The hardest thing in business is not seeing the future. It is surviving long enough to build it.
My fireside chat with
@Julian_Liniger at
@BTCPrague on focus, endurance, corporate transformation, and how entrepreneurs can use Bitcoin, AI, and digital finance to create the next generation of products.
Full interview below.
00:00 - Bitcoin as the dominant global Digital Capital network: 17 years, hundreds of billions invested, and a potential $100T opportunity
00:51 - Bitcoin near the 200-week moving average: why
$BTC is more compelling after a 50% drawdown
01:52 - Strategy’s scale and the media narrative: from ~$600M enterprise value to as high as ~$120B
10:29 - Bitcoin fundamentals: economic empowerment, sovereign property rights, and the dominant digital monetary network
12:16 - Why there is no second best: Bitcoin as Digital Capital, Digital Money, and a potential $100T network
16:09 - Entrepreneur advice: build a simple product using new technology to solve a real problem
20:30 - Focus, endurance, and the danger of dilutive distractions
32:25 - What I would build today: AI plus Digital Assets, especially Digital Money and Digital Yield
33:27 - Digital Credit: taking a 40 vol asset, stripping it to ~4 vol, and creating new yield products
34:57 - Digital Money: 6–8% yield in major currencies with no volatility
38:05 -
$STRC,
$SATA, and the next layer of bitcoin-backed financial products
48:52 - Q&A: why Strategy sold 32 BTC and why bitcoin-backed capital must support credit and equity
59:29 - Q&A: Strategy as a shock absorber: selling 32 BTC while buying net ~250,000 BTC during the bear market
01:02:39 - Why public companies protect Bitcoin through accounting, tax, legal, political, and economic advocacy
01:07:58 - Strategy as the extension of the Bitcoin network into the free market system