MSTR Today: Saylor Drops a Meme – Bitcoin Shorts Beware

**John Lee Dumas** (0:00)
Welcome to MSTR Today and the Treasury Titans. It's Wednesday, it's August 5th, it's JLD, and nothing in this video is financial advice. And Michael Saylor wants us to do one thing, tranquilize the bears. And that's bears with a capital Bitcoin B. Let me go ahead and press the play button on this video, because hey, it's worth watching first thing in the morning. Let's go.

**Michael Saylor** (0:23)
Come see this.
What is that? It's a bear.

**John Lee Dumas** (0:46)
I mean, if you don't get Michael Saylor's sense of humor, I'm sorry. I cannot help you. Let me actually kind of scroll down a little bit, because I loved what Zaid's comment was here.
Let's close that down. He wrote, We're so back. And then Finance Law says, The bear is still coming for you, Michael Saylor. Oh, he's ready. He's got some more tranquilizers.
Let's keep going.
Do it for all of us. Clip his claws while you're at it. And this guy says, Hey, Grok, what is Saylor hinting at? And let's see what Grok has to say. Saylor's posting another of his classic anti-bear memes. The video shows him AI style. Loading a tranquilizer dart and putting a bear to sleep in the woods. Tranquilize the bears is his recurring jab at the Bitcoin shorts and skeptics, essentially saying the bears are about to go quiet as the market turns or strategy stabilizes his balance sheets. Same energy as his earlier silence the bears and fighting the bears posts. And Michael Saylor just keeps us on our toes. British Hottle says, As I stated months ago, some will remember I'm so extremely bullish on Bitcoin, simultaneously so extremely bearish on the Bitcoiners. How am I doing? I'd say you're doing pretty good, British. Zink says, If I had to choose one stock to hold for the next 12 months, it would be MSTR. Even a modest recovery in Bitcoin sends the share price soaring. Despite being down 75% over the past year, the balance sheet has never been stronger. 842,138 Bitcoin, it's going to blow minds.
Totally agree, Zinks. I totally agree. Chris says, MSTR and Stretch.
No, thanks. Stretch will never hit 100 again. As a person says, I don't want a brain.
And Stretch, by the way, is back up in the pre-market. It's over $93. Great recovery. Adam says, Bitcoin's ownership distribution is changing dramatically from Q1 2024 to Q2 2026 Businesses increased their Bitcoin holdings by a million. Funds and ETFs by 738,000. Governments by 96,000. And individuals by lost, or I should say decreased their holdings by 1.36 million Bitcoin. And this is so sad to see.
I even wrote a generational fumble. And then Adam said, in response to my comment, why are all the OGs selling their coins hand over fist to Saylor? I don't know, Adam. I really don't. Pio says, two green days in a row. What is this? A bull market? No, Pio, not yet. But hopefully, we're heading in that direction. James says, stretch is now 32% up from the lows and looking to break out against Bitcoin. Saylor has sold 321 million worth of Bitcoin since the end of June, while buying back 106 million of stretch. Stretch to 95 looks inevitable now with the buybacks. And again, I am here for that.
Chris says, old MSTR, raise capital via MSTR, buy Bitcoin, repeat. Those are the three steps. New MSTR, one, raise capital via stretch, digital credit, MSTR, digital equity, and Bitcoin, digital capital. Two, allocate capital based on what maximizes ROI at any given moment. Three, compound Bitcoin per share. Four, repeat. The business model is now multi-dimensional. And listen, if you understand what Chris just posted, you understand the evolution, the optionality, the levers, the strategy can, will, and is pulling. They have proven they will pull these levers because they have pulled these levers, and it's a thing of beauty to see.
Chris also says that 99% of MSTR bears are pansies that can't handle the volatility. Only 1% have rational arguments and or are short the stock. I think it's actually only 0.1%, Chris. I just, I can't find rational arguments anywhere. I can't find, you know, people that are actually shorting the stock anywhere. I have people commenting in my comment section every single day. All the things that Saylor should do, all the things that Saylor did wrong, all the things that are death spiraling, none of them have shorted the stock. Because frankly, none of them have any money, and frankly, none of them have any idea what they're talking about.
James says, consensus is max bearish for August and September and max bullish for October. The crowd is always wrong. So what's James saying here? Well, James is saying, listen, everybody's saying, oh, wait till October, the market's going to rip. I remember a year ago, people saying that September, October, November, December were going to absolutely rip, and they were absolutely terrible months. So listen, the crowd is always wrong. Is Bitcoin going to go up before October? Maybe. Is it going to go up in October? Maybe. Is it going to go up after October? Maybe. Is it going to go up in the next 10 years? I say definitely, because I'm a Bitcoin believer.