spot. No reason to raise unless markets say so. And I'm

like, but why even why even like try to like think it might be the sweet spot. Let's hammer home

the sweet spot and airing on the side of caution of, let's not let this this par drop below 100

because we don't want to miss even one hour, let alone one day, let alone multiple days of

potential ATMing of stretch. Michael Sailor is dropping some serious value bombs on a video I have

come up for you. Again, I want to just say, thank you to everybody that's still watching this

through this incredibly hard seven months. It just feels like we are having a turnaround that

feels like we're on the precipice of bottoming. It's not saying that there won't be a couple more

flush outs to the downside. That's always the possibility with Bitcoin always, always, always,

but it just feels like we are experiencing the beginning of a pendulum swing. That's what it

just feels like to me. Again, no financial advice, but I just it just feels different than it's

felt the last seven eight nine months. So I'm very bullish for the remainder of 2026 and going into

2027. Of course, I'm very, very bullish, but you know, listen, I'm a permeable. That's just the

world that I live in. I've just I've decided I'm going to be an optimist through thick and thin

because I know five year, 10 year, 20 year plan. That's what wins. That is what wins. So again,

call to action in the video in the comment section, please drop your number. Just hit the pause

button right now. Hit your number of what you think sale is going to acquire for and strategy

for Bitcoin this week. I'm 11356 total guess that's that's that's a little bit of a little bit of

hopium because that's pretty aggressive, but I think it I think it could happen. And also I hit a

like button if you like hit the like button on this video. If you like what strategy's been doing

with stretch this week and video coming up of Michael sailor, as soon as we get back from

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agents at Northwestregardagent.com slash JLD free. But it's just a very simple swap of Bitcoin

yield for US dollar yield. You can't have the one without the other. But as you can see here,

this is a very powerful model and the way it works out is once you crank up the amplification,

you can expect to outperform the Bitcoin by anywhere from 30% to 100% or more and have a heck of a

good time while you're doing it. It's definitely very interesting. For those of you interested in

the relationship of amplification to growth rate, here it is. It's not very complicated.

And on the subject of digital, it's all recorded. You can download that and you can

you can screenshot that and study it.

CJ will probably do one hour podcast on that formula. You know, ask him. The big idea of digital is

every 15 seconds, we're creating value. Okay. And 15 seconds, we might sell 10 million dollars of

credit by 10 million dollars of Bitcoin, increase our capital by 10 million dollars. Loop, rinse and

repeat. We are synchronizing the capital and the credit. How do you build a 10 million dollar

building in 15 seconds? Right. We're doing it without people. We're doing it without labor. There's no

tractors. There's no bulldozers. There's no land. There's no expensive long form contracts.

Right. You don't have all of the friction of the world. Right. The reason that digital equity is

so compelling is because you're creating digital property, digital capital and digital credit

instantly in a synchronized way, friction free in cyberspace, in digital space, in financial

space, if you will. And that makes it the most transparent, most efficient, most compelling type of

credit. And so what are you going to do if you look, if I could snap my fingers and I could build

a digital building in one second, don't you think I would probably sell it to you cheaper

than the guy that took a billion dollars to create an actual building in 10 years?

If I can do this, I can give you a better deal. So what are we doing? Well, we're just making

sure the credit is twice as good or four times as good. We can pay four times as much because

we have the most efficient credit generator in the world. And I will just end with this thought

of the reflex and flywheel. It's not not complicated, but it's the credit creates the amplification.

The amplification from the credit creates the volatility. That's what creates the open

interest in the options market. All of that creates enterprise value. You're doing something. You're

accumulating capital and the capital increases the size of the enterprise. The capital we're

gathering is going into Bitcoin, creating capital appreciation. We're appreciating the value of

the Bitcoin network. You can't buy 55 billion dollars of Bitcoin without the value of Bitcoin being

higher than if you didn't buy the 55 billion. We're also putting capital appreciation on our own

balance sheet. The credit creates the equity premium. How are you not a Bitcoin holding company

while we're doubling our Bitcoin per share? Well, if you double your Bitcoin per share,

I'll give you a hundred percent premium, right? If I'm an equity investor, I have to have something

to believe in. You're doing something. The credit business creates the equity premium. The

equity premium attracts more capital. The credit thereby attracts new investor base. You get credit

investors. You get retirees, you know, incorporate treasures. They wouldn't have bought Bitcoin.

New investors. That diversifies all the macro correlations. The business is going to trade

first on the junk bond index, so the investment grade index, so the forward yield curve,

or the euro versus US dollar index, or the relationship of Bitcoin to gold, or people's view

forward view toward Bitcoin, or their view toward big tech, or macro, or something, or maybe they

just get excited about the future of digital credit. You've got a lot of different correlations.

Each of those attracts new pulls of equity. That's all of those things strengthen the brand.

Everybody wants to talk about you. The brand is who wants to talk about you. So you're continually

building awareness, and that creates optionality, right? We have the option to sell the credit,

not sell the credit. Raise the dividend lower the dividend, right? The more optionality

creates more volatility, creates more equity premium, and that creates trading, because people

disagree with you. It's like, I think it's a bad idea. I think it's a good idea. I'm going to

short it. It's too cheap. It's too expensive. Well, I don't mind if people, people short 50 billion

dollars of the instrument. They got to buy 50 billion dollars of the instrument back at some point.

That's creating the liquidity. That creates credit. In this particular case, the credit attracts

credit. And what I mean by that is, people are more likely to offer you loans against the stretch

or against the MSTR because of the liquidity and the instruments, and that attracts more capital.

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