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Dan Weiskopf

Dan Weiskopf

Jul 10, 2026

14:05
So I'd love to have you talk more about how you think about that risk when you're evaluating these securities.
14:12
So when I'm looking at strategy as an example, You know, he's gotten a lot of pushback for saying he'd never sell Bitcoin and now doing it and doing it at a loss.
14:27
And I think that that criticism comes from Maxis, which is fine.
14:34
To me, when I look at strategy, he's very pragmatic.
14:39
He can absolutely do the math and he's accountable to a board of directors with good governance.
14:47
So I don't really worry about strategy and I look at all of this as an opportunity.
14:53
I think somebody said that in the second quarter, he bought something like 77,000 Bitcoin and he sold 3000.

14 MINS LATER

28:40
right? I remember that.

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