Saylor Sells Bitcoin as Markets Question AI Trade

DH Unplugged 809: Michael Saylor sells Bitcoin, soft jobs data, SpaceX joins NASDAQ 100, Oracle plunges, AI trade under fire. Expert analysis from Dvorak & Horowitz.

TLDR

  • Strategy sold Bitcoin at a loss, signaling a potential pivot; investors should reassess crypto exposure.
  • Strategy sold 3,588 BTC at ~$60k after buying at $75k avg, using proceeds for dividends and reserves.
  • SpaceX joins NASDAQ 100, boosting space industry legitimacy and inspiring future tech innovation.
  • Episode reveals Nvidia's Kyber chip may slip 12 months and Oracle has $24B negative free cash flow.
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