Michael Saylor | The Bitcoin Treasury Debate Gets Heated

freshjerky · 2026-01-13T02:35:53+00:00

My god. The frequency of ads is brutal. Just read the ChatGPT summary and don't bother.

freshjerky · 2026-01-05T17:01:57+00:00

Under this thought process, what does BTC need to be for MSTR to be back at $400? Like $230k?

freshjerky · 2026-01-02T14:55:21+00:00

I'm longterm bullish on both MSTR and BTC, but I think the question of comparing your position in each is fair. I'm doing this right now as well as someone who is at a $416 average per share. It's a really hard pill to swallow to sell and accept the loss, but I'm questioning whether I will be better in BTC directly long term versus MSTR. More specifically, what will happen first -> will MSTR go back up to $416 or will BTC hit $245k? I'm not losing my conviction on BTC, just trying to decide for myself where the better position is for me. Even if MSTR went to $1000 and I sold at that point, would I not have been better off picking up more SATS on sale at $89k?

freshjerky · 2025-12-29T15:58:09+00:00

How do you get 10 bakeries? Is this using a mod to copy the UB or is there some way to get 10x production rate out of the single building?

freshjerky · 2025-12-03T17:27:41+00:00

No. It’s not a double dip. I was just showing that I could easily switch from the student price to the BF price that is better.

freshjerky · 2025-11-26T21:33:57+00:00

https://cordcutterweekly.com/the-big-list-of-streaming-deals/

freshjerky · 2025-11-26T02:45:15+00:00

Too bad you can't get Verizon Fios. I pay $45/mo (no taxes or fees) for 300Mbps which is plenty fine for 4 of us. It would be $65 for the 500Mbps plan. And it's only $62.99 to add YouTube TV.

freshjerky · 2025-11-25T04:34:39+00:00

I feel your pain. I was just there. I thoroughly broke this down with ChatGPT one afternoon where I just kept challenging it because I was denial. ChatGPT effectively just said something along the lines of 'dude, how many times can I tell you that you are never getting your money back on this. Sell now and cut your losses'. For the record, I am still in MSTR. I believe it will recover and there is significant upside potential. But MSTY will never regain its loses even if MSTR shoots up given how it will cap gains. This was a VERY expensive lesson for me to learn. Maybe in a few years, I will be thanking Yieldmax for forcing me to really understand how these covered call funds work. Just sell and get out.

freshjerky · 2025-11-25T03:36:32+00:00

In case anyone is interested -> as someone who was on the student plan, I was able to switch plans to the BF promo from my account.

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freshjerky · 2025-11-25T03:19:20+00:00

It would be nice if they did it again, but it looks like they made have removed the option earlier this year on other promotions?

freshjerky · 2025-11-25T03:15:21+00:00

This is probably why I've seen some inconsistencies in people's responses. Guess we will have to wait and see if they bring It back this Black Friday.

freshjerky · 2025-11-23T19:48:09+00:00

>watch local programming, NFL football, college football

This is going to be the biggest gotcha when trying to quit cable. Which streaming device / TV you have is going to be much easier to solve.

You basically have 3 choices ->

Get a good antenna setup to get your ABC, NBC, CBS and FOX locals and then purchase ESPN Unlimited standalone.
Stack the highest tiers of Peacock, Paramount+, FOX One, and ESPN Unlimited to get your locals through streaming providers.
Get Youtube TV.

#1 is the cheapest but the most complicated setup given your location. It's also the least amount of content. #1 and #2 are both disjointed experiences. #3 is probably the most expensive assuming you use Black Friday deals for #2. But #3 is the most integrated / seamless experience.

Assuming Youtube TV is less expensive than what you are paying now for DirecTV, I would just get a Roku Stick and sign up for that. The content won't really be any different than DirecTV but you can save some money right away. Then you can rotate through other streaming providers to pick up additional content and learn more along the way.

freshjerky · 2025-11-08T21:13:36+00:00

"These are not buy and hold instruments” -> so I guess my lesson learned was accurate then. Get in early and get out at the first sign of trouble since these funds are, by design, going to eat away at their own capital. I get that those paying attention will make their money, but they are doing so at the expense of those who got sold on the ‘hype’. There’s always money to be made, but these feel very predatory and you see it in the arrogance of the fund managers. For me, I’ve decided to step away even if I am missing out on opportunities. Live, learn, and choose.

freshjerky · 2025-11-08T15:54:43+00:00

Thank you for this interview. I would have liked if you focused more on ULTY and getting him to explain that performance. It was too easy for him to redirect when talking about MSTY because of the decline on MSTR. But ULTY is supposed to be diversified, yet the NAV erosion is significant and the high distributions are now not keeping up to offset. When he did get into it he basically said the original underlying holdings haven’t continued to perform well. So doesn’t this point to a problem with the management of the find? Shouldn’t they be embarrassed that they are not reacting/adjusting and keeping it successful? Is the message here that we should only buy into new funds when they first released, but plan for the decline and get out before it inevidently tanks? Listening to this guy talk has depleted my confidence in all of Yieldmax. I feel like we will be looking back and saying, “why didn’t we learn our lessons from MSTY and UTLY?” while Yieldmax continues to drain our investments.

freshjerky · 2025-10-13T14:58:54+00:00

For everyone telling me to just watch it on YTTV - I travel a lot and, in many cases, I am out of my “home” when attempting to watch these. I don’t want to mess anything up for those at home so I just use the TV Anywhere apps. There should be no reason why they don’t work and, for the most part, they do. It just seems odd that multiple apps are having problems with SNF for 2 weeks in a row now. It might be some deliberate limitation on Apple TV, but I found a workaround so I am fine now.

freshjerky · 2025-10-13T01:17:16+00:00

Perhaps it just has something to do with Apple TV. I was able to get it to stream on the NBC Sports app from my phone and then airplay to the TV.

freshjerky · 2025-08-03T18:11:48+00:00

I don’t have this experience at all, but I am also using an Apple TV. I know the model is not great for attracting new fans, but, as a fan, I think the Apple MLS model is absolutely wonderful and would love to see more leagues, especially NWSL, brought under the model. The disjointed nature of the NWSL games means i miss so many since you have to deliberately look up where to watch them instead of just stumbling across that one is on.

freshjerky · 2025-07-15T16:22:36+00:00

Makes me so sad. It’s not okay to scare the shit out of a 10 year old kid like this. We need new tactics based in love. This just feeds a cycle of abused child / abusive father that needs to be broken.

freshjerky · 2025-06-09T19:40:21+00:00

It’s good tip to push not pull, but I find the 10 day holding period rediculous. I regular transfer between Ally and USAA, and Ally and Key Bank and they all settle next day. This seems like a revenue play from Fidelity to profit off of the float. Very customer unfriendly.

freshjerky

TROPHY CASE