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slash podcast terms and conditions apply. It's March 8th JLD here. And welcome to MSTR today
1:03
and the treasury titans nothing in this video is financial advice. And Michael Sala wants us to know
1:10
that the second century begins it has begun. This is the 102nd purchase of strategy when it comes to
1:20
Bitcoin. And man, is it going to be a solid purchase? It's going to be the biggest stretch per
1:26
purchase ever based off the stretch ATM of somewhere around 4,000 to 4,500 Bitcoin. It'll be in
1:34
that range probably somewhere in the middle there. And then I'm expecting MSTR to at least double
1:40
that maybe even a little bit more again. My number is 11,356. There was a lot of great guesses in
1:47
the comment section yesterday. If you missed out guessing in the comment section yesterday,
1:51
go ahead and drop in what your guess is for tomorrow's announcements 11,356. My total guess
2:00
could be more could be less. I might be exactly right. But no matter what happens, the second
2:06
century has begun. And to me again, just like a lot of Michael sailors words, he chooses them very
2:13
wisely. I mean, this is a new era. This is like a new era of stretch finding its groove,
2:22
you know, just being in a place where it's going to be able to ATM 10 days a month, 11 days a
2:29
month, 12 days a month. I mean, we'll see what happens come a week from tomorrow when the
2:35
snapshots over. And, you know, usually, I'm sorry, stretch drops a dollar or two at that point.
2:42
Sometimes even more depending on Bitcoin sentiments. How long is it going to drop after the snapshot
2:47
when people sell to take their money elsewhere for a couple of weeks before coming back to stretch
2:53
to get the next snapshot? We'll see. Time will tell. But again, the day relentless buying pressure
2:59
has been coming in. We have begun a new era. The second century has begun stretch is absolutely
3:06
in Fuego stretch is absolutely on fire. And I just don't see anything disrupting this flow except
3:16
for a potential massive drawdown in Bitcoin. It wouldn't just be a little drawdown. It would have
3:21
to be a massive drawdown in Bitcoin to really disrupt this flow because if sentiment improves with
3:27
Bitcoin, if Bitcoin price starts pumping and starts improving, wow, watch out because we are off
3:33
to the races. Okay, now we're moving on to Irmae who just wants to comment that there be
3:38
relentless purchasing of Bitcoin means up is the only long-term possibility. Who knows what the
3:44
short or midterm possibilities are? It's it's either up or down. But the long term is it's up
3:50
is the only possibility. And Zinc says thousands of us around the world wait for this announcement
3:57
every Sunday. I'm predicting more than 250 million raised from stretch, which will be at least
4:03
4,000 plus Bitcoin if we account for the MSTR ATM that we could perhaps double it. Either way,
4:09
it's going to be pretty big. And I'm going to say Zinc's just throw a number out there. Give us
4:13
a number. What do you think? I'm going on record 11,356. Let's have some fun. I mean, come on. We
4:19
know there's over 4,000 stretch ATM. We know how to go to stretch dot live. So let's get a little
4:25
more detail here. Chris says, I'm expecting record numbers from stretch tomorrow. And I wrote
4:31
same in our record week because I mean it's going to be a big week and all likelihood. Again,
4:37
the only thing I think that could stop this week from being big smaller than last week. Or I should
4:43
say again, the only thing that I think it stopped this coming week from being bigger than last week
4:49
would be a massive drawdown in Bitcoin, which we all know the world's crazy right now. So who
4:53
knows what's going to happen. But man, I'm loving it. I really am. Okay. The Bitcoin strategy says
5:01
Ford didn't invent the automobile. Rockefeller didn't invent oil. They refined it and scaled it
5:05
for the world. Sailors doing the same thing with Bitcoin. Bitcoin is the commodity strategy is
5:10
the refinery. And look at this strategy is the standard oil of Bitcoin inputs crude oil. What do they
5:16
do at low temp? You get petroleum then all the way down to heating oil diesel jet fuel and gasoline
5:22
down at high temp high temp. That's that's the output. That's refined oil. Input raw Bitcoin low
5:28
vol dividends. You know, we're talking like stretch basically. And then as you go higher convertible
5:34
bonds, which by the way, will be gone from stretches balance sheet in around four to five years.
5:40
Equity leverage ETFs. And then of course options. So I'm pretty heavy on one and three here. Of
5:46
course, I have zero convertible bonds and never will. And those are going to be gone soon. And then
5:52
you know, the options, you know, there's those people that really have taken the time to understand
5:57
that game. And I commend them for that. But at this day and day and age, I'm just happy
6:02
holding equity for a long time. Because strategy is a Bitcoin refinery. You've got the input raw
6:09
Bitcoin. And then you've got strategy. Stretch, stride, strike, strife, convert, MSTR ETFs options.
6:16
All the way through. And then strategies made a strategic strategic decision to
6:21
secure ties Bitcoin as an asset class, Michael sailor. Let's flip in. Go. We got CJ in the house.
6:27
The beauty of the strategy business model is that scale doesn't diminish the return potential.
6:34
The return potential at 50 billion is the same as it was at five billion and will be the same at
6:39
five hundred billion. One percent of the tam total dress market is just five trillion MSTR
6:47
and stretch. What else do you need? I don't know. I honestly don't. And CJ says credit layers on
6:53
top of Bitcoin are finally maturing. The combination of stretch and Bitcoin back to loans is going to
6:58
trigger the short squeeze of the decade, speaking of which APYX wants us to know that they are
7:05
one step closer to becoming the largest stretch holder. On-chain digital credit is taking over
7:10
a new era of stablecoins has become an APYX has 40 million dollars locked and stretch. And you
7:18
think they're slowing down? No, they're only speeding up. And Mike Alfred says the first Bitcoin
7:24
boom market since 2021 started on February 6, 2026. Strap in. The next boom market could be more like
7:31
2017. Do not f it up. All right, let's see if Mike is right. Only time will tell, but I will tell
7:39
you what Michael sailor has a great clip coming at you. And as soon as you get back from thinking
7:44
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JLD free. All of that brings arbitrageers who think that someone misprice something and they want
9:03
to sell that to buy that and hold that and get rid of that. Every guy with a Bloomberg that thinks
9:10
he's smarter than you are and maybe is and maybe isn't, but it doesn't matter, right? I mean,
9:17
because they're bringing capital to the party. The entire thing is just a massive reflexive flywheel
9:23
because the more stretch we sell, the more Bitcoin goes up in price. The more stretch we sell,
9:29
the more MSTR capital grows. As capital and MSTR grows, liquidity grows, we raise more equity
9:36
capital. The Bitcoin price goes up. So we're driving MSTR, driving Bitcoin, driving stretch,
9:43
and of course soon to be driving this entire ecosystem of digital money and digital yield.
9:49
Everybody that's upstream to us levered a Bitcoin is in the ecosystem.
9:55
Everybody downstream to us levered the stretches in the ecosystem.
10:00
Who are we competing with? None of those people. We're competing with under collateralized junk bond
10:06
issuers that are going out of business in six months that are offering you five percent yield
10:12
and somebody's buying that garbage, right? And so, yeah, at some point really distressed credit
10:19
issuers are a liquid private credit. They will find it harder. Look, nobody's going to stop
10:25
buying tea bills because of this stuff. You don't got to worry about that. We're not competing
10:28
with the US government. We're competing with the marginal borrowers issuing illiquid low yielding
10:36
tax inefficient junk bonds, high yield bonds, private credit, and other types of garbage-y credit
10:42
instruments. And then the ones that sell things over the counter that you can't legally buy.
10:48
And we're actually making it available to you. So who wins? The world wins. The digital asset
10:54
of communists, everybody wins. And how big is the market? Well, there's $300 trillion of garbage
11:01
credit right now. And it's probably going to double over the next 10 years. So if you can get
11:07
5 percent or 10 percent of it, there's a 50, 60 trillion dollar opportunity. What do we need?
11:15
We need you. We need you to go tell people that this is an opportunity for the CFO or the
11:22
Treasurer. Tell your retired dad that maybe this is an opportunity to put it in the retirement
11:29
account, talk to your credit investors, talk to digital assets investors. If you run a business,
11:35
think about getting rich off of this. Create, you know, get the first license to sell digital money
11:40
in Poland or the UK or France or the UAE or Japan or Brazil, you know, or put it on a crypto
11:48
network or put it in ETF, right? What is the thing that everybody in the human race wants more of?
11:56
Money. It's the universal utilitarian product. Everybody wants more money. So I admonish all of you to
12:07
go out and make some money. They're make it for yourself or make it for your customers or make
12:11
it for your friends and family. And do it because it's the right thing to do. And it could never be
12:17
done before. And 30 years from now, everybody will have already done it. Thank you for your
12:26
time today and for your support. What's the second best? There is no second best. Ryan Reynolds
12:34
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