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Shownotes
Michael Saylor thinks Bitcoin is headed to $21 million, but the real story in this conversation is how he believes it gets there. In his first appearance on Bankless, Saylor breaks down Strategy’s evolving capital machine, why STRC may be the most ambitious instrument the company has built yet, how he thinks about quantum risk without panic, why his view on Ethereum has become more constructive, and what he means when he says the endgame is giving the world an 8% bank account forever.
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TIMESTAMPS
Intro
Michael Saylor’s $21M Bitcoin thesis
What has to go right for Bitcoin to get there
Has Bitcoin adoption stalled out?
Why STRC became Strategy’s breakout product
The pitch behind a Bitcoin-backed money market
How STRC is engineered to stay stable
Where the 11.5% yield comes from
Is Strategy taking too much risk?
Does Strategy ever stop buying Bitcoin?
Quantum, panic, and the Bitcoin response
Michael Saylor on Ethereum today
“Fix the money, fix the world”
The crypto reactor and Strategy’s endgame
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RESOURCES
Michael Saylor
x.com/saylor
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