"Now, a Ponzi scheme has been launched with Bitcoin as the core asset, ETFs and U.S. stocks as the channels for capital inflow, and U.S. listed companies such as MSTR as the carrier. Bitcoin has become the most core U.S. dollar asset besides the leader of the U.S. dollar industry cycle, and a long-term low-volatility upward trend has basically taken shape."
Translated into human language, BTC may move like the U.S. stock market in the future, with low fluctuations and an upward trend, without large fluctuations.
In fact, MSTR's strategy is to use equity financing to purchase Bitcoin, which is equivalent to leveraging to purchase Bitcoin. The holding cost has also increased from $42,000 to $49,800. MicroStrategy actually provides channels and vehicles for purchasing Bitcoin through US stocks.
With the rise of Trump and Musk, the status of Bitcoin has once again reached an unprecedented height. Looking back at history, we can find that starting from the Bretton Woods system, the United States established the gold standard and pegged the dollar to gold; then the Bretton Woods system collapsed, but it was linked to resources such as oil; and now as the consensus layer of Bitcoin gradually strengthens, a new era may be coming.
The era of gold standard -> petrodollar standard -> Bitcoin standard will eventually come, and the probability of the US strategic reserve of Bitcoin being passed is increasing. By then, the United States may use Bitcoin as an anchor point to link the US dollar to Bitcoin and form a new system; by then we will also see Bitcoin continue to break new highs.
So the current 90,000 yuan is actually just a small hill at the foot of the mountain. Start your own journey of fixed investment and coin hoarding from now on, and hold from now on!
