Video Description
The crew is joined by Selini Capital’s Jordi Alexander to break down Open USD, the no-fee stablecoin from a 140-firm consortium spanning Visa, Mastercard, BlackRock, Google and Coinbase, all aimed at the Circle and Tether duopoly. Plus Saylor’s new Digital Credit framework for MicroStrategy, the Ansem-fueled memecoin comeback, and ENS reigniting the “DAOs are fake” debate.
Show highlights
🔹 MSTR falls about 30% in five days and STRC hits $71. Saylor answers with a new “Digital Credit” framework, an 18-month cash cushion, and a jumbo dividend hike to 12%
🔹 Jordi calls the death-spiral panic overblown: “Luna was worthless; you cannot print Bitcoin”
🔹 Tarun stands by “Luna for suits,” comparing STRC’s marketing to Anchor, right down to the AI ad of Saylor escaping the Titanic
🔹 Open USD...
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