Vinny Lingham
@VinnyLingham
RT
@laurashin: 'It's not a Ponzi. It's a Saylor scheme.' 🪙
@VinnyLingham tweeted 18 months ago that Strategy's unraveling was coming. We got into how he thinks the whole thing breaks. 📉 Timestamps: 📉 01:11 Strategy in free fall: why Vinny says the collapse was always coming 🪤 06:24 Why buying back 2029 debt blew Saylor's runway ₿ 07:36 The '32 years of dividends' claim and what a deeper bear market does to it 🏚️ 10:23 How the MSTR empire actually breaks: the discount-to-mNAV trap 🎯 13:35 Why is Strategy faltering? Is it leverage or a Soros-style attack on MSTR? 💙 16:38 Cape: Get 33% off your first six months with code unchained at https://t.co/2ZtLziXsHV 💚 17:32 Fidelity: Explore crypto careers that could change your future at https://t.co/8dua6AZj82 📆 18:15 Why switching to bi-monthly dividends makes the problem worse ⏳ 19:29 The $6.7B convertible-note overhang and the 2028 default risk 🛟 22:07 Can MSTR be saved, and
@laurashin: 'It's not a Ponzi. It's a Saylor scheme.' 🪙
@VinnyLingham tweeted 18 months ago that Strategy's unraveling was coming. We got into how he thinks the whole thing breaks. 📉 Timestamps: 📉 01:11 Strategy in free fall: why Vinny says the collapse was always coming 🪤 06:24 Why buying back 2029 debt blew Saylor's runway ₿ 07:36 The '32 years of dividends' claim and what a deeper bear market does to it 🏚️ 10:23 How the MSTR empire actually breaks: the discount-to-mNAV trap 🎯 13:35 Why is Strategy faltering? Is it leverage or a Soros-style attack on MSTR? 💙 16:38 Cape: Get 33% off your first six months with code unchained at https://t.co/2ZtLziXsHV 💚 17:32 Fidelity: Explore crypto careers that could change your future at https://t.co/8dua6AZj82 📆 18:15 Why switching to bi-monthly dividends makes the problem worse ⏳ 19:29 The $6.7B convertible-note overhang and the 2028 default risk 🛟 22:07 Can MSTR be saved, and
@laurashin
'It's not a Ponzi. It's a Saylor scheme.' 🪙
@VinnyLingham tweeted 18 months ago that Strategy's unraveling was coming. We got into how he thinks the whole thing breaks. 📉
Timestamps:
📉 01:11 Strategy in free fall: why Vinny says the collapse was always coming
🪤 06:24 Why buying back 2029 debt blew Saylor's runway
₿ 07:36 The '32 years of dividends' claim and what a deeper bear market does to it
🏚️ 10:23 How the MSTR empire actually breaks: the discount-to-mNAV trap
🎯 13:35 Why is Strategy faltering? Is it leverage or a Soros-style attack on MSTR?
💙 16:38 Cape: Get 33% off your first six months with code unchained at https://t.co/2ZtLziXsHV
💚 17:32 Fidelity: Explore crypto careers that could change your future at https://t.co/8dua6AZj82
📆 18:15 Why switching to bi-monthly dividends makes the problem worse
⏳ 19:29 The $6.7B convertible-note overhang and the 2028 default risk
🛟 22:07 Can MSTR be saved, and the most likely outcome from here