michael

The founder of Strategy, Michael Saylor, proposed the concept of the "Digital Assets Monetary Spectrum," categorizing different types of digital assets based on volatility, potential returns, and trading functions.Saylor stated that the digital asset system can be divided into four levels: Bitcoin (BTC): Digital Capital (Digital Capital) STRC: Digital Credit (Digital Credit) SR-strcUSX: Digital Money (Digital Money) USDT: Digital Currency (Digital Currency).He believes that from left to right, asset volatility and potential returns gradually decrease, while stability and trading utility continuously increase. Saylor stated that Bitcoin is the "ultimate value storage asset," possessing high volatility, high potential returns, and the attributes of a digital asset that does not require third-party credit endorsement; whereas stablecoins are the "ultimate medium of exchange," emphasizing stability and payment functionality. In between the two, digital credit and digital currency serve as a bridge connecting capital and currency. Among them, STRC is defined by Saylor as "digital credit," characterized by relative stability, high fixed returns, and certain value storage attributes.He further stated that digital currency combines digital currency technology with digital capital economic attributes, possessing stability, earning capacity, trading convenience, and value storage functions. Saylor noted that digital capital belongs to bearer assets, while assets such as digital credit, digital currency, and digital cash are created and managed by digital financial companies, with their ownership layer corresponding to "Digital Equity." These components together form the future "Digital Finance Stack."

The Bitcoin Treasury Company Strategy officially announced that it will hold a live investor Q&A on August 17 at 12:00 PM Eastern Time. The company's founder and executive chairman Michael Saylor and CEO Phong Le will be present.It is reported that this investor Q&A is expected to focus on market topics of interest, including the company's Bitcoin strategy, capital operations, financing plans, and future business directions.

Michael Saylor, the founder and executive chairman of Bitcoin Treasury Company Strategy, has once again released information related to Bitcoin Tracker. According to previous patterns, Strategy typically discloses changes in Bitcoin holdings the day after relevant news is released.

Software company Strategy holds nearly 850,000 bitcoins, valued at just over $50 billion, with some recent purchases financed through debt and stock issuance. Michael Saylor's wealth has fluctuated with the price of bitcoin since he shifted the company to a bitcoin accumulation business in 2020. Michael Saylor stated that last year, with the help of an AI chatbot, he earned $15 billion through the company's issued bitcoin-backed preferred stock.The annual dividend yield of STRC issued by Strategy is 12%, and the recent price has rebounded to nearly $100, having dropped to about $75 in late June. Over the past year, the value of Strategy's common stock has decreased by about 80% alongside the price of bitcoin. The company recently sold some bitcoins to manage debt and dividend commitments and has established a $4 billion cash reserve to provide about two years of funding support for future financing. Michael Saylor also mentioned that last May, he used ChatGPT to conduct in-depth research to design the company's convertible preferred stock product.

Strategy founder Michael Saylor posted that Bitcoin's operation fully aligns with its design. BIP-110 can fork freely, and the Bitcoin network can also choose not to follow. As a result, about 99.85% of Bitcoin's hash power remains on the original network, while the BIP-110 branch has only mined 2 blocks and is currently over 80 blocks behind.He pointed out that BIP-110 has only gained about 0.15% of Bitcoin's hash power and needs to mine 2015 blocks before the first difficulty adjustment. Based on the current block generation speed, this process will take about 25 years.Saylor stated: "Anyone can fork Bitcoin, but if there is a lack of security, practicality, capital, and users, the fork is meaningless. Consensus needs to be earned, not declared."

Strategy founder Michael Saylor posted that only 2.6% of miners signaled support for BIP-110, which failed to gain widespread support. At block 961,632, its nodes will reject non-signaling blocks. Subsequently, BIP-110 will stagnate or fork into an insignificant existence, while Bitcoin will continue to operate normally. Bitcoin is functioning as designed.BIP-110 is a temporary soft fork proposal that plans to introduce 7 consensus restrictions over an effective period of about one year, including limiting the length of new script public keys, the size of certain pushed data and witness items, disabling certain Taproot extension paths, etc., in order to significantly reduce arbitrary non-payment data that can be embedded in transactions, such as inscription runes, thereby reducing node burden, suppressing junk data, and allowing Bitcoin to focus more on its monetary use.

Founder of Strategy Michael Saylor posted on X platform: "Bitcoin does not need the Clarity Act; the United States needs clarity."

According to Fortune magazine, Michael Saylor, Executive Chairman of Bitcoin treasury company Strategy, stated that artificial intelligence is changing the way wealth is created, and businesses and individuals should not try to compete with machines but should leverage AI to amplify their own capabilities. In an interview, Saylor mentioned that he used ChatGPT to help Strategy design a preferred stock financing plan based on Bitcoin, ultimately enabling the company to raise about $15 billion through an IPO and related financing. He stated, "AI helped me create $15 billion."Saylor believes that the core advantage of the AI era is not to repeatedly execute tasks that machines can accomplish, but to ask better questions and use AI to explore new opportunities that were previously unattainable. "Don't try to work harder than robots." In recent years, Saylor has pushed Strategy to allocate Bitcoin on a large scale, transforming the company from a traditional software enterprise into a publicly traded company with Bitcoin as its core asset. Although this strategy comes with higher risks, Saylor stated that significant innovations often require enduring volatility and continuously adjusting direction. He noted that the successful entrepreneurs of the future will be those who can combine AI with human creativity, rather than individuals trying to replace AI in completing tasks.

Bitcoin Treasuries.NET posted on platform X that Michael Saylor of Strategy stated: "Even if Bitcoin drops to $5,000 per coin, we will still remain over-collateralized relative to our debt. We are completely fine. We have raised about $65 billion to purchase BTC, but most of it is not debt."

According to monitoring by OnchainDataNerd, Michael Saylor has been continuously reducing his Bitcoin holdings recently. Data shows that last week, his related addresses sold approximately 1,638 BTC, worth about $102.4 million; then he sold another approximately 299.84 BTC, worth about $18.91 million; today he sold about 1,030 BTC, worth approximately $66.14 million.Despite the continuous selling, Strategy (formerly Micro Strategy) currently still holds about 842,138 BTC, worth approximately $5.265 billion.

Michael Saylor posted on the X platform stating that at block height 961,022, BIP-110 received 38 signals, accounting for 2.7%, and its voluntary threshold of 55% can no longer be reached.At block height 961,632, BIP-110 nodes will reject blocks that have not signaled. Unless major miners change their stance, Bitcoin will continue to operate normally, while BIP-110 will stagnate or fork into an irrelevant state. Its supporters should stop pushing it forward.

Strategy founder Michael Saylor stated that his previous viewpoint of "Never Sell Your Bitcoin" was to share ideas with other holders as a personal investor.Saylor mentioned that he has never sold any Bitcoin, "not even one satoshi." He emphasized that Strategy is a publicly traded company, not a personal wallet, and has been publicly disclosing since 2020 that it may manage capital through buying or selling BTC.Saylor stated that Strategy's long-term belief in Bitcoin has not changed among investors, and the company's related operations are part of its corporate financial strategy, while his personal holding philosophy remains unchanged.Previously, the market was concerned about whether Strategy would adjust its Bitcoin holding strategy. Saylor's statement this time aims to distinguish personal holding behavior from the asset management decisions of a publicly traded company.

According to monitoring by Catcher Predict, in the event "National Bank Open: Michael Zheng vs Miomir Kecmanovic" on the prediction market Polymarket, the "Kecmanovic" option in the sub-market "National Bank Open: Michael Zheng vs Miomir Kecmanovic Spread +/-1.5" experienced a dramatic fluctuation in winning probability, soaring from 4% an hour ago to the current 23% (a fluctuation of 19%). Please note the impact of relevant breaking news.

Michael Saylor, the founder and executive chairman of Bitcoin Strategy Company, has once again released information related to Bitcoin Tracker, with the caption "Bitcoin Drive engaged."According to previous patterns, Strategy typically discloses changes in Bitcoin holdings the day after relevant news is released.

Michael Saylor, the founder and executive chairman of Bitcoin Treasury Company Strategy, has once again released information related to Bitcoin Tracker. According to previous patterns, Strategy usually discloses changes in Bitcoin holdings the day after relevant news is released.

Michael Saylor posted on the X platform stating that BIP-110 signaling was voluntary before block 961,632. From block 961,632 to 963,647, its software will reject every block that does not signal.Any "100% signaling" displayed during this window reflects this rule, rather than voluntary support from miners or Bitcoin consensus.

Investor Mark Cuban and "Big Short" Michael Burry recently issued warnings about the valuation risks of Nvidia (NVDA) and AI stocks. Cuban stated on the X platform that the current AI capital cycle bears similarities to the internet bubble of the 1990s, believing that Nvidia is playing the role of the IPO market back then, driving continuous capital inflow by supporting customers in purchasing AI chips.Burry, on the other hand, is concerned about the rising prices of Nvidia's credit default swaps (CDS) and claims that the scale of "circular financing" driven by Nvidia is expanding. He believes that some AI demand relies on financing support, and future revenues may be built on complex funding cycles. Previously, Nvidia's stock price fell about 5% in a single day, with a market value shrinkage of approximately $250 billion. The IMF and the Bank for International Settlements have also warned about the systemic risks that AI circular financing may bring. However, Nvidia CEO Jensen Huang responded that the related criticisms are "absurd."

According to monitoring by Catcher Predict, in the Polymarket event "Los Cabos Open: Michael Zheng vs. Martin Landalus," the sub-market "Los Cabos Open: Michael Zheng vs. Martin Landalus" saw the winning probability of the "Michael Zheng" option fluctuate dramatically, rising from 40.5% an hour ago to the current 80% (a fluctuation of 39.5%). Please note the impact of relevant breaking news.

Strategy founder Michael Saylor stated that Bitcoin has gained market recognition, but the biggest challenge in the future is not external competition, but rather the erosion of consensus rules from within. He believes that Bitcoin's consensus rules are like a "constitution," determining property rights, scarcity, settlement mechanisms, and boundaries of power. Any modification of the rules for the benefit of specific groups is an infringement on the economic rights of all participants.He warned that Bitcoin is expected to grow a hundredfold in the future and become the infrastructure of the global capital market, while a single erroneous rule modification could harm markets, technologies, and economic freedoms that have yet to be born. Saylor specifically pointed out certain proposals, including BIP-110, arguing that they undermine the neutrality of the Bitcoin protocol by limiting effective paid transactions, introducing contract mechanisms, or expanding block capacity. He stated that although these proposals take different forms, they all weaken the scarcity of block space, increase network bandwidth and verification costs, expand protocol complexity, and introduce new security risks. At the same time, weakening the fee market will affect miners' income sources after block rewards continue to halve, thereby undermining the long-term security of the Bitcoin network. Furthermore, once a particular interest group is able to modify Bitcoin rules through certain means, other interest groups will follow suit, leading to long-term conflicts in protocol governance, capital outflows, slowed innovation, and deteriorating network security. Saylor called for keeping the Bitcoin base layer simple, neutral, scarce, and secure, leaving innovation to the second layer and application layer, promoting development through voluntary adoption rather than frequent modifications of the underlying protocol, and emphasized that protocol upgrades should be approached with extreme caution and only advanced when truly necessary to maintain the foundation for Bitcoin's long-term development.