Episode notes
Bitcoin is under pressure, Strategy is being accused of triggering a death spiral, and Michael Saylor’s entire capital structure is back under the microscope. But beneath the panic, a much bigger Bitcoin macro story is forming: Treasury strategy, stablecoins, dollar dominance, AI capital flows, hard money, and the possibility that Bitcoin is becoming the monetary endgame hiding in plain sight. Is Strategy just defending its balance sheet, or is Saylor front-running the future of the U.S. dollar system?
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