WEBVTT - You’re Missing the #1 Strategy That’s Crushing All Hedge Funds! 0:00:00.440 --> 0:00:05.160 This one strategy beat ninety nine percent of Wall Street investors, institutions, 0:00:05.160 --> 0:00:06.960 and hedge funds, not just in one. 0:00:06.800 --> 0:00:08.559 Year, but over the last five. 0:00:08.920 --> 0:00:12.040 It's now being rapidly adopted by massive public companies to 0:00:12.039 --> 0:00:15.200 turn themselves around and outperform the rest of the market. 0:00:15.240 --> 0:00:18.239 And no, it wasn't cooked up in some Wall Street boardroom. 0:00:18.560 --> 0:00:21.480 It's been hiding in plain sight this whole time. Now, 0:00:21.560 --> 0:00:25.440 while the so called smartest money managers were busy diversifying 0:00:25.480 --> 0:00:29.040 and hedging and fee charging their way to mediocrity, this 0:00:29.160 --> 0:00:33.320 one strategy helped companies obliterate their returns, and now the 0:00:33.440 --> 0:00:36.519 rest of Wall Street is scrambling to copy it. Companies 0:00:36.520 --> 0:00:39.559 on the brink of collapse are suddenly thriving because they 0:00:39.600 --> 0:00:42.960 made this one move. But here's here's the twist. You 0:00:43.000 --> 0:00:45.680 don't need to be a billionaire a CEO to run 0:00:45.720 --> 0:00:48.560 a fund to use it. You can start using this 0:00:48.640 --> 0:00:51.400 strategy right now today, no real quick. 0:00:52.080 --> 0:00:52.840 I'm Mark Moss. 0:00:52.880 --> 0:00:56.000 I'm built and exited multiple tech companies, invested through boom 0:00:56.000 --> 0:00:58.000 and bus cycles, and today I'm a partner at a 0:00:58.080 --> 0:01:01.680 leading bitcoin venture capital fund, an advisor to multiple public 0:01:01.720 --> 0:01:04.520 tech companies. I write the quantum Wave Investment Report where 0:01:04.520 --> 0:01:07.000 I help investors stay ahead of the biggest shifts in 0:01:07.080 --> 0:01:09.400 tech and money, and I make these videos to share 0:01:09.520 --> 0:01:12.720 these strategies that we're using so you can profit as 0:01:12.720 --> 0:01:14.440 the rest of the world is trying to catch up. Now, 0:01:14.480 --> 0:01:16.920 in this video, I'm going to show you exactly what 0:01:16.920 --> 0:01:20.479 the strategy is, how it saved companies like micro Strategy 0:01:20.480 --> 0:01:22.560 and now Game Stop, and how you can apply it 0:01:22.600 --> 0:01:25.920 to your own portfolio to beat the market and even 0:01:25.959 --> 0:01:29.759 the pros without ever handing your money to Wall Street again. 0:01:30.200 --> 0:01:33.720 So let's go all right, So we're jumping right in 0:01:33.760 --> 0:01:35.120 and we're going to show you how. 0:01:34.959 --> 0:01:38.240 To obliterate Wall Street's returns so you never have to 0:01:38.240 --> 0:01:41.039 give Wall Street your money again, and you can outperform 0:01:41.080 --> 0:01:41.880 them with just. 0:01:41.880 --> 0:01:43.760 A very few simple moves. 0:01:43.760 --> 0:01:45.800 But before we do that, why would you never want 0:01:45.840 --> 0:01:48.560 to give Wall Street your money again? Well, that's Wall 0:01:48.600 --> 0:01:51.920 Street's dirty little secret, and the secret is that they 0:01:51.960 --> 0:01:54.320 don't really make you any money when you think about 0:01:54.680 --> 0:01:57.440 the long term perspective and not beating the rate of 0:01:57.480 --> 0:02:00.560 what the government tells us inflation is but a real 0:02:00.720 --> 0:02:03.800 rate of debasement about ten to twelve percent. So if 0:02:03.800 --> 0:02:07.520 we look at this we can see the average hedge fund. 0:02:07.640 --> 0:02:09.920 These are the guys making the big money. The average 0:02:09.960 --> 0:02:12.520 hedge fund on Wall Street doesn't make as much money 0:02:12.520 --> 0:02:15.040 as you think they do. We can see the net 0:02:15.120 --> 0:02:19.399 returns for hedge funds have decreased from eighteen percent per year. 0:02:19.440 --> 0:02:20.519 Eighteen percent is not bad. 0:02:20.880 --> 0:02:22.520 That is more than the ten to twelve percent of 0:02:22.560 --> 0:02:25.359 monetary debasement we've been seeing. Eighteen percent not bad. However, 0:02:25.400 --> 0:02:29.600 they decreased from that in the nineties to eight percent 0:02:30.240 --> 0:02:33.280 during this last decade. So over the last decade, we're 0:02:33.280 --> 0:02:35.839 not looking at our returns in a month or even 0:02:35.880 --> 0:02:38.680 a year, Let's look at multiple years in the last decade. 0:02:38.800 --> 0:02:40.480 We're talking eight percent. 0:02:40.840 --> 0:02:43.720 Now, that's a problem, especially when you think about the 0:02:43.760 --> 0:02:46.800 fees that are charged, the taxes that are charged, and 0:02:46.840 --> 0:02:49.400 if we look at it comparative to other options that 0:02:49.440 --> 0:02:51.359 you have, like, for example, the S and P five 0:02:51.440 --> 0:02:53.840 hundred you could just buy the index. You can see 0:02:53.840 --> 0:02:58.960 that the Barclay's Hedge Fund index right here shows minimal 0:02:58.960 --> 0:03:01.920 returns compared to the returns you could have just for 0:03:02.040 --> 0:03:04.080 buying the S and P five hundred index. 0:03:04.320 --> 0:03:06.080 Now, of course there's ways to beat that. 0:03:06.040 --> 0:03:09.239 But for right now, just for comparison's sake, Wall Street, 0:03:09.520 --> 0:03:13.520 their institutions, their four oh one k's, their mutual funds, 0:03:13.560 --> 0:03:16.920 they're hedge funds. They're all looking like this. That's the 0:03:16.919 --> 0:03:21.480 dirty little secret. Now on top of that, your advisor 0:03:21.680 --> 0:03:23.240 for your mutual fund, your four O one k whatever, 0:03:23.360 --> 0:03:27.000 or your financial advisory're telling you to diversify, diversified, diversify, 0:03:28.000 --> 0:03:30.520 or what I call diversify. And when we look at this, 0:03:30.880 --> 0:03:32.960 part of the reason why is because we've have this 0:03:33.360 --> 0:03:36.320 passive investing that's sort of taken over Wall Street. What 0:03:36.360 --> 0:03:38.400 is passive investing? That means that you know, every two 0:03:38.400 --> 0:03:40.040 weeks to get your paycheck, a little bit codes out 0:03:40.080 --> 0:03:42.520 and goes into your mutual, mutual fund, your four A 0:03:42.560 --> 0:03:45.960 one K account, and that is passively being invested. And 0:03:46.000 --> 0:03:48.240 what happens is it invests through the index like the 0:03:48.280 --> 0:03:50.320 S and P five hundred index of the Nasdaq index, 0:03:50.640 --> 0:03:51.040 and it. 0:03:51.000 --> 0:03:52.440 Goes to the companies in that index. 0:03:52.440 --> 0:03:54.720 But the problem is that we have the mag seven, 0:03:54.840 --> 0:03:58.440 the top seven stocks, and you can see their performance 0:03:58.480 --> 0:04:01.000 has gone up while the of the S and P 0:04:01.200 --> 0:04:04.680 five hundred has stayed about flat. This chart is for 0:04:04.720 --> 0:04:06.840 about the first half of last year, and we can 0:04:06.880 --> 0:04:08.920 see if you take out the MAG seven, you're about 0:04:08.960 --> 0:04:11.960 one point two five percent, but the MAG seven did 0:04:12.040 --> 0:04:15.080 thirty five percent. And so when you look at that 0:04:15.160 --> 0:04:17.279 and you understand what's going on, and then, like I said, 0:04:17.320 --> 0:04:19.680 you add in the fees that they charge you, and 0:04:19.720 --> 0:04:22.320 then you add in the taxes that you're going to 0:04:22.360 --> 0:04:24.599 have to pay, the returns don't look so good. But 0:04:24.680 --> 0:04:28.520 this is also why if you're a publicly traded company 0:04:28.600 --> 0:04:31.599 and not in the MAG seven, it's very difficult to 0:04:31.600 --> 0:04:35.200 grow because the passive funds are driving the MAG seven 0:04:35.279 --> 0:04:37.760 up because of the waiting in the index, and all 0:04:37.760 --> 0:04:41.480 the other public companies are falling behind. So let's take 0:04:41.480 --> 0:04:43.280 a look at couple of the public companies what they're 0:04:43.320 --> 0:04:45.280 doing to get ahead, and then we'll figure out how 0:04:45.320 --> 0:04:46.680 you and I can also. 0:04:46.520 --> 0:04:48.919 Use this to get ahead. Okay, so we'll. 0:04:48.839 --> 0:04:51.240 Talk about Micro Strategy, a company that of course you 0:04:51.279 --> 0:04:51.920 know about by now. 0:04:51.960 --> 0:04:52.640 I talk about it. 0:04:52.640 --> 0:04:55.560 Quite often, and they change the game. As a matter 0:04:55.600 --> 0:04:58.600 of fact, what we're saying is they found the cheat code. 0:04:58.839 --> 0:05:01.280 The cheat code too, how do we beat Wall Street 0:05:01.360 --> 0:05:04.000 in a game that's fixed because of the passive investing 0:05:04.200 --> 0:05:05.880 in the way the mag Stevens work, and so we 0:05:06.000 --> 0:05:09.160 basically the story of micro Strategy is it was an 0:05:09.160 --> 0:05:11.760 old stagnant company. When I say is old stagnant, they're 0:05:11.760 --> 0:05:15.560 a software company. They weren't growing. They're competing against the 0:05:15.680 --> 0:05:17.839 likes of Microsoft, and so it's very difficult to grow 0:05:17.880 --> 0:05:20.440 in that market. And so they had a good customer base, 0:05:20.560 --> 0:05:23.039 they had good cash loads, but they weren't growing. But 0:05:23.080 --> 0:05:27.159 they had about five hundred million dollars of cash. Remember 0:05:27.160 --> 0:05:29.080 that when we talk about why that's important. 0:05:29.160 --> 0:05:30.479 So we had a big stockpile of cash. 0:05:30.520 --> 0:05:33.719 Micro Sailor, the CEO of micro Strategy, thought, shoot, what 0:05:33.760 --> 0:05:35.400 are we going to do? We could reinvest it to 0:05:35.400 --> 0:05:37.159 try to grow the company more, but that's probably not 0:05:37.160 --> 0:05:39.680 going to work because of our competition. As long as 0:05:39.720 --> 0:05:41.920 we hold it in dollars, it's losing value. 0:05:42.080 --> 0:05:43.960 So where should we put it. 0:05:44.120 --> 0:05:47.560 All the options that we have grow the company, buy bonds, treasuries, 0:05:47.560 --> 0:05:51.400 et cetera. And he decided to pivot and said, we 0:05:51.440 --> 0:05:55.160 looked at bitcoin and we think adopting a bitcoin strategy 0:05:55.320 --> 0:05:56.960 will be the way for us to have a cheat 0:05:56.960 --> 0:05:58.800 code and win over Wall Street. 0:05:59.480 --> 0:06:00.640 A small business. 0:06:00.320 --> 0:06:03.479 Owner, are you varied in all types of work keeping 0:06:03.520 --> 0:06:05.680 you from the real thing that makes you money. Well, 0:06:06.040 --> 0:06:08.039 that's where just Works comes in. They're the all in 0:06:08.080 --> 0:06:10.480 one platform that supports small business growth. 0:06:10.680 --> 0:06:11.840 You can get all. 0:06:11.680 --> 0:06:14.880 Their tools that help with benefits like payroll and HR 0:06:14.960 --> 0:06:19.000 and compliance with transparent pricing. Now they help you hire 0:06:19.040 --> 0:06:23.719 top talent internationally, internew markets, quickly scale international operations without 0:06:23.760 --> 0:06:26.400 the workload and forevery how do I do it? 0:06:26.520 --> 0:06:26.799 Question? 0:06:27.000 --> 0:06:29.320 You can reach out to their expert staff from sole 0:06:29.400 --> 0:06:33.279 proprietor or a team of twenty. Just Works empowers all 0:06:33.400 --> 0:06:37.159 kinds of small businesses with real human support. So visit 0:06:37.320 --> 0:06:40.880 justworks dot com slash podcast to join the thousands of 0:06:40.920 --> 0:06:44.839 small businesses that trust just Works to take care of payroll, benefits, 0:06:45.000 --> 0:06:49.880 compliance and more. Again, that's justworks dot com slash podcasts. 0:06:51.160 --> 0:06:54.960 They did, they pivoted and since that time, since that time, 0:06:55.040 --> 0:06:57.839 that was in twenty twenty, Michael Saylor and micro Strategy 0:06:57.880 --> 0:07:01.520 announced that they have now hold now over five hundred 0:07:01.680 --> 0:07:04.160 thousand Bitcoin that they bought with cash they bought through 0:07:04.200 --> 0:07:06.240 raising debt instruments. I've broken this down before and not 0:07:06.240 --> 0:07:09.120 gonna go deep into that. The recent five hundred and 0:07:09.120 --> 0:07:11.440 eighty four million dollars of purchases and so now they 0:07:11.520 --> 0:07:16.080 have over five hundred thousand bitcoin. Now, micro Strategy has 0:07:16.120 --> 0:07:19.520 now changed its name to Strategy, and we're gonna talk 0:07:19.520 --> 0:07:20.200 more about. 0:07:19.920 --> 0:07:20.680 That in a second. 0:07:20.800 --> 0:07:24.239 But we can see here since they adopted this cheat code, 0:07:24.440 --> 0:07:27.240 this bitcoin strategy in twenty twenty, you can see their 0:07:27.240 --> 0:07:30.040 performance is up two three hundred and fifty nine percent 0:07:30.320 --> 0:07:33.800 compared to in Vidia. Everyone's Darling is only up nine 0:07:33.880 --> 0:07:36.800 hundred and fifty percent. Not only it's massive nine hundred 0:07:36.800 --> 0:07:40.920 fety percent. Bitcoin by itself amazing six hundred and twenty 0:07:40.920 --> 0:07:46.680 three percent. So Nvidia has out outpaced Bitcoin, but Michael Saylor, 0:07:46.720 --> 0:07:49.400 Mike Strategies outpiece pays that Tesla one hundred and sixty 0:07:49.440 --> 0:07:53.440 three percent, Meta, Google, Apple, Microsoft, and Gold. So you 0:07:53.480 --> 0:07:57.600 can see over this period since they've adopted the strategy, 0:07:58.000 --> 0:08:01.160 the cheat code strategy, they've outperformed everything else. And so 0:08:01.280 --> 0:08:04.520 now as I said, they have changed their name from 0:08:04.960 --> 0:08:08.320 micro Strategy to Strategy, we can see that Michael Saylor's 0:08:08.360 --> 0:08:12.880 two hundred trillion dollar bitcoin strategy is now working with 0:08:13.000 --> 0:08:13.640 the government. 0:08:14.040 --> 0:08:15.040 We've done videos on that. 0:08:15.040 --> 0:08:17.640 If you want more videos breaking down the US government 0:08:17.680 --> 0:08:19.320 and how they're using bitcoin to leave me a common 0:08:19.360 --> 0:08:21.320 down below. But The important part that we're going to 0:08:21.360 --> 0:08:24.200 talk about in this video is the strategy because other 0:08:24.200 --> 0:08:27.400 people are adopting it and we can too. But basically, 0:08:27.440 --> 0:08:30.200 now they have the strategy and they're showing the strategy 0:08:30.240 --> 0:08:33.559 to other corporations, to the government. Michael Saylor's in DC 0:08:33.640 --> 0:08:35.439 meet with the government, but also corporations. As a matter 0:08:35.440 --> 0:08:38.480 of fact, they have a big meeting coming up strategy 0:08:38.480 --> 0:08:41.760 for corporations, where they're showing them how to do the 0:08:41.800 --> 0:08:45.040 same thing, how they can abliterate Wall Street, how they 0:08:45.080 --> 0:08:48.760 can obliterate the returns of any other publicly traded company. Okay, now, 0:08:48.800 --> 0:08:52.120 since they've done that, of course, in a competitive landscape, 0:08:52.120 --> 0:08:54.360 it's no surprise that other companies want to do the 0:08:54.360 --> 0:08:58.320 same thing. That's what's happening is what we call game theory, right, 0:08:58.760 --> 0:09:00.360 is if other people get in ahead to do the 0:09:00.360 --> 0:09:03.360 same things to beat them and so adopting the game 0:09:03.440 --> 0:09:06.640 game theory pun intended. We have the next company called 0:09:06.679 --> 0:09:10.719 game Stop. Now you've probably heard about game Stop stock GM. 0:09:10.800 --> 0:09:13.439 It's kind of like a meme stock. It was Roaring 0:09:13.520 --> 0:09:15.920 Kitty doing the trades against them. We saw it go 0:09:16.040 --> 0:09:19.080 up in those Reddit chat rooms and so forth, and 0:09:19.320 --> 0:09:22.520 game Stop basically has a dying business similar to what 0:09:22.559 --> 0:09:26.000 micro Strategy was. The business isn't really doing good. The 0:09:26.040 --> 0:09:28.640 stock is pumped because of the you know, meme stock 0:09:28.720 --> 0:09:30.720 and what was happening in the message boards and whatnot, 0:09:30.800 --> 0:09:33.040 but it's sort of a dying retail business. It's a 0:09:33.040 --> 0:09:36.480 brick and mortar business. It's going away, but they have 0:09:36.559 --> 0:09:39.240 a lot of cash. Remember that, we're going to come 0:09:39.280 --> 0:09:41.720 back to that. So, just like micro Strategy, sort of 0:09:41.720 --> 0:09:44.720 a stalled out, failing business but a big stock pile 0:09:44.760 --> 0:09:45.200 of cash. 0:09:45.480 --> 0:09:46.880 So did what should they do? 0:09:47.000 --> 0:09:49.200 Well, we need to protect the amount of cash that 0:09:49.240 --> 0:09:51.200 we have and think of a way to get our 0:09:51.240 --> 0:09:52.200 stock to grow again. 0:09:52.440 --> 0:09:54.000 Even though our business is sort of dying. 0:09:54.040 --> 0:09:55.960 We don't want to reinvest into a dying business like 0:09:56.000 --> 0:10:00.200 brick and mortar retail. And so enter the latest game 0:10:00.240 --> 0:10:03.080 theory adoption from the company called game Stop. They're raising 0:10:03.160 --> 0:10:06.840 one point three billion dollars via convertible debt to what 0:10:07.200 --> 0:10:12.160 to buy bitcoin. That is the strategy. That's the strategy. Certainly, 0:10:12.320 --> 0:10:14.800 take some of that cash and buy bitcoin. Micro Strategy 0:10:14.800 --> 0:10:17.600 did that, But then the next levels are, how do 0:10:17.720 --> 0:10:21.360 we lever a debt to buy even more? And so 0:10:21.400 --> 0:10:24.400 that's exactly what they announced, one point three billion dollars 0:10:24.600 --> 0:10:27.520 for bitcoin. Now, lots and lots of news around this. 0:10:28.360 --> 0:10:31.000 Some people are saying, well, shoot as much cash as 0:10:31.040 --> 0:10:35.760 they have, they could send the game Stop stock up 0:10:35.800 --> 0:10:38.320 to one hundred dollars and they could turn this into 0:10:38.320 --> 0:10:42.040 a thirteen billion dollar hedge fund. Because they have so 0:10:42.120 --> 0:10:45.080 much cash, they're dwarfing where micro strategy was, and so 0:10:45.120 --> 0:10:46.800 they could take the strategy. 0:10:46.520 --> 0:10:49.680 In and multiply way way faster if they did that. 0:10:49.800 --> 0:10:52.640 Now, at the time of this recording, game stock went 0:10:52.720 --> 0:10:55.440 up and then the stock came back down. But again, 0:10:55.480 --> 0:10:58.200 don't look at your portfolio in days or weeks or months, 0:10:58.400 --> 0:11:00.640 think a little bit longer term. What this means Now, 0:11:00.880 --> 0:11:03.560 why was game Stop an ideal fit for this to 0:11:03.640 --> 0:11:05.840 do this? And how would other people like you and 0:11:05.880 --> 0:11:08.040 I think about the strategy moving forward? Well, number one, 0:11:08.120 --> 0:11:11.400 they were a natural fit because they had this unique 0:11:11.600 --> 0:11:15.320 capital structure, right, which basically meant their investor base and 0:11:15.320 --> 0:11:18.040 their operational profile sort of allowed them. What do I 0:11:18.080 --> 0:11:21.439 mean by that, Well, Number one, they're capital structure is 0:11:21.480 --> 0:11:23.280 that they had high liquidity. Again, they were sitting on 0:11:23.320 --> 0:11:26.040 a large amount of cash, a melting ice cube. Four 0:11:26.080 --> 0:11:29.800 point seven eight billion dollars of cash that was losing 0:11:29.880 --> 0:11:32.000 value every single day. They had that in cash and 0:11:32.040 --> 0:11:34.440 cash equivalents. Okay, so their balance sheet was like, what 0:11:34.480 --> 0:11:37.040 do we do with this money? How do we retain them? 0:11:37.280 --> 0:11:40.680 But then also they had this resilient investor base. You see, 0:11:40.800 --> 0:11:43.920 you have to get the investors, the equity owners to 0:11:44.000 --> 0:11:48.160 go along with this. Now, a lot of companies they're old, nostodgy, 0:11:48.200 --> 0:11:50.280 they're sort of in their main business. 0:11:50.320 --> 0:11:51.680 They don't want to go into something like bitcoin. 0:11:51.760 --> 0:11:54.400 But with game Stop, most of these people are already 0:11:54.600 --> 0:11:57.040 know it's a failing business. They're already in games, they're 0:11:57.040 --> 0:11:59.040 already knowing that it's a meme stock, and they're just 0:11:59.080 --> 0:12:01.280 kind of like whatver, So they go along with it. Right, 0:12:01.320 --> 0:12:05.479 they've already demonstrated long term conviction and willingness to support 0:12:05.880 --> 0:12:10.040 unorthodox but calculated strategies. That's how they've got their stock 0:12:10.080 --> 0:12:14.520 back up now. Also because of game stops embrace of 0:12:14.520 --> 0:12:20.160 this decentralized technology, it aligns with their identity as this outlier. Right, 0:12:20.200 --> 0:12:22.520 they're not like the rest of Wall Street. They're different. 0:12:22.600 --> 0:12:26.480 So adopting bitcoin sort of fits into that. Now, this 0:12:26.600 --> 0:12:29.280 worked for game Stop It doesn't mean that it's a 0:12:29.320 --> 0:12:32.480 fit for every single public company. These are the reasons 0:12:32.480 --> 0:12:33.960 why I worked for game Stop. 0:12:34.160 --> 0:12:37.320 All right. Now, the stock did pop, but like I said, 0:12:37.400 --> 0:12:37.880 way back down. 0:12:38.000 --> 0:12:40.920 But really, if we think about it, back to micro strategy, 0:12:41.720 --> 0:12:45.319 back to game Stop, they did it to survive. They 0:12:45.320 --> 0:12:48.840 were stalled out or failing businesses with large amounts of cash, 0:12:48.880 --> 0:12:50.360 and what do we do to stay alive? 0:12:50.760 --> 0:12:52.280 Well, let's buy bitcoin. 0:12:52.320 --> 0:12:54.800 Now, think about that in your own portfolio. And how 0:12:54.880 --> 0:12:58.160 are your own assets going, your own investments going towards 0:12:58.200 --> 0:13:01.120 your ultimate goal of retirement one day? Are you barely 0:13:01.160 --> 0:13:03.920 making it like GameStop and micro strategy and do you 0:13:03.960 --> 0:13:05.920 need to do something to adopt the new strategy to 0:13:05.920 --> 0:13:09.520 get ahead? Okay, now, because of that, because of the 0:13:09.559 --> 0:13:12.520 President's been said, because of micro strategy or now strategy 0:13:12.640 --> 0:13:15.240 outpacing everybody else, the game theory says, more people want 0:13:15.280 --> 0:13:17.520 to do it. But even more than that, we can 0:13:17.600 --> 0:13:20.319 expect more companies to do this because the. 0:13:20.320 --> 0:13:22.920 Government changed a rule. Now we've been. 0:13:22.800 --> 0:13:24.679 Talking about this for a while, talked about multiple times, 0:13:24.800 --> 0:13:27.760 and this is an accounting rule and that it gave 0:13:27.920 --> 0:13:30.480 new clarity. All right, So this is the way that 0:13:30.520 --> 0:13:33.520 they can hold it. This happened just in late twenty 0:13:33.559 --> 0:13:36.240 twenty four, So this just happened last quarter. And now 0:13:36.240 --> 0:13:38.280 we're you know, these are big corporations. It takes time, 0:13:38.360 --> 0:13:41.079 but we're now starting to see them wanting to use 0:13:41.160 --> 0:13:44.480 these new rule changes to move into something like this. Now, 0:13:44.800 --> 0:13:47.040 what is this rule change we're talking about Again, I've 0:13:47.040 --> 0:13:50.439 covered it before, but we're talking about under old we'll 0:13:50.440 --> 0:13:53.720 be called legacy accounting standards. We call it GAP GAAP 0:13:54.520 --> 0:13:58.440 generally accepted accounting principles under that they couldn't do this. 0:13:58.520 --> 0:14:02.160 But this barrier was moved in twenty twenty four and 0:14:02.200 --> 0:14:05.559 it's the FSAB Financial Accounting Standards. 0:14:05.080 --> 0:14:08.160 Board approved new rules. 0:14:07.880 --> 0:14:12.680 That now allows companies public companies to measure bitcoin at 0:14:12.840 --> 0:14:16.640 fair market value. Because now they can measure at fair 0:14:16.679 --> 0:14:19.880 market value, it allows them to benefit from the profits 0:14:20.040 --> 0:14:23.080 or the losses on that. So now companies can reflect 0:14:23.120 --> 0:14:28.400 both unrealized gains and unrealized losses in their earnings. They 0:14:28.440 --> 0:14:32.760 can report bitcoin more transparently in their financial statements. So 0:14:32.840 --> 0:14:35.000 now they can reap the benefits of actually doing this. 0:14:35.040 --> 0:14:37.360 Before they couldn't, so why take the risk, But now 0:14:37.360 --> 0:14:38.360 they can reap the benefits. 0:14:38.480 --> 0:14:40.560 We'll see more companies doing this. 0:14:40.560 --> 0:14:44.200 This brings bitcoin into compliance, which public companies need to 0:14:44.200 --> 0:14:46.960 be in compliance because of all the SEC regulations there, 0:14:47.320 --> 0:14:51.560 but for responsible treasury management. Okay, so this is a 0:14:51.600 --> 0:14:54.120 big rule, and this is why we've already seen more 0:14:54.120 --> 0:14:56.480 companies doing this and why we're going to continue to 0:14:56.520 --> 0:15:00.800 see this trend change all right, Now, this isn't just corporations. 0:15:01.200 --> 0:15:02.960 This is for you and I. 0:15:02.960 --> 0:15:06.200 If again, our portfolios have stalled out, if we're not 0:15:06.200 --> 0:15:09.560 getting to our goals, if we look like a micro strategy, 0:15:09.880 --> 0:15:11.840 or we look like a game stop, we might want 0:15:11.880 --> 0:15:13.040 to adopt the cheat. 0:15:12.760 --> 0:15:13.520 Code as well. 0:15:13.800 --> 0:15:16.280 So what would we do well, kind of the same thing. 0:15:16.320 --> 0:15:17.120 What's our treasury? 0:15:17.640 --> 0:15:21.200 How much assets do we have and are they performing 0:15:21.240 --> 0:15:23.240 and keeping up with the rate of monetaried basement? And 0:15:23.320 --> 0:15:26.360 just like Michael Saylor did, what other options do we 0:15:26.480 --> 0:15:27.560 have for those assets? 0:15:27.600 --> 0:15:29.160 And how should we think about restructuring? Though? 0:15:29.160 --> 0:15:31.760 So number one, we should certainly be buying and holding 0:15:31.760 --> 0:15:35.880 bitcoin long term again, not on a weekly or monthly basis, 0:15:35.960 --> 0:15:39.000 think over multiple years like micro strategy does. So we 0:15:39.080 --> 0:15:41.320 want to be buying and holding that long term. Now, 0:15:41.440 --> 0:15:43.720 like all of your arguments are gone now, right, it's 0:15:43.760 --> 0:15:46.359 already faster and cheaper and more private than any other cryptocurrency. 0:15:46.440 --> 0:15:48.520 It's not going to be illegal. US government adopted it. 0:15:49.200 --> 0:15:51.800 You have the smartest guys in the world using it. 0:15:52.120 --> 0:15:55.160 Like the excuses are sort of gone at this point. Now, 0:15:55.440 --> 0:15:57.800 if we really want to get smart like a micro 0:15:57.880 --> 0:16:00.920 strategy or like a game, stop and use the strategy, 0:16:01.120 --> 0:16:03.680 then we want to think about the asset and how 0:16:03.680 --> 0:16:06.240 do we add velocity. You see, most people don't have 0:16:06.280 --> 0:16:09.880 a money problem, they have a speed problem. So for example, 0:16:10.320 --> 0:16:12.920 over the next twenty years, you might make a million dollars, well, 0:16:13.520 --> 0:16:15.280 twenty million or a million dollars or twenty years isn't 0:16:15.280 --> 0:16:17.480 that much money. But what if you made twenty What 0:16:17.480 --> 0:16:18.800 if you made a million in five years, What if 0:16:18.800 --> 0:16:20.080 you made a million in one year, What if you 0:16:20.120 --> 0:16:24.000 made a million in one month? And that's the velocity thing. 0:16:24.040 --> 0:16:26.960 So how do we add velocity? Well, just like micro strategy, 0:16:27.440 --> 0:16:30.960 just like GameStop is doing by adding debts. So for example, 0:16:31.200 --> 0:16:34.400 we can borrow against our bitcoin, which is now tax 0:16:34.440 --> 0:16:37.560 free liquidity, and we can use that tax free liquidity 0:16:37.680 --> 0:16:40.400 for other things to make more money. One, we could 0:16:40.560 --> 0:16:42.680 leverage it back into bitcoins, we could lever up our 0:16:42.680 --> 0:16:46.080 bitcoin account. Number one, we could use it to invest 0:16:46.120 --> 0:16:48.960 into real estate or other types of yield assets. So 0:16:49.040 --> 0:16:51.080 I have bitcoin that's you know, warm buffer called a 0:16:51.120 --> 0:16:53.360 non productive asset, but I could put it into a 0:16:53.400 --> 0:16:56.880 productive asset that yields cash flow. Number two, I could 0:16:56.920 --> 0:16:59.920 sell options against it. I could roll options covered car 0:17:00.600 --> 0:17:03.480 to produce income for me. 0:17:03.560 --> 0:17:06.280 That way, I could use it to put into a 0:17:06.320 --> 0:17:08.240 tax advantaged structure. So for example, I. 0:17:08.200 --> 0:17:10.800 Could borrow against a tax free and then I could 0:17:10.880 --> 0:17:13.879 buy tax rideoffs put that into real estate or other 0:17:13.920 --> 0:17:16.920 capital equipment that now gets me write offs, so I 0:17:16.960 --> 0:17:18.439 don't have to pay taxes on the other income that 0:17:18.480 --> 0:17:21.720 I make. And so this is how we add it up. Now, 0:17:21.760 --> 0:17:24.200 each one of these probably needs its own strategy. If 0:17:24.200 --> 0:17:27.320 we're going to break these down into individual videos, leave 0:17:27.320 --> 0:17:29.480 me a comment down below which one you want me 0:17:30.040 --> 0:17:32.119 to break down, and we'll put that in another video. 0:17:32.960 --> 0:17:35.040 Okay, Now, the key here. 0:17:35.119 --> 0:17:38.000 Is that we have to start thinking about ourselves like 0:17:38.040 --> 0:17:41.080 a company, like a corporation, like a fund. Now, in 0:17:41.119 --> 0:17:44.040 the old days, Wilster was too complex. You know, there's 0:17:44.280 --> 0:17:46.960 millions of different stock options to choose from, and you know, 0:17:47.040 --> 0:17:49.399 radialius is I have to invest in fifteen different things 0:17:49.680 --> 0:17:51.840 and I just I'll just give my money to somebody 0:17:51.840 --> 0:17:54.479 else to manage for me. But the key is today 0:17:54.600 --> 0:17:57.520 is we don't need all that complexity. Today you can 0:17:57.560 --> 0:18:00.840 become your own fund. We can be Wall Street. We 0:18:00.840 --> 0:18:03.119 can beat all the institutions, We can beat all the 0:18:03.119 --> 0:18:06.880 hedge funds by making one or two or three very 0:18:06.920 --> 0:18:10.600 simple moves. Now we can have sovereign wealth. We can 0:18:10.680 --> 0:18:13.879 control this on our own, not getting taxed and feed 0:18:14.080 --> 0:18:14.840 from Wall Street. 0:18:14.880 --> 0:18:16.240 We can have it on our own, and. 0:18:16.160 --> 0:18:19.520 That's much greater than having someone else manage our wealth. 0:18:20.000 --> 0:18:22.560 We can keep total control. 0:18:22.200 --> 0:18:25.880 Instead of dealing with the complexity of what Wall Street does, 0:18:26.640 --> 0:18:29.600 and we can have real returns where we're actually beating 0:18:29.640 --> 0:18:32.520 both inflation and the rate of monetary debasement and every 0:18:32.520 --> 0:18:35.760 other asset out there. As a put to just dealing 0:18:35.800 --> 0:18:41.359 with the Wall Street reputation. Really, today you don't need 0:18:41.400 --> 0:18:45.200 to hand your money to Wall Street because you can 0:18:45.240 --> 0:18:48.879 be the fund now using the strategy. It's so simple, 0:18:49.160 --> 0:18:50.600 anyone can do it. Let me know what you think 0:18:50.600 --> 0:18:53.000 about this. Leave me a comment down below if you 0:18:53.040 --> 0:18:55.760 want to know more about why bitcoin right now and 0:18:55.800 --> 0:18:58.160 the other assets that are beating it. You might want 0:18:58.200 --> 0:18:59.760 to watch this video right here. 0:19:00.440 --> 0:19:02.240 And that's what I got, all right to your success. 0:19:02.760 --> 0:19:03.160 I'm out.