Strategy Earnings Call Q3 Preview: $MSTR, STRC and 848,000 Bitcoin
Notas do episódio
Jody Flournoy and Halston Valencia of BitGo preview Strategy's ($MSTR) Q3 earnings call on Treasury Talks. Halston explains her tweet questioning Stretch (STRC) and Michael Saylor's reply, why weeks of STRC buybacks have not brought it back to par, and why she thinks Strategy needs to raise the STRC rate by at least 50 bps. They also cover Strive's 43,000 Bitcoin purchase, why Halston is still buying MSTR, Strategy versus altcoins, and their wish list, grenades and questions for the call, from BTC yield and selling bitcoin for dividends to MSCI, which they call a nothing burger.
Timestamps:
0:00 Intro
0:14 Cold open
0:42 Welcome: Strategy earnings day
1:07 Bitcoin back over 81K after the Fed
1:57 Strive's 43,000 Bitcoin purchase
3:00 Halston's Stretch tweet and Saylor's reply
5:49 Why independent Bitcoin voices matter
8:25 Question everything, even Strategy
9:43 Strategy Q3 earnings preview: 848,000 Bitcoin
11:07 Is Halston buying more MSTR?
14:05 Strategy vs altcoins: why a public company wins
16:39 Why MSTR content is in such demand
17:48 Earnings call wish list
21:43 Should Strategy raise the STRC rate?
23:54 Grenades: what nobody wants to hear on the call
24:48 Are the STRC buybacks moving the needle?
28:59 Questions for the call: BTC yield, buybacks, MSCI
32:27 The one question that must get answered
34:35 Scanley's free unclaimed property search
35:45 Outro
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