Core Insights - Anthony Scaramucci praised Michael Saylor's strategy for bolstering Strategy Inc.'s balance sheet through Bitcoin purchases and equity sales [1][2] - Strategy Inc. recently acquired 10,624 BTC, valued at approximately $962.7 million, marking its largest weekly purchase since July 2025 [3] - The company's total Bitcoin holdings now amount to 660,624 BTC, acquired for about $49.35 billion, with an average purchase price of roughly $74,696 [3] Financial Performance - Strategy Inc.'s stock has been on a multi-month downtrend, with a current market value of $55.25 billion, which is lower than the value of its Bitcoin holdings at $59.62 billion, indicating the stock is trading at a discount [4] - The stock closed at $183.69 during the regular trading session, reflecting a 2.63% increase, but fell 0.59% in after-hours trading to $182.60 [5] - MSTR has exhibited a very low growth score, indicating limited historical expansion in earnings and revenue compared to other cryptocurrency-linked stocks [5]

Core Viewpoint - Kevin O'Leary believes that FTX will be "the most successful bankruptcy in American history" [1][12] Crypto Investment Strategy - O'Leary recommends allocating no more than 20% of an investment portfolio to cryptocurrencies, stating he has allocated 19.5% [3] - He emphasizes investing in crypto infrastructure rather than just the assets themselves, owning shares in exchanges like Robinhood, Coinbase, and WonderFi Technologies [4][5] - O'Leary compares the current crypto market to the historical gold rush, suggesting that investing in the tools and infrastructure is more prudent than speculating on the assets [5] Market Volatility Insights - O'Leary notes that Bitcoin and Ethereum account for 95% of the volatility in the crypto market, and he holds significant amounts of both along with stablecoins [8] - He views Bitcoin similarly to gold, focusing on the yield generated from holding both Bitcoin and Ethereum rather than trading them [9]