Simply Bitcoin

Did Gold’s Dip Signal Bitcoin’s Next All Time High?! | Simply SatoSHE

Oct 24, 2025
Michael Saylor, a long-time Bitcoin advocate and CEO of MicroStrategy, shares insights on how inflation drives a shift from gold to Bitcoin. He argues that the Fed's actions influence liquidity cycles more than halving cycles, leading to Bitcoin's next potential surge. Saylor highlights the risks of holding cash in a time of rising inflation and the importance of digital scarcity. He also discusses how institutional adoption and nation-state strategies can significantly impact Bitcoin's future performance against traditional assets like gold.
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INSIGHT

Fed Actions Are De Facto Money Printing

  • Michael Saylor argues Fed balance sheet actions are effectively money printing that erodes cash value.
  • He realized holding cash yields a deeply negative real return as monetary expansion accelerates.
ANECDOTE

$500M Became A Melting Ice Cube

  • Michael Saylor recounts treating $500 million cash as a low-return treasury that became a "melting ice cube."
  • He studied monetary expansion and feared large portions of cash value would be destroyed by inflation.
INSIGHT

Liquidity Trumps Halving As Signal

  • SatoSHE links every major Bitcoin bull run to spikes in money supply rather than only halvings.
  • Tracking liquidity (M2) gives a clearer signal for Bitcoin's moves than halving dates alone.
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