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 massive

If 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/@TreasuryOrange

00:00 Tyler Rowe returns to the One Share Podcast

03:08 Strategy earnings pre-call & STRC tracker

05:15 Saylor’s aggressive stance on selling Bitcoin

08:45 Can selling Bitcoin defend mNAV?

13:16 Ripping the wings off MSTR shorts

15:28 Strategy’s new optionality: BTC, STRC & buybacks

17:26 Strategy’s communication pivots

19:11 Does “never sell Bitcoin” weaken the balance sheet story?

21:03 Hyperinflation and the endgame

22:48 STRC-funded MSTR buybacks explained

26:24 Should Saylor buy Bitcoin more opportunistically?

27:48 Strategy’s cash reserve flexibility

29:39 DeFi protocols and STRC demand

33:30 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 watch

53:25 Bitcoin treasury companies building on Lightning

57:23 Bitcoin macro outlook for the rest of the year

01:03:49 XXI Capital, Jack Mallers and the Bitcoin company thesis

01:07:28 Where to find Tyler Rowe and BitcoinTreasuries.net

Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81

DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.

Thank you for listening!

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