RiskReversal Pod Michael Saylor: The Future Is Still Orange
9 snips
Jul 16, 2025 
Michael Saylor, executive chairman and co-founder of MicroStrategy, dives deep into the transformative power of Bitcoin and its massive market influence. He discusses owning over 600,000 BTC and how that shapes MicroStrategy's operations. The conversation highlights Bitcoin's growing acceptance on Wall Street, the rise of Bitcoin treasury companies, and innovative financial strategies like Bitcoin-backed equities. Saylor also addresses regulatory challenges, emphasizing the need for clear regulations to foster trust in the crypto industry.
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Bitcoin Regulatory Milestones Achieved
- The embrace of SEC's ETF approvals and fair value accounting were major milestones for Bitcoin's acceptance.
- Bank support for crypto custody and enthusiastic government backing mark a significant shift in Bitcoin's landscape.
Bitcoin-Backed Capital Markets
- Bitcoin treasury companies use Bitcoin-backed equity and credit instruments to attract capital.
- This approach revitalizes capital markets by providing high liquidity, yield, and volatility that traders seek.
Bitcoin's Bear Case Is Political
- The origin of Bitcoin is linked to frustration with fiat currency and central banks.
- The main bear case is political: authoritarian regimes depriving people of property rights, not fiscal responsibility.