One of the top strategy (previously micro strategy) influencers sold his position and called founder Michael Saylor a liar.
With over 140,000 followers on X and frequently praised as the company’s key voice in Subreddits like R/MSTR, Josh Mandell went viral today after strategic executives claimed they had smashed strict forward guidance.
As previously reported by Protos, Saylor has decided to change the company’s July 31 revenue presentation Slide 96. Significantly, he changed the company’s guidance to not dilute common (MSTR) shareholders, and MSTR traded from 1x to 2.5x at multiple asset values (MNAVs).
Yesterday morning, Saylor added a third catch-all exception, beyond the service and dividend payments for the service.
According to the new slide, the strategy could dilute MSTR between 1x to 2.5x MNST “When it is deemed to be advantageous to the company otherwise.”
MNAV is the additional value that investors place on the corporate value of strategies that exceed Bitcoin (BTC) holdings. At the time of publication, its enterprise value is 1.55 times the value of BTC worth $71.4 billion.
It’s impressive, but That premium has been halved This is the first time since November 20th, 2024.
As months went by, loyalists like Mandel have become tired of the downside decoupling of MSTR from BTC prices.
Read more: mnicrrategy discards MSTR dilution promise after mnav drop
They say Michael Saylor lied
According to Mandel, Saylor replied that guidance yesterday, saying he would not dilute the MSTR by 1 to 2.5 times, except for paying interest and dividends on the service.
Mandel initially gained fame by predicting that BTC prices would rise to $84,000 on the exact day (14th March 2025).
He stayed prominent after purchasing and commenting on MSTR, the world’s most popular BTC financial stock.
Other loyalists resigned after Saylor’s face. “Josh’s spot – it’s painful to agree with you!” said X-space influencer Darkside.
Parrot Capital amplified his views on Saylor’s misconduct.
Similar posts about suspected lies have made impressions of tens of thousands. An inverse time series search for X of posts about “Saylor” and verb conjugation returns dozens of posts within the last 24 hours.
These claims about the lies reflect other disappointments about the company.
One strategic employee at Glassdoor called the work experience “very disappointing” and another account executive called it “morale drop.”
Meanwhile, insiders are Dump millions of dollars worth of stock.
