Episode Details
Back to EpisodesStrategy Is Now Doing What Empery Did First β Selling Bitcoin (Saylor's Gamble To DESTROY Shorts)
Description
Ryan Lane raised $500 million in six weeks, bought back more stock than any Bitcoin treasury company by multiples, and grew BTC per share 30% β by doing something most Bitcoin companies won't touch: selling Bitcoin below NAV.
Now Strategy is doing the same thing.
Ryan, founder of Empery Digital and 25-year hedge fund veteran, breaks down the math, explains why Bitcoin treasuries without cash-flow-positive operating businesses won't survive, and makes the case that Kevin Warsh will cut rates faster than Powell ever did β because AI changes the deflation calculus entirely.
Follow Empery Digital: https://twitter.com/@EMPD_BTC | https://www.emperydigital.com
Special thanks to @hemi_xyz β https://bit.ly/hemiXYZ
π Secure your Bitcoin with COLDCARD β use code 6BT for 6% off at bit.ly/coinkiteStore
π¦ Borrow against your BTC from 8.49% at bit.ly/archlending
ποΈ Institutional custody & OTC at bit.ly/bitGo
πΌ Bitcoin executive recruitment at bit.ly/XCEio
π Track every Bitcoin treasury company at bitcointreasuries.net
β οΈ Not financial advice. Do your own research.
π Stay Orange.