
Saylor Sold & Trump Media Just Bought Over 4,000 Bitcoin
About this episode
Michael Saylor's Strategy is selling Bitcoin while Trump Media just added more than 4,000 BTC. Jackson Mikalic, Brian Cubellis, Liam Nelson, and Michael Tanguma put four stories on the shot clock. They break down Strategy selling another 1,690 BTC as its USD reserve hits $4.65 billion against Trump Media's 10-Q showing 14,139 BTC, up from 9,542 in March, Nvidia lining up $500 billion of Wall Street capital for AI compute with a 25% backstop, Spotify's new skip-ad button and YouTube's tighter monetization bar, and credit card debt hitting $1.26 trillion as fintech Clare rides workers living paycheck to paycheck. Where's the signal, and where's the noise?
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🎙️ About The Show
Signal vs Noise: a twice weekly show unpacking the five biggest stories across capital markets, technology, and people, with five minutes on the clock for each.
🧠 Chapters
01:01 - Topic 1 - Strategy Sells Bitcoin, Trump Media Stacks It
07:35 - Topic 2 - Nvidia's $500B Wall Street AI Deal
13:00 - Topic 3 - Spotify's Skip Button and the War on Ads
22:16 - Topic 4 - Credit Card Debt Hits $1.26T and Fintech Clare
28:31 - Lightning Round and Parting Thoughts
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