One Chair Podcast

Michael Saylor Wants to RIP the Wings Off MSTR Shorts

May 10, 2026·1h 8m
Episode Description from the Publisher

Michael Saylor just sent a brutal warning to MSTR shorts.In this episode, Tyler Rowe from BitcoinTreasuries.net joins us to break down Strategy’s latest earnings call, the rise of STRC, and why Saylor says he wants to “rip the wings off” short sellers betting against MSTR.We dive deep into:- Why Strategy may start selling Bitcoin- How STRC changes the MSTR game- The future of Bitcoin treasury companies- Whether MSTR shorts are trapped- Jack Mallers & XXI Capital- Lightning Network treasury strategies- Bitcoin macro outlook for 2026- Why the next halving could be massiveIf you’re following Bitcoin, MSTR, STRC, Strategy, or the future of corporate Bitcoin adoption — this episode is a must-watch.Follow our guest:- Tyler Rowe: https://x.com/TylerCompiler- BitcoinTreasuries.net: https://x.com/BTCtreasuries- BitcoinTreasuries.net: https://www.youtube.com/@BitcoinTreasuriesNet- BitcoinTreasuries.net: https://bitcointreasuries.net/- Treasury Orange: https://www.youtube.com/@TreasuryOrange00:00 Tyler Rowe returns to the One Share Podcast03:08 Strategy earnings pre-call & STRC tracker05:15 Saylor’s aggressive stance on selling Bitcoin08:45 Can selling Bitcoin defend mNAV?13:16 Ripping the wings off MSTR shorts15:28 Strategy’s new optionality: BTC, STRC & buybacks17:26 Strategy’s communication pivots19:11 Does “never sell Bitcoin” weaken the balance sheet story?21:03 Hyperinflation and the endgame22:48 STRC-funded MSTR buybacks explained26:24 Should Saylor buy Bitcoin more opportunistically?27:48 Strategy’s cash reserve flexibility29:39 DeFi protocols and STRC demand33:30 Is STRC weaker in Bitcoin bull markets?37:35 Can Strategy keep raising STRC yield?41:43 Could digital credit yields rise over time?47:30 Other Bitcoin treasury companies to watch53:25 Bitcoin treasury companies building on Lightning57:23 Bitcoin macro outlook for the rest of the year01:03:49 XXI Capital, Jack Mallers and the Bitcoin company thesis01:07:28 Where to find Tyler Rowe and BitcoinTreasuries.netBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPodReferral links:- Roxom: https://roxom.com/auth/signup?referral=a7m4wx

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