Uploaded June 2026 | Updated September 2026, 1 week ago
Join Bitcoin University Premium:
bitcoinuniversity.com/join
In this video, I discuss MSTR, STRC, Saylor's responses to me on X, Saylor promoting DeFi protocols, and what all of this means for Strategy's funding of BTC purchases going forward.
I believe that Saylor has been moving the goalposts when it comes to Strategy's approach to mNAV and BPS (Bitcoin per share).
In this video, I present my own strong opinions and beliefs, along with what I believe to be strong corroborating evidence.
I may have gotten things wrong, so please do your own research and let me know in the comment section below.
Not investment advice! Consult a financial advisor.
MSTR Shareholders Getting Diluted:
youtube.com/watch?v=RnrJkZuMhe8
Grok weighs in on mNAV:
https://x.com/grok/status/2064121142743343301
Strategy's own website shows dilution:
strategy.com/purchases
mNAV chart:
saylortracker.com/?tab=home
Saylor responds to me:
https://x.com/saylor/status/2064391524415066324
https://x.com/mattkratter/status/2064402439047164068
Evidence showing BPS was always the main business objective:
https://x.com/phongle/status/2063617109817495698
https://x.com/phongle/status/2061472523338793310
https://x.com/phongle/status/2053091519058345995
assets.contentstack.io/v3/assets/bltf8d808d9b8cebd37/blt0a7be22d534bb050/69850541eb19d52d260c103b/strategy-q4-2025-financial-results.pdf
https://x.com/SemperVigilant1/status/2064435128982462894
Saylor changing metrics:
https://x.com/SemperVigilant1/status/2064428203754549550
https://x.com/davidzmorris/status/2064408601502867506
https://x.com/BigpictureBTC/status/2064131167926771730
STRC "peg" may be in trouble:
https://x.com/davidzmorris/status/2064422840141550009
Saylor attacks Danny over an innocent question:
youtube.com/watch?v=J85O-ckNxCw&t=2029s
Saylor saying that retweets are not endorsements:
https://x.com/saylor/status/2064431787565105181
https://x.com/eric_b_hodln/status/2064486282190045373
Saylor reposting DeFi garbage:
https://x.com/saylor/status/2046625651575463969
https://x.com/parkeralewis/status/2064382345692484095
https://x.com/saylor/status/2043732717376766346
https://x.com/saylor/status/2044078368035897460
strategy.com/software/video/new-market-structures-using-strc-and-bitcoin-linked-products-saturn
bitcointreasuries.net/news/whos-building-on-strategys-strcand-what-theyre-making
Saturn has tokens:
binance.com/en/square/post/05-07-2026-saturn-foundation-plans-token-allocation-for-season-one-participants-320469507282689
Saylor calling Ethereum and Solana "balsa wood and clay":
sahmcapital.com/news/content/bitcoin-is-steel-ethereum-and-solana-are-balsa-wood-and-clay-warns-michael-saylorstrategy-chair-says-leveraging-eth-sol-could-lead-to-catastrophe-2025-04-22
Saylor and Solana and Chainlink:
finance.yahoo.com/news/michael-saylor-unveils-digital-credit-110031292.html
ethnews.com/chainlink-becomes-the-bridge-powering-saylors-8-5b-bitcoin-bet
Saylor's beliefs:
https://x.com/saylor/status/2064637939447935334
I am not being paid or otherwise compensated by any company or cryptocurrency project that I mention in my videos. My opinion is not for sale. Please do not contact me with any affiliate or advertising deals.
#Bitcoin
#Saylor
#MSTR
Disclaimer
Neither Matthew Kratter's Bitcoin University, nor any of its directors, officers, shareholders, personnel, representatives, agents, or independent contractors (collectively, the “Operator Parties”) are licensed financial advisors, registered investment advisors, or registered broker-dealers. None of the Operator Parties are providing investment, financial, legal, or tax advice, and nothing in this video, on this YouTube channel, or at www.Trader.University or BitcoinUniversity.com (henceforth, “the Sites”) should be construed as such by you. This video, channel, and the Sites should be used as educational tools only and are not replacements for professional investment advice. Trading or investing in new and volatile assets like Bitcoin can be risky.
Join Bitcoin University Premium:
bitcoinuniversity.com/join
In this video, I discuss MSTR, STRC, Saylor's responses to me on X, Saylor promoting DeFi protocols, and what all of this means for Strategy's funding of BTC purchases going forward.
I believe that Saylor has been moving the goalposts when it comes to Strategy's approach to mNAV and BPS (Bitcoin per share).
In this video, I present my own strong opinions and beliefs, along with what I believe to be strong corroborating evidence.
I may have gotten things wrong, so please do your own research and let me know in the comment section below.
Not investment advice! Consult a financial advisor.
MSTR Shareholders Getting Diluted:
youtube.com/watch?v=RnrJkZuMhe8
Grok weighs in on mNAV:
https://x.com/grok/status/2064121142743343301
Strategy's own website shows dilution:
strategy.com/purchases
mNAV chart:
saylortracker.com/?tab=home
Saylor responds to me:
https://x.com/saylor/status/2064391524415066324
https://x.com/mattkratter/status/2064402439047164068
Evidence showing BPS was always the main business objective:
https://x.com/phongle/status/2063617109817495698
https://x.com/phongle/status/2061472523338793310
https://x.com/phongle/status/2053091519058345995
assets.contentstack.io/v3/assets/bltf8d808d9b8cebd37/blt0a7be22d534bb050/69850541eb19d52d260c103b/strategy-q4-2025-financial-results.pdf
https://x.com/SemperVigilant1/status/2064435128982462894
Saylor changing metrics:
https://x.com/SemperVigilant1/status/2064428203754549550
https://x.com/davidzmorris/status/2064408601502867506
https://x.com/BigpictureBTC/status/2064131167926771730
STRC "peg" may be in trouble:
https://x.com/davidzmorris/status/2064422840141550009
Saylor attacks Danny over an innocent question:
youtube.com/watch?v=J85O-ckNxCw&t=2029s
Saylor saying that retweets are not endorsements:
https://x.com/saylor/status/2064431787565105181
https://x.com/eric_b_hodln/status/2064486282190045373
Saylor reposting DeFi garbage:
https://x.com/saylor/status/2046625651575463969
https://x.com/parkeralewis/status/2064382345692484095
https://x.com/saylor/status/2043732717376766346
https://x.com/saylor/status/2044078368035897460
strategy.com/software/video/new-market-structures-using-strc-and-bitcoin-linked-products-saturn
bitcointreasuries.net/news/whos-building-on-strategys-strcand-what-theyre-making
Saturn has tokens:
binance.com/en/square/post/05-07-2026-saturn-foundation-plans-token-allocation-for-season-one-participants-320469507282689
Saylor calling Ethereum and Solana "balsa wood and clay":
sahmcapital.com/news/content/bitcoin-is-steel-ethereum-and-solana-are-balsa-wood-and-clay-warns-michael-saylorstrategy-chair-says-leveraging-eth-sol-could-lead-to-catastrophe-2025-04-22
Saylor and Solana and Chainlink:
finance.yahoo.com/news/michael-saylor-unveils-digital-credit-110031292.html
ethnews.com/chainlink-becomes-the-bridge-powering-saylors-8-5b-bitcoin-bet
Saylor's beliefs:
https://x.com/saylor/status/2064637939447935334
I am not being paid or otherwise compensated by any company or cryptocurrency project that I mention in my videos. My opinion is not for sale. Please do not contact me with any affiliate or advertising deals.
#Bitcoin
#Saylor
#MSTR
Disclaimer
Neither Matthew Kratter's Bitcoin University, nor any of its directors, officers, shareholders, personnel, representatives, agents, or independent contractors (collectively, the “Operator Parties”) are licensed financial advisors, registered investment advisors, or registered broker-dealers. None of the Operator Parties are providing investment, financial, legal, or tax advice, and nothing in this video, on this YouTube channel, or at www.Trader.University or BitcoinUniversity.com (henceforth, “the Sites”) should be construed as such by you. This video, channel, and the Sites should be used as educational tools only and are not replacements for professional investment advice. Trading or investing in new and volatile assets like Bitcoin can be risky.
