October Week 3 - 2024

BITCOIN RESET
Michael Saylor Has Cracked the Infinite Money Code and Everyone Else Just Watched

From the moment Michael Saylor made his first Bitcoin purchase through MicroStrategy, I knew something big was happening. His strategy was bold, simple, and almost too good to be true: use low-interest debt to buy Bitcoin, then let the asset appreciate, essentially turning BTC into a self-compounding financial engine. Saylor’s moves were brilliant, yet when he shared his playbook with other companies, most watched skeptically from the sidelines, labeling him as eccentric, if not outright reckless.

In hindsight, the skepticism feels predictable. Throughout history, visionaries with unconventional ideas have often been dismissed until their success becomes undeniable. And here we are….. MicroStrategy’s stock is climbing and climbing fast!, driven by Bitcoin’s resilience and the company’s relentless accumulation strategy. It’s now obvious that Saylor saw something others didn’t, or maybe something they just weren’t brave enough to act on.

Saylor’s approach wasn’t just about buying Bitcoin; it was about pioneering a new financial model. He calls it a “big tech monetary network,” likening it to Google or Facebook, but for money. MicroStrategy has been able to securitize Bitcoin through convertible bonds and equity, raising capital at low costs to buy even more BTC. It’s the financial equivalent of perpetual motion in leveraging cheap debt to acquire an appreciating asset that pays off far beyond its original cost.

Now, as Bitcoin trends upward and MicroStrategy eyes a trillion-dollar valuation, those who dismissed Saylor’s strategy are starting to see the light. It’s incredible to witness how long it takes for people to grasp revolutionary ideas, even when the evidence is right in front of them. With MicroStrategy poised to become a “Bitcoin bank,” it feels like we’re only scratching the surface of what’s possible.

Saylor didn’t just buy Bitcoin, he cracked the code for infinite growth. The playbook was always there. The real question is; Why did so many sit back and watch it happen? 🫡

TECH RESET
The Coming Quantum AI Revolution: Who’s Ready? 

I’ve always considered myself a bit of a tech head, a futurist at heart, fascinated by any technology that has the potential to revolutionize our world, but out of the many transformative innovations out there, Artificial Intelligence (AI) stands out. But now, with the convergence of AI and quantum computing, we’re on the brink of a shift so profound it feels like one of those rare inflection points that divides human history into two eras: before and after.

It’s hard to overstate how fast things are moving. I often say that most people have no idea how much and how quickly our world is about to change. Not year by year, but month by month. Quantum computing combined with AI will push us far beyond the limits of what we could ever imagine possible. This isn’t just an upgrade, it’s a whole new paradigm. The computational power of quantum systems, leveraging qubits and superposition, will let us solve problems that traditional computers couldn’t crack in thousands of years.

Imagine pairing these breakthroughs with AI’s learning and predictive abilities. That’s Quantum AI. The impact will be immense—faster drug discovery, real-time financial insights, better climate models, and new possibilities in renewable energy. Every sector, from transportation to cybersecurity, will be transformed in ways we can’t yet fully grasp.

Now, I want to say this here…. that although what I just listed is enough to have most of us with our heads spinning, that is just the tip of the iceberg when you consider physics and biology. We are talking about the next leap, where we gain the ability to decode and manipulate the very fabric of reality. This means not just faster calculations but an entirely new understanding of matter, life, and even consciousness itself. The implications? Mind-boggling advances in genetic engineering, material science, and potentially unlocking new dimensions of human potential. 🤯

What’s so wild to me is that most people aren’t prepared for this shift…. infact most are not even aware of it. It’s like witnessing history unfold in real time while the world casually goes about its business. Even today, governments and companies are scrambling to build frameworks for this technology, yet many individuals have no clue what’s coming.

The future is rushing toward us at an alarming rate, and it’s clear Quantum AI will rewrite the rules of everything we know. The only question is:
Will we embrace it, or does it even matter? 😳

BITCOIN RESET
Bitcoin’s Longest Sideways Streak: Calm Before the Storm?

We are now over 200 days into one of the longest periods of sideways trading for Bitcoin in a halving year, with the price hovering between $51,000 and $65,000. This kind of price behavior is unprecedented for Bitcoin, which is typically known for explosive volatility following a halving event. Something feels different this time, though. While I won’t pretend to understand every nuance driving this price action, I can’t shake the sense that something is keeping Bitcoin in check—a deliberate force taming it, for lack of a better word.

Yes, I’m aware of the usual suspects “carry trades”, degen hedge funds, and profit-taking strategies putting downward pressure on the the price of Bitcoin. But my gut tells me there’s more happening here. BlackRock, along with other financial giants, seems to be holding Bitcoin back from what feels like an inevitable explosion into the stratosphere. These institutions are not stupid, over the last several years they have unleashed an army of analyst and conducted studies that have obviously informed them with a very very positive outcome for Bitcoin. So they are not just sitting on the sidelines; they’re positioning themselves for what looks like a seismic shift in the global monetary system.

Larry Fink, BlackRock’s CEO, has already hinted at Bitcoin becoming a new asset class something on par with gold and a blockchain powered finance revolution in the works. With Bitcoin ETFs rolling out, BlackRock and Fidelity have seen massive inflows, signaling that these firms are ready to dominate the crypto landscape. To me, it feels like they’re strategically loading up, ensuring they emerge even more powerful on the other side of this monumental phase of change.

I believe we’re at the edge of a paradigm shift in the financial world, one that could redefine the way value moves across the globe. And when that moment arrives, the institutions that have quietly positioned themselves will be the ones leading the charge. For now, it’s a waiting game. But I have a strong feeling we won’t be waiting much longer. 😎

DISCLAIMER:
This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions or investments. Please be careful and do your own research.