Pio Vincenco says MicroStrategy could hit $10T, Bitcoin miners are repositioning for AI, and explains why the four-year cycle is dead. Plus: why selling Bitcoin now is a massive mistake and crypto Twitter must always lose.
Pio Vincenzo joins us to talk about why MicroStrategy could become a $10 trillion company, how Bitcoin miners like Riot and Cipher are pivoting to AI infrastructure, and why the traditional four-year Bitcoin cycle is officially dead. Pierre breaks down the Bitcoin treasury company trend, explains why time is on Bitcoin's side, and shares his controversial take on why crypto Twitter must always lose.
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Notes:
• MicroStrategy owns 600K+ Bitcoin, no corp will catch up
• Money printing at $100-175B monthly, historically high
• 40% of money supply printed during Covid period
• Bitcoin miners repositioning for AI hyperscaler deals
• Bitcoin ETFs launched during Biden presidency
Timestamps:
00:00 Start
01:41 New wave of crypto content creators?
03:55 Bitcoin not crypto trend
05:45 Trump "insider" rumors
09:47 MSTR bull case
15:06 One DAT to Rule Them All?
18:46 BTC miners, WTF?
22:30 IREN & Cypher
27:42 Prediction markets
30:34 4 years cycle go bye bye?
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