Charles Edwards
Charles Edwards|6月 23, 2026 23:58
Saylor could save Strategy if he really wanted to: 1. Repay all debt and close out scam yield products, return to pure BTC stack (this part hurts) 2. Establish team to acquire DATs trading at 50%+ discount to NAV, acquiring Bitcoin at a deep discount. Consolidate the field from 200 DATs to <10 over time (dominate) 3. Become a Bitcoin bank, lending/borrowing/settling Bitcoin for REAL collateralised counterparty yield This is the only long-term sustainable path. Unfortunately he’s dug himself such a big hole, there’s going to be pain either way to get there. As long as his business model requires Bitcoin “number go up” to survive and pay yield/dividends it’s a ticking time bomb. Maybe not this cycle, but the music will stop.(Charles Edwards)
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