I bet MicroStrategy will become the most valuable company in the world by 2030.
Not because it holds nearly 600,000 bitcoins on its balance sheet.
But because its CEO, Michael Saylor, has found the secret formula for making money (it's so simple, I can hardly believe it): 🧵
1. Never trust a CEO who has never gone bankrupt.
Michael Saylor lost $6 billion in a single day in 2000 due to an accounting error.
It took him over 10 years to recover.
It was this loss that made him a billionaire again.
Losing money is how you learn to make money.
2. Inflation is not 2%
But the government says it is.
• The U.S. recently changed the way they calculate inflation
• The input data is collected manually through surveys
• Inflation is different for everyone
If you look closely, you'll find that inflation has been consistently underreported.
Saylor said that the real inflation rate is more like 15% per year.
If you don't have assets or a house, your personal inflation rate will be ridiculously high.
Once you know the real inflation rate, your investment strategy will change.
You suddenly need a return of over 15% per year. In other words, the returns on most assets simply can't keep up with inflation.
3. Inflation is caused by printing money.
Governments and central banks create more money out of thin air.
Saylor knows this.
When there is more money in the system, prices will rise.
The government cannot stop printing money because global debt is just too high.
The financial system is broken and cannot be fixed.
That's why fiat currency is like fake money in a Monopoly game.
It's also why Saylor has firmly turned to digital assets.
Unless you truly understand how money works, your wealth and time will be quietly stolen from you.
Think of it as another form of tax.
4. True price discovery is dead.
People will say, "My house has increased by 25% in three years."
That's because they are measuring prices in currencies like the dollar, which is constantly being printed.
This can make you think you are getting richer, but in reality, you are not.
Change the unit of measurement, and your wealth will shrink.
Saylor said that if you measure the price of a house in the following ways:
• Gold
• Bitcoin
• Or some other indicators
...you will clearly see that most assets have not really appreciated since 2008.
It is very difficult to figure out the true price of anything.
You now have to account for the effects of inflation and money printing, and these two numbers are something you can't really grasp.
5. When prices seem to be rising, capital gains taxes will also rise.
If your stocks have increased in value in dollars, but in real terms they haven't actually increased, it doesn't matter.
The government can still tax you:
• Inflation
• Capital gains tax
So, the government's incentive is to keep inflation high, so they can:
• Tax you more
• Print more money to finance government spending.
6. Coming from humble beginnings is a superpower.
Siler's career started with working at McDonald's.
Never take financial advice from those who flaunt their wealth and have never struggled in the real world.
They are often just rich kids living off their dad's drug money.
7. Real estate seems smart until you compare it to freedom.
Saylor is not obsessed with real estate.
All the masters say real estate is great. But……
• You can't take it with you
• You have to bet on the success of that country
• The government can manipulate property taxes
Digital assets = the future
8. Freedom of speech is disappearing.
The financial system allows the government to freeze your bank accounts and seize your assets.
Saylor knows this.
So he made the company bulletproof by converting the corporate balance sheet to a Bitcoin standard.
Bitcoin stored in offline cold wallets is hard to seize.
9. Change Your Mind
Saylor used to hate Bitcoin (see the image below)
But truly wealthy people can change their views after gaining more information.
Spending 10,000 hours studying the topic of "how money works" can make you a millionaire.
10. Use the company's profits to buy Bitcoin.
Saylor is truly a genius.
He invested all of the company's funds into Bitcoin.
Now MicroStrategy holds Bitcoin with a purchase cost of $41.84 billion.
Vulnerabilities in the Financial System
Saylor discovered that if you can:
• Invest the company's funds into a scarce asset with diminishing supply each year
• And be a publicly traded company, allowing people to invest in your business
...you create an infinite loop flywheel.
• Investors invest in MicroStrategy to gain exposure to Bitcoin (but they do not hold Bitcoin directly themselves)
• As a result, MicroStrategy's stock price rises
• After the stock price rises, Saylor can borrow more money to buy Bitcoin
• Due to MicroStrategy's purchases, the number of Bitcoins in the market decreases
• Therefore, the price of Bitcoin rises
• Then, MicroStrategy's stock price rises further
An infinite loop, never-ending.
Result:
MicroStrategy is the best investment currently and in history.
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