Couverture de Saylor vs Burry: Who's Right About Bitcoin?

Saylor vs Burry: Who's Right About Bitcoin?

Saylor vs Burry: Who's Right About Bitcoin?

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 Sickening scenarios have now come within reach. That's Michael Burry — the Big Short guy who predicted 2008 — warning that Bitcoin could trigger a collapse where there's "no buyer." Meanwhile, Michael Saylor just said he'll keep buying Bitcoin "every quarter forever." Someone's about to be catastrophically wrong. $54 billion is on the line.Today's Show:Burry's Death Spiral Thesis: The Big Short investor says Strategy faces an "existential crisis" if Bitcoin hits $60K. He warns tokenized metal futures could "collapse into a black hole with no buyers."Strategy's Position: 715,000 BTC at $76K average cost. Currently $9K underwater per coin. $12.4B net loss in Q4 2025. MNAV dipping below 1 — the "last resort" trigger.Saylor's Response: "If Bitcoin falls 90% for four years, we'll refinance. We'll roll it forward." He expects to buy "every quarter forever."Burry's Track Record: Predicted 2008 brilliantly — but since then? Wrong on Tesla (up 700%), wrong on AI (shorted NVDA), wrong on Bitcoin (called it "worse than tulips"). Underperformed S&P by 5-7% annually for a decade.What Market Makers Say: Wintermute says we're in a bear market but "not a structural blowup like FTX, Luna, or Three Arrows." Macro-driven, not fraud-driven.Whale Activity: 152,000 BTC accumulated by whales in 30 days while 580,000 retail traders got liquidated. Cathie Wood bought $72M during the crash.Saylor's 2026 Timeline: Base case $120-140K (60% probability). March: 20 millionth BTC mined. Q4: momentum builds.Key Numbers:$54 billion — Strategy's Bitcoin position value715,000 — Total BTC held by Strategy (3% of all Bitcoin)$76,000 — Strategy's average cost per BTC$12.4 billion — Strategy's Q4 2025 net loss47% — Bitcoin's crash from October high of $126K70% — Strategy stock decline from all-time high152,000 — BTC accumulated by whales in 30 daysSources:CNBC: Michael Saylor on Strategy's Bitcoin PositionCNBC: Bitcoin Drops Below $60,000CoinDesk: Strategy's Bitcoin Holdings Are UnencumberedCryptoQuant: Whale Accumulation DataStrategy Investor Relations: Q4 2025 EarningsCoin Bureau: Strategy MNAV AnalysisWhat Bitcoin Did Podcast: Michael Saylor InterviewWintermute Research: Crypto Bear Market AnalysisARK Invest: Cathie Wood's $72M Crypto PurchasePractical Takeaways:Don't panic sell — every major BTC crash has been followed by new ATHsDon't over-leverage — margin calls are destroying traders right nowBurry being famous doesn't make him right (terrible track record since 2008)Saylor being bullish doesn't make him right (massive personal exposure = bias)Follow Money Men:→ Website: moneymen.fm→ X/Twitter: @moneymenpodTools We Use:→ TradingView: Get TradingView (Charts & analysis)Some links above support the show at no extra cost to you. (00:00) - Intro - Saylor vs Burry: $54B on the Line(01:21) - Burry's Death Spiral Thesis(04:34) - Strategy's Numbers: $715K BTC, $12B Loss(05:58) - MNAV Explained - The Danger Line(07:10) - Saylor's Response(09:10) - Burry's Track Record Since 2008(11:41) - Why Burry's Framework Fails(12:55) - What Market Makers Say (Wintermute)(14:07) - What Whales Are Doing(14:48) - Saylor's 2026 Timeline(16:38) - Who's Right?(18:41) - Practical Takeaways
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