Episode Details

In Q2 Earnings, MSTR Surges, and Coinbase Stumbles. But What's Next? - Ep. 879
8/2/2025
Unchained

Key Insights

Bullish:

  • 🟢 $MSTR - MicroStrategy is targeting a significantly higher Bitcoin yield of 32.1%, up from their previous minimum target, indicating a bullish outlook for the company's Bitcoin accumulation strategy.
    • We're now targeting a 32.1% Bitcoin yield. So that compares to 2.1% more than the company's sort of minimum target at this point.” - Lance (23:57)
  • 🟢 $BTC - 🔒
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  • 🟢 $COIN - 🔒
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  • 🟢 $USDC - 🔒
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  • 🟢 $INFRA - 🔒
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