The hardest thing in business is not seeing the future. It is surviving long enough to build it.
My fireside chat with @Julian_Liniger at @BTCPrague on focus, endurance, corporate transformation, and how entrepreneurs can use Bitcoin, AI, and digital finance to create the next generation of products.
Full interview below.
00:00 - Bitcoin as the dominant global Digital Capital network: 17 years, hundreds of billions invested, and a potential $100T opportunity
00:51 - Bitcoin near the 200-week moving average: why $BTC is more compelling after a 50% drawdown
01:52 - Strategy’s scale and the media narrative: from ~$600M enterprise value to as high as ~$120B
10:29 - Bitcoin fundamentals: economic empowerment, sovereign property rights, and the dominant digital monetary network
12:16 - Why there is no second best: Bitcoin as Digital Capital, Digital Money, and a potential $100T network
16:09 - Entrepreneur advice: build a simple product using new technology to solve a real problem
20:30 - Focus, endurance, and the danger of dilutive distractions
32:25 - What I would build today: AI plus Digital Assets, especially Digital Money and Digital Yield
33:27 - Digital Credit: taking a 40 vol asset, stripping it to ~4 vol, and creating new yield products
34:57 - Digital Money: 6–8% yield in major currencies with no volatility
38:05 - $STRC, $SATA, and the next layer of bitcoin-backed financial products
48:52 - Q&A: why Strategy sold 32 BTC and why bitcoin-backed capital must support credit and equity
59:29 - Q&A: Strategy as a shock absorber: selling 32 BTC while buying net ~250,000 BTC during the bear market
01:02:39 - Why public companies protect Bitcoin through accounting, tax, legal, political, and economic advocacy
01:07:58 - Strategy as the extension of the Bitcoin network into the free market system
Bitcoin dropped 53% while the S&P ripped and CNBC threw confetti about the Goldilocks economy.
Rustin's read: Bitcoin wasn't crashing. Bitcoin was reading a memo nobody else had yet.
The CAPE ratio is sitting at 42.32. The dot-com peak was 44. SpaceX IPO opens Friday at a $1.75T valuation on a company that isn't profitable, with a lockup structure that lets early investors sell in 5 to 10 weeks instead of six months, and a NASDAQ rule change that forces your index fund to buy in automatically.
OpenAI filed a confidential S1. Anthropic filed nine days before that. Three of the biggest valuations in history, stacked up in two weeks, in sequence.
The Ponzi always needs one more face. This one just opened for trading.
The trend that matters.
2015: $162
2018: $3,200
2022: $15,800
Today: $63,000
Four points across eleven years. Everything between them is noise.
Patience is not a passive virtue. It is the discipline of accumulating and holding through the noise to have the trend reward you.
While everyone is focused on @Strategy bitcoin position they are missing this. 👇🏽
And this performance is after a 76% decline. Just imagine where things go after the next all-time high in Bitcoin.
This will go down as one of the greatest financial stories of all time.
Vijay Boyapati explains how serious TradFi is taking Bitcoin:
"You better believe that they're going to be pushing adoption when you have people like Charles Schwab... they're the biggest broker in the country... So i'm BULLISH on adoption."
GMONEY: "Bitcoin is imposing this free market on the entire world, which is going to force governments to compete, which is going to force institutions to compete. And no longer can they get a free ride that they've been doing with the Fiat cartel forever."
"No matter what they do, they cannot co-opt the network. They've tried a million times over. We're way too strong and this is a worldwide competition now."
How 37 sats will be generational wealth. #Bitcoin
“You can have 10x more revenue than can be guaranteed by having 1% of the global hash rate in 100 years from now.” 👀
@ChrisAlaimo6
The hottest issue of my weekly report is released this Sunday at 9 am ET. Do not miss this one.
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All of what humanity trusts today is more at risk from quantum than bitcoin. To believe otherwise is to not understand maths or bitcoin at all.
Today bitcoin is the safest vault on planet Earth. Focusing on it as the first risk is not only asinine, it's the height of stupidity.
LYN ALDEN: "We're at the 'looting the treasury' phase.. Congress is day trading while they're governing the country."
I just interviewed @LynAldenContact for the first time, and I can't wait to publish it tomorrow.
GET FULL INTERVIEW: https://t.co/lh5T2QMxiZ
🚨 FBI DIRECTOR KASH PATEL just looked President Trump DEAD IN THE EYES and NAILED IT!
“Mr. President, you inspire them 24/7, 365. You give them the resources that they need and you know, they know that you have their back… and that is a changing dynamic in this country and that’s why you saw brave Secret Service agents respond immediately, swiftly, subdue and take down the suspect and safeguard the lives of thousands of individuals at that hotel.”
This is what REAL LEADERSHIP looks like
The crowd was short for 46 consecutive days.
Bitcoin hit $78,000.
Exchange reserves — lowest since 2017.
Whales accumulating at the fastest pace since 2013.
Strategy bought 13,927 BTC in one week through an instrument that pays you in Bitcoin to hold it.
Goldman Sachs entered the ETF race.
The next Fed chair disclosed he owns Bitcoin.
This is not a bull market narrative.
This is structural.
Issue #005 of the Bitcoin Intelligence Report is live.
Every Sunday. Free. No noise. No altcoins.
Just the signal serious holders need.
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📡 Daily signals: https://t.co/MrxLUxxC3E…
For Bitcoin. 🟠
🚨 CNBC just announced live that President Trump is expanding Bitcoin into 70,000,000 American retirement accounts!!! ⚡
While the public sleeps, the retirement system is being quietly rewired around Bitcoin.
Is this the moment mass adoption stops being a prediction and starts being policy?!!! ⚡