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Michael Saylor’s Bitcoin Playbook Is Going Mainstream: Here’s Why

2025-07-30 19:19:42

Michael Saylor’s Bitcoin Playbook Is Going Mainstream: Here’s Why

Main Idea

Michael Saylor's Bitcoin strategy is gaining mainstream adoption as Bitcoin transitions from a passive store of value to productive financial infrastructure, driven by ETFs, increased liquidity, and corporate adoption.

Key Points

1. Bitcoin is evolving from a passive store of value to productive financial infrastructure, with ETFs opening access to a broader class of investors.

2. Around 30% of Ledn’s large loans are directed toward real estate, indicating Bitcoin's growing role as collateral for productive capital.

3. Publicly traded companies are increasingly seeking Bitcoin exposure, recognizing its liquidity, transparency, and programmability as collateral.

4. The repeal of SAB 121 has removed restrictions on banks, facilitating Bitcoin's integration into traditional financial systems.

5. The market is maturing with a shift toward collateralized lending, contrasting with the uncollateralized lending failures of companies like Celsius and BlockFi.

Description

Bitcoin's perception in the capital markets is changing. Once seen as a speculative asset, it has transformed into pristine collateral, for good reason.

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