Acquista cryptoMercatiSpotFuturesGOLDEarnCentro eventi
Altro
Gold vs Crypto
The post Mike Alfred Dumps MSTR for Strive; Sees $1M BTC by 2033 appeared on BitcoinEthereumNews.com. Mike Alfred slams Strategy Inc.’s debt model, calling its valuation a “fairy tale.” He disclosed a 1.66 million share stake in Strive, citing a better structure for BTC exposure. Alfred forecasts Bitcoin will hit $1 million by 2033, driven by US political support. Investor Mike Alfred has issued a sharp critique of Michael Saylor’s Strategy Inc. (MSTR). In a new interview, Alfred argued that the company’s aggressive use of preferred stock debt effectively renders its Net Asset Value (NAV) “irrelevant.” He described the valuation model as a “fairy tale” due to the dilution risks faced by common shareholders. Why Alfred Dumped MSTR for Strive’s Treasury Model Alfred, a board member at Bakkt and IREN, disclosed he has exited his MSTR position entirely. He reallocated capital to Strive, purchasing 1.66 million shares. Strive currently holds 7,525 BTC. Alfred cited Strive’s cleaner capital structure as the primary driver for the switch. “If you structure many securities in a company, all of these things sit on Bitcoin. The heavier the weight of those things, the less the idea of Bitcoin per share really matters,” Alfred noted. Saylor Defends Leverage: ‘Built to Withstand 90% Drop’ In his defense, Saylor has noted that the company is heavily backed by highly liquid creditors. Most importantly, Saylor noted that Strategy will remain operational even if the Bitcoin price drops 80-90%. Related: Bitcoin ‘Cycle Fracture’ Raises Fears Of 2026 Drop Toward The $30000 Zone Furthermore, Strategy only needs Bitcoin price to rise by 1.25% per year to pay shareholders dividends indefinitely. Additionally, Saylor noted that the company would have 80 years to figure out its next move if the Bitcoin price were to record consecutive zero gains per year. The $1 Million Outlook: Political ‘Goodwill’ and AI Alfred is more bullish on Bitcoin treasury companies than BTC itself… The post Mike Alfred Dumps MSTR for Strive; Sees $1M BTC by 2033 appeared on BitcoinEthereumNews.com. Mike Alfred slams Strategy Inc.’s debt model, calling its valuation a “fairy tale.” He disclosed a 1.66 million share stake in Strive, citing a better structure for BTC exposure. Alfred forecasts Bitcoin will hit $1 million by 2033, driven by US political support. Investor Mike Alfred has issued a sharp critique of Michael Saylor’s Strategy Inc. (MSTR). In a new interview, Alfred argued that the company’s aggressive use of preferred stock debt effectively renders its Net Asset Value (NAV) “irrelevant.” He described the valuation model as a “fairy tale” due to the dilution risks faced by common shareholders. Why Alfred Dumped MSTR for Strive’s Treasury Model Alfred, a board member at Bakkt and IREN, disclosed he has exited his MSTR position entirely. He reallocated capital to Strive, purchasing 1.66 million shares. Strive currently holds 7,525 BTC. Alfred cited Strive’s cleaner capital structure as the primary driver for the switch. “If you structure many securities in a company, all of these things sit on Bitcoin. The heavier the weight of those things, the less the idea of Bitcoin per share really matters,” Alfred noted. Saylor Defends Leverage: ‘Built to Withstand 90% Drop’ In his defense, Saylor has noted that the company is heavily backed by highly liquid creditors. Most importantly, Saylor noted that Strategy will remain operational even if the Bitcoin price drops 80-90%. Related: Bitcoin ‘Cycle Fracture’ Raises Fears Of 2026 Drop Toward The $30000 Zone Furthermore, Strategy only needs Bitcoin price to rise by 1.25% per year to pay shareholders dividends indefinitely. Additionally, Saylor noted that the company would have 80 years to figure out its next move if the Bitcoin price were to record consecutive zero gains per year. The $1 Million Outlook: Political ‘Goodwill’ and AI Alfred is more bullish on Bitcoin treasury companies than BTC itself…

Mike Alfred Dumps MSTR for Strive; Sees $1M BTC by 2033

Autore: BitcoinEthereumNews
Fonte: BitcoinEthereumNews
2025/11/20 05:46
3 min di lettura
Bitcoin
BTC$67,469.49+0.15%
Per feedback o dubbi su questo contenuto, contattateci all'indirizzo crypto.news@mexc.com.
  • Mike Alfred slams Strategy Inc.’s debt model, calling its valuation a “fairy tale.”
  • He disclosed a 1.66 million share stake in Strive, citing a better structure for BTC exposure.
  • Alfred forecasts Bitcoin will hit $1 million by 2033, driven by US political support.

Investor Mike Alfred has issued a sharp critique of Michael Saylor’s Strategy Inc. (MSTR). In a new interview, Alfred argued that the company’s aggressive use of preferred stock debt effectively renders its Net Asset Value (NAV) “irrelevant.” He described the valuation model as a “fairy tale” due to the dilution risks faced by common shareholders.

Why Alfred Dumped MSTR for Strive’s Treasury Model

Alfred, a board member at Bakkt and IREN, disclosed he has exited his MSTR position entirely. He reallocated capital to Strive, purchasing 1.66 million shares. Strive currently holds 7,525 BTC. Alfred cited Strive’s cleaner capital structure as the primary driver for the switch.

“If you structure many securities in a company, all of these things sit on Bitcoin. The heavier the weight of those things, the less the idea of Bitcoin per share really matters,” Alfred noted.

Saylor Defends Leverage: ‘Built to Withstand 90% Drop’

In his defense, Saylor has noted that the company is heavily backed by highly liquid creditors. Most importantly, Saylor noted that Strategy will remain operational even if the Bitcoin price drops 80-90%.

Related: Bitcoin ‘Cycle Fracture’ Raises Fears Of 2026 Drop Toward The $30000 Zone

Furthermore, Strategy only needs Bitcoin price to rise by 1.25% per year to pay shareholders dividends indefinitely. Additionally, Saylor noted that the company would have 80 years to figure out its next move if the Bitcoin price were to record consecutive zero gains per year.

The $1 Million Outlook: Political ‘Goodwill’ and AI

Alfred is more bullish on Bitcoin treasury companies than BTC itself primarily. According to him, investing in BTC treasury companies, which have a lesser market cap than Bitcoin, are likely to outperform the flagship coin in its path to $200k. 

According to Alfred, Bitcoin is well-positioned to reach a market cap of between $50 trillion and $100 trillion due to its unique properties. He said his investment portfolio is heavily influenced by Bitcoin and its related stocks among other industries to assist in diversification.

The investor noted that the strong macroeconomic backdrop amid rising demand for Bitcoin by treasury companies will propel the flagship coin to $1 million by 2033. In the United States, Alfred noted that the influence of President Donald Trump on Bitcoin is underrated by most investors.

Alfred also noted that the influence of President Donald Trump is underrated by most investors. He pointed to the creation of a U.S. Bitcoin reserve within the first year of the administration as a key signal. This political “goodwill” in the U.S., he argued, will eventually force other global governments to gain exposure to Bitcoin.

Related: Analyst Warns Bitcoin Could Drop Below $75,000, Compares Current Setup to 2008

Disclaimer: The information presented in this article is for informational and educational purposes only. The article does not constitute financial advice or advice of any kind. Coin Edition is not responsible for any losses incurred as a result of the utilization of content, products, or services mentioned. Readers are advised to exercise caution before taking any action related to the company.

Source: https://coinedition.com/mike-alfred-dumps-mstr-strive-bitcoin-prediction-1-million/

Opportunità di mercato
Logo Bitcoin
Valore Bitcoin (BTC)
$67,469.49
$67,469.49$67,469.49
-0.23%
USD
Grafico dei prezzi in tempo reale di Bitcoin (BTC)
Disclaimer: gli articoli ripubblicati su questo sito provengono da piattaforme pubbliche e sono forniti esclusivamente a scopo informativo. Non riflettono necessariamente le opinioni di MEXC. Tutti i diritti rimangono agli autori originali. Se ritieni che un contenuto violi i diritti di terze parti, contatta crypto.news@mexc.com per la rimozione. MEXC non fornisce alcuna garanzia in merito all'accuratezza, completezza o tempestività del contenuto e non è responsabile per eventuali azioni intraprese sulla base delle informazioni fornite. Il contenuto non costituisce consulenza finanziaria, legale o professionale di altro tipo, né deve essere considerato una raccomandazione o un'approvazione da parte di MEXC.

Potrebbe anche piacerti

[Vantage Point] How Corporate Philippines is quietly war-gaming a supply shock

[Vantage Point] How Corporate Philippines is quietly war-gaming a supply shock

An empty gas station along Kalayaan Avenue in Quezon City is seen without customers because its fuel supply ran out on March 9, 2026, ahead of a new round of oil
Condividi
Rappler2026/03/31 12:00
Ondo Finance Launches USDY Yieldcoin on Stellar, Bringing Tokenized U.S. Treasuries to Users

Ondo Finance Launches USDY Yieldcoin on Stellar, Bringing Tokenized U.S. Treasuries to Users

Ondo Finance, a U.S.-based digital asset firm specializing in bringing traditional financial products on-chain through tokenization, is expanding its yieldcoin USDY to the Stellar network. This lates update marks a step forward in merging tokenized real-world assets with a global payments infrastructure, unlocking new opportunities for users worldwide. The announcement was made at the Stellar Meridian event in Copacabana, Rio de Janeiro, on September 17. USDY Joins the Stellar Ecosystem Ondo Finance, a recognized leader in tokenized real-world assets, announced the deployment of United States Dollar Yield (USDY) on Stellar, the payments-focused blockchain known for speed and low transaction costs. USDY is the most widely available “yieldcoin,” offering investors access to onchain assets backed by U.S. Treasuries. This launch allows Stellar’s global user base to tap into permissionless, yield-bearing assets tied to one of the safest financial instruments in the world. It also aligns with Stellar’s mission of driving fast, affordable cross-border payments. Combining Yield with Payments Infrastructure “Stablecoins unlocked global access to the U.S. dollar. With USDY, we’re taking the next step by bringing U.S. Treasuries onchain in a form that combines stability, liquidity, and yield,” said Ian De Bode, Chief Strategy Officer at Ondo Finance. “Fast, affordable cross-border payments are at the center of what Stellar was designed to do. The global reach of the Stellar ecosystem combined with a yield-bearing asset like USDY levels up what is possible onchain, allowing wallets and businesses to offer yield opportunities to their users,” said Denelle Dixon, CEO of the Stellar Development Foundation. Ondo claims by pairing USDY with Stellar’s infrastructure, new possibilities open up in treasury management, collateralization, and everyday financial applications. Unlocking Institutional and Retail Use Cases USDY currently manages over $650 million in total value locked (TVL) across nine blockchains and offers a 5.3% APY. By launching on Stellar, Ondo Finance extends these benefits to global retail and institutional users. The firm explains balances on Stellar can now become productive, supporting use cases such as onchain savings, institutional treasury strategies, cost-efficient collateral for DeFi protocols, and remittance flows that carry yield rather than remaining static. A Milestone for Tokenized Treasuries With the integration of USDY, Stellar users gain more than just access to stable-value assets—they gain access to institutional-grade yield. For investors outside the U.S., the launch represents a new way to combine the safety of Treasuries with the accessibility of blockchain technology. As tokenization accelerates globally, Ondo Finance’s decision to deploy USDY on Stellar reinforces the narrative that blockchain is not just about speculation, but about reimagining the global financial system through secure, yield-bearing digital assets
Condividi
CryptoNews2025/09/18 00:46
Midas Raises $50M for Instant Liquidity Layer in Tokenized RWAs

Midas Raises $50M for Instant Liquidity Layer in Tokenized RWAs

The post Midas Raises $50M for Instant Liquidity Layer in Tokenized RWAs appeared on BitcoinEthereumNews.com. Tokenization startup Midas’s Series A round was led
Condividi
BitcoinEthereumNews2026/03/31 12:06