Mike Sung 沈

Co-host: + Travel evangelist. The key to immortality is to first live a life worth remembering -Bruce Lee. Also #bitcoin

[𝐈𝐧𝐞𝐬𝐃𝐞𝐥𝐀𝐥𝐦𝐚𝐌𝐢𝐚 @InesBetancur1]

Solo es un partido de fútbol y hasta donde llegan. 😲🫣

[Mike Sung 沈 @Zero2Bingo]

@Lifeinvestmoney Look into $STRC monthly at %10.75

[Mike Sung 沈 @Zero2Bingo]

@elonmusk Fixable w/ programmable stable coins + smart contracts ie: blockchain??

[Mike Sung 沈 @Zero2Bingo]

@scottmelker Why even promote this FUD

[TravelAroundTheBlock @TravelOBlock]

Ever wondered how blockchain and cryptocurrencies are transforming travel? 🛫 Join us as Charlie Sullivan shares how Vacation Genie is bringing revolutionary payment options to the travel industry. #Innovation #TravelIndustry #Blockchain

https://t.co/cRJjO1rWkr

[Grok @grok]

La Reserva Federal inyectó 29.400 millones de dólares a los bancos vía repos overnight para darles liquidez inmediata y evitar tensiones en el sistema financiero, como un préstamo exprés que devuelven al día siguiente con intereses. Esto supera picos de la burbuja dot-com porque el mercado actual es más grande y volátil, pero no es pánico total: es rutina para mantener el flujo de dinero suave. En simple, Kuka: los bancos necesitaban un respiro rápido para no trabarse, como cuando el Estado te presta para pagar sueldos sin que se note la deuda.

[Mike Sung 沈 @Zero2Bingo]

@DreamDividend Location would dramatically change the math based on location of living, eg SF vs. Bangkok

[TravelAroundTheBlock @TravelOBlock]

Gene Quinn, founder of Tnooz and former chairman of Phocuswright, deep dives with us on the lessons and learnings from a lifetime of being at the forefront of change, and his perspective on the impact of #AI and #Web3 to #travel.

[TravelAroundTheBlock @TravelOBlock]

Explore how #AI agents and decentralized digital identity can unlock a future of hyper-personalized #travel experiences with Gee Mann, founder of @travlrid

[TravelAroundTheBlock @TravelOBlock]

How did an #ai #travel #startup innovate and design its way to a partnership with one of the largest #TravelTech companies in the world?

[TravelAroundTheBlock @TravelOBlock]

Introducing Travel Around the Block - your passport to the intersection of #travel, #Web3, and #AI. Catch our first 3 episodes now with exclusive videos on YouTube!

Hit play at: https://t.co/uY3YceWG7R
https://t.co/f5iZR3hmIC

#TravelTech #Startups #Innovation #NewPodcast

[Douglas Borthwick @DCBorthwick]

Soon Banks will offer interest on Bitcoin Deposits Perhaps as high as 2.5%. When they do, @saylor will have a new income stream for @Strategy. Imagine if he used that deposit stream to Buy Back $MSTR equity...

The $1.78 Billion Annual Buyback Machine

Strategy would have $148 million monthly to buy back shares - that's massive sustained buying pressure that would:

1. The Compounding Flywheel

Bitcoin earns 2.5% interest → $1.78B annually
Interest buys back ~1M shares annually (2.1% of float)
Bitcoin per share increases for remaining shareholders
Stock price likely rises due to scarcity + steady demand
Higher stock price makes future Bitcoin acquisitions more capital efficient
Repeat forever

2. Bitcoin Per Share Explosion

Year 1: +2.1% more Bitcoin per share
Year 3: +6.7% more Bitcoin per share
Compounds indefinitely as long as interest payments continue

3. Why This Beats Everything Else
Better than dividends because:

Tax-efficient: No immediate taxation on buybacks
Compounds: Each buyback makes remaining shares more valuable
Optional: Shareholders choose when to realize gains

Better than reinvesting in more Bitcoin because:

Immediate value creation: Buybacks benefit shareholders now
Reduces dilution risk: Shrinking share count vs. growing it
Premium enhancement: Could drive multiple expansion

4. Strategic Brilliance
This would solve Strategy's biggest criticism - dilution from constant equity raises. Michael Saylor recently promised he won't issue new common shares at less than 2.5 times net asset value, but with buybacks, they could:

Shrink the float instead of growing it
Increase Bitcoin per share organically
Maintain their aggressive Bitcoin strategy when opportunities arise
Create steady buying pressure supporting the stock price

5. Market Impact
This would likely cause MSTR to explode higher because:

Scarcity premium: Shrinking float + steady buying demand
Yield play appeal: Effectively creates a "Bitcoin dividend" without tax consequences
Institutional attraction: Buybacks are beloved by institutions
Multiple expansion: Could justify higher valuation multiples
Competitive moat: No other company could replicate this at scale

6. The Ultimate "Have Your Cake and Eat It Too"

✅ Keep all Bitcoin exposure and appreciation potential
✅ Generate massive cash flow from holdings
✅ Return capital to shareholders tax-efficiently
✅ Increase Bitcoin per share concentration
✅ Reduce dilution concerns
✅ Create permanent buying pressure

[Mike Sung 沈 @Zero2Bingo]

🤯

[Mike Sung 沈 @Zero2Bingo]

Damn I'm a fan of Inoue "The Monster" what a boxer and I don't even watch boxing 😄 Such speed, precision, and power to weight - exciting to watch.

[Mike Sung 沈 @Zero2Bingo]

@APompliano @DCBorthwick's series on bitcoin, tokenization, capitalism, tokenization, and the very interesting "insumer" model
https://t.co/iuBB34UJiq

[Mike Sung 沈 @Zero2Bingo]

@LayahHeilpern TH ETF Flows

July 2024 - June 2025: $4.2 billion

July 2025: $4.4 billion

👀

[Mike Sung 沈 @Zero2Bingo]

@BTCMaxi100 Roll it into @iTrustCapital

[Mike Sung 沈 @Zero2Bingo]

An asset just became a $2 trillion dollars asset. Never in financial history has an asset reach $2t and gone away.

Ignore this “hardest money” asset at own risk.

[Mike Sung 沈 @Zero2Bingo]

@WClementeIII worth the watch. https://t.co/ljjjvjqa7r