🚨 BREAKING: INDOPACOM COMMANDER ADMIRAL PAPARO TELLSENATE ARMED SERVICES:
"BITCOIN IS A VALUABLE COMPUTER SCIENCE TOOL AS POWER PROJECTION" AND THAT "BITCOIN IS A REALITY, A PEER-TO-PEER, ZERO TRUST TRANSFER OF VALUE... THAT SUPPORTS INTERESTS OF THE UNITED STATES OF AMERICA"
Strategy is synthetically halving Bitcoin and will set the cost of capital for the next 100 years.
Most people think the Bitcoin supply curve is sacred.
Fixed. Immutable. Untouchable.
They're wrong.
Strategy is manually rewriting Bitcoin’s scarcity schedule right now with balance sheet firepower instead of code.
After the 2024 halving, miners are producing ~450 BTC/day.
That’s ~13,500 new BTC per month entering the global economy.
Strategy, raising billions through ATM and convertible notes, has been aggressively outbidding the market for fresh coins.
Every month, every quarter, they absorb a bigger % of total new supply.
If they can consistently buy 30%, 40%, 50%+ of all new Bitcoin, they are synthetically cutting the available supply in half - or worse - ahead of schedule.
THIS IS A SYNTHETIC HALVING.
Not by protocol, but by acquisition.
It’s a simple equation now:
Real Bitcoin supply available = Newly mined coins - MSTR quarterly absorption.
If the miners produce 13,500 BTC/month and Strategy buys 5,000 of it?
The effective supply curve for the rest of the world is suddenly functioning like there’s another halving already happening.
And not every four years...
Every time Saylor pulls the trigger.
You may think this is crazy, but what has happened in the past six months?
Strategy has accumulated 379,800 in the past 182 days.
That's 2087 BTC per day... FAR outpacing the miners.
Now the brutal part: THE COST OF CAPITAL.
When Bitcoin becomes this scarce:
Access to Bitcoin will require paying a premium.
Lending against Bitcoin will cost more.
Borrowing Bitcoin will become a luxury business reserved for nation-states and corporate whales.
Strategy will control the bottleneck.
They’ll price the risk curve for everyone downstream:
Your mortgage lender?
Your sovereign wealth fund?
Your university endowment?
Your startup treasury?
All of them will pay higher and higher interest rates for access to collateral because Saylor captured the float and created an artificial liquidity famine.
Bitcoin's global cost of capital will no longer be set by "the market."
It will be set by the gravitational policies of the first Bitcoin Superpower: Strategy.
If you want Bitcoin, you’ll either:
Buy MSTR equity (at a massive premium).
Borrow Bitcoin (at crushing rates).
Beg for liquidity from Bitcoin overlords.
Or accept your fate as a fiat peasant.
This is the most brilliantly devised method of monetizing scarcity ever conceived and executed.
@Saylor has already won... but there are no signs of stopping accumulation at a breakneck speeds.
He is forging an unassailable destiny of Strategy as the world's greatest financial superpower.
Bonnie Chang’s final question in this interview with Saylor created a nice human moment
I think most Bitcoiners can relate with the sense of meaning and optimism it brings on a daily basis whatever your background
#Bitcoin
(Link to interview below)
Over the past year, I’ve interviewed 100 people about Bitcoin.
What I’ve learned goes far beyond price action. Bitcoin is reshaping how people think about money, freedom, and even life itself.
Here are the 7 biggest insights from these conversations 🧵👇
In a new interview, Michael @Saylor was asked the question by a member of the audience, “Bitcoin reminds me of tulips. What if Bitcoin disappeared tomorrow? How many lives would actually change?”
Listen to Michael’s response 👇
FORMER FINANCE PROFESSOR TAD SMITH: "After 25 years teaching finance, I realized at 58:
If the money printer grows 8-10% annually and the S&P 500 returns ~9%, it’s just treading water. True wealth comes from outpacing the printer.
That’s the #Bitcoin journey." 👏
THE RACE TO AVOID THE WAR
We Bitcoiners are in a race. Perhaps the most important race we will ever run. We are racing against time to drive the adoption of Bitcoin as fast as we can…
Here’s the full text, now in video form:
Critics may be taken aback to hear Larry Fink, the CEO of BlackRock, describe #Bitcoin as a "safe haven asset."
This remark is bound to make analysts question whether they've overlooked key aspects in their evaluations.
In time, the significance will become clear to all.
"The rally today is a flight to quality"
"Technology is going to raise the value of financial assets"
One thing is completely obvious,
The market truly wants a #Bitcoin Spot ETF badly.