Matthew Walsh@mattwalshinbos · 2026/07/25观点输出RT @FidelityPolicy: Fidelity urges Senate passage of the CLARITY Act. The time is now for clear rules of the road that are essential to str…
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Matthew Walsh@mattwalshinbos · 2026/07/13赛道影响RT @milesjennings: More lies.
Currently, there are NO ethics guardrails on crypto. CLARITY puts new guardrails in place.
@SenWarren kno…
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Matthew Walsh@mattwalshinbos · 2026/06/26观点输出@UnumVerum_ Converts have put rights. That’s the forcing function
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Matthew Walsh@mattwalshinbos · 2026/06/26观点输出@StaciW_DC Should be up now!
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Matthew Walsh@mattwalshinbos · 2026/06/26观点输出10/10 he actually has a bunch of riskier options. Sell long dated calls on a limited BTC pool. Offer convert holders common plus BTC warrants. Acquire cash rich company with MSTR stock. Sell software business. Probably a bunch of other options.
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Matthew Walsh@mattwalshinbos · 2026/06/26赛道影响9/10 If I were on the board, I would rather sell 100,000 BTC voluntarily and protect the remaining 747,000 than preserve every coin and risk losing control of the outcome. This is where the board earns its lucrative pay package. It should act decisively while it still can.
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Matthew Walsh@mattwalshinbos · 2026/06/26赛道影响3/10 The most radical answer, which I doubt Saylor will choose, is to sell 100,000 BTC now. At roughly $58.8k, that raises about $5.9b (less w/slippage) and still leaves Strategy with more than 747,000 BTC. This is the safe bet
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Matthew Walsh@mattwalshinbos · 2026/06/26观点输出1/10 A lot of talk about how screwed MSTR is. But what should they actually do? The most reckless strategy would be to preserve every last bitcoin and simply hope the capital markets reopen before the puts arrive. He may just do this.
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Matthew Walsh@mattwalshinbos · 2026/06/26赛道影响shorting the main character may be the only undefeated strategy in crypto
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Matthew Walsh@mattwalshinbos · 2026/06/25赛道影响@DavidFBailey His issue isn’t the pref it’s the puts on the converts.
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