MSTR Today: This Is Why You Should NOT Wait for a Bitcoin Dip

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slash podcast terms and conditions apply. It's March 4th, JLD here and welcome to MSTR today

and the treasury Titans. Nothing in this video is financial advice, but Bitcoin woke up today

and it chose green currently up 4.46% in the last 24 hours. You know, it's hard to believe,

but it's just great to see Bitcoin in the 70s again. I mean, if you ask me that a couple of months

ago, I'd be like worst case scenario. But now after what we've been through into the high 50s,

71,000 looks pretty nice because I think we know what this means. We've broken some support here.

It's going higher, hopefully, always, hopefully because we're living in a pretty crazy world right

now. We know everything is going on geopolitically. The macroenomics, a lot of interesting things

going on, but Bitcoin is so strong in the meantime. And what's one reason why it's so strong?

Well, because of this man, Michael Salar, who says, I'm buying Bitcoin right now. Are you? And

how is Michael Salar buying Bitcoin? Well, it's something called stretch as TRC. If you haven't

heard of it yet, stretch did look at this Insaneness, $1.99 million in volume. At the end of the day,

I was really just rooting for that 200 million to happen. The volume didn't quite get there,

but it did come pretty darn close. Of course, these are share accounts, but the actual volume on

amount of dollars was just under 200 million. So great job for stretch. Absolutely crushed it's

but well over 1,000 Bitcoin yesterday just with a stretch alone. Think about that. One day,

1,000 Bitcoin all from stretch. I mean, absolutely amazing. And on that note, Adam says 70

million dollars raised today from stretch alone. What do you think they raised in MSTR shares?

Probably another 70 million. You are not bullish enough. And then this is today's total from stretch.

I'm again, this is an estimation from strc.live, but they've been within 5% for the past few

weeks. So they really haven't dialed in here. So I highly recommend checking out that site.

It's kind of fun just to see how stretches doing throughout the day and all that amazing jazz.

Rajat says every Bitcoin that MSTR buys makes stretch stronger. As stretch to stronger, MSTR gets

to buy more Bitcoin. The feedback loop is endless. MSTR will reach 1 million Bitcoin faster than most

people think. You are not bullish enough. Agreed. Rajat, I agree. Rob says it'll be so obvious

in hindsight. You just don't just don't say no one ever told you what was happening. It's simple

financial physics. Unlimited fiat meets limited Bitcoin and a Bitcoin maxi psychopath that created

a portal for fiat to flow into Bitcoin dangling a massive care. 11.5% rock dividend. And of course,

rock is a return of capital, which means you're not paying taxes for 10 years deferred.

And each Bitcoin that he takes off the market makes a market tighter and tighter making it easier

for the market to price the market price to rise faster than the interest rate paid as a result.

The problem everyone wants immediate gratification. The strategy is playing out. It just takes time.

Stretch pounding at $100 is the next signal we need that it's working. This setup is insanely

bullish, not financial advice. Ross, we've been posting some great stuff recently. So I'd love to

see it. And then Mark says demand for stretches accelerating. This is API X an extra 1.5 million

of stretch purchase today. Check. They bought 15,000 shares of stretch. And guess what? This is just

the beginning. There's going to be 100 API X's all doing this all the same time. The reflex of

flywheel is going to be insane. These are the early movers right here that you're seeing,

buck, API X, et cetera. It's going to get crazy. And Michael Sailor is ready for it.

Rob says, I think about this often, I have zero doubt that MSTR will reach 1 million coins. Heck,

1.5 million seems likely to me and seems far off. But the market is pretty dumb. Is there a point

where other actors just choose not to play to central banks? Eventually, they can't buy an asset

where 10% of the supply is controlled by one entity and NC there's not a country slash super power

of the US holding gold. The concentration doesn't give Sailor more control over the blockchain,

but it does introduce risk in other ways. And that Rajat says, Sailor won the race to accumulate

the most Bitcoin. Second place won't even be close. Rohan says, most people overestimate how much

alpha they can squeeze from timing and underestimate how much wealth comes from waiting. And then Zinc says,

I am still getting comments from people waiting on a lower entry to buy Bitcoin, even though it dropped

to 50% within four months. Dangerous game. And I'll tell you, I recently got a hold of some extra

cash. And I'll tell you, that cash sitting in my bank account, as I was, you know, thinking like,

when is the best time for me to just dump all this into MSTR? Like it was so stressful because I know,

I just know with such certainty that MSTR is just this rocket ship that's about to take off,

that Bitcoin is just about to take off. Like every time the price moved up like $100 or $200 or $500,

Bitcoin I'm talking about. I was like, oh my god, like I've just missed it. And it was like the worst

feeling in the world. That at one point, it kind of wicked down to like 67, 5, 68,000. And I'm like,

I just, I don't care if it goes down to 64,000s from this point. I just can't, I will never be able to

live with myself. If I see it go to 71, to 75, to 87, to 94, to 103, to 130, to 175. And I'm still

sitting there just being like, just one more depth, please, just one more depth. So I luckily, and

I'm so glad I pulled the trigger at 67, 5. And guess what? It did go lower. And I sat there saying,

yeah, I could about more shares, because it just went lower. But it was like this feeling of calm

of like, this is a great entry, JLD, like just flipping relax. And I did. And now it's at 71. I would

feel sick to my stomach, even though I had, I have a massive amount of MMR shares, even before

this purchase that I just made. So it obviously would have been very good for me to see the Bitcoin

price go up no matter what. I would have been sick to my stomach right now, being like, I totally

missed a generational opportunity. And guess what? It might go back down to 67 and might go back

down to six. I have no idea. But I just know that I am so content with that decision. And I have

just been doing nothing but rooting for Bitcoin going forward. That's where I want to be. I want to

be just 100% rooting for Bitcoin, rooting for strategy, rooting for Michael Sailor, rooting for

the bulls. And that's where I am. And that's where I want to be. So thank you, thank you, thank you

to everybody out there, the bears, the fud, all those crazy, crazy people that are waiting for,

you know, 39, 27. Thank you for driving the price down into the 60s. Because man, I never,

when I started buying MMR on 2024, I never thought I'd be able to buy at these prices again.

I literally never thought I was going to be possible. And the fact that I've been able to do so,

I'm going to look back and five, 10, 15 years and be like, I'm so proud of myself

for just making this happen because, you know, extreme fear was real. It's still here. I mean,

we're in extreme fear right now. Bitcoin, greed and fear. It's extreme fear. You know,

it might today open up not so much if this price point stays around 71,000 or shots climbing higher.

But extreme fear and we've been in here for a long time. But I still was able to pull the trigger

and really, really increase my holdings of MSTR and really drive my dollar cost average

way down. And it just feels so good. And again, I don't care if it goes down to 65 or 60,

because I know where it's going to be in five years, in 10 years, in 20 years. And that's the game

that I'm playing. So Chris says, a lot of people criticize strategy for not having

quote, unquote, cash flows. What they don't understand is that that cash flows are replaced

with capital appreciation via Bitcoin. If you are not bullish Bitcoin, if you do not believe

the Bitcoin is going to appreciate it, if you do not believe Bitcoin is going up until the right

at around a 30% or more cater for the next five, 10, 15 years, you probably should not be

investing in this because you can probably do better in other areas. If you think Bitcoin's

only going to be going up 5%, 10% or so per year, go find other things to invest in. This is

for the Bitcoin bulls. Dan says, well, Dan's commenting on this. So I'll read up,

upper echelon first, expecting 3000 Bitcoin from stretch alone this week. MSTR sales to maintain

amplification for an additional 3500 Bitcoin, 7500 at 66, the 67,000 insane. And actually,

he's probably not going to buy it. Those rates anymore since we're already up to 71 right now.

But it'll still be great generational opportunity buys for for sailor and strategy. And I think

actually 3000 Bitcoin from stretch alone this week is probably on the low side. I'm actually going to

think it's going to be more between 4 to 5,000. And then this is important. MSTR sales to maintain

amplification for an additional 3500. Remember, Michael sailor is going to have to continue to ATM

MSTR to expand the capital base that's going to allow him to continue to ATM stretch as much as

he wants to. Like, I've seen some people even like British hotline commented on one of his posts

because he was like, oh, they're going to be able to really ease off on the MSTR ATM. Like, no,

not really. Like, hey, we don't want to because we want more Bitcoin. So let's keep ATMing MSTR

as much as we can because it's been proven 100% that it does not affect the sales price. It does

affect sentiment, but it sentiment, but it doesn't affect the actual sale price in the moment. So

in a bull market, especially when sentiment's turning, you want to be ATMing MSTR

common as much as possible in my opinion and in sailor's opinion because he's looking to expand

out the capital base as much as possible that's going to allow him to ATM stretch as much as possible.

Otherwise, he's going to be limited in how much stretch he can ATM because you need to have

a certain size of a capital base in order to keep your amplification and leverage ratios where

they want them. So people need to understand the MSTR common ATMs going to continue.

Michael sailors going to keep buying Bitcoin through that at an incredible rate as well as

through stretch at an incredible rate as long as stretch is able to maintain his $100 peg,

which it looks like it's going to do for the next eight or nine trading days for sure as it comes

up to the snapshot date. Then I'll probably take a little bit of a dip and then hopefully next next

month, we get 12 days, 12 trading days were able to ATM stretch and maybe 13 days and 14 days. Again,

the goal is to get the 20 plus because you know, there's typically around 20 trading days every month.

The goal is to be able to ATM stretch every single day. That might be months or years into the

future, but that's the direction that we're moving in. But to do that, MSTR's capital stack has

to expand. He has to expand the capital. So he's going to keep ATMing MSTR a ton is what I'm

is my read of the situation for everything that I'm gathering from listening to sailor talk.

Speaking of sailor talk, we have a great sailor talk coming up as soon as we get back from

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You literally have 25 times as much income after 20 years. If you're interested in generational

wealth transfer, this is an incredibly powerful vehicle. It's so powerful, it kind of makes you sick

to think you might pursue the alternative. If you're a company, you can see that your choices

collect 3.6% from a money market or the equivalent of a digital bank, the page is 17% in New York City.

Who are the real disadvantaged players in the credit market? It's the individuals that pay

their taxes and operating companies because your non-profits, your endowments, your insurance

companies, they just don't pay tax. The government doesn't pay tax. If you actually work for a living

or your company works for a living and does stuff, you're the one that benefits from this kind of

instrument. We've gone around the world talking to companies about buying Bitcoin. What I've

concluded is that Bitcoin for corporations is stretch. If you go to most companies with hundreds of

millions of dollars in working capital, it's probably easier for them and better for them to buy

stretch than it is to buy Bitcoin. It's very difficult for them to convince the boarded directors

that they should buy a 40-ball asset with no cash flows. They have to mark the market every quarter

because they might screw with their P&L. But on the other hand, convincing the boarded directors

that they should actually collect two or four times more cash flow and not have volatility,

that's easier. Instead of you taking 100 million and buying Bitcoin and getting on the roller coaster,

just give me the 100 million. I will accept all the risk. I will accept the roller coaster.

I'll over collateralize it. I will give you the 10 or 11 percent yieldback. I'll solve the tax

problem. I promise not to sell the Bitcoin. We're in the business of not selling Bitcoin. We

got very good at it. We have a PhD in holdling. Why don't we just hold for the thousands of

companies instead of trying to convince everybody else to do what we're doing and convince their

shareholders and their boarded directors? Then you see this chart. What is this saying? If

your time horizon is less than four years, you need the money in 12 months. You need the money in

24 months. You need the money in six months. You need the money to make payroll. That's working capital.

You put that into a credit instrument like stretch. If you don't need the money for four years,

if you're a capital investor and you've got a 10-year, 20-year time horizon and you just want to

get wealthy, well, then you either buy digital capital, which is Bitcoin because there's no counter

party risk and that has the most optionality. Or you buy digital equity amplified Bitcoin like

MSTR because there you're getting more Bitcoin. But you have to have a long time horizon. Four

years is the minimum in my opinion. 10 years is a healthy or seven to 10 years is the right time

horizon for that. Of course, what you see, which is not disputable, is there's not a person in the

world or a company on earth that doesn't have capital they need in the next four years.

There's a huge amount of capital that's tied up in making payroll or paying the annual bonus

to the salespeople at the end of December. I've got it sitting on the balance sheet. I'm generating

2% after tax. But maybe I'd like to get 10% untaxed. Maybe I'd like five times as much.

And so what's the impact of actually allocating a corporate treasury to stretch?

Well, you can see here, if you put 35% of your treasury into STRC, you double your cash flow.

It doubles the cash flow of a company to put 35% in. If you're a public company, you probably

don't want to go above 40%. But if you're a closely held private company, you could go to 60,

70, 80%. The difference between holding T-bills and holding stretches 2.9 million versus 11.3 million

a year. It's not quite almost four times as much cash flow. And what about the rest? Well,

look, I was saying to a company, a company is in a Bitcoin space. I said, you know, you're in

the Bitcoin space. The Bitcoin goes to zero. You don't have much of a business. So that being the

case, you've already absorbed the existential risk of Bitcoin going to zero. So rather than collect

2.9 million a year, why don't you collect 11 million a year? You might as well make four times your

money. You've already accepted the Bitcoin existential risk. So for people that believe in digital

capital and digital assets, it's a no-brainer. Just quadruple your treasury or double your

treasury yield. What's the second best? There is no second best. There is no second best.