skinny.

Latest / One Chair Podcast

MSTR Is Setting Up for Its Most Powerful Bitcoin Cycle Yet

Strategy is raising capital again. But the bigger question is: what exactly is Michael Saylor building toward?

This week, we break down the latest moves from Strategy MSTR, including its growing $4.8 billion USD reserve, continued STRC buybacks, and a fascinating possibility: could Strategy be positioning itself toward zero net debt in USD terms?

But is building the cash reserve this aggressively in the middle of a Bitcoin bear market actually the right move?

We also dive into one of the most interesting trades developing across the Bitcoin treasury sector: Strive ASST now has nearly 30%…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.