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I sat down with Mark Moss to understand why Gold's rally is almost over and #Bitcoin is about to take the throne. A new episode of New Era Finance Podcast is live: In my conversation with Mark Moss, we go deep into: – why Bitcoin is the ultimate "cheat...

78,153 views • 8 months ago •via X (Twitter)

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"I haven't sold a single sat." Michael Saylor (Michael Saylor) is Executive Chairman of Strategy, the largest corporate holder of Bitcoin on earth. While crypto twitter blamed him for the correction over a 32-coin sale, he sat down with me in Prague and explained why Bitcoin is really lagging and why it has almost nothing to do with Bitcoin. "We bought 175,000 Bitcoin this year, which is like 20% of all the Bitcoin ever bought. We sold 32. 32 works out to be two basis points." We cover: - Why Bitcoin is lagging while the S&P prints all-time highs, the "massive AI black hole" pulling capital out of crypto - Why he thinks the money rotates back by Q4 - The 32-BTC sale, the scapegoat dynamic, and why he hasn't sold a sat of his own - Why a 50% drawdown is normal, the 2022 one was 75% - The Apple and Amazon adoption curve, and the "Warren Buffett moment" he says is still coming - What actually happens to Strategy if Bitcoin stalls for 40 years - Why he believes being irrelevant is the only thing worse than being hated Thanks to Michael for coming on New Era Finance Podcast. Highlights: 00:00 - Intro 00:25 - Bitcoin Is Now Digital Capital 03:30 - Digital Credit, Invented In 12 Months 07:40 - Why Bitcoin Is Lagging The Market 12:15 - The Apple & Amazon Comparison 18:30 - Did Saylor Sell His Bitcoin? 21:00 - We Bought 175,000. We Sold 32. 25:00 - Defending The Credit & The Equity 29:30 - What If Bitcoin Stalls For 40 Years? 33:00 - The Warren Buffett Moment Is Coming 37:00 - Being Hated vs Being Irrelevant

Michaël van de Poppe

530,624 views • 3 months ago

The Blueprint for a New Financial System Michael Saylor, founder and Executive Chairman of MicroStrategy, returns to explain how Bitcoin is transforming global capital markets and redefining the future of wealth creation. Drawing from his background in science and engineering, Saylor breaks down how Bitcoin’s architecture merges technology, economics, and mathematics to create the first truly engineered form of sound money — one that’s reshaping corporate finance, investment strategy, and even national policy. In this conversation, we explore why legacy finance is structurally unsustainable, how overcollateralized digital credit could replace sovereign debt, and why Bitcoin’s “refinery model” may ignite a new era of capital efficiency. Saylor details the evolution from digital gold to digital credit, how MicroStrategy’s innovations are setting the blueprint for Bitcoin-backed balance sheets, and why governments, banks, and investors will ultimately be forced to adopt Bitcoin as the foundation of a new global financial system. Timestamps: 0:00 – Why Bitcoin Is Inevitable 4:12 – How Technology Turned Energy Into Capital 8:27 – Why 99% of Companies Are Locked Out of Capital Markets 12:38 – The “Kerosene” Metaphor: Refining Bitcoin Into Yield Instruments 18:21 – Designing Digital Credit: How It Actually Works 32:55 – How Bitcoin Becomes the Base Layer for Digital Credit 48:12 – Rebuilding Legacy Finance on Bitcoin Infrastructure 56:09 – Turning USD Yield Into Bitcoin Yield 1:12:24 – Why Bitcoin’s Refinery Model Could Spark a New Industrial Revolution 1:24:10 – How Digital Credit Will Outperform Traditional Bonds 1:38:52 – Why Governments and Corporations Will Be Forced to Adopt Bitcoin 1:52:40 – Adapting to Change — Why Relevance Is Earned Daily Note: This interview was recorded with Mark Moss on September 30, 2025, before $STRC, $STRK, $STRD, and $STRF began trading on Robinhood.

Michael Saylor

472,160 views • 11 months ago