I stopped by the new Reflecting Pool. It is simply glorious. There were a thousand people, everywhere, taking pictures and just enjoying its beauty. Thank you President Trump for restoring our city’s national treasure.
$STRC and $MSTR shareholders have approved the amendment to move $STRC dividends from monthly to semi-monthly. Under the new cadence, the first record date is June 30 and the first payment date is July 15. Thank you to every shareholder who voted.
https://t.co/98lMXWW4XF
The case against Bitcoin requires you to believe that the smartest engineers, the largest asset managers, the wealthiest individuals, multiple sovereign nations, an increasing share of the US Treasury, and most of Silicon Valley are all wrong about the same thing at the same time, while the man explaining this to you on cable news is right, despite the fact that he was also wrong about the housing bubble, the dot-com bubble, the Iraq War, transitory inflation, and what would happen if you printed nine trillion dollars in eighteen months.
At some point the simpler explanation is that he is paid to be wrong.
And at some point after that, you stop watching.
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
My latest thoughts on $BTC, $STRC, and $MSTR with @TheBonnieChang and @davidlin_TV at Consensus 2026.
0:00 - Strategy’s Bitcoin sale controversy
0:36 - Why Strategy may sell Bitcoin
3:12 - “Never sell your Bitcoin” explained
4:40 - How Strategy buys more Bitcoin than it sells
6:33 - Michael Saylor’s Bitcoin accumulation philosophy
8:04 - Using Bitcoin liquidity and market arbitrage
11:14 - Responding to Ponzi scheme criticism
13:32 - STRC trading patterns and Bitcoin buying
15:05 - What really drives Bitcoin’s price
17:58 - Bitcoin, macro risks, and Fed policy
19:43 - Bitcoin as digital capital and digital credit
21:52 - Strategy’s dominance in preferred stock issuance
23:09 - AI, digital credit, and Bitcoin’s future
24:36 - Saylor’s childhood inspiration and MIT story
Strategy is proposing to pay semi-monthly dividends on $STRC, instead of monthly. No change to the annual dividend obligations or dividend rate. These proposed changes are intended to stabilize price, dampen cyclicality, drive liquidity, and grow demand.
I would like to offer to pay the salaries of TSA personnel during this funding impasse that is negatively affecting the lives of so many Americans at airports throughout the country