Lena Fort

[Financial Times @FT]

AI is turning Nintendo and Sony products into accidental luxury goods https://t.co/uU0PWIinjd | opinion

[Financial Times @FT]

Moscow’s mayor said anti-air defences had shot down at least 194 Ukrainian drones in the third consecutive day of attacks. https://t.co/oLg8xB3i6T

[Michael Saylor @saylor]

Building on ₿846,842.

[Financial Times @FT]

BMW sounds the alarm as China squeezes Europe’s carmakers https://t.co/CloKP5HTRt | opinion

[Michael Saylor @saylor]

The hardest thing in business is not seeing the future. It is surviving long enough to build it.

My fireside chat with @Julian_Liniger at @BTCPrague on focus, endurance, corporate transformation, and how entrepreneurs can use Bitcoin, AI, and digital finance to create the next generation of products.

Full interview below.

00:00 - Bitcoin as the dominant global Digital Capital network: 17 years, hundreds of billions invested, and a potential $100T opportunity
00:51 - Bitcoin near the 200-week moving average: why $BTC is more compelling after a 50% drawdown
01:52 - Strategy’s scale and the media narrative: from ~$600M enterprise value to as high as ~$120B
10:29 - Bitcoin fundamentals: economic empowerment, sovereign property rights, and the dominant digital monetary network
12:16 - Why there is no second best: Bitcoin as Digital Capital, Digital Money, and a potential $100T network
16:09 - Entrepreneur advice: build a simple product using new technology to solve a real problem
20:30 - Focus, endurance, and the danger of dilutive distractions
32:25 - What I would build today: AI plus Digital Assets, especially Digital Money and Digital Yield
33:27 - Digital Credit: taking a 40 vol asset, stripping it to ~4 vol, and creating new yield products
34:57 - Digital Money: 6–8% yield in major currencies with no volatility
38:05 - $STRC, $SATA, and the next layer of bitcoin-backed financial products
48:52 - Q&A: why Strategy sold 32 BTC and why bitcoin-backed capital must support credit and equity
59:29 - Q&A: Strategy as a shock absorber: selling 32 BTC while buying net ~250,000 BTC during the bear market
01:02:39 - Why public companies protect Bitcoin through accounting, tax, legal, political, and economic advocacy
01:07:58 - Strategy as the extension of the Bitcoin network into the free market system

[Financial Times @FT]

SpaceX shares extend blistering rally https://t.co/xeJOIa2m9H

[Michael Saylor @saylor]

Bitcoin has already won as Digital Capital.

The next wave is Digital Credit, Digital Money, Digital Yield, and Bitcoin-backed capital markets — products that can bring trillions of dollars of traditional credit and money market capital onto Bitcoin.

My interview with @Cointelegraph at @BTCPrague.

00:57 — Bitcoin in a drawdown: five major pullbacks in six years, stronger fundamentals, and rising dominance
02:23 — Digital Credit: from zero to an $11B+ asset class in 12 months
03:35 — Digital Money: bitcoin-backed yieldcoins and the path from 40 vol to 0 vol
04:31 — The opportunity for 8% yield in dollars, euros, yen, pounds, and francs
06:02 — $300T of credit, $30–50T of money markets, and the $10T opportunity for Bitcoin
07:19 — Why Bitcoin is winning economically, technically, and ethically
08:26 — Quantum computing, FUD, and why bear markets amplify Bitcoin debates
10:37 — AI capital rotation, Bitcoin’s current drawdown, and the path to recovery
11:36 — Six years of Strategy: why I would have moved faster into Digital Credit
12:22 — The ideal Bitcoin Treasury Company: common equity plus STRC-style Digital Credit
14:35 — The 32 BTC sale, the $100M bitcoin buyback, and why capital must back credit
17:02 — Defending the equity, credit, and bitcoin-backed capital structure
19:03 — The tradeoff: buy 200,000 BTC and sell 10,000 BTC — or buy and sell zero
20:15 — “Never sell,” Twitter trolls, and Strategy’s fiduciary obligations
22:06 — Bitcoin per share, long-term accretion, and accumulating through bull and bear markets
22:34 — $21B of equity raised in 16 weeks and ~$10B of bitcoin acquired this year
24:18 — The Strategic Bitcoin Reserve, US leadership, and supportive regulation
27:18 — Digital Credit, bank credit, and Digital Money bringing trillions onto Bitcoin
28:01 — Why Bitcoin can grow organically without central bank support

[Financial Times @FT]

Strait of Hormuz flow will take ‘weeks’ to resume, largest tanker operator warns https://t.co/JI7lR5epGK

[Michael Saylor @saylor]

Strategy has acquired 1,587 BTC for $100 million to increase our $BTC Reserve to ₿846,842. We have also increased our USD Reserve by $100 million to $1.1 billion. $MSTR $STRC https://t.co/27PYXJN7GD

[Financial Times @FT]

Good morning, Asia. While you were sleeping, one of our most-read stories was about the US president’s Maga mixed martial arts spectacle on his 80th birthday — a display of political domination more than a sporting event. https://t.co/GsyN1DUkEL

[Financial Times @FT]

FT Exclusive: Departments across the British broadcaster have been ordered to cut about a tenth of their costs under wider plans expected to result in a total of about 2,000 job losses. https://t.co/jIJQTkZnor

[Michael Saylor @saylor]

Still adding dots.

[Financial Times @FT]

Trump’s many unhappy returns https://t.co/ax5XaoUQ3Y

[Financial Times @FT]

Macron and Trump test their bruised bromance at G7 summit https://t.co/3APm6tEgLw

[Michael Saylor @saylor]

Congratulations @ElonMusk and $SPCX on a historic IPO.

Thanks to you, 25% of the Mag8 now holds Bitcoin on the balance sheet.

[Financial Times @FT]

Elon Musk is a real-life Bond villain https://t.co/ArBReYYGsv

[Financial Times @FT]

The ECB tightens course https://t.co/AWakGUD0Ip | opinion

[Financial Times @FT]

The report made numerous false claims about the use of AI by organisations including UBS, claiming the Swiss bank 'integrates AI agents across investment advisory, risk management and compliance monitoring'. https://t.co/Uo3eMLlIHg

[Michael Saylor @saylor]

No ₿rakes.

[Financial Times @FT]

Beijing online shopping warning hits shares in Chinese tech groups https://t.co/BBIU8m1emj