Saylor at ParaFi Investor Day breaking down digital capital, credit, equity + fireside with Jeff Park on what's next for digital assets and AI-driven finance.
Key timestamps:
01:23 – $BTC as Digital Capital: bull tailwinds + scarcity in the AI era
05:05 – CLARITY hits, regulatory winds shift, Bitcoin banking adoption accelerates
06:06 – Reinventing gold-backed credit with $STRC
10:10 – $STRC back to par: USD Reserve, buybacks, investor feedback loop
17:24 – Amplifying Bitcoin Per Share via Strategy's triple flywheel
21:06 – From quarterly to daily dividends: liquidity meets volatility
25:42 – Digital Money vision: Bitcoin-backed stablecoin incoming
29:11 – Digital Credit adoption + path to institutional acceptance
34:12 – Beyond $BTC: digital currencies, derivatives, exchanges, regulation
38:51 – Advice to founders: build magic products in the AI era
This is the macro playbook. Watch if you're serious about digital capital markets.
Key timestamps:
01:23 – $BTC as Digital Capital: bull tailwinds + scarcity in the AI era
05:05 – CLARITY hits, regulatory winds shift, Bitcoin banking adoption accelerates
06:06 – Reinventing gold-backed credit with $STRC
10:10 – $STRC back to par: USD Reserve, buybacks, investor feedback loop
17:24 – Amplifying Bitcoin Per Share via Strategy's triple flywheel
21:06 – From quarterly to daily dividends: liquidity meets volatility
25:42 – Digital Money vision: Bitcoin-backed stablecoin incoming
29:11 – Digital Credit adoption + path to institutional acceptance
34:12 – Beyond $BTC: digital currencies, derivatives, exchanges, regulation
38:51 – Advice to founders: build magic products in the AI era
This is the macro playbook. Watch if you're serious about digital capital markets.