When BTC finally goes on an epic run, the bid for $MSTR will be relentless. Just as we saw in early and late 2024, there’s no stopping the insane $MSTR runs once momentum starts going.
We have never been in a bull run with $MSTR having all engines firing. $STRC running at par with ample reserves to keep it there, an expanding mNAV as the market realizes the strategy is not only working, but now thriving. None of these positive outcomes have been priced in.
Just as we have seen it unwind in the bear, the band will snap back with a vengeance in the bull. I truly believe it’s going to get insane. Lambo days will come again.
Every cycle, Bitcoin bottoms higher than it did the cycle before.
$152 in 2015 → $3.2k in 2019 → $15.5k in 2022 → $60k today
The price everyone is panicking over right now would've been a fantasy at every prior bottom.
Bitcoin isn't broken. It's right on schedule.
Last night’s CLARITY Act markup would unlock the next wave of Digital Capital, Digital Credit, and Digital Equity in the U.S. and globally — institutional validation for $BTC, a framework for $STRC -powered digital yield markets, and broader adoption of $MSTR.
IMO: This is how the game theory plays out
- US military engagement in the Middle East fails to achieve rapid decisive victory
- the Strait of Hormuz experiences extended operational disruption
- oil prices spike
- petrodollar recycling mechanism comes under stress
- foreign central banks reduce US Treasury holdings
- US borrowing costs rise
- Fed responds with significant balance sheet expansion
- global liquidity expands significantly
- Bitcoin as the most sensitive asset to liquidity with a finite supply absorbs a disproportionate share of that impulse
This is forced monetary expansion.
40% of the top 1% from Canada have left Canada for other countries, mostly the USA.
The top talented from Canada have given up trying to build their companies in Canada due to regulations and crushing taxes.
The best Canadians are launching their businesses mostly in the USA.
A lot of people laughed at Michael Saylor when he called $STRC their iPhone moment.
This week his company raised nearly $700,000,000 and bought nearly 10,000 BTC at the bottom of the bear market.
This is one of the most successful financial products of all time.
I sat down with @CryptoHayes to discuss the Iran conflict, bitcoin, gold, oil, inflation, deflation, decentralized exchanges, prediction markets, privacy coins, and why he thinks insider trading should be legal.
YouTube: https://t.co/CDTghhi6zI
Spotify: https://t.co/TdUvKKpGic
Apple: https://t.co/PGofF8MRtA
TIMESTAMPS:
0:00 - Intro
0:49 - Iran war & oil market reaction
5:30 - Inflation vs deflation breakdown
7:42 - Why the Fed will always print money
9:08 - Gold vs bitcoin & global trade shift
14:20 - Arthur Hayes portfolio strategy
17:54 - Hyperliquid & the future of trading
24:20 - Insider trading should be legal?
27:59 - Why bitcoin doesn’t need institutions
32:09 - Zcash & privacy in crypto
35:23 - What Arthur is bearish on in crypto
40:30 - How big Hyperliquid can get
42:24 - Will prediction markets be successful?
46:45 - Final market outlook
Julian Assange: The goal of war in the Middle East is "to wash money out of the tax bases of the United States, out of the tax bases of European countries... and back into the hands of a transnational security elite."
"The goal is to have an endless war, not a successful war."
Good morning to everyone except the Bitcoin bears, who woke up at 4:37 AM to draw a descending triangle on a chart, whisper “this time it’s different,” and begin their daily shift as volunteer grief counselors for an asset they still don’t own.
@chamath If AI compresses terminal value and makes every moat temporary, capital will rotate to assets with no disruption risk. Bitcoin is Digital Capital - scarce, neutral, and impervious to AI disruption. $BTC should be the primary beneficiary of this shift.
Strategy has acquired 22,337 BTC for ~$1.57 billion at ~$70,194 per bitcoin. As of 3/15/2026, we hodl 761,068 $BTC acquired for ~$57.61 billion at ~$75,696 per bitcoin. $MSTR $STRC https://t.co/6hv6PjzOKQ