# Michael Saylor Wants to RIP the Wings Off MSTR Shorts

Page: https://stenobird.com/podcast/one-chair-podcast-7451310/michael-saylor-wants-to-rip-the-wings-off-mstr-shorts
Text version: https://stenobird.com/podcast/one-chair-podcast-7451310/michael-saylor-wants-to-rip-the-wings-off-mstr-shorts.md
Podcast: [One Chair Podcast](https://stenobird.com/podcast/one-chair-podcast-7451310)
Published: 2026-05-10T19:37:47+00:00
Episode link: https://podcasters.spotify.com/pod/show/one-chair/episodes/Michael-Saylor-Wants-to-RIP-the-Wings-Off-MSTR-Shorts-e3j5trh
Audio file: https://anchor.fm/s/104c39ac4/podcast/play/119780657/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-10%2F423872756-44100-2-be0e86ca238fe.mp3
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JSON: https://stenobird.com/v1/public/podcasts/one-chair-podcast-7451310/episodes/michael-saylor-wants-to-rip-the-wings-off-mstr-shorts
Duration seconds: 4131

## Resource

Michael Saylor just sent a brutal warning to MSTR shorts. In this episode, Tyler Rowe from BitcoinTreasuries.net joins us to break down Strategy’s latest earnings call, the rise of STRC, and why Saylor says he wants to “rip the wings off” short sellers betting against MSTR. We dive deep into: - Why Strategy may start selling Bitcoin - How STRC changes the MSTR game - The future of Bitcoin treasury companies - Whether MSTR shorts are trapped - Jack Mallers & XXI Capital - Lightning Network treasury strategies - Bitcoin macro outlook for 2026 - Why the next halving could be massive If you’re following Bitcoin, MSTR, STRC, Strategy, or the future of corporate Bitcoin adoption — this episode is a must-watch. Follow our guest: - Tyler Rowe: https://x.com/TylerCompiler - BitcoinTreasuries.net: https://x.com/BTCtreasuries - BitcoinTreasuries.net: https://www.youtube.com/@BitcoinTreasuriesNet - BitcoinTreasuries.net: https://bitcointreasuries.net/ - Treasury Orange: https://www.youtube.com/@TreasuryOrange 00:00 Tyler Rowe returns to the One Share Podcast 03:08 Strategy earnings pre-call & STRC tracker 05:15 Saylor’s aggressive stance on selling Bitcoin 08:45 Can selling Bitcoin defend mNAV? 13:16 Ripping the wings off MSTR shorts 15:28 Strategy’s new optionality: BTC, STRC & buybacks 17:26 Strategy’s communication pivots 19:11 Does “never sell Bitcoin” weaken the balance sheet story? 21:03 Hyperinflation and the endgame 22:48 STRC-funded MSTR buybacks explained 26:24 Should Saylor buy Bitcoin more opportunistically? 27:48 Strategy’s cash reserve flexibility 29:39 DeFi protocols and STRC demand 33:30 Is STRC weaker in Bitcoin bull markets? 37:35 Can Strategy keep raising STRC yield? 41:43 Could digital credit yields rise over time? 47:30 Other Bitcoin treasury compa…

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