DON'T value MicroStrategy like other stocks - Conversation with Ben Werkman

[@LaineGaming]

This is the best explanation interview regarding what MicroStrategy does, well done getting this guy on!

[@ticani2]

Yes , thank you guys

[@Zoofactory]

Indeed.

[@Japskir]

You are absolutely correct. It gave more details on what MSTR is.

[@kyle9296]

Ben is the best guy in the MSTR space. And there are a lot of good ones

[@kbwinter]

Totally agree

[@jdog2169]

Investment answers Id recommend he was on it way before anyone else thank god I listened to him

[@doctorgonzo5358]

This bitcoin community is so great. So many intelligent people sharing their knowledge. Thanks Rajat.

[@CraigCremin]

Fantastic video. When Ben talks I stop and listen as he has a lot to offer. I've learnt so much recently just listening to him

[@rickchappus5837]

This is the best video on MSTR and BTC I’ve seen (and I’ve watched many hours of them) hands down! Congrats Rajat on taking your time and bringing out the best of Ben Werkman, who I think understands this trade better than anyone aside from Saylor himself.

[@rajatsonifinance]

Thanks Rick!

[@kstessel1]

Great interview. Ben is brilliant

[@kevinpoi3424]

Wow! You got in Ben the man. I always watch the Quant Bros especially him. Good job!

[@Quetzelkoa]

Wow, Ben's really well spoken and a great communicator. Surprised i havent seen him on a podcast before!

[@whatever_it_takes6691]

Been waiting for these two to chop it up for a while now

[@angrybuhda541]

I've been hoping for this interview! Really excited to see this information and Ben get more of the spotlight. Rajat has a lot of my respect. The man is a warrior for truth and understanding.

[@rajatsonifinance]

🤝🏼

[@heruilin4404]

Absolutely fantastic guest! This will take multiple viewings to digest all the knowledge imparted.

[@daltonvanhorn5167]

thanks for this Ben Werkman's explanation of MSTR is the most detailed from both a macro and micro perspective

[@Greenmarlin79]

Incredible video. Ben breaks down the info so clearly.

[@jeffleyerle]

Lots of great info and getting a clearer picture of the new products MicroStrategy is bringing to market. Thanks for the awesome interview with Mr. Werkman.

[@blackfiree91]

This guy makes MSTR taking out debt sound as easy as selling lemonade at a roadside stand. All the MSTR quant guys make it all technical. But this guy. Wow- amazing

[@rajatsonifinance]

His explanation was so great

[@buckfifty-two-thousand8640]

Best explanation I’ve heard on MSTR

[@jmfs2k273]

Well done, thank you both! Subbed.

[@mrapp8918]

Great interview!

[@treystr]

Excellent interview.

[@MichaelLekar]

You both are phenomenal. thanks for all of your hard work and time and knowledge. keep up the good work

[@AJ-py2kt]

Thank you for very good information bring this out here 🙏🙏

[@ux1ux174]

Well done Rajat, GREAT INTERVIEW.

[@povilas007]

Wow, he really knows what he is talking about! Very professional and in-depth explanation.

[@jimlahey8312]

Great interview

[@mrvpowerleipzig1983]

Great interview! 👍🏻👍🏻👍🏻 thx 👏🏻👏🏻👏🏻 🙇‍♂️ 🙇‍♂️🙇‍♂️

[@TamilRealEstateRAGU]

By Far the best explanation of this Arbitrage bonds, thank you so much

[@rlg222]

Rajat is the man!

[@ajobha]

Brilliant! Thanks for this video

[@Zion7z]

Would it be smart to DCA into MSTR ?

[@pinn7516]

Ben sounds like he should be captain of a spaceship in Star Trek

[@rajatsonifinance]

🤣🤣

[@jc7887]

Great stuff as usual Rajat!

[@rajatsonifinance]

🤝🏼

[@davemiller7972]

Fantastic discussion - thank you

[@Novaknet]

Rich Dad Poor Dad mindset. Prioritizing the asset section of your balance sheet over the income section of your cash flow statement. The problem with wage increase is it’s usually accompanied by an increase in spending.

[@rajatsonifinance]

Lifestyle inflation!

[@postmodgent1499]

and tax!

[@pandaddysuccess390]

Good question Rajat! 👍🏼🚀

[@derekkaneshiro3935]

This might be your best video to date

[@wjjz8902]

Now that is a smart well informed articulate man. Thanks Rajat. And yes...large cities in blue states are riff with crime. There is another lesson to learn. 🇨🇦🇺🇸

[@PaulConnellan-dw8il]

Great video boys thank you

[@jintz2]

Terrific interview! Didn’t understand a thing though! 😅

[@BTC_Alejandro]

Great interview. Keep up the great work!

[@KevinOpar]

That interview was awesome

[@Bitsurf24]

Brilliant Ben!

[@Sec_coach]

The very first minutes of the interview it’s the salvation stone for the ones who truly believe in bitcoin It’s 100% correct and you must listen to it carefully

[@rajatsonifinance]

He did a great job articulating his ideas!!!

[@jakevolk_]

great conversation among two great minds. thanks guys

[@gregero]

Extremely thoughtful explanation.

[@amazonAAM]

And what happens when those arbitrage funds call MSTR to convert into shares their bonds? They get the shares? And then? They sell the shares at the market? Thx

[@rajatsonifinance]

They may hold

[@pran10000]

Fantastic guest.

[@che3294]

Such an insightful video

[@mariedavison3707]

Excellent Interview 🎉🎉🎉

[@mariedavison3707]

Btw , ever since Citron , MSTR's Stock price never got that high after

[@mariedavison3707]

Now because of Citron Rigetti computer is falling. It was doing great before that

[@shawkinguk]

Amazing Ben is fantastic Always

[@bharatboy10]

Excellent info…thx.

[@blue-gx5tm]

This was an excellent explanation, thank you

[@Shinehead3]

Yes, I have a Foundational Belief in BTC 😊

[@ChickFilA_Sauce]

I’m still pretty ignorant on this whole thing the possibility that micro strategy charges a negative interest rate for their bonds? Is it possible that people pay micro strategy for the privilege to get access to their product?

[@rajatsonifinance]

Not sure if this will happen

[@danilopax]

Hi friend. What do you think about CLSK and MARA shares?

[@Sherman1862]

BUY!!!! ; ) $IREN $HIVE $BITF too to name a few.. ; )

[@rajatsonifinance]

I stick to btc and mstr

[@jigneshpatel7219]

Hi Rajat Mara and riot started to copy MSTR model Do u know they will be future MSTR May be compare MSTR four years ago and now model ?

[@rajatsonifinance]

To be honest I don't know much about them

[@mcgems754]

Great level headed guy w lots of tradfi knowledge

[@Japskir]

MSTR should hire this guy and speak right after Saylor to handle normies and appreciate what MSTR is all about.

[@davidgarrett7673]

only price matters...NOTHING else ,matters

[@voluntarism335]

When you think about it the amount of hours someone should even need to work to make ends meat per week should actually be decreasing but it doesn't because of broken money and things like zoning laws, regulations and red tape. People work 40 hours just to get by and some work 50-60 hours to get by, when in truth by now people should only have to work like 20 hours a week to get by and the amount of hours should be forever decreasing. The reasoning for this is simple, as we advance we get more efficient at producing goods so poverty should always be going down.

[@onestepahead1857]

Yes. YES!!

[@johnc7279]

Can you address googles willow quantum chip and what it means for the bitcoin network

[@rajatsonifinance]

From what I've read, it's not powerful enough to take down SHA256

[@cragzrogers5157]

Great video

[@jdog2169]

Hey, can I put you onto Invest answers? A pod with him would be great he is THE mstr OG

[@rajatsonifinance]

I tried messaging him to do a podcast the other, but I think he's a little busy

[@jdog2169]

@ ill pester him from a subscriber end!

[@WYOJIM]

Hey Rajat if you think Paul is confused about whether BTC is a scam or not, you should check out his video titled 'New MSTR Stock Price To Buy After The 10 to 1 Stock Split.' It's another one that will not age well

[@rajatsonifinance]

He's a massive clown 🤣🤣 he can't get past his belief that Bitcoin is a scam

[@WYOJIM]

@@rajatsonifinance I'm starting to think he lost a bet and was forced to make videos humiliating himself. I mean what else could it be??? Either that or I'm being punked

[@vincezetti7216]

dudes brain is saylor level

[@AJ-py2kt]

I have repeat listening 3 times 😂today

[@rajatsonifinance]

Tbh I had to play it back a couple of times to understand the concepts too

[@MatthewMarks-k4m]

Hi! Ben is awesome! Thoughts on Metaplanet?

[@rajatsonifinance]

I stick to mstr and btc

[@MatthewMarks-k4m]

@ Metaplanet is following the MSTR playbook for Asia. Seems like it should be part of the conversation. Especially since they 1660% last year alone

[@Quetzelkoa]

As someone living in Japan I highly recommend it. The capital gain tax in Japan for btc is like 50%, whereas stocks are 20% or 0% (investment accounts). Japan as far as I know doesn't have an etf, so I can easily see a lot of money pouring into metaplanet as btc rises.

[@MatthewMarks-k4m]

@ thanks! That’s great! Is it 0% if you leave it longer than a year? I think it’s like that here in the USA within certain amount at 0% tied to income.

[@Rlec021]

My question is, what if the majority of the convertible bonds do not want it converted into shares and then Microstrategy has $20+ billion in debt to pay back?

[@rajatsonifinance]

I think they don't have a choice at a certain point

[@Rlec021]

@ so I’m guessing they’d have to sell BTC to pay it back but I guess if the share price way out performs the conversion price they would all convert. Would be stupid not to convert if it’s that’s far into the money

[@cbarber]

wow how strange, you did not bad-mouth real-estate hahaha (great vid as always)

[@rajatsonifinance]

I wanted to do it SO BADLY

[@Zoofactory]

These guys both read professional and can speak laymen. Not lost in translation. 🍊

[@MomentoMori769]

1:05 I highly suggest everyone study priced in BTC for every asset over 3 5 10 year periods. The outcome will be shocking!

[@jayhebert8775]

Ben!! The man

[@mjayy907]

If it would crash today he would just buy more.

[@rajatsonifinance]

💯💯

[@teole6364]

So MSTR takes people money and buy BTCs. Why don’t people buy BTCs themselves and skip the middle man (MSTR)?

[@rajatsonifinance]

Because some of them can't buy Bitcoin directly (the debt buyers) and others want to participate in the company's future or also can't buy Bitcoin directly (stock holders)

[@teole6364]

@ with the amount of BTCs that MSTR owns, it is not 1:1 ratio or close to it. People are actually own way less BTCs if they buy shares. Maybe I just don’t understand their business.

[@MrTeerug969]

❤❤❤👍👍👍

[@eagley8708]

I don’t see bitcoin becoming an asset of peace. I expect people to fight over it countries perhaps. It’s much harder to steal than gold or any other physical assets, but I’m not so sure how realistic it is to be a bringer of peace.

[@rajatsonifinance]

How would they steal it? If they kill the holders they get nothing

[@eagley8708]

@@rajatsonifinance I guess there would be no easy way for this to go down. It hasn't been a problem yet, because we don't have mass adoption, and not everyone is self-custodying their keys. Ppl who self custody, with back up options, or doing multi sig will be way harder to steal from. It will happen though on small levels. Just like when someone tries to rob you at gun point, or commits a home invasion. Someone holding a gun can be very persuasive--- but again that's small scale, not countries, so I see your point. It's not like Russia can invade some smaller country, and steal all their bitcoin easily. However, there are some places that hold billions in Crypto. There is a bunker in Switzerland I think, not sure how many exist, but it's under guard, and it is a mass cold storage facility.

[@homanasiri843]

going to a million😂

[@MomentoMori769]

Microsoft has huge shareholders that will need to be convinced, unlikely imo

[@rajatsonifinance]

They said no!

[@cragzrogers5157]

So basically, you believe in btc,you hold microstrategy minimum 4 year.

[@rajatsonifinance]

💯💯

[@randyrudy5546]

Bitcoin = division..those that have and those that don't..

[@rajatsonifinance]

Not really. Anyone can accumulate bitcoin at the current price. If people choose to ignore it, that's not division. They're doing it by choice. They're choosing to stay broke. Either way in the future, they'll be fine because they'll be paid in bitcoin.

[@RouRoro]

this guy is such a moon boy lol

[@rajatsonifinance]

How?

[@jfk9996]

I was put off when he used the words absolutely and obviously in the first sentence.

[@rajatsonifinance]

Why?

[@markfindlay8636]

To be fair nothing is absolute or totally obviously good and there is always risk. But if we take no risk there is little chance of reward.

[@BenWerkman]

I've noticed before I have a habit of over using "absolutely", "obviously" and "right" in my conversations. Tough habit to break sometimes.

[@dazzlingchong]

​@@BenWerkmanThks, Ben for the great interview and Rajat for inviting him. We understand that sometimes these terms are used as an affirmative and I for one have gleaned much from all your insightful sharing in the space. 😊

[@NotMe-wh5vb]

I am going to continue to stack raw Bitcoin and leave MSTR alone. At some point MSTR will be forced to sell Bitcoin. Either MSTR will be insolvent or it’s counter parties will be insolvent. We have seen this movie before.

[@rajatsonifinance]

How would MSTR be insolvent if they're selling shares to buy Bitcoin?

[@pran10000]

Yes, Holding coins on Coinbase is the biggest risk. 💯

[@philb7942]

Not that complicated really. Simple pyramid scheme.

[@rajatsonifinance]

Maybe it is complicated and you don't understand it

[@philb7942]

@rajatsonifinance understand it perfectly, thanks

[@alexh.4842]

I somehow get MSFT’s decision being made that not adding BTC at corporate level. They might think shareholders can do that on individual level with the money they generated & returned (either via capital gain or dividends). But it’s not tax effective

[@laurenlia93]

Thanks rajat for bring this topic 👍🙏 $mstr