📰 Michael Saylor said it boldly this time: the Bitcoin bull market has only just begun; by 2035, it will be the final “gold-rush phase.” His judgment mainly hinges on the 200-week moving average, and he also believes that institutional capital previously siphoned off by AI funding is gradually returning to the crypto market.
🔥 He breaks down Bitcoin monetization into four steps: ETF, equity in treasury companies, digital credit, and bank collateralized loans. The first three steps are already underway; bank lending is only just starting. He believes that once banks broadly accept Bitcoin-collateralized financing, new capital inflows could emerge within the next 36 months.
💡 STRC is the product he focuses on: an annualized distribution of 12%, with dividends paid once every two weeks—aiming to reduce the ~40% to 45% volatility of Bitcoin by about 80–90%. In plain terms, it’s packaging a high-volatility asset that ordinary institutions can’t easily stomach into a more stable cash-flow credit product.
⚠️ But this segment must be viewed through the lens of interest alignment. Strategy holds over 840,000 Bitcoins, and STRC is also a preferred-stock product issued by the company itself; the interview platform has also listed STRC stock trading alongside it. Product data can be referenced, but the conclusion shouldn’t be accepted wholesale.
🤔 Saylor compares crypto’s economy of about $300 billion with other assets totaling roughly $10–12 trillion, and frames “99% of Bitcoin mined by 2035” as the timeline. Do you think bank collateralized loans will become the main driver of the next round—or do you feel he’s more like doing a roadshow for his own product?
#比特币 #MichaelSaylor #Strategy #加密市场
🔥 He breaks down Bitcoin monetization into four steps: ETF, equity in treasury companies, digital credit, and bank collateralized loans. The first three steps are already underway; bank lending is only just starting. He believes that once banks broadly accept Bitcoin-collateralized financing, new capital inflows could emerge within the next 36 months.
💡 STRC is the product he focuses on: an annualized distribution of 12%, with dividends paid once every two weeks—aiming to reduce the ~40% to 45% volatility of Bitcoin by about 80–90%. In plain terms, it’s packaging a high-volatility asset that ordinary institutions can’t easily stomach into a more stable cash-flow credit product.
⚠️ But this segment must be viewed through the lens of interest alignment. Strategy holds over 840,000 Bitcoins, and STRC is also a preferred-stock product issued by the company itself; the interview platform has also listed STRC stock trading alongside it. Product data can be referenced, but the conclusion shouldn’t be accepted wholesale.
🤔 Saylor compares crypto’s economy of about $300 billion with other assets totaling roughly $10–12 trillion, and frames “99% of Bitcoin mined by 2035” as the timeline. Do you think bank collateralized loans will become the main driver of the next round—or do you feel he’s more like doing a roadshow for his own product?
#比特币 #MichaelSaylor #Strategy #加密市场
