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I listened earlier and I think it could have been a few things.

Maybe Saylor was just having a bad day. Possibly Danny might have said something on Twitter (unlikely as I believe he's an investor or consultant in one treasury company). Or Strategy is in trouble if Bitcoin doesn't start going up again.

Strategy is in trouble if Bitcoin doesn't start going up again.

That I don't think is true. Magic is sort of over and free lunch isn't there anymore, but they're fine (unless weird-af thing... Mr. Orange Man is confiscating coins, custodian lost them etc)

Of those options, I'm gonna go with bad day

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