Bitcoin, Tesla & Strategy: Soleil’s MSTR Q3 Key Takeaways

03/11/2025 48 min

Listen "Bitcoin, Tesla & Strategy: Soleil’s MSTR Q3 Key Takeaways"

Episode Synopsis

In this episode, Soleil (@nithusezni) joins us to discuss Bitcoin, break down the growing parallels between Tesla, and Strategy (MSTR) and to share his key takeaways from Strategy’s Q3 earnings call.We dive deep into:🔹 How Soleil got into Bitcoin and options trading🔹 Why Tesla and Strategy follow similar disruptive paths🔹 Bitcoin-backed preferreds and MSTR’s bond market disruption🔹 Michael Saylor’s long-term vision and the “amplification” strategy🔹 The four-year Bitcoin cycle, super cycle, and risk management🔹 Whether Strategy should advertise like Tesla or let Bitcoin sell itselfFrom Bitcoin maximalism to Strategy, True North, and the future of Bitcoin-treasury companies, this conversation is packed with insights for long-term investors and Bitcoiners alike.00:00 Introduction: Soleil (@nithusezni)01:07 How Soleil Got Into Bitcoin & Trading Options06:04 Tesla Enters the Picture09:44 Tesla & Strategy Parallels10:45 Becoming a Full Bitcoin Maximalist11:59 MicroStrategy's Impact on Bitcoin15:16 MSTR Preferreds & Fixed-Income Products17:28 MSTR Q3 Earnings Reaction20:17 International Market Strategies24:06 Should Strategy Advertise Like Tesla? Ads vs Organic Growth Debate27:12 Tesla-Like Strategy Rollout33:50 The Four-Year Cycle vs. Super Cycle40:53 Options Trading Around S&P 500 Inclusion43:55 How to Orange Pill Different People47:46 Closing Thoughts & Where to Find SoleilBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81Mentions:- Soleil: https://x.com/nithusezniDISCLAIMER: 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/@OneChairPod

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