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Michael Keller

👤 Speaker
567 total appearances
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Appearances Over Time

Podcast Appearances

Bankless
ROLLUP: Bitcoin Breaks Below $60K | Saylor’s Three Bad Options | ETH Labs | The Quantum Clock

Well, no, he could go below if he wants.

Bankless
ROLLUP: Bitcoin Breaks Below $60K | Saylor’s Three Bad Options | ETH Labs | The Quantum Clock

He can go below.

Bankless
ROLLUP: Bitcoin Breaks Below $60K | Saylor’s Three Bad Options | ETH Labs | The Quantum Clock

But every time he does this, he... But that's breaking a social contract.

Bankless
ROLLUP: Bitcoin Breaks Below $60K | Saylor’s Three Bad Options | ETH Labs | The Quantum Clock

Well, yeah.

Bankless
ROLLUP: Bitcoin Breaks Below $60K | Saylor’s Three Bad Options | ETH Labs | The Quantum Clock

I mean, every time he does that, we've talked about the way DATs are structured, right?

Bankless
ROLLUP: Bitcoin Breaks Below $60K | Saylor’s Three Bad Options | ETH Labs | The Quantum Clock

Bitcoin is scarce, but strategy stock is not scarce.

Bankless
ROLLUP: Bitcoin Breaks Below $60K | Saylor’s Three Bad Options | ETH Labs | The Quantum Clock

So it does have a money printer and the money printer has a name.

Bankless
ROLLUP: Bitcoin Breaks Below $60K | Saylor’s Three Bad Options | ETH Labs | The Quantum Clock

His name is Michael Saylor because Michael Saylor owns massive amounts of strategy.

Bankless
ROLLUP: Bitcoin Breaks Below $60K | Saylor’s Three Bad Options | ETH Labs | The Quantum Clock

So he's basically governance for strategy.

Bankless
ROLLUP: Bitcoin Breaks Below $60K | Saylor’s Three Bad Options | ETH Labs | The Quantum Clock

So he can just continue to dilute MSTR holders and MSTR can get punished.

Bankless
ROLLUP: Bitcoin Breaks Below $60K | Saylor’s Three Bad Options | ETH Labs | The Quantum Clock

That's why MSCR is down, what, 83%?

Bankless
ROLLUP: Bitcoin Breaks Below $60K | Saylor’s Three Bad Options | ETH Labs | The Quantum Clock

And a Bitcoin is only down like 53%.

Bankless
ROLLUP: Bitcoin Breaks Below $60K | Saylor’s Three Bad Options | ETH Labs | The Quantum Clock

Also, MSCR had a ridiculous MNAV premium previously.

Bankless
ROLLUP: Bitcoin Breaks Below $60K | Saylor’s Three Bad Options | ETH Labs | The Quantum Clock

It was like 2, 3x, something like that.

Bankless
ROLLUP: Bitcoin Breaks Below $60K | Saylor’s Three Bad Options | ETH Labs | The Quantum Clock

It was insane.

Bankless
ROLLUP: Bitcoin Breaks Below $60K | Saylor’s Three Bad Options | ETH Labs | The Quantum Clock

That couldn't last forever.

Bankless
ROLLUP: Bitcoin Breaks Below $60K | Saylor’s Three Bad Options | ETH Labs | The Quantum Clock

Yeah.

Bankless
ROLLUP: Bitcoin Breaks Below $60K | Saylor’s Three Bad Options | ETH Labs | The Quantum Clock

But anyway, now he's right on the cusp of like, what does he do next type of question, right?

Bankless
ROLLUP: Bitcoin Breaks Below $60K | Saylor’s Three Bad Options | ETH Labs | The Quantum Clock

It's like...

Bankless
ROLLUP: Bitcoin Breaks Below $60K | Saylor’s Three Bad Options | ETH Labs | The Quantum Clock

He's running out of tricks.