Adam Livingston
speaker
573 appearances
1 recordings
1 series
first heard Jun 2026
last heard 24 Jun
Adam Livingston’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
What Bitcoin Did · Is Michael Saylor Trapped? STRC Explained | Adam Livingston · 24 Jun 2026
podcast
I could be wrong.
Maybe it goes down to 50k or something but I don't think that um
the premium will probably drop any more than it is now.
And if it does, like if the true CEBE MNAV goes down to one, they only have to dilute the shareholders 5% per year to pay that annual dividend.
And that's if they don't tap the Bitcoin or the cash.
So to me, I'm like, the MST, our shareholders are seeing...
If all the premium evaporates to the residual, they would have to dilute the stock only 5% per year.
And in exchange, you get that 40% Bitcoin amplification.
So I think a lot of MSTR shareholders look at that tradeoff.
And if they're bullish on Bitcoin from a pretty big overcorrection, the math makes sense for them.
Yeah, that's a really good question.
I think that there is a philosophical split in the Bitcoin community that's like really eating it away at kind of our previously at least better vibe that we had going on.
I think that it's because people are defining Bitcoin's win condition differently.
Like you just said, you don't like the treasury companies, and that's a very common viewpoint right now.
I think a lot of people, they...
You know, people come to Bitcoin through a variety of ways and they have their own win condition attached to it.
Because to me, like Bitcoin is this monolith that's just this amazing, pristine, free, neutral monetary network.
And then a lot of people like to attach their subjective, often political views.
philosophy win conditions?
What does it look like for Bitcoin to win?
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