Michael Saylor’s Strategy raised roughly $333.7 million last week. It bought zero Bitcoin.
In this episode of The Daily Wolf, Scott Melker breaks down why Strategy is using capital to build its dollar reserves and repurchase preferred shares instead of immediately adding to its massive Bitcoin position. Scott explains why the shift may actually be healthy for Strategy as the company actively manages the increasingly complex financial structure surrounding its Bitcoin holdings.
Scott also covers World Liberty Financial’s conditional bank charter approval, another Bitcoin miner pivoting toward AI, Wall Street’s latest Bitcoin positions, and a wave of data breaches that has exposed information belonging to more than 250,000 crypto holders. Plus, Scott explains why Bitcoin’s resilience through all of this bad news could be a sign that the market bottom is already in.
Timestamps
00:00 Strategy raises millions, but buys no Bitcoin
01:54 Why Saylor’s restraint could be good
02:19 Trump’s crypto company gets a bank charter
03:25 What World Liberty’s approval actually means
04:48 Another Bitcoin miner pivots to AI
05:57 Why AI keeps winning miners’ electricity
06:23 Trump plans meeting with crypto and AI CEOs
07:27 Who is actually attending the White House meeting?
08:34 What Wall Street is doing with Bitcoin
09:51 Paul Tudor Jones hedges his Bitcoin exposure
10:19 Crypto’s data breach crisis gets worse
11:23 Why 2026 doesn’t look like the 2022 crash
12:35 Crypto companies quietly capitulate
13:33 Why Bitcoin may already have bottomed
14:21 Bitcoin survives an existential crypto crisis
#MichaelSaylor #Strategy #MSTR #Bitcoin #BTC #Crypto #ScottMelker #TheDailyWolf #YahooFinance
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