Episode Details
Back to EpisodesSaylor's STRC Buy Could've Been BILLIONS Bigger | Strategy Mega-Buy Roundtable
Description
Parker White from Apyx reveals on the record that Strategy could've raised 50–100% more during its recent STRC mega-buy — and chose not to.
On this Bitcoin Treasuries roundtable, Tyler Rowe sits down with Alexandre Laizet (Capital B), Ryan Lane (Empery Digital), Parker White (Apyx / DFDV), and Soleil (True North) to unpack the $2B+ STRC raise, debate whether smaller Bitcoin treasury companies should sell Bitcoin to buy back shares trading under NAV, and share their price targets for Bitcoin's next all-time high.
Topics covered:
- Parker's insider account of Strategy's STRC capacity
- Bi-monthly dividend rollouts and the race toward daily income
- Ryan Lane on Empery Digital selling Bitcoin to grow BTC per share
- Alexandre on why French institutions now understand digital credit
- Managing MNAV multiples as a smaller treasury company
- Bitcoin's stability during the Iran-Israel-US conflict
- Capital B's target of 42,000 Bitcoin by 2029
- Lightning round: when does Bitcoin hit a new all-time high?
Follow the panel:Alexandre Laizet: https://twitter.com/@AlexandreLaizetRyan Lane / Empery Digital: https://twitter.com/@EMPD_BTCParker White: https://twitter.com/@TheOtherParker_Soleil: https://twitter.com/@nithusezni
Special thanks to @hemi_xyz — https://bit.ly/hemiXYZ
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⚠️ Not financial advice. Do your own research.🟠 Stay Orange.
CHAPTERS:
00:00 Cold Open
02:34 Welcome & Intros To The Panel
03:38 Apyx & The Implications Of STRC Dividends Going Semi-Monthly
07:22 Saylor Leaving Money On The Table w/ STRC ATM?
09:06 Institutional Interest in Bitcoin Treasuries
14:44 Empery Digital's Willingness to Sell BTC to Increase BPS
22:31 Varying Strategies to Accumulate More BTC Long-Term
26:09 Double-Edged Sword of Paying Dividends
35:36 Lean Operations & Managing Costs of a Treasury
39:54 The Rise of Retail Investment and Accessibility
43:37 Market Dynamics and Treasury Management
45:27 Live Reaction To BTC Price Pumping
46:16 Bitcoin's Response to Geopolitical Events
01:03:43 When Will Bitcoin Reach New All-Time High