Saylor Sells Bitcoin, Trump Media Buys In
Michael Saylor's Strategy is selling bitcoin while Trump Media just added more than 4,000 BTC. Jackson Mikalic, Brian Cubellis, Liam Nelson, and Michael Tanguma put four stories on the shot clock. They break down Strategy selling another 1,690 BTC as its USD reserve hits $4.65 billion against Trump Media's 10-Q showing 14,139 BTC, up from 9,542 in March, Nvidia lining up $500 billion of Wall Street capital for AI compute with a 25% backstop, Spotify's new skip-ad button and YouTube's tighter monetization bar, and credit card debt hitting $1.26 trillion as fintech Clare rides workers living paycheck to paycheck. Where's the signal, and where's the noise?
Chapters
01:01 - Topic 1 - Strategy Sells Bitcoin, Trump Media Stacks It 07:35 - Topic 2 - Nvidia's $500B Wall Street AI Deal 13:00 - Topic 3 - Spotify's Skip Button and the War on Ads 22:16 - Topic 4 - Credit Card Debt Hits $1.26T and Fintech Clare 28:31 - Lightning Round and Parting Thoughts
