My prediction is in <10 years USD stablecoins force global adoption to counter dollar dominance, turning Bitcoin into bedrock of finance.

In my estimate Bitcoin has a ~$200T addressable “monetary premium” market today. That is the thesis for the upside.

Bitcoin’s biggest long-term risk is quantum for signatures, not mining. Quantum-safe signatures can be added ahead of time.

The calmer you are, the clearer you think.

Throughout history, people have always turned to two key stores of wealth - gold (and arguably silver) and real estate. So naturally, if you’re concerned about the devaluation of paper currency, you might ask: Why not just buy real estate and hold onto it? But the truth is - it’s not a great idea. Real estate is more sensitive to interest rates than to inflation. In environments where inflation runs high but rates are rising, real estate often loses value in real terms. On top of that, it’s a fixed, immovable asset - making it one of the easiest assets to tax. Local governments can raise property taxes whenever they need revenue, and you can’t exactly move the asset to a more favorable jurisdiction. It also lacks portability. Unlike Bitcoin, you can’t move real estate across borders - or even across state lines. In that sense, it’s not an effective hedge or a truly sovereign store of value.

At some point in the next 3 years people will realize that they have more to fear by not embracing bitcoin than by embracing bitcoin.

There’s no point in going on strike without first forming a union. Going on strike without organization is just self-inflicted martyrdom. Bitcoin is the union. Bitcoin is how people are going on strike against central banking, which is at the root of many of today’s problems.

Bitcoin is ultimately portable capital.

At this point, it’s almost inevitable that socialism will rise as AI displaces jobs and deepens the imbalance between labor and capital.

Real estate's $370T value hides $132T-$203T speculative premium from fiat debasement. Bitcoin will collapse this, making homes utility-based again.

Unpopular opinion: Michael Saylor has created more value for more individuals than almost anyone else. Yes, people often point to figures like Jeff Bezos or Jensen Huang who’ve created massive value through innovation, jobs, and shareholder returns. But Saylor’s impact is different - he didn’t just build a product, he educated millions. He helped countless people understand Bitcoin, its importance, and its role as digital property. And more importantly, he gave them the conviction to act on that understanding. He stood for belief, for property rights, and for individual sovereignty. Unlike many others, he didn’t promote a security - he championed a form of property that’s censorship resistant, accessible to anyone with an internet connection, across any jurisdiction. I know it’s not a mainstream view, but I genuinely believe he’ll be remembered as one of the greatest educators of our time. In the next 10 years, his influence will be undeniable. There is no second best.

The biggest innovation of this century is the creation of digital scarcity - Bitcoin. It allows people to move their assets from the physical world to the blockchain, eliminating friction, bypassing governance structures, and removing bureaucratic barriers. It’s incredibly powerful. People often underestimate or don’t fully grasp its significance today, but looking back, I believe it will be seen as a breakthrough on par with the abolition of slavery or the fall of communism. That’s the scale of impact we’re talking about.

Is upward mobility even possible in the age of AI? I’m not sure .. It feels like it might be dead. And that’s a big deal, because upward mobility is essential for career growth. Honestly, if that no longer exists, I’m not sure the concept of a “career” does either. It’s an interesting thought… but also a pretty unsettling.

Unpopular opinion: I think within the next decade, residential housing will become far more affordable. There will be plenty of inventory, making it easy for families to find and move into homes. In short, housing will no longer be the challenge it is today. Another unpopular opinion: Today, a large percentage of families are constantly stressed about money. But I believe that in 10 years, that number could drop to single digits. Financial stress will fade, and the things we worry about will shift entirely.

Allocating to Bitcoin isn’t speculative. Not allocating to Bitcoin is speculative.

Never try to convince someone to buy Bitcoin. It rarely works. Unsolicited advice usually gets ignored, especially when most people don’t understand that the real issue is fiat money. If you push it, they’ll likely come back later saying, “I wish I had listened a few years ago, but it’s too late now - I missed my chance.” And if they do buy, one of two things usually happens: 1. The price dips, they panic, sell at a loss, and blame you. 2. The price goes up, they sell after a 2x gain, feel smart, and miss the real upside. It’s the same cycle every time. When Bitcoin hits $300k or $500k, the pattern will repeat. Even when people ask, “How do I buy Bitcoin?” it’s usually just talk. You can walk them through it, but they rarely follow through. At this point, anyone who actually wants to buy doesn’t need help … they can use an ETF, Coinbase, Venmo, or PayPal. There are no real barriers anymore.

Everyone wins with Bitcoin. 1. Investors win — it’s the scarcest asset on Earth. Store of value secured. 2. Corporates win — no counterparty risk, no inflation eating the treasury. 3. Retail savers win — escape fiat debasement, preserve time & labor. 4. Developing nations win — access to global money that can’t be devalued. 5. Builders win — open-source protocol, no permission needed to innovate. 6. Banks (who adapt) win — new rails, new trust, new business models. 7. Governments (if smart) win — anchor credibility to incorruptible money. 8. Society wins — low time preference, sound money, real accountability. 9. Miners win — turn energy + proof-of-work into incorruptible security. 10. Free speech wins — uncensorable money = uncensorable voice. But… 11. Central bankers lose — no more money printer go brrr. 12. Crony bureaucrats lose — can’t hide theft behind inflation. 13. Authoritarians lose — can’t freeze what they can’t control. 14. Fiat gamblers lose — no printing to rescue bad bets.

Michael Saylor is rewriting the corporate finance in real time. Fucking Legend.

If global productivity increases, that value will flow into Bitcoin. If currencies are inflated, capital will move into Bitcoin. If the world is more insecure, that should flow into Bitcoin. It’s being fueled by chaos, by order, by conflict & even by automation. Think about it - if robots eventually do all the work, if AI handles all the thinking, if autonomous machines build and operate everything, we’ll see an explosion of equity value in the companies that own and operate that infrastructure. And ultimately, a lot of that value will find its way into Bitcoin.