Buzzberg Cup Live

TSB: Saylor’s Big Bitcoin Sale, Investigating $ANSEM

Watch on YouTube ↗  |  July 07, 2026 at 12:39  |  46:47  |  The Block
Speakers
Jesse Meyers — Head of Bitcoin Strategy, Smarter Webco
Gareth Jenson — Head of Multimedia, The Block

Summary

The episode analyzes Michael Saylor’s $216M Bitcoin sale, with Jesse Meyers explaining it as a credit-market maneuver to strengthen STRK and buy more Bitcoin. Meyers also positions Smarter Webco as a UK-listed Bitcoin treasury opportunity and shares a bullish long-term Bitcoin thesis. The show further examines the Ansem memecoin’s on-chain data and issues a warning about memecoin risks.

  • Jesse Meyers argues MicroStrategy’s Bitcoin sale is a strategic move to build credit confidence in its preferred stock STRK.
  • He sees the recent STRK sell-off as a buying opportunity and expects a rebound within weeks or months.
  • Meyers declares Bitcoin is near the four-year cycle bottom and will eventually capture a quarter of global asset value.
  • He pitches Smarter Webco, the UK’s largest Bitcoin treasury company, as poised to replicate MicroStrategy’s leveraged Bitcoin model.
  • Deebs from Bubble Maps details Ansem memecoin’s airdrop, holder profits, and centralization risks.
  • Host Gareth Jenson warns viewers that memecoins like Ansem are gambling and should be approached with extreme caution.
  • News headlines cover Galaxy Digital’s AI data center pivot, Bitcoin reserve legal snags, and a Bonk governance exploit.
Ideas
Jesse Meyers Head of Bitcoin Strategy, Smarter Webco 22:37
Bitcoin near cycle bottom, long-term value.
Bitcoin is the only digital asset with real value and will grow to become roughly a quarter of global asset value, up from 0.2% today. The four-year cycle is intact; Bitcoin is at or near the bottom of a bear market, providing a buying opportunity for high-conviction investors.
BTC HIGH
Jesse Meyers Head of Bitcoin Strategy, Smarter Webco 33:10
STRK discount is a buying opportunity.
MicroStrategy’s Bitcoin sales are part of a deliberate strategy to build credit-market confidence in the preferred stock STRK. Selling a small amount of Bitcoin allows Strategy to raise far more capital to buy more Bitcoin. The recent sell-off in STRK to $72 was a panic based on misunderstanding; the mechanics remain sound, and the current discounted price represents a missed opportunity that will reverse in weeks or months.
STRK HIGH
Jesse Meyers Head of Bitcoin Strategy, Smarter Webco 34:05
Smarter Webco positioned for MSTR-like upside.
The global Bitcoin treasury landscape is shifting toward preferred-equity leverage, as proven by STRK and SATA. Smarter Webco, the UK’s largest Bitcoin treasury company, is perfectly positioned to replicate MicroStrategy’s success on the London Stock Exchange, using the same amplified-Bitcoin model.
Smarter Webco MED
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This The Block video, published July 07, 2026, features Jesse Meyers discussing BTC, STRK, Smarter Webco. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jesse Meyers  · Tickers: BTC, STRK, Smarter Webco