Welp there goes the run of microstrategy. What the hell was that

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Struck a nerve, clearly. A shitshow.

He's a pretentious unlikeable man who uses nothing but logical fallacies, attacks, and metaphors instead of actual debate.

He can't stop his mnav from dropping to zero anymore, so he want the others to stay there as well or go higher.

🍿🍿🍿🍿

Once mNAV drops below 1 he has a problem. The stress is mounting.

Why? MNAV was below one at many points in 2022.

I get that he's a whale and the name carries a ton of weight, but my goodness, I wish Danny would just finish his sentence and not flinch at the thought of talking over Saylor who clearly didn't mind interjecting and talking over him.

Come right out and say "you're attacking a strawman, this isn't my position Saylor."

But then again, he has a show to run and bills to pay so what do I know.

I turned it off early. Painful

Wishful thinking?

Saylor is absolutely correct. Unlike you, matt.

I’m not sure why he feels the need to defend other companies 🤷‍♂️ he could just pivot to talk about strategy without all the strawmanning and fake outrage

He is absolutely right that the bitcoin community is unnecessary toxic towards treasury companies when they should adopt a 'bitcoin is for everyone' attitude. However he could have answered a lot of the questions less defensively, bitcoin going up will lift these companies back above nMAV 1 just as it did for strategy when they were below 1 for a good chunk of 22-23.