That's My Quant! with Cliff and Harmon

Saylor's $12.5B 'Never Sell' Surrender, Squeeze Setup

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Saylor's "never sell" pledge lasted five years and a $12.5B loss. Now Strategy will sell "when advantageous." Also: 67 days of negative Bitcoin funding, Atlas Live's too-late retail map, and Aave's $40M stress test — the protocol survived, the users didn't.

  • (00:00) - Cold Open: Strategy's 'Never Sell' Meets a Margin Call
  • (00:56) - Host Intro
  • (01:39) - Markets Recap: Markets Recap
  • (03:20) - Topic 1: Strategy's 'Never Sell' Meets a Margin Call
  • (07:51) - Topic 2: 67 Days of Negative Bitcoin Funding: Squeeze or Su
  • (11:13) - Topic 3: Atlas Live: A Tool That Could Have Saved Retail
  • (14:23) - Deep Dive: DeFi's Stress Test: The Protocol Survived, The Use
  • (19:11) - Closing
    • ...more
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