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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
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