About This Episode
If Bitcoin were at $200K, would anyone be talking about STRC buybacks? Adrian Morris says his data shows Bitcoin, not buybacks or dividend hikes, is what drives digital credit. Adrian Morris is back with Joe Burnett to walk through his models on STRC and SATA, explain why digital credit now trades as its own asset class, and show why the summer sell-off doesn’t mean it’s broken. They also cover digital money built on top of digital credit, what a bull market could look like for Strategy and Strive, and his Bitcoin outlook.
In This Episode
- 00:01:06 — The State of Digital Credit
- 00:03:23 — Why Strategy Is Buying Back STRC
- 00:05:49 — What Really Drives STRC
- 00:18:16 — Do Dividend Hikes Work?
- 00:21:51 — The $200K Test
- 00:23:15 — What Strategy Should Do Now
- 00:25:11 — Breaking Down the Data
- 00:34:17 — Was It a Leverage Flush?
- 00:43:51 — Bitcoin as a Language
- 00:47:58 — The Future of Digital Money
- 00:53:26 — Digital Credit in a Bull Market
- 00:57:07 — Bitcoin Outlook
- 01:00:58 — Closing Thoughts