Ricardo Salinas Boosts Bitcoin to 80%, Endorses Strategy Inc.’s Preferred Stock
STRC•Ricardo Salinas increased Bitcoin allocation to 80% of his liquid portfolio from 70%, retaining the rest in gold and silver miners and avoiding AI-related stocks and bonds. He endorsed Strategy Inc.'s Variable Rate Series A Perpetual Stretch Preferred Stock as a “no-brainer” investment, defending its structure.
1. Portfolio Rebalancing
Ricardo Salinas has raised Bitcoin’s share of his liquid portfolio to 80%, up from 70% last year, signaling strong conviction in crypto as his primary asset. The remaining 20% is held in family-linked gold and silver mining companies, reflecting a traditional store-of-value strategy.
2. Rejection of the AI Bubble
Salinas stated he will “never buy the AI bubble,” confirming he holds no technology stocks or bonds and favors long-term value over trendy sectors. His indirect AI exposure is limited to select Bitcoin mining firms whose infrastructure could eventually support AI computing.
3. STRC Preferred Stock Endorsement
Salinas described Strategy Inc.’s Variable Rate Series A Perpetual Stretch Preferred Stock as a “no-brainer” for income-seeking investors, defending its structure and dismissing criticisms of the company as a Ponzi scheme. He emphasized the security’s dollar-denominated income and variable rate feature as advantages in a rising-rate environment.
