His keynotes never disappoint
Listening to Michael Saylor https://youtu.be/w8rVpOIFwvI
I want to see Bitcoin as money, yet still look to see what's happening here...
Timestamps:
0:00 - A Pivotal Year in Digital Assets
0:44 - Three Profound Topics: My Why
1:16 - Bitcoin Emerges as Digital Capital
1:22 - Pivotal Events: Red Sweep to Sachs
2:10 - Store of Value: The Bug is the Feature
3:01 - Why Bitcoin is Digital Capital
3:06 - Banks Embrace Bitcoin as Collateral
5:10 - Wall Street's IBIT ETF Revolution
5:47 - Public Companies Capitalize on Bitcoin
6:39 - 700 Million Crypto Believers' Power
7:21 - Digital Capital: Global Paradigm Shift
8:23 - Pairing Digital Capital with AI
9:23 - The Digital Treasury Business Model
10:46 - Discovering the Treasury Model
11:00 - How It Works: Sell, Buy, Accumulate Bitcoin
11:31 - From Irrelevant to Top Treasury
12:57 - Keep Capital: Flip the Polarity
14:19 - Capital Assets Comparison and Returns
16:38 - Financial Engineering: Strip Volatility
20:54 - Accreting Bitcoin Per Share
22:25 - Future: Issuing Digital Credit
23:54 - Inventing Digital Credit: Necessity Drives Innovation
24:40 - Solving Duration Mismatch in Bonds
26:41 - Inversion: Credit Becomes the Product
27:32 - High-Yield Instruments: Strike to Stretch
29:33 - Stretch: Stable High-Yield Money Market
33:13 - AI-Powered Design and Liquidity Surge
35:23 - Triple Tax-Deferred Model Unlocked
37:54 - Innovations: Appreciating Collateral, Transparency
40:58 - Public, Liquid, Branded Credit
42:19 - Instant Creation: Efficiency Revolution
44:05 - Scalable Tax-Efficient Fixed Income Factory
45:32 - Perpetual Swaps in Any Currency
47:00 - Yields Crush Traditional Credit Options
48:17 - Europe Carry Trade Opportunities
49:36 - Digital Credit: Superior to All
51:39 - Investment Options: Equity to Treasury
54:21 - Mission: 10% Tax-Deferred for Billions
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