In this episode, Soleil (@nithusezni) joins us to discuss Bitcoin, break down the growing parallels between Tesla, and Strategy (MSTR) and to share his key takeaways from Strategy’s Q3 earnings call.
We dive deep into:
🔹 How Soleil got into Bitcoin and options trading
🔹 Why Tesla and Strategy follow similar disruptive paths
🔹 Bitcoin-backed preferreds and MSTR’s bond market disruption
🔹 Michael Saylor’s long-term vision and the “amplification” strategy
🔹 The four-year Bitcoin cycle, super cycle, and risk management
🔹 Whether Strategy should advertise like Tesla or let Bitcoin sell itself
From Bitcoin maximalism to Strategy, True North, and the future of Bitcoin-treasury companies, this conversation is packed with insights for long-term investors and Bitcoiners alike.
00:00 Introduction: Soleil (@nithusezni)
01:07 How Soleil Got Into Bitcoin & Trading Options
06:04 Tesla Enters the Picture
09:44 Tesla & Strategy Parallels
10:45 Becoming a Full Bitcoin Maximalist
11:59 MicroStrategy's Impact on Bitcoin
15:16 MSTR Preferreds & Fixed-Income Products
17:28 MSTR Q3 Earnings Reaction
20:17 International Market Strategies
24:06 Should Strategy Advertise Like Tesla? Ads vs Organic Growth Debate
27:12 Tesla-Like Strategy Rollout
33:50 The Four-Year Cycle vs. Super Cycle
40:53 Options Trading Around S&P 500 Inclusion
43:55 How to Orange Pill Different People
47:46 Closing Thoughts & Where to Find Soleil
Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81
Mentions:
- Soleil: https://x.com/nithusezni
DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.
Thank you for listening!
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