Simply Bitcoin

$61T Microstrategy TAKEOVER is CONFIRMED?! | EP 1322

Sep 1, 2025
Explore how MicroStrategy's S&P 500 inclusion might reshape Bitcoin's market dynamics and future. Delve into the reality of Bitcoin adoption amid skepticism and its role as a superior store of value. Discover treasury strategies and the challenges of investing in Bitcoin. Discussions highlight economic troubles related to fiat currency and the rise of Bitcoin and stablecoins as solutions. The episode wraps up with light-hearted banter about potential investment opportunities, including a contest to win Bitcoin!
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INSIGHT

Supply Shock Limits Downside

  • Michael Saylor argues Bitcoin's sell-side supply is now tiny so even modest buying moves the price significantly.
  • He claims institutional, governmental, and ETF demand create a near-permanent bid under Bitcoin.
INSIGHT

S&P Inclusion Could Institutionalize Demand

  • Strategy (MicroStrategy) qualified for potential S&P 500 inclusion, which would force passive flows into the company and indirectly into Bitcoin.
  • Inclusion signals mainstream acceptance and strengthens an institutional bid under Bitcoin.
INSIGHT

Parabolas Might Give Way To Slow Grind

  • The post by Vijay Boyapati suggests the era of parabolic bull runs may be ending.
  • Markets could enter a long, boring grinding upward phase with smaller but compounding returns.
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