Transcription
happy December 22nd and welcome to micro
strategy today the only Daily Show
that's bringing you micro strategies
news updates in Intel seven days a week
Today's show is going to be awesome
binance.us is ex CEO joining micro
strategies board crazy news uh the Wall
Street Journal has something pretty
interesting to say about micro strategy
The Wall Street Journal and Adam back
also has something very interesting to
say about micro strategy we're going to
get into that as well some great tweets
some great sailor Clips it's all coming
up but remember this is not Financial
advice do your own research and here's
the mstr tracker stock price 364 market
caps at 88 billion um s&p500 ranking 105
of 500 bitcoin's priced currently at
about
97,000 439 Bitcoin safe and snug within
micro strategies Embrace um the Bitcoin
value per share is7 $75 with a nav
premium of two the total cost basis is
27 billion for a unrealized profit loss
of 15.5 billion for a 57% profits um
something new that's been added to this
that I want to go over this really
awesome is the debt servicing this is
when people say that micro strategy is
overleveraged just call them nuts uh the
total convertible debt is
7.26 billion the annual interest is just
34.6 million and I say just but Rel
relatively that's nothing because the
interest rate is
0.476 and I think this interest rate
personally I think this is going to be
going down as Michael sailor continues
to issue
0% convertible notes I mean it's going
to be a great 2025 my friends so the
Bitcoin yield to date is is 72% the
quarter to date yield is
46% that's for you and for me that's
yield for us my friends um really
exciting things going on in this neck of
the woods let's talk about catalysts um
we are just one day away from the
inclusions first day of the NASDAQ 100
of the QQQ um we talked about the FED
meeting in January the estimated
repayments for FTX um is just 40 days
away and the earnings report is just 49
days away must CV coming at us my
friends so what was that Adam back thing
what did Adam back say about micro
strategy he says it's stupid cheap I
repeat Adam back said micro strategy is
stupidly cheap this is a great article I
will link it up in the show notes and I
just love what he goes through here yes
it's up 488 per on a year- to-day basis
but there's a huge reason why it's
stupidly cheap in Adam back's words um
he talks about the MST um X and the
mstu um th those are those are the ETFs
that try do like 2x Essen in like 4X
micro strategies returns and the issues
that those have because of Decay and
that's one thing that when people always
Post in the comments well if micro
strategy is great what about micro
strategy 2x would like MST you know X
and I say hey if you have a really
strong belief that over the next few
days micro strategy is going up you can
make that decision to invest in in if an
ETF like that you can make a choice to
invest in something like that the
problem is when you hold those for a
long time and there's choppy action or
there's down action then up action
there's something called Decay and if
you want to learn more about Decay just
Google it it's a very um basic concept
that just kind of whittles away at your
overall returns micro strategy as this
article points out has no Decay because
it just operates differently with its
Bitcoin reserves with its investment
thesis with the investment assets that
it creates you are getting a leveraged
Bitcoin play with no de that is the
beauty of micro strategy a leveraged
Bitcoin play with no Decay I think I
need I need to coin that phrase because
that is pretty awesome but Adam back
thanks for pointing that out and also
pointing out yes micro strategy is
stupidly cheap uh let's talk about the
Wall Street Journal having an article
about the investing cult fueling micro
strategies Ascent have fun staying poor
so here's just another example and I
don't have access to the Wall Street
Journal because I don't read this but I
did see this headline and I just wanted
to kind of point this out this is just
another example
of individuals that missed the micro
strategy trade they're bitter they have
fomo they want it to fail that was
actually why and I love all the comments
uh that I had on yesterday's video from
my father who finally jumped on the
micro strategy trade um I said Dad I
just want you to have a piece of this
because if you don't you're kind of
subconsciously rooting for it to go down
so that your thesis of not buying was
right or that you can buy it cheaper
than what I told you to invest at and
you're just missing this Monumental
upside that's a lot of us think and
believe is coming um and this is what
you see with a lot of individuals in the
financial world the Peter shifts of the
world the Wall Street journals of the
world they missed this they don't
understand this they're mad they're
bitter so they write things like this
about how it's a cult you know that
we're a cult um that we just look at
people and say have fun staying poor
here's my
recommendation give people the
opportunity to learn about micro
strategy share with them this daily
video that I do micro strategy today
share with them the Bitcoin standard
have send them uh micro strategies Q3
earnings report that Q3 earnings report
by the way in my opinion has really lit
the light bulb of a lot of really smart
people that I know that just have a lot
of things going on and they never took
the time to sit down and actually
understand micro strategy because they
just didn't have the time um they wanted
to understand it because they saw
something special was happening and it
took that Q3 ears Report with the crude
oil uh and the refinery example for it
to really click for them in fact I was
at a Christmas party last night and that
it was me just explaining that the crude
oil to Refinery to jet fuel to kerosene
to gasoline to bitcoin to micro strategy
to fix in instruments to convertible
debts to equities to options it took
that analogy for me just saying it for
it to click for that person and now
they're going to go watch the Q3
earnings report um just Google it it's
on YouTube it start at the 28 minute
mark That's where sailor kicks off um
that's what I always tell people to do
because that will help you with the
light these individuals right here they
don't get it they're bitter but listen
just give them the information and the
tools give them Love Don't let's not
let's not use phrases like have fun St
being poor because that's just going to
alienate them more that's going to wish
even more for micro that's going to have
them wish more for micro strategy
downfall because now we're like mocking
them as micro strategy going up up up up
over 2025 and they're just not
experiencing that so I think you know
this is the kind of example where
they're trying to make it like an Us
Versus Them thing it's not it's just us
excited for what we discovered very
early so congratulations to you um and
hoping other people get this CU it's
just going to be a benefit to everybody
the more people that understand this um
this is a huge huge news by the way
Michael sailor Michael strategy adds
former binance us. US CEO Brian Brooks
to the board um there's a lot of good
stuff in this article and I'll just kind
of focus on this tweet by Swan Michael
sailor added Brian Brooks former acting
comproller of the currency and CEO of
binance to micro strategies board of
directors this is a big deal as comp
troller Brooks oversaw the entire US
banking system and is deeply connect
connected m mstr is about to and then
it's just the letter B because that's it
I did check I did check out the full
tweet um so I will say this this is huge
news this is big news this is just
Michael sailor continuing to stack the
deck continuing to Red Pill people we
talk about orange pill with Bitcoin well
Michael strategy is the red pill he's
continuing to Red Pill people onto the
team and this is an individual of Brian
Brooks just understanding how amazing of
a financial Arbitrage and infinite money
glitch Michael sailor has discovered and
that this digital Gold Rush is happening
that Michael sailor and Michael strategy
and you and me are way out ahead of this
we're ahead of nation states we're ahead
of Pension funds we're ahead of hedge
fund we're ahead of everybody most
people and life is going to be good and
stacking the deck with individuals like
this is just really exciting times um
I'll link up this whole article in the
show notes uh this is just a quick
article but um this isn't uh uh J key
young says micro strategy the Gateway
connecting NASDAQ 100 and Bitcoin and
that's just something I don't want to
get lost in the sauce here is that micro
strategy now is giving Bitcoin exposure
to every single person that invests in
the NASDAQ 100 every single person it's
giving leveraged Bitcoin Exposure My
Friends ah what a gift what a gift they
have and they don't even know it uh
let's talk about this tweet um from uh
Bitcoin overflow he wrote micro strategy
debt fud and that's fear uncertainty
doubt is hilarious because no one ever
pulls out a calculator micro strategy
currently has a leverage ratio of 177%
of their Bitcoin Holdings with a target
of around 25% so micro strategy does not
want to go over 25% um they've stated in
the past right now they're about 17
meanwhile in real estate 500% Leverage
is normal and FHA Loans enable
2,857 leverage but sure let's fud micro
strategy I mean mys people they just
don't get it they're so self-interested
they're so wrapped up in what they're
doing they're not willing to take the
time like Bitcoin overflow said to pull
out a calculator uh let's talk about
Chris uh Milas here I love this guy too
many people are focusing on micro
strategy short-term goal of leveraging
debt to maximize Bitcoin Holdings not
enough people are focusing on micro
strategy's long-term goal of leveraging
his Bitcoin Holdings to maximize cash
flows the latter is just as important
and just as lucrative as the former
there's so many awesome things about
micro strategy and what Michael sailor's
doing just the the the deeper you dig
the more excited you get and that's what
you're doing every day by watching the
show so thank you for that uh let's
check out this tweet from Dan Hillary he
wrote the more analysis I have done the
more I have concluded that being
positively exposed over long amounts of
time is the highest expected value
strategy the people who made the most in
Bitcoin forget they held Bitcoin in the
first place this applies to micro
strategy even more properly purchased
call options um and even properly
purchased call
options those people by the way that
just woke up one day and were like wait
a second I just had an epiphany I
actually did get Bitcoin back in 2014
those are the people that won the
highest because they would have sold in
2015 and 2016 and 2017 and 2018 they
would have sold because it would have
been unbelievable high amounts of money
but because they didn't those are the
individuals that absolutely blew it out
of the water it's the longterm thesis so
just wanted to share that with you um
nitta says here's how I take punter
Jeff's 25c Apple stock message to the
next level I am that guy I owned $10,000
of Apple in 1998 split adjusted at 25
cents and sold it not understanding its
true value but rather than being a kudin
and butts sore about it I use my
personal experience as an example to my
Inner Circle my micro strategy family to
help them value Bitcoin and micro
strategy as long-term holds as though
they are at 25 cent Apple today I
learned my lesson the hard way and I try
to set it aside my pride and ego and
leverage and share my mistakes to
support my Bitcoin micro strategy
pilling for the benefit of those I love
for my loved ones micro strategy is a
precious opportunity for me it is a time
machine of redemption for failing to
value a good investment when I wore a
younger man's clothes ah so much power
in these stories my friends and I'm
going to keep bringing this to you
because we've talked about this before
but you're the average of The Five
People You spend the most time with this
is a fantastic gim rone quote I end my
podcast entrepreneurs on fire every
single day with that quote as well
because it's so valuable it's so
important and right now you're
surrounding yourself with me with other
individuals that I'm sharing with you
here that are tweeting things like that
it's an amazing time and place to be now
I have two epic video clips that we're
going to end on right here Michael
sailor bringing the heat take it away
human beings have tried different monies
we've used seashells we used the giant
Stone coin of the Yap people we used
tobacco Bales in colonial America we've
used copper coins silver coins we've
used Stone coins we used glass beads but
the problem with a glass bead is in the
Europeans show up and they can
manufacture a million glass beads the
Europeans dump a million glass beads on
the Africans lose their homes and their
livestock and all their wealth and
they're impoverished so if you have weak
money and someone else has strong money
if they can manufacture the money like
in the Pacific Islands they use Stone
coins some Europeans showed up in a ship
and he realized that stone coins are
rare on one Island but they're very
plentiful big stones on another Island
he sailed to the other Island picked up
the stones brought them back to the
first island enslaved everybody on the
island normally in most modern so
societies the money doesn't break down
as a medium of
exchange it breaks down as a store of
value so that means that yeah you can
store money for 12 to 36 months or maybe
up to 10 years in the
dollar you can't store it for a
lifetime so if if uh you have some money
you can't just store the money if you
want to keep your economic energy you
have to gamble it or invest it you have
to speculate with it or you know you
worked your entire life you have a
certain amount of retirement and now if
you store it in the bank it'll be worth
nothing so you have to go and invest it
in the stock market but if you pick
wrong you lose it so we basically force
uh we force people to be gamblers
speculators or hedge fund managers if
the money's broke and the money is broke
well there you have it my friends
another episode of micro strategy today
is come and it's gone and I want to say
thank you for tuning in thank you for
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