Simply Bitcoin FORGET THE FED: Billionaire REVEALS The $200T Paper Bitcoin ENDGAME! | EP 1335
Sep 18, 2025
Michael Saylor discusses his ambitious vision for a Bitcoin market reaching $100–200 trillion. The potential of Bitcoin treasury companies is explored, highlighting their institutional appeal and associated risks. A debate ensues over the need for protocol changes versus core ossification, referencing Taproot and ordinals. Meanwhile, tensions rise between the EU's push for a digital euro and U.S. efforts against CBDCs. Plus, insights into Fed rate cuts suggest a possible Bitcoin rally ahead.
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Bitcoin As A Foundation For Massive Digital Credit
- Michael Saylor predicts vast digital credit layers could form on top of Bitcoin, potentially exceeding Bitcoin's market cap by multiples.
- He frames Bitcoin treasury companies as the firms that will solve compliance, issuance, tax and distribution to enable that credit layer.
National Bitcoin Reserves As Strategic Policy
- Saylor proposes a Strategic Bitcoin Reserve and claims a coordinated national policy could unlock trillions and offset US debt.
- He argues that the first country to deploy fiat printing to buy Bitcoin gains strategic digital leadership and treasury demand.
MicroStrategy's Dominant Treasury Position
- MicroStrategy holds an outsized lead among public Bitcoin treasuries, owning roughly 600k BTC versus far smaller peers.
- That dominance creates strong incentives for Michael Saylor to evangelize treasury-company products and strategies.
