I asked Parker White whether Strategy's $260M Bitcoin sale marks a real shift away from Bitcoin's ethos. His answer: it is 'a little bit of a tweak,' not a flip flop. đĒ
I pushed back, since selling Bitcoin at a loss to fund dividends puts the dollar ahead of Bitcoin, at least in that moment.
Full conversation on my latest episode with
@TheOtherParker_.
Timestamps:
đī¸ 02:03 Parker on why Strategy's record Bitcoin sale to fund dividends is smart, not desperate
đ 06:24 How Strategy's new digital capital framework tries to calm the market's nerves
â ī¸ 09:59 Laura and Parker spar over whether shorts or Strategy's own missteps sparked the selloff
đĩ 21:27 Whether prioritizing USD over Bitcoin marks a philosophical flip for Strategy
đŖ 26:28 Fidelity: Explore crypto careers at Fidelity today at
đ 27:10 Cape: Get 33% off your first six months with code UNCHAINED at
âŗ 28:09 Why Parker isn't worried about Strategy's looming $6.7 billion convert cliff
đ§Š 34:56 Parker on how Apyx wraps STRC and SATA into a yield bearing onchain asset
đ 36:38 What caused apxUSD's drop to as low as 72 cents and the liquidity pull
đĄī¸ 41:10 Parker defends Apyx 2.0's redemption rules against the free put option critics
đ 47:53 Parker on why comparing Strategy to Terra Luna or GBTC misreads the risk