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Strategy sold Bitcoin for the first time since 2022... and the internet panicked.
But while everyone was focused on Strategy's sale of just 32 BTC, another Bitcoin treasury company may have quietly accumulated more than 2,000 Bitcoin in a single week.
In this episode, we break down:
✅ Why Michael Saylor's Strategy sold Bitcoin
✅ Why the 32 BTC sale may be completely irrelevant
✅ The reaction from Bitcoin critics like Peter Schiff and Jim Cramer
✅ Strive's explosive Bitcoin accumulation through SATA
✅ Whether Strive is becoming the next Metaplanet
✅ STRC dividend updates and what investors should watch
✅ ProCap selling Bitcoin for share buybacks
✅ Sequans abandoning its Bitcoin treasury strategy
✅ The future of Bitcoin treasury companies in a bear market
We also discuss why many investors may be focusing on the wrong signal while some of the fastest-growing Bitcoin treasury companies continue accumulating aggressively behind the scenes.
00:00 Strategy Sells Bitcoin for the First Time Since 2022
04:45 Will Strategy Change Its STRC Guidance?
08:31 Strive Quietly Bought 2,000+ Bitcoin Last Week?
11:56 Why Strive Could Become the Next Metaplanet
14:17 What If Bitcoin Doubles From Here? The Upside Nobody Discusses
15:33 Anthony Pompliano's ProCap Sells Bitcoin — Smart Move?
17:40 Sequans Exits Bitcoin Treasury Strategy After Selling 456 BTC
19:37 Schrödinger's Bitcoin: Can Bitcoin Win While Strategy Fails?
22:20 Why the Bitcoin Treasury Model Is Just Getting Started
Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81
DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.
Thank you for listening!
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