Can MSTR Really Scale to $10 Billion of Bitcoin a Day?
What happens when sovereign bonds start breaking, AI accelerates productivity, institutions search for alternative yield, and Bitcoin sits at the intersection of all three?
In Episode 4 of Inside the Walls, we explore a thesis that could reshape global capital markets:
The Great Debasement Trade may be accelerating, and Bitcoin could be one of its biggest beneficiaries.
European sovereign risk is rising. Bond yields are moving higher. Financial conditions are tightening. Yet Bitcoin is showing surprising resilience, while Bitcoin-backed Digital Credit continues to trade remarkably close to…
The skinny
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