2026-05-12T07:32:42Z https://njump.me sebastiancm https://njump.me/npub1f6qwc5aclwmcpkzntss58easmp7unfssrmww6xr9sxtj2dp50wqs5tel2n https://njump.me/nevent1qqsyzrx5mutq7jyhtm8mnnfvc2rdvzkzrje7t8ark5hk0f3r7ajvkcgzyp8gpmznhram0qxc2dwzzsl8krv8mjdxzq0demgcvkqewff5x3aczqq9zv8 Hi Chris,<br/>Longtime listener, first time booster. Hopefully this gets through.<br/><br/>The Microstrategy/Saylor deviation from the never-sell strategy, whether to service debt or facilitate future strategic purchases doesn&#39;t strike me as a rash decision in the slightest; especially given the overheated state of markets. Bessent&#39;s laughable &#39;transitory&#39; / &#39;temporary aberrations&#39; characterization of the Iran War&#39;s impact that completely ignores lagging supply chain shocks just points to the inevitable broader market retracement back to reality. If Bitcoin&#39;s historic mimicry of US index nosedives is anything to go by, then why not sell and DCA lower? After all, the ability to firesale BTC into a less corruptible market to tap its value 24/7, 365 is a feature that makes it great money. All I&#39;m saying is that if the 394 Billion $ divested cash pile that Berkshire Hathaway is currently sitting on means anything, (be fearful when others are greedy), then perhaps Saylor&#39;s recent shift could simply be a well timed adaptation. Only time will tell.<br/><br/>Thanks for sharing all the great signal and for everything that you do. The show is really a highlight of the week!<br/><br/><a href="https://fountain.fm/episode/RKMgVx5CpBaDAP8Ij7Bw">https://fountain.fm/episode/RKMgVx5CpBaDAP8Ij7Bw</a><br/><blockquote class="border-l-05rem border-l-strongpink border-solid"><div class="-ml-4 bg-gradient-to-r from-gray-100 dark:from-zinc-800 to-transparent mr-0 mt-0 mb-4 pl-4 pr-2 py-2">quoting <br/><span itemprop="mentions" itemscope itemtype="https://schema.org/Article"><a itemprop="url" href="/nevent1qvzqqqpxqupzpwrxeemtukuzv62esqjgxg4cmaxrs9sgl7j6tdrufuaturv0wea9qqs0p43puhtdvuxw4xfvrfax3wu6cesjyy9dupzfr8f980srx89zvdcpkhzm6" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1">nevent1q…hzm6</a></span> </div> </blockquote> 2026-05-12T07:58:18Z