Saylor Selling Bitcoin? Strategy’s New Playbook

Show Notes

PBJ breaks down why Strategy may sell bitcoin, how it fits into Saylor’s broader financial playbook, and what it means for STRC, collateral risk, market demand, and MSTR’s long-term bitcoin strategy. Timestamps: 0:00 - STRC skepticism: collateral risk and bitcoin appreciation assumptions 03:07 - How Strategy’s toolkit works 05:50 - The limits of STRC issuance & collateral ratios 11:00 - Why STRC is mainly a retail phenomenon today & future treasury + institutional use cases 15:48 - Yield compression and the long-term money market thesis 17:29 - Strategy’s limits, MSTR demand, and selling bitcoin as a lever 20:44 - Terra Luna comparisons/Ponzi concerns and structural differences 24:22 - Why Saylor might sell bitcoin (and why that might be good) 🎧 From the PBJ podcast recorded at 📍Presidio Bitcoin 🔗 Full episode: https://youtube.com/live/9JL95zG0rQ0?feature=share 🌐 Learn more: https://www.presidiobitcoin.org/