Michael Saylor broke a 10-week silence with a “We’re ₿ack” post, and Strategy disclosed 4,603 BTC for $370 million at an average of $80,318. Holdings now sit at 845,050 BTC with $6.71 billion in USD assets and net leverage at 0.0%. We break down what changed, why he was a net seller during the pause, and what Warsh’s hawkish turn means for the macro setup heading into September.
~This episode is sponsored by iTrust Capital~
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00:00 Intro
00:10 Sponsor: iTrust Capital
00:50 Crypto greed 75%
01:15 Disbelief?
01:45 Mike McGlone: Being bearish vs shorting
03:00 Scott Bessent: Drunkenmiller lost a bunch of money
04:30 Sidelined money will chase pump
05:00 Tom Lee: Why markets can rally in September
06:20 Fed rate hike odds jump
07:00 Mark Cudmore: Warsh restored Fed credibility
08:25 Tom Lee: Is crypto winter over?
09:45 Saylor finally buys Bitcoin
10:15 Saylor tracker
11:10 BMNR Buyback program
12:00 Tom Lee: Buyback strategy
13:30 Solana vote passed despite institutions
#bitcoin #Crypto #Ethereum
~Saylor Finally Buys Bitcoin Again!🚨Crypto Rally Continues?~
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