"我一枚 sat 都没卖出。" Michael Saylor（@saylor）是 Strategy 的首席执行官，也是地球上最大的企业级比特币持有者。尽管 crypto twitter 把这次回调归咎于他，因为他曾卖出 32 枚币，但他还是在布拉格与我坐下来，解释了为什么比特币之所以确实在落后，以及这几乎与比特币本身没多大关系。 "今年我们买入了 175,000 Bitcoin，相当于已买入的全部比特币的 20%。我们卖出了 32。32 等于两个基点。" 我们聊了： - 为什么比特币在落后，而 S&P 却创下历史新高，“巨大的 AI 黑洞”把资金从加密市场拉走 - 为什么他认为资金会在 Q4 之前重新回到这个市场 - 32-BTC 的出售、替罪羊效应，以及为什么他一枚 sat 都没卖出 - 为什么下跌 50% 是正常的，而 2022 年的跌幅是 75% - 苹果和亚马逊的采用曲线，以及他所说仍将到来的“沃伦·巴菲特时刻” - 如果比特币在 40 年内都停滞不前，Strategy 会发生什么 - 为什么他认为“变得无关紧要”是比“被憎恨”更糟的唯一事情 感谢 Michael 参加 @new_era_finance。 要点： 00:00 - 介绍 00:25 - 比特币现在是数字资本 03:30 - 数字信贷，12 个月内发明 07:40 - 为什么比特币落后于市场 12:15 - 与苹果和亚马逊的对比 18:30 - Saylor 卖掉了他的比特币吗？ 21:00 - 我们买了 175,000。我们卖了 32。 25:00 - 为信贷和资产辩护 29:30 - 如果比特币在 40 年内停滞会怎样？ 33:00 - 沃伦·巴菲特时刻正在到来 37:00 - 被憎恨 vs. 变得无关紧要
"I haven't sold a single sat." Michael Saylor (@saylor) is Executive Chairman of Strategy, the largest corporate holder of Bitcoin on earth. While crypto twitter blamed him for the correction over a 32-coin sale, he sat down with me in Prague and explained why Bitcoin is really lagging and why it has almost nothing to do with Bitcoin. "We bought 175,000 Bitcoin this year, which is like 20% of all the Bitcoin ever bought. We sold 32. 32 works out to be two basis points." We cover: - Why Bitcoin is lagging while the S&P prints all-time highs, the "massive AI black hole" pulling capital out of crypto - Why he thinks the money rotates back by Q4 - The 32-BTC sale, the scapegoat dynamic, and why he hasn't sold a sat of his own - Why a 50% drawdown is normal, the 2022 one was 75% - The Apple and Amazon adoption curve, and the "Warren Buffett moment" he says is still coming - What actually happens to Strategy if Bitcoin stalls for 40 years - Why he believes being irrelevant is the only thing worse than being hated Thanks to Michael for coming on @new_era_finance. Highlights: 00:00 - Intro 00:25 - Bitcoin Is Now Digital Capital 03:30 - Digital Credit, Invented In 12 Months 07:40 - Why Bitcoin Is Lagging The Market 12:15 - The Apple & Amazon Comparison 18:30 - Did Saylor Sell His Bitcoin? 21:00 - We Bought 175,000. We Sold 32. 25:00 - Defending The Credit & The Equity 29:30 - What If Bitcoin Stalls For 40 Years? 33:00 - The Warren Buffett Moment Is Coming 37:00 - Being Hated vs Being Irrelevant
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