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Michael Saylor argues BIP-110, a proposed soft fork to limit non-financial data, would cause more harm than the problem it targets, establishing a dangerous precedent for future censorship on Bitcoin. He labels it an "Iatrogenic proposal," indicating the treatment itself does damage.
David Bennett speculates Saylor's opposition to BIP-110 stems from concerns it could threaten his future plans for novel custody products, stablecoin settlements, or tokenized derivatives on Bitcoin. Saylor explicitly mentioned these as potentially facing similar arguments if BIP-110 sets a precedent.
Matt Odell finds Michael Saylor's recent MSTR common stock issuance strategy contradictory, as he reversed guidance against selling common stock below a "2.5 MNAV" valuation, despite shareholder concern.
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