Felix ₿.

BTC-Hodler 🧡 // Irresponsibly Long $MSTR

[Felix ₿. @LifeLongTalk]

#Bitcoin is a new asset class and it is here to stay. People still confuse it with some meme stock or some maniac bubble. My portfolio will always contain #bitcoin!

[Michael Saylor @saylor]

Working ₿etter.

[Felix ₿. @LifeLongTalk]

Everything will be good!

Just be patient!

See you soon!

[Michael Saylor @saylor]

CFTC guidance advances Bitcoin capital markets: 24/7 trading, BTC collateral, perpetual futures, options, and regulated access. Good for $BTC holders, powers the $MSTR engine, and supports the rise of $STRC as Bitcoin-backed Digital Credit.

[Michael Saylor @saylor]

Strategy CEO @PhongLe discusses $BTC, $STRC, $MSTR, and our capital markets strategy to acquire Bitcoin and increase Bitcoin Per Share with @LizClaman.

[Phong Le @phongle]

In the last two weeks, we used 6 of our engines to increase 2026 YTD BTC Yield from 9.4% to 13.3%.

[Michael Saylor @saylor]

Strategy has completed the repurchase of $1.5 billion of its 2029 Convertible Notes at an ~8% discount to par, generating an incremental 0.7% BTC Yield and lowering aggregate debt to $6.7 billion. $MSTR $STRC https://t.co/cbx4BlpsKV

[Felix ₿. @LifeLongTalk]

You ever saw @saylor and Potus in one picture? Well.......!

[Felix ₿. @LifeLongTalk]

@DanDegen_ @_bolivian @OffshoreHODL @saylor And why is @saylor a bad actor my friend?

[Phong Le @phongle]

Strategy rising.

[Felix ₿. @LifeLongTalk]

Debt-free in a short amount!!!

[Michael Saylor @saylor]

This week we bought bonds, not bitcoin. The ₿itVac is charging.

[Phong Le @phongle]

In 10 months, $STRC went from zero to $10.5B in market cap, more than doubling the size of the 2nd largest preferred in the World.

[Michael Saylor @saylor]

The most interesting story in Bitcoin right now is the rise of $SATA in the credit markets and the embrace of $ASST by the equity capital markets.

[Felix ₿. @LifeLongTalk]

That's a cool way of putting it 😁🧡
Thanks @phongle!

[Phong Le @phongle]

With the SpaceX IPO, the Mag 7 will become the Mag 8 and 25% of the Mag 8 will have Bitcoin on their balance sheet.

[Michael Saylor @saylor]

This morning on CNBC, I discussed the case for Digital Credit $STRC, its impact on $MSTR, and my long-term $BTC forecast with @JoeSquawk.

[Natalie Brunell ⚡️ @natbrunell]

Michael Saylor & Phong Le just addressed the biggest questions investors are asking:

- Will Strategy sell Bitcoin soon?
- Why move to semi-monthly dividends with $STRC (is daily next?)
- What’s the endgame with $MSTR & Digital Credit

Full raw Q&A with @saylor & @phongle — unfiltered.

Share your thoughts on their responses below.

Timestamps:
00:00 Introduction
03:22 Will Strategy Sell Bitcoin?
06:05 STRC ROC Tax Question
07:06 Saylor on Strive & $SATA
13:02 Future of STRC Dividends
16:41 Will Strategy Slow Buying Btc?
19:00 The $100 Peg
21:57 STRC, DeFi & Fragility
27:17 Why Is Bitcoin Stuck?
30:00 Monthly $STRK, $STRD, $STRF Dividends
31:38 Retiring Preferred Stock
35:06 Fixed 10% Yield
35:52 Scaling STRC
39:44 Winning Over Skeptics
42:58 Understanding MNAV Calculations
45:03 “Rip the Wings Off Shorts”
52:11 Ultimate STRC Product
59:52 Strategy at $10M Bitcoin
1:00:55 BTC Yield Metric
1:01:45 Custody & Proof of Reserves
1:03:58 Strategy as Investor Gateway
1:06:06 Teaching the Next Generation
1:08:12 Bitcoin’s Place in History

[MR SHIFT 🦁 @KevinWSHPod]

E172: @Saylor: Why Hard Work Won't Make You Rich

Michael Saylor is the chairman of @Strategy - the world's largest corporate holder of Bitcoin with over 840,000 BTC and $65+ billion deployed. He bought his first Bitcoin in 2020 when the Fed cut rates to zero hasn't stopped since.

With WSH, I always want to go much deeper than the current narrative and that’s exactly what we did here. We gradually moved past the surface and into the things that really shaped Michael. We talked about his childhood, growing up in a military family, buying domain names in the 1990s and flipping them for tens of millions, losing $6 billion of his net worth in a single day during the dot-com bubble, his great Apple bet in 2012, why working hard won't make you rich, why you should mortgage your house but probably not sell your kidney to buy BTC, why "THERE IS NO SECOND BEST", and a lot more. The conversation lasted more than two hours, much longer than originally planned, and it was just amazing. I hope you enjoy it as much as I did.

Timestamps:

00:00 - Intro
03:05 - Explain what you do to an Uber driver
05:35 - Advice for Rick, the struggling Uber driver
07:07 - Who is Michael Saylor?
11:02 - Sponsors @Trezor & @Bitwise
11:48 - Kevin's Business Intelligence Company
13:14 - Michael's childhood and chip on the shoulder
17:56 - Has Michael conquered the world yet?
19:49 - Just because you can, doesn't mean you should
28:23 - Sponsors @KASTxyz & @sumsub
30:02 - Low time preference and scarcity
43:50 - Buying and flipping domain names for tens of millions
55:11 - Bitcoin is a lifeboat
1:01:31 - Should you mortage your house to buy Bitcoin?
1:09:50 - The great $60B in Bitcoin bet: risks
1:15:32 - Sponsors @JupiterExchange , @ethena
1:16:16 - Sell the kidney if you must but keep the Bitcoin
1:20:14 - What's the endgame for Strategy?
1:28:16 - Where does Bitcoin price end?
1:29:36 - Where would Bitcoin price be without Michael Saylor?
1:31:06 - What is STRC?
1:35:34 - Should my mom put her life savings in STRC?
1:37:12 - How do you always invent new ways to buy more Bitcoin?
1:49:19 - From God to Madman every 6 months: handling insane volatility
1:51:49 - How Michael lost $6 Billion of his net worth in one single day in 2000 and then watched MSTR go down another 99%
1:59:09 - Why Michael doesn't have children
1:59:44 - Why working hard is the worst advice you can get
2:07:37 - Why THERE IS NO SECOND BEST, there is only one crypto asset
2:15:03 - Thanking Michael from the whole crypto industry

[Phong Le @phongle]

13 of the top 15 institutional shareholders of $MSTR added to their positions in Q1 2026. Combined holdings increased 27%.

[Felix ₿. @LifeLongTalk]

@CobraBitcoin @saylor needs to buy $20 billion to move the price I guess 🤷‍♂️😁

[Felix ₿. @LifeLongTalk]

Who already promoted $STRC to someone outside of the btc-world?

[Felix ₿. @LifeLongTalk]

Strong growth for relevant KPIs without a bull run 🧡
Next bull run will be legendary!

[Phong Le @phongle]

$MSTR has generated BTC Yield of 12.6% and BTC Gain of $6.6B through May 17. Digital credit is helping us deliver faster growth in 2026 than in 2025.

[Felix ₿. @LifeLongTalk]

Big chungosss!
I like!

[Michael Saylor @saylor]

Strategy has acquired 24,869 BTC for ~$2.01 billion at ~$80,985 per bitcoin and has achieved BTC Yield of 12.6% YTD 2026. As of 5/17/2026, we hodl 843,738 $BTC acquired for ~$63.87 billion at ~$75,700 per bitcoin. $MSTR $STRC https://t.co/y1zvePEuym