Navigating the Future of Bitcoin: Risks, Returns, and Investment Strategies

From the Onramp Media archives: Michael Saylor on bitcoin as digital capital, the $100 trillion idea reshaping markets, and why bitcoin sets the true hurdle rate for capital allocation. Originally recorded in October 2024.

00:00 – Viral Adoption & Exponential Growth

02:25 – Bitcoin as Digital Capital

04:30 – 24/7 Global Markets & Capital Efficiency

11:30 – Bitcoin as the True Hurdle Rate

16:15 – Institutional Yield & Counterparty Risk

25:25 – Strategic Leverage & Capital Allocation

29:55 – The Three Planks of Institutional Adoption

34:30 – Custody, Competition & Market Dynamics

43:50 – BTC Yield as a Corporate KPI

50:55 – Operating Companies vs. Trusts & ETFs

53:20 – There Is No Second Best

58:05 – Focus, Execution & the Bitcoin Era

Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.