Well, if I am being kind to Mr Saylor, and I am inclined to as I have benefited from trading Strategy shares, I could see that publishing the Strategy Bitcoin wallet addresses might be disadvantageous in the short-term should the company wanted to hedge their positions and/or prevent any front running. That said, Metaplanet seems to be doing a pretty good job emulating Strategy and they don't have a problem publishing their wallet addresses.
The full video is even worse.
He correctly explains that proof of assets does not show proof of liabilities.
True, but so what?
We know you have debt, you have to to buy the Bitcoin and debt is a liability, you're not going to willingly lie about this.
You can, like FTX lie about holding Bitcoin.
Same argument as OP_RETURN, the answer is not perfect, so we're not going to give it.
Yes, give me an imperfect answer. I understand it's imperfect.
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