1 00:00:00,440 --> 00:00:05,160 Speaker 1: This one strategy beat ninety nine percent of Wall Street investors, institutions, 2 00:00:05,160 --> 00:00:06,960 Speaker 1: and hedge funds, not just in one. 3 00:00:06,800 --> 00:00:08,559 Speaker 2: Year, but over the last five. 4 00:00:08,920 --> 00:00:12,040 Speaker 1: It's now being rapidly adopted by massive public companies to 5 00:00:12,039 --> 00:00:15,200 Speaker 1: turn themselves around and outperform the rest of the market. 6 00:00:15,240 --> 00:00:18,239 Speaker 1: And no, it wasn't cooked up in some Wall Street boardroom. 7 00:00:18,560 --> 00:00:21,480 Speaker 1: It's been hiding in plain sight this whole time. Now, 8 00:00:21,560 --> 00:00:25,440 Speaker 1: while the so called smartest money managers were busy diversifying 9 00:00:25,480 --> 00:00:29,040 Speaker 1: and hedging and fee charging their way to mediocrity, this 10 00:00:29,160 --> 00:00:33,320 Speaker 1: one strategy helped companies obliterate their returns, and now the 11 00:00:33,440 --> 00:00:36,519 Speaker 1: rest of Wall Street is scrambling to copy it. Companies 12 00:00:36,520 --> 00:00:39,559 Speaker 1: on the brink of collapse are suddenly thriving because they 13 00:00:39,600 --> 00:00:42,960 Speaker 1: made this one move. But here's here's the twist. You 14 00:00:43,000 --> 00:00:45,680 Speaker 1: don't need to be a billionaire a CEO to run 15 00:00:45,720 --> 00:00:48,560 Speaker 1: a fund to use it. You can start using this 16 00:00:48,640 --> 00:00:51,400 Speaker 1: strategy right now today, no real quick. 17 00:00:52,080 --> 00:00:52,840 Speaker 2: I'm Mark Moss. 18 00:00:52,880 --> 00:00:56,000 Speaker 1: I'm built and exited multiple tech companies, invested through boom 19 00:00:56,000 --> 00:00:58,000 Speaker 1: and bus cycles, and today I'm a partner at a 20 00:00:58,080 --> 00:01:01,680 Speaker 1: leading bitcoin venture capital fund, an advisor to multiple public 21 00:01:01,720 --> 00:01:04,520 Speaker 1: tech companies. I write the quantum Wave Investment Report where 22 00:01:04,520 --> 00:01:07,000 Speaker 1: I help investors stay ahead of the biggest shifts in 23 00:01:07,080 --> 00:01:09,400 Speaker 1: tech and money, and I make these videos to share 24 00:01:09,520 --> 00:01:12,720 Speaker 1: these strategies that we're using so you can profit as 25 00:01:12,720 --> 00:01:14,440 Speaker 1: the rest of the world is trying to catch up. Now, 26 00:01:14,480 --> 00:01:16,920 Speaker 1: in this video, I'm going to show you exactly what 27 00:01:16,920 --> 00:01:20,479 Speaker 1: the strategy is, how it saved companies like micro Strategy 28 00:01:20,480 --> 00:01:22,560 Speaker 1: and now Game Stop, and how you can apply it 29 00:01:22,600 --> 00:01:25,920 Speaker 1: to your own portfolio to beat the market and even 30 00:01:25,959 --> 00:01:29,759 Speaker 1: the pros without ever handing your money to Wall Street again. 31 00:01:30,200 --> 00:01:33,720 Speaker 2: So let's go all right, So we're jumping right in 32 00:01:33,760 --> 00:01:35,120 Speaker 2: and we're going to show you how. 33 00:01:34,959 --> 00:01:38,240 Speaker 1: To obliterate Wall Street's returns so you never have to 34 00:01:38,240 --> 00:01:41,039 Speaker 1: give Wall Street your money again, and you can outperform 35 00:01:41,080 --> 00:01:41,880 Speaker 1: them with just. 36 00:01:41,880 --> 00:01:43,760 Speaker 2: A very few simple moves. 37 00:01:43,760 --> 00:01:45,800 Speaker 1: But before we do that, why would you never want 38 00:01:45,840 --> 00:01:48,560 Speaker 1: to give Wall Street your money again? Well, that's Wall 39 00:01:48,600 --> 00:01:51,920 Speaker 1: Street's dirty little secret, and the secret is that they 40 00:01:51,960 --> 00:01:54,320 Speaker 1: don't really make you any money when you think about 41 00:01:54,680 --> 00:01:57,440 Speaker 1: the long term perspective and not beating the rate of 42 00:01:57,480 --> 00:02:00,560 Speaker 1: what the government tells us inflation is but a real 43 00:02:00,720 --> 00:02:03,800 Speaker 1: rate of debasement about ten to twelve percent. So if 44 00:02:03,800 --> 00:02:07,520 Speaker 1: we look at this we can see the average hedge fund. 45 00:02:07,640 --> 00:02:09,920 Speaker 1: These are the guys making the big money. The average 46 00:02:09,960 --> 00:02:12,520 Speaker 1: hedge fund on Wall Street doesn't make as much money 47 00:02:12,520 --> 00:02:15,040 Speaker 1: as you think they do. We can see the net 48 00:02:15,120 --> 00:02:19,399 Speaker 1: returns for hedge funds have decreased from eighteen percent per year. 49 00:02:19,440 --> 00:02:20,519 Speaker 2: Eighteen percent is not bad. 50 00:02:20,880 --> 00:02:22,520 Speaker 1: That is more than the ten to twelve percent of 51 00:02:22,560 --> 00:02:25,359 Speaker 1: monetary debasement we've been seeing. Eighteen percent not bad. However, 52 00:02:25,400 --> 00:02:29,600 Speaker 1: they decreased from that in the nineties to eight percent 53 00:02:30,240 --> 00:02:33,280 Speaker 1: during this last decade. So over the last decade, we're 54 00:02:33,280 --> 00:02:35,839 Speaker 1: not looking at our returns in a month or even 55 00:02:35,880 --> 00:02:38,680 Speaker 1: a year, Let's look at multiple years in the last decade. 56 00:02:38,800 --> 00:02:40,480 Speaker 2: We're talking eight percent. 57 00:02:40,840 --> 00:02:43,720 Speaker 1: Now, that's a problem, especially when you think about the 58 00:02:43,760 --> 00:02:46,800 Speaker 1: fees that are charged, the taxes that are charged, and 59 00:02:46,840 --> 00:02:49,400 Speaker 1: if we look at it comparative to other options that 60 00:02:49,440 --> 00:02:51,359 Speaker 1: you have, like, for example, the S and P five 61 00:02:51,440 --> 00:02:53,840 Speaker 1: hundred you could just buy the index. You can see 62 00:02:53,840 --> 00:02:58,960 Speaker 1: that the Barclay's Hedge Fund index right here shows minimal 63 00:02:58,960 --> 00:03:01,920 Speaker 1: returns compared to the returns you could have just for 64 00:03:02,040 --> 00:03:04,080 Speaker 1: buying the S and P five hundred index. 65 00:03:04,320 --> 00:03:06,080 Speaker 2: Now, of course there's ways to beat that. 66 00:03:06,040 --> 00:03:09,239 Speaker 1: But for right now, just for comparison's sake, Wall Street, 67 00:03:09,520 --> 00:03:13,520 Speaker 1: their institutions, their four oh one k's, their mutual funds, 68 00:03:13,560 --> 00:03:16,920 Speaker 1: they're hedge funds. They're all looking like this. That's the 69 00:03:16,919 --> 00:03:21,480 Speaker 1: dirty little secret. Now on top of that, your advisor 70 00:03:21,680 --> 00:03:23,240 Speaker 1: for your mutual fund, your four O one k whatever, 71 00:03:23,360 --> 00:03:27,000 Speaker 1: or your financial advisory're telling you to diversify, diversified, diversify, 72 00:03:28,000 --> 00:03:30,520 Speaker 1: or what I call diversify. And when we look at this, 73 00:03:30,880 --> 00:03:32,960 Speaker 1: part of the reason why is because we've have this 74 00:03:33,360 --> 00:03:36,320 Speaker 1: passive investing that's sort of taken over Wall Street. What 75 00:03:36,360 --> 00:03:38,400 Speaker 1: is passive investing? That means that you know, every two 76 00:03:38,400 --> 00:03:40,040 Speaker 1: weeks to get your paycheck, a little bit codes out 77 00:03:40,080 --> 00:03:42,520 Speaker 1: and goes into your mutual, mutual fund, your four A 78 00:03:42,560 --> 00:03:45,960 Speaker 1: one K account, and that is passively being invested. And 79 00:03:46,000 --> 00:03:48,240 Speaker 1: what happens is it invests through the index like the 80 00:03:48,280 --> 00:03:50,320 Speaker 1: S and P five hundred index of the Nasdaq index, 81 00:03:50,640 --> 00:03:51,040 Speaker 1: and it. 82 00:03:51,000 --> 00:03:52,440 Speaker 2: Goes to the companies in that index. 83 00:03:52,440 --> 00:03:54,720 Speaker 1: But the problem is that we have the mag seven, 84 00:03:54,840 --> 00:03:58,440 Speaker 1: the top seven stocks, and you can see their performance 85 00:03:58,480 --> 00:04:01,000 Speaker 1: has gone up while the of the S and P 86 00:04:01,200 --> 00:04:04,680 Speaker 1: five hundred has stayed about flat. This chart is for 87 00:04:04,720 --> 00:04:06,840 Speaker 1: about the first half of last year, and we can 88 00:04:06,880 --> 00:04:08,920 Speaker 1: see if you take out the MAG seven, you're about 89 00:04:08,960 --> 00:04:11,960 Speaker 1: one point two five percent, but the MAG seven did 90 00:04:12,040 --> 00:04:15,080 Speaker 1: thirty five percent. And so when you look at that 91 00:04:15,160 --> 00:04:17,279 Speaker 1: and you understand what's going on, and then, like I said, 92 00:04:17,320 --> 00:04:19,680 Speaker 1: you add in the fees that they charge you, and 93 00:04:19,720 --> 00:04:22,320 Speaker 1: then you add in the taxes that you're going to 94 00:04:22,360 --> 00:04:24,599 Speaker 1: have to pay, the returns don't look so good. But 95 00:04:24,680 --> 00:04:28,520 Speaker 1: this is also why if you're a publicly traded company 96 00:04:28,600 --> 00:04:31,599 Speaker 1: and not in the MAG seven, it's very difficult to 97 00:04:31,600 --> 00:04:35,200 Speaker 1: grow because the passive funds are driving the MAG seven 98 00:04:35,279 --> 00:04:37,760 Speaker 1: up because of the waiting in the index, and all 99 00:04:37,760 --> 00:04:41,480 Speaker 1: the other public companies are falling behind. So let's take 100 00:04:41,480 --> 00:04:43,280 Speaker 1: a look at couple of the public companies what they're 101 00:04:43,320 --> 00:04:45,280 Speaker 1: doing to get ahead, and then we'll figure out how 102 00:04:45,320 --> 00:04:46,680 Speaker 1: you and I can also. 103 00:04:46,520 --> 00:04:48,919 Speaker 2: Use this to get ahead. Okay, so we'll. 104 00:04:48,839 --> 00:04:51,240 Speaker 1: Talk about Micro Strategy, a company that of course you 105 00:04:51,279 --> 00:04:51,920 Speaker 1: know about by now. 106 00:04:51,960 --> 00:04:52,640 Speaker 2: I talk about it. 107 00:04:52,640 --> 00:04:55,560 Speaker 1: Quite often, and they change the game. As a matter 108 00:04:55,600 --> 00:04:58,600 Speaker 1: of fact, what we're saying is they found the cheat code. 109 00:04:58,839 --> 00:05:01,280 Speaker 1: The cheat code too, how do we beat Wall Street 110 00:05:01,360 --> 00:05:04,000 Speaker 1: in a game that's fixed because of the passive investing 111 00:05:04,200 --> 00:05:05,880 Speaker 1: in the way the mag Stevens work, and so we 112 00:05:06,000 --> 00:05:09,160 Speaker 1: basically the story of micro Strategy is it was an 113 00:05:09,160 --> 00:05:11,760 Speaker 1: old stagnant company. When I say is old stagnant, they're 114 00:05:11,760 --> 00:05:15,560 Speaker 1: a software company. They weren't growing. They're competing against the 115 00:05:15,680 --> 00:05:17,839 Speaker 1: likes of Microsoft, and so it's very difficult to grow 116 00:05:17,880 --> 00:05:20,440 Speaker 1: in that market. And so they had a good customer base, 117 00:05:20,560 --> 00:05:23,039 Speaker 1: they had good cash loads, but they weren't growing. But 118 00:05:23,080 --> 00:05:27,159 Speaker 1: they had about five hundred million dollars of cash. Remember 119 00:05:27,160 --> 00:05:29,080 Speaker 1: that when we talk about why that's important. 120 00:05:29,160 --> 00:05:30,479 Speaker 2: So we had a big stockpile of cash. 121 00:05:30,520 --> 00:05:33,719 Speaker 1: Micro Sailor, the CEO of micro Strategy, thought, shoot, what 122 00:05:33,760 --> 00:05:35,400 Speaker 1: are we going to do? We could reinvest it to 123 00:05:35,400 --> 00:05:37,159 Speaker 1: try to grow the company more, but that's probably not 124 00:05:37,160 --> 00:05:39,680 Speaker 1: going to work because of our competition. As long as 125 00:05:39,720 --> 00:05:41,920 Speaker 1: we hold it in dollars, it's losing value. 126 00:05:42,080 --> 00:05:43,960 Speaker 2: So where should we put it. 127 00:05:44,120 --> 00:05:47,560 Speaker 1: All the options that we have grow the company, buy bonds, treasuries, 128 00:05:47,560 --> 00:05:51,400 Speaker 1: et cetera. And he decided to pivot and said, we 129 00:05:51,440 --> 00:05:55,160 Speaker 1: looked at bitcoin and we think adopting a bitcoin strategy 130 00:05:55,320 --> 00:05:56,960 Speaker 1: will be the way for us to have a cheat 131 00:05:56,960 --> 00:05:58,800 Speaker 1: code and win over Wall Street. 132 00:05:59,480 --> 00:06:00,640 Speaker 2: A small business. 133 00:06:00,320 --> 00:06:03,479 Speaker 1: Owner, are you varied in all types of work keeping 134 00:06:03,520 --> 00:06:05,680 Speaker 1: you from the real thing that makes you money. Well, 135 00:06:06,040 --> 00:06:08,039 Speaker 1: that's where just Works comes in. They're the all in 136 00:06:08,080 --> 00:06:10,480 Speaker 1: one platform that supports small business growth. 137 00:06:10,680 --> 00:06:11,840 Speaker 2: You can get all. 138 00:06:11,680 --> 00:06:14,880 Speaker 1: Their tools that help with benefits like payroll and HR 139 00:06:14,960 --> 00:06:19,000 Speaker 1: and compliance with transparent pricing. Now they help you hire 140 00:06:19,040 --> 00:06:23,719 Speaker 1: top talent internationally, internew markets, quickly scale international operations without 141 00:06:23,760 --> 00:06:26,400 Speaker 1: the workload and forevery how do I do it? 142 00:06:26,520 --> 00:06:26,799 Speaker 2: Question? 143 00:06:27,000 --> 00:06:29,320 Speaker 1: You can reach out to their expert staff from sole 144 00:06:29,400 --> 00:06:33,279 Speaker 1: proprietor or a team of twenty. Just Works empowers all 145 00:06:33,400 --> 00:06:37,159 Speaker 1: kinds of small businesses with real human support. So visit 146 00:06:37,320 --> 00:06:40,880 Speaker 1: justworks dot com slash podcast to join the thousands of 147 00:06:40,920 --> 00:06:44,839 Speaker 1: small businesses that trust just Works to take care of payroll, benefits, 148 00:06:45,000 --> 00:06:49,880 Speaker 1: compliance and more. Again, that's justworks dot com slash podcasts. 149 00:06:51,160 --> 00:06:54,960 Speaker 1: They did, they pivoted and since that time, since that time, 150 00:06:55,040 --> 00:06:57,839 Speaker 1: that was in twenty twenty, Michael Saylor and micro Strategy 151 00:06:57,880 --> 00:07:01,520 Speaker 1: announced that they have now hold now over five hundred 152 00:07:01,680 --> 00:07:04,160 Speaker 1: thousand Bitcoin that they bought with cash they bought through 153 00:07:04,200 --> 00:07:06,240 Speaker 1: raising debt instruments. I've broken this down before and not 154 00:07:06,240 --> 00:07:09,120 Speaker 1: gonna go deep into that. The recent five hundred and 155 00:07:09,120 --> 00:07:11,440 Speaker 1: eighty four million dollars of purchases and so now they 156 00:07:11,520 --> 00:07:16,080 Speaker 1: have over five hundred thousand bitcoin. Now, micro Strategy has 157 00:07:16,120 --> 00:07:19,520 Speaker 1: now changed its name to Strategy, and we're gonna talk 158 00:07:19,520 --> 00:07:20,200 Speaker 1: more about. 159 00:07:19,920 --> 00:07:20,680 Speaker 2: That in a second. 160 00:07:20,800 --> 00:07:24,239 Speaker 1: But we can see here since they adopted this cheat code, 161 00:07:24,440 --> 00:07:27,240 Speaker 1: this bitcoin strategy in twenty twenty, you can see their 162 00:07:27,240 --> 00:07:30,040 Speaker 1: performance is up two three hundred and fifty nine percent 163 00:07:30,320 --> 00:07:33,800 Speaker 1: compared to in Vidia. Everyone's Darling is only up nine 164 00:07:33,880 --> 00:07:36,800 Speaker 1: hundred and fifty percent. Not only it's massive nine hundred 165 00:07:36,800 --> 00:07:40,920 Speaker 1: fety percent. Bitcoin by itself amazing six hundred and twenty 166 00:07:40,920 --> 00:07:46,680 Speaker 1: three percent. So Nvidia has out outpaced Bitcoin, but Michael Saylor, 167 00:07:46,720 --> 00:07:49,400 Speaker 1: Mike Strategies outpiece pays that Tesla one hundred and sixty 168 00:07:49,440 --> 00:07:53,440 Speaker 1: three percent, Meta, Google, Apple, Microsoft, and Gold. So you 169 00:07:53,480 --> 00:07:57,600 Speaker 1: can see over this period since they've adopted the strategy, 170 00:07:58,000 --> 00:08:01,160 Speaker 1: the cheat code strategy, they've outperformed everything else. And so 171 00:08:01,280 --> 00:08:04,520 Speaker 1: now as I said, they have changed their name from 172 00:08:04,960 --> 00:08:08,320 Speaker 1: micro Strategy to Strategy, we can see that Michael Saylor's 173 00:08:08,360 --> 00:08:12,880 Speaker 1: two hundred trillion dollar bitcoin strategy is now working with 174 00:08:13,000 --> 00:08:13,640 Speaker 1: the government. 175 00:08:14,040 --> 00:08:15,040 Speaker 2: We've done videos on that. 176 00:08:15,040 --> 00:08:17,640 Speaker 1: If you want more videos breaking down the US government 177 00:08:17,680 --> 00:08:19,320 Speaker 1: and how they're using bitcoin to leave me a common 178 00:08:19,360 --> 00:08:21,320 Speaker 1: down below. But The important part that we're going to 179 00:08:21,360 --> 00:08:24,200 Speaker 1: talk about in this video is the strategy because other 180 00:08:24,200 --> 00:08:27,400 Speaker 1: people are adopting it and we can too. But basically, 181 00:08:27,440 --> 00:08:30,200 Speaker 1: now they have the strategy and they're showing the strategy 182 00:08:30,240 --> 00:08:33,559 Speaker 1: to other corporations, to the government. Michael Saylor's in DC 183 00:08:33,640 --> 00:08:35,439 Speaker 1: meet with the government, but also corporations. As a matter 184 00:08:35,440 --> 00:08:38,480 Speaker 1: of fact, they have a big meeting coming up strategy 185 00:08:38,480 --> 00:08:41,760 Speaker 1: for corporations, where they're showing them how to do the 186 00:08:41,800 --> 00:08:45,040 Speaker 1: same thing, how they can abliterate Wall Street, how they 187 00:08:45,080 --> 00:08:48,760 Speaker 1: can obliterate the returns of any other publicly traded company. Okay, now, 188 00:08:48,800 --> 00:08:52,120 Speaker 1: since they've done that, of course, in a competitive landscape, 189 00:08:52,120 --> 00:08:54,360 Speaker 1: it's no surprise that other companies want to do the 190 00:08:54,360 --> 00:08:58,320 Speaker 1: same thing. That's what's happening is what we call game theory, right, 191 00:08:58,760 --> 00:09:00,360 Speaker 1: is if other people get in ahead to do the 192 00:09:00,360 --> 00:09:03,360 Speaker 1: same things to beat them and so adopting the game 193 00:09:03,440 --> 00:09:06,640 Speaker 1: game theory pun intended. We have the next company called 194 00:09:06,679 --> 00:09:10,719 Speaker 1: game Stop. Now you've probably heard about game Stop stock GM. 195 00:09:10,800 --> 00:09:13,439 Speaker 1: It's kind of like a meme stock. It was Roaring 196 00:09:13,520 --> 00:09:15,920 Speaker 1: Kitty doing the trades against them. We saw it go 197 00:09:16,040 --> 00:09:19,080 Speaker 1: up in those Reddit chat rooms and so forth, and 198 00:09:19,320 --> 00:09:22,520 Speaker 1: game Stop basically has a dying business similar to what 199 00:09:22,559 --> 00:09:26,000 Speaker 1: micro Strategy was. The business isn't really doing good. The 200 00:09:26,040 --> 00:09:28,640 Speaker 1: stock is pumped because of the you know, meme stock 201 00:09:28,720 --> 00:09:30,720 Speaker 1: and what was happening in the message boards and whatnot, 202 00:09:30,800 --> 00:09:33,040 Speaker 1: but it's sort of a dying retail business. It's a 203 00:09:33,040 --> 00:09:36,480 Speaker 1: brick and mortar business. It's going away, but they have 204 00:09:36,559 --> 00:09:39,240 Speaker 1: a lot of cash. Remember that, we're going to come 205 00:09:39,280 --> 00:09:41,720 Speaker 1: back to that. So, just like micro Strategy, sort of 206 00:09:41,720 --> 00:09:44,720 Speaker 1: a stalled out, failing business but a big stock pile 207 00:09:44,760 --> 00:09:45,200 Speaker 1: of cash. 208 00:09:45,480 --> 00:09:46,880 Speaker 2: So did what should they do? 209 00:09:47,000 --> 00:09:49,200 Speaker 1: Well, we need to protect the amount of cash that 210 00:09:49,240 --> 00:09:51,200 Speaker 1: we have and think of a way to get our 211 00:09:51,240 --> 00:09:52,200 Speaker 1: stock to grow again. 212 00:09:52,440 --> 00:09:54,000 Speaker 2: Even though our business is sort of dying. 213 00:09:54,040 --> 00:09:55,960 Speaker 1: We don't want to reinvest into a dying business like 214 00:09:56,000 --> 00:10:00,200 Speaker 1: brick and mortar retail. And so enter the latest game 215 00:10:00,240 --> 00:10:03,080 Speaker 1: theory adoption from the company called game Stop. They're raising 216 00:10:03,160 --> 00:10:06,840 Speaker 1: one point three billion dollars via convertible debt to what 217 00:10:07,200 --> 00:10:12,160 Speaker 1: to buy bitcoin. That is the strategy. That's the strategy. Certainly, 218 00:10:12,320 --> 00:10:14,800 Speaker 1: take some of that cash and buy bitcoin. Micro Strategy 219 00:10:14,800 --> 00:10:17,600 Speaker 1: did that, But then the next levels are, how do 220 00:10:17,720 --> 00:10:21,360 Speaker 1: we lever a debt to buy even more? And so 221 00:10:21,400 --> 00:10:24,400 Speaker 1: that's exactly what they announced, one point three billion dollars 222 00:10:24,600 --> 00:10:27,520 Speaker 1: for bitcoin. Now, lots and lots of news around this. 223 00:10:28,360 --> 00:10:31,000 Speaker 1: Some people are saying, well, shoot as much cash as 224 00:10:31,040 --> 00:10:35,760 Speaker 1: they have, they could send the game Stop stock up 225 00:10:35,800 --> 00:10:38,320 Speaker 1: to one hundred dollars and they could turn this into 226 00:10:38,320 --> 00:10:42,040 Speaker 1: a thirteen billion dollar hedge fund. Because they have so 227 00:10:42,120 --> 00:10:45,080 Speaker 1: much cash, they're dwarfing where micro strategy was, and so 228 00:10:45,120 --> 00:10:46,800 Speaker 1: they could take the strategy. 229 00:10:46,520 --> 00:10:49,680 Speaker 2: In and multiply way way faster if they did that. 230 00:10:49,800 --> 00:10:52,640 Speaker 1: Now, at the time of this recording, game stock went 231 00:10:52,720 --> 00:10:55,440 Speaker 1: up and then the stock came back down. But again, 232 00:10:55,480 --> 00:10:58,200 Speaker 1: don't look at your portfolio in days or weeks or months, 233 00:10:58,400 --> 00:11:00,640 Speaker 1: think a little bit longer term. What this means Now, 234 00:11:00,880 --> 00:11:03,560 Speaker 1: why was game Stop an ideal fit for this to 235 00:11:03,640 --> 00:11:05,840 Speaker 1: do this? And how would other people like you and 236 00:11:05,880 --> 00:11:08,040 Speaker 1: I think about the strategy moving forward? Well, number one, 237 00:11:08,120 --> 00:11:11,400 Speaker 1: they were a natural fit because they had this unique 238 00:11:11,600 --> 00:11:15,320 Speaker 1: capital structure, right, which basically meant their investor base and 239 00:11:15,320 --> 00:11:18,040 Speaker 1: their operational profile sort of allowed them. What do I 240 00:11:18,080 --> 00:11:21,439 Speaker 1: mean by that, Well, Number one, they're capital structure is 241 00:11:21,480 --> 00:11:23,280 Speaker 1: that they had high liquidity. Again, they were sitting on 242 00:11:23,320 --> 00:11:26,040 Speaker 1: a large amount of cash, a melting ice cube. Four 243 00:11:26,080 --> 00:11:29,800 Speaker 1: point seven eight billion dollars of cash that was losing 244 00:11:29,880 --> 00:11:32,000 Speaker 1: value every single day. They had that in cash and 245 00:11:32,040 --> 00:11:34,440 Speaker 1: cash equivalents. Okay, so their balance sheet was like, what 246 00:11:34,480 --> 00:11:37,040 Speaker 1: do we do with this money? How do we retain them? 247 00:11:37,280 --> 00:11:40,680 Speaker 1: But then also they had this resilient investor base. You see, 248 00:11:40,800 --> 00:11:43,920 Speaker 1: you have to get the investors, the equity owners to 249 00:11:44,000 --> 00:11:48,160 Speaker 1: go along with this. Now, a lot of companies they're old, nostodgy, 250 00:11:48,200 --> 00:11:50,280 Speaker 1: they're sort of in their main business. 251 00:11:50,320 --> 00:11:51,680 Speaker 2: They don't want to go into something like bitcoin. 252 00:11:51,760 --> 00:11:54,400 Speaker 1: But with game Stop, most of these people are already 253 00:11:54,600 --> 00:11:57,040 Speaker 1: know it's a failing business. They're already in games, they're 254 00:11:57,040 --> 00:11:59,040 Speaker 1: already knowing that it's a meme stock, and they're just 255 00:11:59,080 --> 00:12:01,280 Speaker 1: kind of like whatver, So they go along with it. Right, 256 00:12:01,320 --> 00:12:05,479 Speaker 1: they've already demonstrated long term conviction and willingness to support 257 00:12:05,880 --> 00:12:10,040 Speaker 1: unorthodox but calculated strategies. That's how they've got their stock 258 00:12:10,080 --> 00:12:14,520 Speaker 1: back up now. Also because of game stops embrace of 259 00:12:14,520 --> 00:12:20,160 Speaker 1: this decentralized technology, it aligns with their identity as this outlier. Right, 260 00:12:20,200 --> 00:12:22,520 Speaker 1: they're not like the rest of Wall Street. They're different. 261 00:12:22,600 --> 00:12:26,480 Speaker 1: So adopting bitcoin sort of fits into that. Now, this 262 00:12:26,600 --> 00:12:29,280 Speaker 1: worked for game Stop It doesn't mean that it's a 263 00:12:29,320 --> 00:12:32,480 Speaker 1: fit for every single public company. These are the reasons 264 00:12:32,480 --> 00:12:33,960 Speaker 1: why I worked for game Stop. 265 00:12:34,160 --> 00:12:37,320 Speaker 2: All right. Now, the stock did pop, but like I said, 266 00:12:37,400 --> 00:12:37,880 Speaker 2: way back down. 267 00:12:38,000 --> 00:12:40,920 Speaker 1: But really, if we think about it, back to micro strategy, 268 00:12:41,720 --> 00:12:45,319 Speaker 1: back to game Stop, they did it to survive. They 269 00:12:45,320 --> 00:12:48,840 Speaker 1: were stalled out or failing businesses with large amounts of cash, 270 00:12:48,880 --> 00:12:50,360 Speaker 1: and what do we do to stay alive? 271 00:12:50,760 --> 00:12:52,280 Speaker 2: Well, let's buy bitcoin. 272 00:12:52,320 --> 00:12:54,800 Speaker 1: Now, think about that in your own portfolio. And how 273 00:12:54,880 --> 00:12:58,160 Speaker 1: are your own assets going, your own investments going towards 274 00:12:58,200 --> 00:13:01,120 Speaker 1: your ultimate goal of retirement one day? Are you barely 275 00:13:01,160 --> 00:13:03,920 Speaker 1: making it like GameStop and micro strategy and do you 276 00:13:03,960 --> 00:13:05,920 Speaker 1: need to do something to adopt the new strategy to 277 00:13:05,920 --> 00:13:09,520 Speaker 1: get ahead? Okay, now, because of that, because of the 278 00:13:09,559 --> 00:13:12,520 Speaker 1: President's been said, because of micro strategy or now strategy 279 00:13:12,640 --> 00:13:15,240 Speaker 1: outpacing everybody else, the game theory says, more people want 280 00:13:15,280 --> 00:13:17,520 Speaker 1: to do it. But even more than that, we can 281 00:13:17,600 --> 00:13:20,319 Speaker 1: expect more companies to do this because the. 282 00:13:20,320 --> 00:13:22,920 Speaker 2: Government changed a rule. Now we've been. 283 00:13:22,800 --> 00:13:24,679 Speaker 1: Talking about this for a while, talked about multiple times, 284 00:13:24,800 --> 00:13:27,760 Speaker 1: and this is an accounting rule and that it gave 285 00:13:27,920 --> 00:13:30,480 Speaker 1: new clarity. All right, So this is the way that 286 00:13:30,520 --> 00:13:33,520 Speaker 1: they can hold it. This happened just in late twenty 287 00:13:33,559 --> 00:13:36,240 Speaker 1: twenty four, So this just happened last quarter. And now 288 00:13:36,240 --> 00:13:38,280 Speaker 1: we're you know, these are big corporations. It takes time, 289 00:13:38,360 --> 00:13:41,079 Speaker 1: but we're now starting to see them wanting to use 290 00:13:41,160 --> 00:13:44,480 Speaker 1: these new rule changes to move into something like this. Now, 291 00:13:44,800 --> 00:13:47,040 Speaker 1: what is this rule change we're talking about Again, I've 292 00:13:47,040 --> 00:13:50,439 Speaker 1: covered it before, but we're talking about under old we'll 293 00:13:50,440 --> 00:13:53,720 Speaker 1: be called legacy accounting standards. We call it GAP GAAP 294 00:13:54,520 --> 00:13:58,440 Speaker 1: generally accepted accounting principles under that they couldn't do this. 295 00:13:58,520 --> 00:14:02,160 Speaker 1: But this barrier was moved in twenty twenty four and 296 00:14:02,200 --> 00:14:05,559 Speaker 1: it's the FSAB Financial Accounting Standards. 297 00:14:05,080 --> 00:14:08,160 Speaker 2: Board approved new rules. 298 00:14:07,880 --> 00:14:12,680 Speaker 1: That now allows companies public companies to measure bitcoin at 299 00:14:12,840 --> 00:14:16,640 Speaker 1: fair market value. Because now they can measure at fair 300 00:14:16,679 --> 00:14:19,880 Speaker 1: market value, it allows them to benefit from the profits 301 00:14:20,040 --> 00:14:23,080 Speaker 1: or the losses on that. So now companies can reflect 302 00:14:23,120 --> 00:14:28,400 Speaker 1: both unrealized gains and unrealized losses in their earnings. They 303 00:14:28,440 --> 00:14:32,760 Speaker 1: can report bitcoin more transparently in their financial statements. So 304 00:14:32,840 --> 00:14:35,000 Speaker 1: now they can reap the benefits of actually doing this. 305 00:14:35,040 --> 00:14:37,360 Speaker 1: Before they couldn't, so why take the risk, But now 306 00:14:37,360 --> 00:14:38,360 Speaker 1: they can reap the benefits. 307 00:14:38,480 --> 00:14:40,560 Speaker 2: We'll see more companies doing this. 308 00:14:40,560 --> 00:14:44,200 Speaker 1: This brings bitcoin into compliance, which public companies need to 309 00:14:44,200 --> 00:14:46,960 Speaker 1: be in compliance because of all the SEC regulations there, 310 00:14:47,320 --> 00:14:51,560 Speaker 1: but for responsible treasury management. Okay, so this is a 311 00:14:51,600 --> 00:14:54,120 Speaker 1: big rule, and this is why we've already seen more 312 00:14:54,120 --> 00:14:56,480 Speaker 1: companies doing this and why we're going to continue to 313 00:14:56,520 --> 00:15:00,800 Speaker 1: see this trend change all right, Now, this isn't just corporations. 314 00:15:01,200 --> 00:15:02,960 Speaker 2: This is for you and I. 315 00:15:02,960 --> 00:15:06,200 Speaker 1: If again, our portfolios have stalled out, if we're not 316 00:15:06,200 --> 00:15:09,560 Speaker 1: getting to our goals, if we look like a micro strategy, 317 00:15:09,880 --> 00:15:11,840 Speaker 1: or we look like a game stop, we might want 318 00:15:11,880 --> 00:15:13,040 Speaker 1: to adopt the cheat. 319 00:15:12,760 --> 00:15:13,520 Speaker 2: Code as well. 320 00:15:13,800 --> 00:15:16,280 Speaker 1: So what would we do well, kind of the same thing. 321 00:15:16,320 --> 00:15:17,120 Speaker 2: What's our treasury? 322 00:15:17,640 --> 00:15:21,200 Speaker 1: How much assets do we have and are they performing 323 00:15:21,240 --> 00:15:23,240 Speaker 1: and keeping up with the rate of monetaried basement? And 324 00:15:23,320 --> 00:15:26,360 Speaker 1: just like Michael Saylor did, what other options do we 325 00:15:26,480 --> 00:15:27,560 Speaker 1: have for those assets? 326 00:15:27,600 --> 00:15:29,160 Speaker 2: And how should we think about restructuring? Though? 327 00:15:29,160 --> 00:15:31,760 Speaker 1: So number one, we should certainly be buying and holding 328 00:15:31,760 --> 00:15:35,880 Speaker 1: bitcoin long term again, not on a weekly or monthly basis, 329 00:15:35,960 --> 00:15:39,000 Speaker 1: think over multiple years like micro strategy does. So we 330 00:15:39,080 --> 00:15:41,320 Speaker 1: want to be buying and holding that long term. Now, 331 00:15:41,440 --> 00:15:43,720 Speaker 1: like all of your arguments are gone now, right, it's 332 00:15:43,760 --> 00:15:46,359 Speaker 1: already faster and cheaper and more private than any other cryptocurrency. 333 00:15:46,440 --> 00:15:48,520 Speaker 2: It's not going to be illegal. US government adopted it. 334 00:15:49,200 --> 00:15:51,800 Speaker 2: You have the smartest guys in the world using it. 335 00:15:52,120 --> 00:15:55,160 Speaker 1: Like the excuses are sort of gone at this point. Now, 336 00:15:55,440 --> 00:15:57,800 Speaker 1: if we really want to get smart like a micro 337 00:15:57,880 --> 00:16:00,920 Speaker 1: strategy or like a game, stop and use the strategy, 338 00:16:01,120 --> 00:16:03,680 Speaker 1: then we want to think about the asset and how 339 00:16:03,680 --> 00:16:06,240 Speaker 1: do we add velocity. You see, most people don't have 340 00:16:06,280 --> 00:16:09,880 Speaker 1: a money problem, they have a speed problem. So for example, 341 00:16:10,320 --> 00:16:12,920 Speaker 1: over the next twenty years, you might make a million dollars, well, 342 00:16:13,520 --> 00:16:15,280 Speaker 1: twenty million or a million dollars or twenty years isn't 343 00:16:15,280 --> 00:16:17,480 Speaker 1: that much money. But what if you made twenty What 344 00:16:17,480 --> 00:16:18,800 Speaker 1: if you made a million in five years, What if 345 00:16:18,800 --> 00:16:20,080 Speaker 1: you made a million in one year, What if you 346 00:16:20,120 --> 00:16:24,000 Speaker 1: made a million in one month? And that's the velocity thing. 347 00:16:24,040 --> 00:16:26,960 Speaker 1: So how do we add velocity? Well, just like micro strategy, 348 00:16:27,440 --> 00:16:30,960 Speaker 1: just like GameStop is doing by adding debts. So for example, 349 00:16:31,200 --> 00:16:34,400 Speaker 1: we can borrow against our bitcoin, which is now tax 350 00:16:34,440 --> 00:16:37,560 Speaker 1: free liquidity, and we can use that tax free liquidity 351 00:16:37,680 --> 00:16:40,400 Speaker 1: for other things to make more money. One, we could 352 00:16:40,560 --> 00:16:42,680 Speaker 1: leverage it back into bitcoins, we could lever up our 353 00:16:42,680 --> 00:16:46,080 Speaker 1: bitcoin account. Number one, we could use it to invest 354 00:16:46,120 --> 00:16:48,960 Speaker 1: into real estate or other types of yield assets. So 355 00:16:49,040 --> 00:16:51,080 Speaker 1: I have bitcoin that's you know, warm buffer called a 356 00:16:51,120 --> 00:16:53,360 Speaker 1: non productive asset, but I could put it into a 357 00:16:53,400 --> 00:16:56,880 Speaker 1: productive asset that yields cash flow. Number two, I could 358 00:16:56,920 --> 00:16:59,920 Speaker 1: sell options against it. I could roll options covered car 359 00:17:00,600 --> 00:17:03,480 Speaker 1: to produce income for me. 360 00:17:03,560 --> 00:17:06,280 Speaker 2: That way, I could use it to put into a 361 00:17:06,320 --> 00:17:08,240 Speaker 2: tax advantaged structure. So for example, I. 362 00:17:08,200 --> 00:17:10,800 Speaker 1: Could borrow against a tax free and then I could 363 00:17:10,880 --> 00:17:13,879 Speaker 1: buy tax rideoffs put that into real estate or other 364 00:17:13,920 --> 00:17:16,920 Speaker 1: capital equipment that now gets me write offs, so I 365 00:17:16,960 --> 00:17:18,439 Speaker 1: don't have to pay taxes on the other income that 366 00:17:18,480 --> 00:17:21,720 Speaker 1: I make. And so this is how we add it up. Now, 367 00:17:21,760 --> 00:17:24,200 Speaker 1: each one of these probably needs its own strategy. If 368 00:17:24,200 --> 00:17:27,320 Speaker 1: we're going to break these down into individual videos, leave 369 00:17:27,320 --> 00:17:29,480 Speaker 1: me a comment down below which one you want me 370 00:17:30,040 --> 00:17:32,119 Speaker 1: to break down, and we'll put that in another video. 371 00:17:32,960 --> 00:17:35,040 Speaker 2: Okay, Now, the key here. 372 00:17:35,119 --> 00:17:38,000 Speaker 1: Is that we have to start thinking about ourselves like 373 00:17:38,040 --> 00:17:41,080 Speaker 1: a company, like a corporation, like a fund. Now, in 374 00:17:41,119 --> 00:17:44,040 Speaker 1: the old days, Wilster was too complex. You know, there's 375 00:17:44,280 --> 00:17:46,960 Speaker 1: millions of different stock options to choose from, and you know, 376 00:17:47,040 --> 00:17:49,399 Speaker 1: radialius is I have to invest in fifteen different things 377 00:17:49,680 --> 00:17:51,840 Speaker 1: and I just I'll just give my money to somebody 378 00:17:51,840 --> 00:17:54,479 Speaker 1: else to manage for me. But the key is today 379 00:17:54,600 --> 00:17:57,520 Speaker 1: is we don't need all that complexity. Today you can 380 00:17:57,560 --> 00:18:00,840 Speaker 1: become your own fund. We can be Wall Street. We 381 00:18:00,840 --> 00:18:03,119 Speaker 1: can beat all the institutions, We can beat all the 382 00:18:03,119 --> 00:18:06,880 Speaker 1: hedge funds by making one or two or three very 383 00:18:06,920 --> 00:18:10,600 Speaker 1: simple moves. Now we can have sovereign wealth. We can 384 00:18:10,680 --> 00:18:13,879 Speaker 1: control this on our own, not getting taxed and feed 385 00:18:14,080 --> 00:18:14,840 Speaker 1: from Wall Street. 386 00:18:14,880 --> 00:18:16,240 Speaker 2: We can have it on our own, and. 387 00:18:16,160 --> 00:18:19,520 Speaker 1: That's much greater than having someone else manage our wealth. 388 00:18:20,000 --> 00:18:22,560 Speaker 2: We can keep total control. 389 00:18:22,200 --> 00:18:25,880 Speaker 1: Instead of dealing with the complexity of what Wall Street does, 390 00:18:26,640 --> 00:18:29,600 Speaker 1: and we can have real returns where we're actually beating 391 00:18:29,640 --> 00:18:32,520 Speaker 1: both inflation and the rate of monetary debasement and every 392 00:18:32,520 --> 00:18:35,760 Speaker 1: other asset out there. As a put to just dealing 393 00:18:35,800 --> 00:18:41,359 Speaker 1: with the Wall Street reputation. Really, today you don't need 394 00:18:41,400 --> 00:18:45,200 Speaker 1: to hand your money to Wall Street because you can 395 00:18:45,240 --> 00:18:48,879 Speaker 1: be the fund now using the strategy. It's so simple, 396 00:18:49,160 --> 00:18:50,600 Speaker 1: anyone can do it. Let me know what you think 397 00:18:50,600 --> 00:18:53,000 Speaker 1: about this. Leave me a comment down below if you 398 00:18:53,040 --> 00:18:55,760 Speaker 1: want to know more about why bitcoin right now and 399 00:18:55,800 --> 00:18:58,160 Speaker 1: the other assets that are beating it. You might want 400 00:18:58,200 --> 00:18:59,760 Speaker 1: to watch this video right here. 401 00:19:00,440 --> 00:19:02,240 Speaker 2: And that's what I got, all right to your success. 402 00:19:02,760 --> 00:19:03,160 Speaker 2: I'm out.