TL;DR and Key Takeaways ▶ Saylor’s Bitcoin supply shock argument: ~$10B in new Bitcoin mined annually, $20-100B in institutional credit forming to buy it. ▶ Goldman Sachs targets $200,000. JPMorgan targets $150,000. Both warned about Strategy as a risk six…
The Numbers Banks Don’t Want You to See: Saylor’s Consensus 2026 Data on BTC vs Traditional Finance
There is a specific slide from Saylor’s Consensus 2026 keynote that no bank’s wealth management team will put in a client presentation. It shows, in a single bar chart, the annualized returns of every major asset class since August 2020.…
Should Microsoft Follow Saylor Advice on Bitcoin Investments?
Michael Saylor recently proposed that Microsoft consider adding Bitcoin to its balance sheet as a way to safeguard against inflation and explore long-term financial growth. At the company’s shareholder meeting, he outlined the potential advantages of this approach and shared…