meta_pixel
Tapesearch Logo
Log in
Rebel Capitalist News

Is Strategy About To Go Bust?

Rebel Capitalist News

George Gammon

Business, Investing

4.71.1K Ratings

🗓️ 1 December 2025

⏱️ 23 minutes

🧾️ Download transcript

Summary

Want the cheat code to protect and grow your wealth? Check out Rebel Capitalist Pro https://rcp.georgegammon.com/pro

Transcript

Click on a timestamp to play from that location

0:00.0

Hello, fellow Robo Capitals, hope you're well. So if you haven't seen Bitcoin is really, really down today.

0:06.5

And micro strategy is tanking down. I saw at one point like 11 or 12% just today. So this begs the question,

0:18.7

are they on the brink? Are they about to go bust? I don't really think so, but doesn't mean they're not in trouble. Let's dive into the details right now in this video. And first and foremost, let's actually go to their website because of course this is really emotionally charged for a lot of the bitcointers.

0:40.3

A lot of the bitcoins don't like micro strategy because of the financial engineering hat tip

0:44.6

to them.

0:45.7

But a lot of them, you know, this is, it's just, it's part of the cult, right?

0:50.4

They can't differentiate between just, you know, rational type of thinking analysis,

0:57.2

just basic math, and, you know, kind of the battle cry. It's all about the battle cry,

1:04.8

all about the narrative. But let's try to just look at this rationally here. Now, to be clear,

1:10.1

I've been short micro strategy

1:12.4

for probably three or four months. I did the Jim Chanos where I was long Bitcoin and short

1:21.8

micro strategy. So I just want, you know, full disclosure here. And I have not covered that position.

1:28.3

I still have that position on.

1:31.0

Okay, let's go over to the Strategies website because, again, I know it's financially or it's emotionally charged.

1:39.3

So all the bitcoins will be like, oh, you didn't get the MNAV right.

1:44.4

You didn't get the MNAV.

1:45.3

Okay, okay, okay.

1:46.7

Settle down there, Beavis.

1:48.2

Let's go over to the strategy website.

1:52.5

And we can see down at 158 bucks right now,

1:57.2

down 18 bucks today.

1:59.4

So that's roughly 10.5%.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from George Gammon, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of George Gammon and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.