Simply Bitcoin Michael Saylor Reveals Why Bitcoin’s Most Disappointing Year was a HUGE SETUP | Simply SatoSHE
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Dec 27, 2025 Michael Saylor challenges the notion that 2025 was Bitcoin's worst year, arguing it's just a foundation for future growth. He dives into market dynamics, explaining how early holders influence price changes. With a focus on recent exceptional fundamentals, Saylor highlights how economic cycles impact Bitcoin's performance. The discussion also touches on the politicization of the Fed, potential inflation threats, and what might shift in 2026. Listeners are left contemplating big changes on the horizon.
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2025 Is The Setup, Not The Payoff
- Michael Saylor frames 2025 as a setup year, not the payoff year for Bitcoin's rally.
- He argues the last 12 months delivered the strongest fundamentals in Bitcoin's history and positioned it for 2026.
Hidden Holders And Levered Derivatives Move Price
- Saylor highlights that 85% of Bitcoin is held by crypto OGs and opaque holders influencing markets.
- He notes derivatives and highly-levered perpetual markets drive short-term price moves more than spot activity.
Bitcoin As A Liquidity Thermometer
- The host links Bitcoin performance to macro liquidity via the PMI/business cycle rather than only halving cycles.
- Bitcoin acts as a liquidity thermometer: easy money lifts it, tight money suppresses it.