Michael Saylor’s $40bn bitcoin bet | FT Film
Crypto evangelist Michael Saylor has transformed Strategy from a loss-making software company into the world’s largest corporate holder of bitcoin. The FT unpacks what some investors have dubbed Saylor’s ‘infinite money glitch’, and questions whether it can survive a crypto crash
#michaelsaylor #Strategy #Bitcoin #Crypto
00:00 – Introduction
02:24 – The FT stock-picking blunder
03:59 – The bitcoin proxy explained
06:23 – Trump-inspired bitcoin bull market
07:27 – Premium to net asset value explained
08:41 – Buying on the rip
10:45 – Accretion not dilution
12:34 – The infinite money glitch
14:55 – Reasons for and against bitcoin
17:53 – Tariff-inspired bitcoin dip
18:35 – FTX and the recovery
19:51 – Strategy’s long-term debt and liquidity
20:55 – New products, new money
23:01 – The leap of faith
26:04 – The upshot
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50 Comments
I think you need to study BTC instead of making trades you dont fully understand.
I can summarize it though. It's gold 2.0.
It does everything gold can do but better. With the exception of being used as jewelery or in electronics.
Imajine companies not needing to rehypothicate their profits into some asset that you hired a whole committee to pick out, and just being able to just park it in BTC. A lot easier to manage a cold card than a real estate building
Trump uses Bribecoin to be bribed without perception.
Her tooth comparison shows how far is she from understanding the technology.
"No use case" what a dunce
Study Bitcoin if you " don't " get it.
“I’m the absolute worst at evaluating companies, so everyone should listen to my expert opinion?”
What?!
🤡🌍
bitcoin is a perfect scarcity. this reporter's stupidity… appears limitless.
He’s Pat.
Comparing your teeth to the largest and most secure, digital, non-sovereign, decentralized, verifiable and non-confiscatable money that has complete transparency and is backed by 1000's of computers is almost as bad of logic as shorting Microstrategy….
I knew the direction and tone this video would take once she said Bitcoin has no use case lol.
saylor is a clown and xrp will flip btc
Laughable. More mainstream tripe. Salty because they missed the boat!
Financial Times are not keeping up with the times clearly😅
Your teeth might be scarce, but are they fungible, divisible and able to serve 8 billion people as money? Dumbest comment EVER.
Microstrategy is the biggest story in finance, shame the interviewer is a clown as evidenced by their bottom 1% stock picker performance. I'm not surprised they don't understand Bitcoin, FT should employ more competent people.
Strategy = Enron + Crypto.
terrible documentary reporter is dangerously under informed
It's not a Bitcoin bet as the video is titled. Our monetary supply is inflationary, Bitcoin isn't, it's as simple as that. There'll only ever be 21 million bitcoins, there's an infinite supply of our currency.
This is edited and researched like a Vice piece. That's not a good thing.
“With no obvious use case…”
Right :
This documentary clearly explains why you should probably ignore the FT's opinion on anything. Do your own research, read some books, listen to quality podcasts, BEFORE stating opinions on technology you don't understand. And that includes blindly following Strategy.
27 Minutes on Strategy and basically 0 coverage of why Bitcoin is the most interesting part of their work…. of course you don't understand Strategy, you have no idea what Bitcoin is or how it works!
Hit piece
She has no idea. She stated bitcoin has no use case 🤦. Enough said
🍎 No man should work for what another man can print- ₿ 👀
The non binary androgynous reporter is a massive red flag to the accuracy of the story
Diversify.
Absolutely hilarious. Well researched FT. Jeez we are early 😂😂
Guys we are so early, keep stacking
Let's remember that the FT has been putting out nonsense about Bitcoin for more than a decade, since at least September 2024: Cult Markets: When the bubble bursts” – Financial Times | (when 1 bitcoin was worth $397.78).. "We’re going to stick our neck out at this stage and call this the end of Bitcoin. " 😂
Another Reason FT has burned any credibility it has to the ground
I love how they try to predict the failure of a company with the price drop of the main asset. They don’t understand bitcoin and definitely don’t understand their investors and the market cycles.
“I’ve been wrong before, I could be wrong again.” 😂 this lady has no idea what she’s talking about.
Her whole understanding of Bitcoin is "21 million". That's an important aspect, but not nearly the whole picture. Do more research. It amazing how intellectually incurious the traditional media is.
we are so early…
If you don’t understand bitcoin you will keep been wrong
Good dive into the mind of a normie.
Welcome to modern finance.
Financial times been calling bitcoin a scam for a long time, of course they don't understand MSTR
I love it when a liberal outfit like Financial Times goes after winners like Bitcoin and Strategy. Your articles, pro illegal immigration, hate Trump/Conservatives, are slanted and wrong. Keep up the good work. Nice job on picking stocks last year.
Most of the people talking on this documentary have no idea what they are talking about.. amazing really
How can you work full time in financial reporting and miss MSTR – literally the biggest story in finance in the last decade
Don't know which is worse, a financial times journalist pretending, or actually not knowing that currency debasement is the norm.
Keep shorting it, honey. You'll be in the poor house shortly.
To understand why your scarce "teeth" aren't a store of value nor any property related to money, study what "money" is.
Dripping with barely veiled hate, the resentment towards hard money is as obvious as their misunderstanding, not even knowing that bitcoin is both singular and plural…'bitcoins' facepalm.
These high profile journalists are in a bubble of their own. Before trying to poke holes with Saylor and MicroStrategy they should spend time in understanding why bitcoin was created, what purpose is it solving and importantly what is money at first principles. Once that light bulb clicks then everything what Saylor does makes sense. Hope how that MSTR Short is working out for her.
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