Michael Saylor’s ATTACK on the $300T Bond Market
I explore Preston Pysh’s idea of MicroStrategy as a “Bitcoin transmission” and why changed my mind about Bitcoin treasury companies. Instead of a moonshot bet, these companies may offer attractive cash flow, dividends, and bond-like income streams. With a $300 trillion bond market ripe for disruption, the potential upside is massive.
It’s just safer to hold bitcoin in self custody. When the financial reset happens and it is happening. All these companies are going to be seized for their bitcoin. It’s the US piggy bank.
This is an attack vector for sure
yay for the ability to change one's mind. i'm challenging myself to remember the last time i changed my mind on something. i don't remember the last time, so that makes me wonder am i really taking in new info with an open mind.
The framing is spot on..🫶🫶.. MicroStrategy nd similar Bitcoin treasury companies aren’t jst making speculative moon bets... they’re positioning themselves as future alternatives to traditional bonds. By turning bitcoin into a yield-generating, bond like asset with real cash flows nd dividends, they’re disrupting an aging $300T bond market. The upside??? It’s not hype; it’s a structural shift in how wealth is stored nd grown in the digital era.🫂🫂⚡
