This Week in Startups

Is $MSTR over? Jason takes his victory lap. | E2216

70 snips
Dec 2, 2025
The discussion dives into the struggles of MicroStrategy's Bitcoin strategy and questions the value of its convoluted financial schemes. Jason outlines four red flags to watch out for in investments, emphasizing simplicity over complexity. The show also covers Tether's recent downgrade by S&P Global and the need for stronger audits in the crypto space. With robot vacuums and humanoid robots on the radar, the hosts explore the potential for AI in everyday life, all while Jason takes a victory lap for predicting MicroStrategy's decline.
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ADVICE

Prefer Direct Crypto Ownership

  • Avoid buying wrapped Bitcoin exposure via complex public companies like MicroStrategy when you can buy Bitcoin directly.
  • Do basic math: loans and preferred claims can wipe equity value even if the company holds crypto assets.
INSIGHT

Three Red Flags For Risky Finance

  • Complexity, promises that sound too good, and lack of auditing are major red flags for financial schemes.
  • Treat convoluted corporate structures as signs to walk away or dig deeper before investing.
ADVICE

Model Debt Priority First

  • Remember loans and preferred claims get paid before equity; debt can severely dilute or wipe out shareholders.
  • Always model downside scenarios where lenders renegotiate or convert into equity before investing.
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