Why MSTR Just Doubled Down on Its Debt Strategy

0:00Welcome to MSCR today in the treasury Titans. It is Tuesday. It is September 8th. It is JLD and nothing in this video is financial advice and Michael Sailor has done it Strategy has repurchased a hundred and 76 million of stretch and increased the size of his digital credit securities Repurchase program from one billion to two billion as of nine six 2026 we hoddle 845,000 Bitcoin and 6.5 billion of USD assets Boom Michael Sailor did it on a week. He could have hammered the ATM He chose not to 17 and a half percent gain was a result one of those days So you can see what can and will happen when Michael Sailor feels like it's the right time to rip the faces off of The shorts to absolutely rip the wings off of the bears You see what can happen and what will happen and that goes back to optionality So what does this really mean? This means stretch is going to

1:01$100 of course, that was always the case But Michael Sailor is just showing you hey, we're gonna do whatever it takes We're hoping it was gonna take a billion and might take two billion and might take three billion We're going to get stretched to 100 to get this fly wheel rolling They're going to make it happen. It's going to happen. It's only a matter of time It's absolutely inevitable. We have a lot to get to today But I do want to first say apologies for the last two days in a row of not putting out a show I hate doing it. It does hurt my heart We've just been so crazy traveling around with this wedding that's been going on I'm still here on Breckenridge. I fly out to San Diego tomorrow So tomorrow might be another day up in the air But when I get to San Diego, I'm gonna be settling in for two months We've got a great Airbnb so you will be able to count on a show Basically every day if not every single day starting on Thursday. I am very committed to getting out content to you As much and as often as possible my goal is every single day literally seven days a week and most of you know that usually happens

2:04Chris says during a week or strategy could have hammered the common ATM They chose not to not a single cent four things one This is the optionality the USD reserve and USC cash provide they enable strategy to choose when and where and how To raise capital to stretch is now the primary funding engine for Bitcoin purchases three Strategy is no longer focused on accumulating Bitcoin at any price It is focused on maximizing the Bitcoin yield generated by every dollar of capital deployed for these actions are Conductive to stronger investor sentiments around strategy, which is a major driver of the stock This is fundamentally a different phase of the strategy playbook very bullish I want to go back to number four. These actions are conducive to stronger investor sentiments around strategy Which is a major driver of the stock Chris knows it. I know it many of you know it and for a long time It seemed like a micro sailor didn't really know it or he just chose to ignore it because he knew he wanted to get to a certain place With his balance sheets before Recognizing it but investor sentiment is real is powerful and it's going to be a major driver going forward

3:10Michael sailor knows That investor sentiment is not great right now. He knows why it's not great right now He knows that decreasing the USD reserve back in the day was a big mistake because it made stretchholders lose confidence He knows that investor sentiment is real. It's important. It's powerful and they're going to start using that as a main driver of their decisions Which is great because investors need to be happy Zaid says MSCR no Bitcoin buys ATM left untaps largest stretch buyback Yet strategy contributed 22% of stretches trading volume last week Repurchasing a hundred seventy six million of the the instruments the headline news however is that strategy expanded the preferred buyback program for one to two billion This puts the company in a firm position to defend stretch even once we're back in our trading range I suspect management will continue to leave room for stretch buybacks going forward providing a protective layer against any potential dislocation in the instruments Given the price action at MSCR. I did expect Bitcoin buys they didn't come which was surprising Management chose to deploy capital towards stretch and said using USC cash strategy

4:12They already had available as a result net leverage moves from 0% back to 0.27% today is September 8th marking the Seventh 70th day since stretch last traded a hundred dollars now we wait and see whether stretch walks back to 100 or gets pushed there Mission strategy and microcedom wants us to know that capital gravitates towards Bitcoin Do you know why the orange falls from the tree? That's right gravity Now do you know why the moon revolves around earth? That's right also gravity And do you know why Bitcoin is going up forever? That's right still gravity Love in these memes unless you just have one more for fun

5:18Feat is free fall Bitcoin is the parachute Okay Okay, let's move on to Bitcoin option here who says less than 1% of the population knows about MSCR seller has 5.2 million followers Exas 550 million active users less than 1% of active users follow seller we Are early we are so early We have so much to look forward to supply shock says over the past couple of years sale or learn something important about issuing common and smashing the NF i.e. It's effect on sentiments and the knock on effects now with competition has become even more important for MSCR to be mindful of this I expect NF expansion in for to be sticky this time strategy will be viewed as a tier one established Bitcoin Treasury digital company with an asset moat that likely operationally cannot be surpassed

6:20I'm happy to look through the windscreen while the doomers continue to look through the rear view mirror And we have some more great comments coming up when we get back from thinking hours sponsors Quick pause because this might matter more than your next Bitcoin move your personal data is being bought and sold online right now emails phone numbers home addresses even family connections all floating across hundreds of data broker databases And this is exactly where highly targeted scams phishing attacks and identity theft begin That's why I use in cogney in cogney access your personal privacy advocates They handle the complex legal legwork of demanding that these data brokers delete your information and they manage the entire request process On a recurring schedule to ensure your data stays off the market when it tries to reappear over time and here's the kicker If you offer their unlimited plan you can access to their custom removal feature if your sensitive information pops up on a specific site The falls outside standard broker list like a random blog or old directory

7:23You just send in cogney the link you don't have to do any manual chasing of shady websites in cogney's team of privacy experts steps in To handle the manual corporate takedown request for you It's a simple setup to get back in control create your account Grandin permission and they get to work clearing your digital for print on your behalf They can't harm you if they can't find you take your personal data back with in cogney Use code mstr for 60% off an annual plan at in cogney.com slash mstr That's code mstr for 60% off an annual plan at in cogney.com slash mstr All right, Chris is here and he says on net bears have been wrong about mstr since 2020 and they will continue to be Wrong absolutely big one option here says some poor soul is selling their mstr at 140 dollars to buy ZEC at $1200

8:25This is why most people will never make money and investing they sell the undervalued assets to buy over high ones If you want to be successful you have to know when to be a contrarian and I have been a contrarian This entire bear markets and into the bull markets the rewards will be re will be reaped Chris says high IQ individuals always see contacts before forming an opinion and evaluate things holistically Low IQ individuals always form an opinion before seeking contacts and evaluate things Narally, there are so many low IQ people especially on x Their opinions they have no backing they put no time into them Just regurgitating stuff because they like screaming to the wind it's so sad Air may says expect Bitcoin to be up again next week And this isn't response to cow she's saying just in federal reserve plans to buy 2.12 billion in treasury bills next week Bitcoin's trading down today is in the 77s last I looked so not on Tuesday Air may but hopefully Wednesday Thursday Friday

9:27Obviously there's some big things coming up that we'll be talking about later this week The ppi on Thursday the cpi on friday Two huge announcements that will likely determine whether rates are Hiked or remain the same Bitcoin option here says MSR is backed by 4% of the hardest asset ever created Tesla and SpaceX are backed by elons outlandish projections MSR will help perform elon and is not even close listen i own tesla i'm rooting for tesla But i totally agree with that statement mark says MSR is valued at just 87% of the bitcoin on his balance sheet still well below It's historical average by this metric the stock looks deeply undervalued deeply undervalued i agree with mark we still have so much value to capture Macos says strive acquired an additional 1375 bitcoin for 109 million at an average cost of 79,281 per bitcoin bringing total holdings to 24,531 70% of the capital raised last week come from seda which now has

10:30999 million Notional outstanding time to break the billion dollar wall. Yes, you will, Matt you'll do it this week and again This is MSR today in the treasury titans and strive is proving to be the other treasury titan I hope met a planet joins us soon. We'll see they get a lot of work ahead of them and some other things going on but man I am really impressed with strife so congratulations to the whole strive team And mark says strive has increases bitcoin holdings by 23% this quarter alone growth is coming mostly from seda HM which is absolutely printing and showing no signs of slowing down They have figured it out and it looks beautiful and let's end with michael seler says Saying run like your money depends on it because guess what it probably does What

11:35What's the second best there is no second best