Latest / Simply Bitcoin / Michael Saylor Just Revealed How Trillions Flood Into Bitcoin! | Bitcoin Simply

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Michael Saylor Just Revealed How Trillions Flood Into Bitcoin! | Bitcoin Simply · Simply Bitcoin

• 0:00
  Right now we're in a battle, a battle for the future of
• 0:02
  banking. And right now, it's the crypto
• 0:04
  industry versus the traditional banking industry, and the crypto
• 0:07
  industry is looking to take over.
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  New types of investments and asset classes, capital
• 0:12
  formation, credit, like all these things can get reinvented,
• 0:15
  made more efficient in the crypto world.
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  And that's ultimately what we're trying to do.
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  We're trying to create more economic freedom in the world
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  and update the financial system. Like Brian Armstrong, Michael
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  Saylor is a corporate Raider looking to take over the
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  traditional banking and credit system in favor of Bitcoin.
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  He just shared a playbook of how he's going to unlock trillions
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  of dollars of capital to flow into Bitcoin.
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  The banking system of the Western world is uncramping
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  itself, and it'll probably take four years for that to happen.
• 0:43
  And during that time frame, we're just in this epic of
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  institutional adoption. You've got the right accounting,
• 0:51
  you've got the right guidance, you've got the right law, you've
• 0:54
  got the right tone at the top. And that just means large risk
• 0:57
  averse, bureaucratic organizations are going to take
• 0:59
  their time to work through it. But it's not like every single
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  week I don't have a conversation with the president or the CEO of
• 1:06
  a bank or some other large financial organization where I
• 1:10
  point out that they're about to miss out on trillions of dollars
• 1:13
  of opportunities. And This is why the private
• 1:16
  bank, the commercial bank, the investment bank should get
• 1:18
  involved. If you have the, you know, I
• 1:21
  couldn't have those conversations four years ago.
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  Now we're going to have those conversations every day for the
• 1:26
  next 4 years. We're going to commence 10
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  percent, 20%. And so we're we're in this
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  transition. Bitcoin is unlocking 2 markets
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  the world has never seen, digital credit and digital
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  money. I'll break down exactly how this
• 1:41
  is going to happen over the next few years and what Michael
• 1:43
  Saylor just dropped at the latest conference to share
• 1:46
  exactly what's going to happen behind the scenes.
• 1:48
  This is Dante Cook with Bitcoin. Simply, let's go.
• 1:55
  The banking system of the Western world is uncramping
• 1:58
  itself and it'll probably take four years for that to happen.
• 2:03
  And during that time frame we're just in this epic of
• 2:07
  institutional adoption. You've got the right accounting,
• 2:11
  you've got the right guidance, you've got the right law, you've
• 2:14
  got the right tone at the top. And that just means large risk
• 2:17
  averse, bureaucratic organisations are going to take
• 2:19
  their time to work through it. But it's not like every single
• 2:23
  week I don't have a conversation with the president or the CEO of
• 2:26
  a bank or some other large financial organization where I
• 2:30
  point out that they're about to miss out on trillions of dollars
• 2:33
  of opportunities. And This is why the private
• 2:36
  bank, the commercial bank, the investment bank should get
• 2:39
  involved. If you have the, you know, I
• 2:41
  couldn't have those conversations four years ago.
• 2:44
  Now we're going to have those conversations every day for the
• 2:46
  next 4 years. We're going to convince 10
• 2:48
  percent, 20%. And so we're we're in this
• 2:53
  transition. Michael Saylor recently gave an
• 2:55
  interview at the first Bitcoin Treasurer's conference hosted by
• 2:58
  Tim Kotzman and crew. And I heard it was excellent
• 3:01
  from the outside looking in. And obviously when Michael
• 3:03
  Saylor talks for a 35 minutes straight, well, you're going to
• 3:05
  get some fire gems and knowledge and things that you've never
• 3:09
  heard before. He talked about digital credit
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  and the credit backing it is Bitcoin, and he's going to
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  create synthetic products on top of it in the form of securities
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  and equities to unlock capital from sovereign wealth funds,
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  from pension funds, from insurance companies looking to
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  invest premiums. And here's the sort of pitch
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  that he's giving them when he sits down with a $930 billion
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  fund from Saudi Arabia. How would you 1000 extra money?
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  Here's his pitch. Pretty unstoppable the the White
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  House has anointed it as the one sole digital commodity in the
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  world that they recognize that makes a digital gold, that makes
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  it ethical and so it's the most powerful man in the world says
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  it's digital gold and says don't sell your Bitcoin and we're
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  going to buy more. I think that the last hurdle has
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  been leaked in terms of on the path of legitimacy.
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  So tell me if you're a sovereign wealth fund, Saudi Arabia, the
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  United Arabs. Kuwait How would.
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  You be diversifying that portfolio.
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  How much Bitcoin would you own? All of it.
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  Look, I, to tell you the truth, I always want, I think it's kind
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  of an IQ test. It's like if you had a billion
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  dollars and you wanted to double that, you would buy the billion
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  dollars of Bitcoin and put on a press release.
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  But if you wanted to make a trillion dollars, you would try
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  to buy as much as my company has right now.
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  You go buy five $50 billion worth of Bitcoin and just keep
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  buying and it'll be a trillion dollars to you.
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  So you ought to buy as much as you want money, right?
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  I think that my forecast for Bitcoin is it goes up 29% a year
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  compounded for 21 years, which is going to be 3-4 times better
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  than the next best thing. So yeah, I could tell you, you
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  put 5% of your portfolio in it, but smarter would be to put 150%
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  of your portfolio in it. If you wanted ten extra money,
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  you buy Bitcoin. If you want 100 extra money, you
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  buy Bitcoin with somebody else's money.
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  And if you want 1000 extra money, use somebody else's
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  money, buy Bitcoin and you lever it, right?
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  The simplest thing going is borrow money at 345 percent
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  invested it 30 to 60%, keep the difference.
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  My company went from a $600 million enterprise value to $108
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  billion enterprise value in 4 1/2 years.
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  And we just did that formula. We're just levering it.
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  So I I think as much as you can get is the right answer.
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  The crazy part about this, trillions of dollars in capital
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  is this not only going to come from big institutions and
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  sovereign wealth funds like Saudi Arabia's fund, it's going
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  to come from individuals looking to seek high returns of capital
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  in the form of new products. What if you could earn yield
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  from an ETF or a security in a way that you can actually
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  understand? That's what he's doing.
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  Listen to this Q&A that he had with the crowd.
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  And it's pretty fascinating when you think about what happens
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  next. Let's say an audience poll.
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  How many people in the audience have a bank account with cash in
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  it? Raise your hand.
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  How many people's have their money in a bank account and some
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  kind of money market that yields more than 3%, 4%, 5%?
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  You have a bank that yields 5 percent, 6%.
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  Where do you keep your money? I just want to know that's I we
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  appreciate it. OK, It's just a quick second
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  question. How many of you would like it if
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  your bank gave you 10%? OK.
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  How many people actually own an ETF that's a fixed income ETF
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  like PFF or any kind of any kind of corporate credit ETF that
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  generates yield? Raise your hand.
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  Interesting. Very few.
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  How many people own any corporate bonds directly by the
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  way? How many people own equity?
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  Like, you know, any kind of common equity, like a four
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  letter ticker equity. So it seems like, by the way,
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  the magic thing is to take the bank account idea, crank up the
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  yield and put it in the equity. Right.
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  He talks about JD Rockefeller taking oil and creating all
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  sorts of other products like kerosene, like diesel, like
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  plastic, acrylics, all sorts of things that we now come to use,
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  all from this standard product. But the world wants is a set of
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  securities, either credit instruments or equity
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  instruments or derivatives that meet their requirements.
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  Well, it's very simple. You, you have a block of digital
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  capital, raw digital energy here.
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  It's commodity. The world doesn't want it.
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  What the world wants is a set of securities, either credit
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  instruments or equity instruments or derivatives that
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  meet their requirements. The analogy I've used before is
• 8:13
  Standard Oil. Think of a refinery.
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  I have a block of raw liquid energy, Einstein said.
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  Matter and energy, they're interchangeable.
• 8:21
  I have raw liquid energy in the form of a barrel of crude oil.
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  But there's gasoline, there's diesel, there's asphalt.
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  And then if you actually go on an AI and say, tell me all the
• 8:30
  specialty chemicals of crude oil, there's also Lycra, there's
• 8:34
  also acrylic, there's also plexiglass, there's PVC piping,
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  your lubricants, you know, every form of, of plastic stuff.
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  You eat nylon, polyester, right? Build the houses, we turn the
• 8:52
  machines. You know, we look through these
• 8:55
  things and they're all products, right?
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  And so products, services, forms of energy come from that barrel
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  of crude oil. They're wearing stuff that came
• 9:06
  out of a barrel of crude oil, right?
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  This is the massive unlock of capital that's coming into
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  Bitcoin and what's going to happen, especially now that we
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  have interest rates being cut and we're about to enter into a
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  new mania face, which I talked about a few episodes before.
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  What you're going to see is a lot of other copycat companies,
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  a lot of companies that are going to build Solana treasuries
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  or E treasuries that are not going to have the same
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  fundamental underlying product as Bitcoin, which is the crude
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  oil in this example, and one that can create many derivative
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  products downstream. There's going to be tons of
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  other things that are going to monetize this trend and there is
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  nothing else other than Bitcoin that you truly want to build
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  this on top of. Gary Gensler, now that he's out
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  of office and not wrecking the Bitcoin industry and hamstring
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  in the crypto industry at large, says that there's only one thing
• 9:50
  worth really investing in, and that's Bitcoin.
• 9:53
  So when I look at the field that trades mostly on on momentum,
• 10:00
  mostly on frankly hype for investors.
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  You think this is dangerous? What they're?
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  Doing. I think that for investors,
• 10:10
  everyday investors, the five to 10% of Americans who invest in
• 10:15
  crypto and it's hard to get the real, you know, but that it's a
• 10:20
  highly speculative, very risky asset.
• 10:22
  And in most of these tokens, put aside Bitcoin, most of the other
• 10:28
  tokens are not tied to any fundamentals.
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  And there's 5 or 10,000 of these tokens.
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  So usually over time you find new equilibriums like Warren
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  Buffett would say, what, what, you know, what are the goods?
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  What are the revenues? What?
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  What are they selling And so forth.
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  They're selling vaporware in databases that store money.
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  Not a great use case of a database, very inefficient and
• 10:52
  not actually effective or safe. The founder of Solana even said
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  Bitcoin is superior in this regard.
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  That's why it's never been hacked and it's the greatest
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  piece of financial technology built in the last 20 years.
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  And he's a technical person. That's a high praise.
• 11:04
  The reason it hasn't been hacked is because it's so simple and
• 11:07
  you know, as an engineer, you always strive for simplicity to
• 11:11
  achieve a certain outcome. We can't always, always achieve
• 11:13
  that. Salon is much more complicated
• 11:15
  because the outcome we're just driving is hyper performance and
• 11:18
  it's just hard. So like Salon is much more
• 11:21
  complicated as a result of that. But Bitcoin is designed for a
• 11:25
  very simple settlement layer. That is, I think you know the
• 11:29
  coolest thing, the coolest piece of software written in the last
• 11:31
  20 years is I would say the Bitcoin like Nakamoto
• 11:35
  implementation on the. Outside, you're going to see
• 11:37
  many companies, many athletes, many other people starting to
• 11:39
  show crypto projects and crypto coins.
• 11:41
  But really, when you get down to the base fundamentals of it, the
• 11:44
  real token that they're buying, the thing that they're most
• 11:46
  interested in and the thing that they all invest in behind closed
• 11:49
  doors is Bitcoin. Did you hear that clip about
• 11:51
  Kevin Durant never selling his Bitcoin and that's why his bags
• 11:54
  are so big now? My understanding.
• 11:56
  Is that you hooked him on Bitcoin very early?
• 11:59
  Is that true? Are.
• 12:01
  You the responsible. Party about.
• 12:02
  Bitcoin. But I gave him a little nudge.
• 12:04
  Yeah, you gave him. How did you gave him?
• 12:06
  No, he did. And he called me in like 2014
• 12:10
  fifteen. We got on a call with our
• 12:13
  business manager at the time who just like shut it down and was
• 12:17
  like you guys like stop, hold. On go go.
• 12:20
  Backwards, so you. You How did you learn about
• 12:22
  Bitcoin just. Just scrolling on YouTube, to be
• 12:25
  honest, can't lie to you. And then you I just just seeing
• 12:29
  so many videos of seminars of people like this talking about
• 12:34
  cryptocurrency and how is the future of the world.
• 12:37
  And I was always into like futuristic, you know, the new
• 12:40
  technology coming, how world can change and, and I felt like that
• 12:44
  was something that could be consistent and and can last.
• 12:47
  And I mean here we are now 10 years later, we're still talking
• 12:50
  about it. I lost.
• 12:52
  Him some money because had we bought it at that point in 2014?
• 12:55
  Fifteen. But about a year later, right
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  when he signed with the Warriors, Ben Horowitz hosted a
• 13:01
  dinner for Kevin for his birthday.
• 13:03
  And the whole Warriors team came.
• 13:05
  And at the end of that night, I was like, Kevin, I just heard
• 13:09
  the word Bitcoin 25 times this evening.
• 13:12
  And the next day we started investing in Bitcoin.
• 13:15
  And fortunately, we've yet to be unable to track down his
• 13:19
  Coinbase account info. So we've never sold anything.
• 13:22
  And his Bitcoin is just. Through the roof Well, that's
• 13:25
  why you should never sell your Bitcoin.
• 13:27
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• 13:30
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• 13:52
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• 13:55
  Now the most interesting thing about Kevin Durant's account is
• 13:57
  that they said that they were locked out of the account and
• 13:59
  then you saw this tweet from Brian Armstrong at Coinbase.
• 14:02
  We fixed this problem. Here's the issue with this.
• 14:04
  If they unlock your funds, that means that they can also lock
• 14:08
  your funds. That's right, One of the reasons
• 14:10
  why we say that you should remove your Bitcoin from
• 14:12
  exchanges and do it privately, safely, securely, with redundant
• 14:16
  backups so that you never end up with a problem like Kevin Durant
• 14:19
  not being able to access your millions of dollars worth of
• 14:21
  Bitcoin. Schedule a free 30 minute
• 14:23
  consultation with the team at the bitcoinway.com/simply
• 14:26
  Bitcoin and they'll show you exactly how to avoid the same
• 14:29
  fate that Kevin Durant had and to have more control and
• 14:31
  sovereignty over your wealth and assets.
• 14:33
  When you look at what's happening out there in the
• 14:35
  world, we have this transition going from analog to digital and
• 14:38
  from credit to money. And the only thing that fulfills
• 14:40
  both of those things, well, digital credit and digital money
• 14:44
  is Bitcoin. Bitcoin being digital money and
• 14:47
  the credit instruments built on top of it as digital credit in
• 14:50
  the form of a security or equity, which we talked about
• 14:52
  with MicroStrategy. Now, I love this clip from Matt
• 14:55
  Hogan because you can start to understand why Bitcoin is going
• 14:59
  to be the superior form in store of value moving forward in this
• 15:02
  world of digital money. You know, if you think of the
• 15:04
  history. Of money.
• 15:06
  The reason people used gold instead of silver was that
• 15:09
  silver's too bulky. Gold is much more dense, stores
• 15:13
  much more wealth per unit, and so if you needed to move a
• 15:17
  billion dollars of gold, you could do that.
• 15:19
  A billion dollars of silver would be basically impossible.
• 15:22
  Bitcoin is infinitely more transportable, storable,
• 15:26
  movable, useful, divisible, etcetera than gold.
• 15:29
  And so I do think overtime as this asset matures, you're going
• 15:33
  to see Bitcoin sitting side by side and then eventually, maybe
• 15:36
  someday on parallel with gold in terms of central bank deposits.
• 15:41
  It's just a a continuation of the idea of more dense,
• 15:45
  transportable forms of hard money, right?
• 15:48
  Now you have an opportunity to tackle this opportunity like
• 15:51
  this mom who tried to catch a peeping Tom fleeing the scene
• 15:55
  and she chopped her feet, broke down and delivered a strike.
• 15:58
  There is no second best assets and we have to tackle this
• 16:01
  opportunity right in front of us.
• 16:03
  Trillions are flowing out of other asset classes, stranded
• 16:06
  capital, and they're seeking a new home in the form of digital
• 16:09
  money or digital credit. This is going to come from
• 16:12
  pension funds. This is going to come from
• 16:13
  insurance companies, It's going to come from endowments.
• 16:16
  This is going to come from sovereign wealth funds.
• 16:17
  This is going to come from individuals looking to earn a
• 16:20
  higher yield in a high inflationary environment.
• 16:22
  Don't overthink the trade. That's why you come to this
• 16:24
  channel for Alpha to understand what's going to happen not just
• 16:27
  today or tomorrow, but in the future.
• 16:28
  If you haven't already done so, please do like, share and
• 16:30
  subscribe to the channel. Oh, and before you leave, get
• 16:33
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  haven't already done so. Can't wait to meet you guys
• 16:46
  there. This is Dante Coco Bitcoin
• 16:48
  simply happy stacking.