The Wolf Of All Streets “Nobody Understands What’s About To Happen To Bitcoin” | Mark Moss
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Nov 9, 2025 
In this engaging discussion, Mark Moss, an investor and Bitcoin advocate, reveals the transformative potential of Bitcoin treasury companies, comparing them to the Internet's impact on finance. He dissects concepts like digital credit, emphasizing Bitcoin as a crucial form of digital capital for corporate strategy. Mark underscores long-term investment conviction over speculation and explores the emergence of specialized treasury firms, institutional adoption, and Bitcoin's role as a future unit of account, hinting at a seismic shift in global finance.
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First-Mover Lessons From Dot‑Com
- Mark compares his dot-com and early crypto experiences to show the long game of first movers.
- He emphasizes patience and building for a 5–10 year horizon rather than quick riches.
Bitcoin As Digital Capital
- Bitcoin is a new building block: digital capital that transforms corporate balance sheets and long-term planning.
- Its fixed supply lets companies store value and extend corporate time horizons beyond cash-driven decisions.
Digital Credit Built On Bitcoin
- Bitcoin treasuries enable 'digital credit' products built on an asset instead of future cash flows.
- This can create fixed-income-like instruments backed by Bitcoin, rewriting how yield and debt are issued.