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ALTIMETER'S GERSTNER ON BITCOIN Gerstner said he doesn’t understand MicroStrategy’s strategy, and repeated confusion is a red flag for him. He owns some Bitcoin and may buy more if prices fall, but he’s watching to see whether MicroStrategy might be forced to deleverage, which could create short-term turmoil. He...

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🔊 “Short-term price action is noise. Focus on the thesis. The goal is to win long-term.” describes the aggressive BTC accumulation from Michael Saylor as “loading the spring” for a potential outbreak in 2025. There’s likely motives that are driving this behavior behind speculation of the SBR and how to optimize the new accounting changes from FASB. It will be interesting to see the narrative that the Strategy team focuses on in 2025 as Bitcoin continues to push to new all time highs. MicroStrategy isn’t just a Bitcoin play—it’s the Bitcoin strategy. Tune into Anders_ ✝️🇩🇰🇧🇷🥩🥩🍸 MSTR Monday’s with and Adrian to hear their expectations for MicroStrategy heading into 2025. Key insights from full discussion: 🕰️ Long-Term Vision: Saylor’s strategy prioritizes Bitcoin per share growth. Short-term volatility is noise; the company remains focused on building value through Bitcoin accumulation. [03:57] 📈 Bitcoin Stockpile Growth: MicroStrategy aims for 500,000 BTC by year-end, aggressively frontloading ahead of potential nation-state accumulation that could reshape markets. [17:31] ➡️ NASDAQ-100 Rebalancing: MicroStrategy’s NASDAQ-100 inclusion triggers significant capital shifts starting this month, with billions in buy pressure expected. Momentum builds. [18:31] 🌟 2025 Outlook: Catalysts are aligning: favorable accounting rules, Bitcoin’s price appreciation, and post-halving momentum set the stage for MicroStrategy to dominate. [22:53] 🇺🇸 US Reserve Speculation: Speculation grows that the US could adopt Bitcoin in its reserves. If true, it could set off global demand, price surges, and unprecedented market dynamics. [30:17] Full video:

J64 - SignalStation.app

21,012 görüntüleme • 1 yıl önce

Would you bet EVERYTHING on one idea? Michael Saylor did. Michael is a technology entrepreneur and the founder of the company now called Strategy. Long before Bitcoin, he built businesses in business intelligence, speech recognition and smart-home technology. Today, he is probably best known for turning his company into the world’s largest corporate holder of Bitcoin. In 2020, his company was worth around $600 million when he made what I described to him as an “early, very contrarian bet on Bitcoin”. At its peak, the company reached roughly $125 billion. I wanted to understand what Michael saw that almost everyone else didn’t, where that level of conviction comes from, and why his thinking goes far beyond Bitcoin. We discussed things like: - How he says AI helped him create $15 billion last year. - Why he believes buying a house might not be the best way to build wealth. - What he would study if he was 18 today. - Which careers AI could completely transform. - What is happening to the value of the money sitting in your bank. - Why he still has such enormous conviction in Bitcoin. Michael’s whole point is that technology, money and careers are not separate conversations. He sees them as connected parts of where the world is heading, and believes the decisions we make now could matter far more than most people realise. Even if you see the world differently to Michael, there is a lot to take from the way he thinks. His experience building technology companies, making enormous financial bets and thinking deeply about AI gives him a perspective on money, work and the future that is worth listening to. Out now on all platforms. Let me know what you think of this one in the comments ❤️👊🏾

Steven Bartlett

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