00:00 Speaker A
I think a lot of this may actually lead into the second story today, which is one that I’ve been reporting on constantly, because I think these are tied together.
00:06 Speaker A
This, of course, from Michael Sailor, strategy has acquired 24,869 Bitcoin for $2.01 billion at $8,985 per Bitcoin.
00:18 Speaker A
and has achieved a Bitcoin yield of 12.6% year to date 2026. They now hold 843,738 Bitcoin
00:25 Speaker A
acquired for almost $64 billion at 75,700 per Bitcoin. So, one, almost trading right back to sailor’s cost basis, buying at 81,000, he actually averaged up on his position slightly, although now 200, you know, 25,000 Bitcoin buy in a week is a rounding area.
00:39 Speaker A
B, we saw this happening last week in real time on STRC. I showed you the dashboard, I showed you exactly how much was being bought while it was.
00:46 Speaker A
So imagine now, we have this player in the market who not only do we know is going to buy Bitcoin, but we can literally transparently in real time watch it happening because we know the functionality of STRC and what sailor does when it goes above par.
01:00 Speaker A
So you have to imagine there are a lot of traders, hedge funds, big money that’s going to trade into and around that knowledge, right? It’s basically like having inside knowledge of what’s going to happen in a market with a huge buyer.
01:10 Speaker A
So, my new working theory, and I’ve talked about this quite a bit, is that in advance of ex-dividend, which is effectively the middle of the month for STRC, although they’re proposing to do it twice a month,
01:19 Speaker A
you know that Michael Sailor is about to buy a lot of Bitcoin. So, as a trader, you can front run that very transparent purchasing of Bitcoin, and then when Bitcoin kind of hits that top right around when it’s actually happening and the buying’s happening, you can sell, wait for price to come back down, rinse and repeat.
01:34 Speaker A
People are doing it with STRC from $99 to $101, and I have a very strong feeling that they’re doing it on Bitcoin as well because that is just too obvious of a trade not to take.
01:46 Speaker A
Now, interestingly, people always point out that Michael Sailor buys the top. He says he will be buying the top forever. He doesn’t care what price Bitcoin is. He’ll buy it, you know, 150,000, the same that he’ll buy at 15 million.
01:56 Speaker A
And people know that he actually means it. So, we had news last week that Michael Salor, you know, two weeks ago now, I guess, saying that he would potentially sell Bitcoin if he had to, but you can uh, ignore what he’s saying and watch what he’s doing.
02:05 Speaker A
$2 billion more worth of Bitcoin bought in one week. And yes, the headlines will tell you that he was instantly down 5%, not entirely true because the announcement is not when the Bitcoin are bought. It’s that they were bought last week.
02:15 Speaker A
But he doesn’t care. Being down 5% on a Bitcoin purchase is irrelevant to him because like you, he takes a long-term view and is looking to hold this asset for decades to come.
