Saylor's latest thesis: AI will nuke equities and force a rotation into scarce capital.
His logic:
• AI demonetizes stocks (infinite supply, infinite competition)
• Robots can't mine more $BTC (fixed 21M cap)
• $BTC up 30% YoY forever
• Will keep outperforming S&P
Basically: when AI commoditizes everything, the only real store of value left is absolute scarcity. And that's $BTC.
Whether you're a maxi or not, this narrative is going to rip through institutional allocators in 2025. Watch the flows.
His logic:
• AI demonetizes stocks (infinite supply, infinite competition)
• Robots can't mine more $BTC (fixed 21M cap)
• $BTC up 30% YoY forever
• Will keep outperforming S&P
Basically: when AI commoditizes everything, the only real store of value left is absolute scarcity. And that's $BTC.
Whether you're a maxi or not, this narrative is going to rip through institutional allocators in 2025. Watch the flows.