I get the sense that Saylor forgot his Zyn at the beginning of this. Cranky motherfucker. Sell signal? lol
Michael Saylor | The Bitcoin Treasury Debate Gets Heated
We discuss:
- Bitcoin in 2026
- Are There Too Many Treasury Companies?
- The Future of mNAVs
- Building on Digital Credit
Watch it here: https://youtu.be/J85O-ckNxCw
Discussion
I think Saylor is clearly feeling the pressure from Strategy's woefully underperforiming for an entire year (and the numerous 'strategy' minor pivots he has made along the way as a result). I think chances are it will all turn around for him once Bitcoin NGU returns in force... but he's gotta be sick of publicly rationlizing about it in the meantime.
I'm not trying to make excuses for his apparent PMS meltdown here... He's pretty much solely responsible for all the Strategy 'strategy' hype that he now feels compelled to answer for.