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MSTR Just Built an Infinite Bid for Bitcoin

Is Strategy (MSTR) building an infinite bid for Bitcoin? And did Michael Saylor just upgrade the most powerful Bitcoin treasury flywheel in the world? In this episode, we sit down with Dan Hillery (Buck Token) to break down how MSTR’s new preferred equity product STRC (“Stretch”), combined with aggressive ATM stock issuance, may have created a perpetual Bitcoin-buying machine. We cover: How MSTR can keep buying Bitcoin even at 1x NAV Why STRC demand is “insatiable” at 10–11% yield The new MSTR flywheel: Common stock + STRC + Bitcoin Whether MSTR is becoming the buyer of last resort for Bitcoin If this breaks the traditional 4-year Bitcoin cycle Why this could end future Bitcoin bear markets The rise of Bitcoin treasury companies (MSTR, SATA, Metaplanet) Buck Token: a “savings coin” backed by STRC and Bitcoin yield This conversation dives deep into: Bitcoin treasuries, Strategy’s capital structure, preferred shares, NAV mechanics, dilution myths, digital credit, and why the bond market could be disrupted by Bitcoin-backed yield products. If you care about: Bitcoin Strategy (MSTR) STRC / Stretch Bitcoin treasury stocks Michael Saylor Bitcoin yield The future of money …this episode will change how you see Bitcoin forever. 00:00 Introduction: Dan Hillery (BuckToken) + what’s covered (2026 outlook) 02:08 Dan’s background: engineering → quant finance → MSTR options 05:53 Bitcoin entry + why 2021 burned people / 2022 reset 07:24 Strategy’s evolution: cash → BTC → converts → ATM machine 11:37 MNAV → ~1: why it happened + what it means now 16:28 The new flywheel: common ATM + STRC issuance together 20:08 “Manufacturing a floor” in BTC + why messaging matters 21:26 Will STRC yield drop? (constraints + why they may hold it) 28:58 Buck Token: the “savings coin” built on STRC (why it exists) 40:55 How Buck works: collateral (STRC + USDC), DAO rewards, black swans 46:01 2026 outlook: 4-year cycle vs power law + closing thesis Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7Jg... Follow our Guest: Dan Hillery: https://x.com/hillery_dan Buck Tocken: https://x.com/BuckToken Buck Tocken: https://buck.io/ DISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only. Thank you for listening! Follow us on X: https://x.com/OneChairPod Find us on Spotify: https://open.spotify.com/show/2AnTUGs... Or on Apple Podcasts: https://podcasts.apple.com/us/podcast... #bitcoin #michaelsaylor #finance #mstr #metaplanet #investing #investment