saylor

The world is moving from Metallic Capital to Digital Capital.

In his latest keynote at Bitcoin MENA 2025, Michael Saylor outlined the blueprint for a global economy built on Bitcoin. Here is the full breakdown of how digital capital, credit, and money will transform our future.

1. The Pro-Bitcoin US Consensus

The landscape has shifted. Donald J. Trump is the "Bitcoin President," committed to making the US the Bitcoin superpower. From the Treasury to the SEC and FBI, there is a profound consensus: Bitcoin is the dominant digital commodity—"Digital Gold". This regulatory clarity in the US will ripple through every global market.

2. Digital Capital vs. Digital Credit

The world is built on Capital, but it runs on Credit.

Bitcoin is Capital: Like raw land in Manhattan, it has massive value but no instant cash flow.

Digital Credit is the Solution: To make Bitcoin investable for everyone, we must convert that capital into credit instruments that provide instant yield (cash flow).

3. MicroStrategy’s Strategy: Winding up the Reactor

MicroStrategy has accumulated 660,624 BTC, acquiring roughly $500M–$1B per week. They are "winding up" the network like a torsion spring. By issuing digital credit against this equity, they create a BTC Yield, effectively doubling their Bitcoin-per-share every seven years.

4. The Invention of Digital Credit Instruments

Saylor introduced a suite of "Digital Notes" designed to strip away volatility and provide reliable yield:

STRK: Preferred stock as credit.
STRF: A 100-year perpetual bond paying 10%.
STRC (Stretch): The "Bitcoin T-Bill." A short-duration monthly dividend instrument that has already outperformed BTC in short-term volatility.
Tax Advantage: These dividends are often tax-deferred, making an 8% digital yield equivalent to a 22% taxable bank interest rate in places like NYC or London.

5. The "Biggest" Idea: Digital Money

The final stage is Digital Money. By combining digital credit (80%) with currency equivalents (20%) and a cash reserve (10%), banks can create stable accounts or coins.

The Result: A $1 NAV account paying ~8% yield with near-zero volatility.

This would attract the $200 trillion held in conventional money globally.

6. The Pitch to Nations: Become the 21st Century Switzerland

Saylor’s call to action for sovereign nations:

Big: SWF investment in BTC.
Bigger: Allow banks to custody BTC and extend credit.
Biggest: Launch digital money accounts paying 8%+ yield.

The first country or bank to offer "free money" (yield above the risk-free rate) will see all the world's capital flow to them.

Fortune favors the bold, the optimistic, and the digital. ₿

#BitcoinMena2025 #Bitcoin #saylor

Michael Saylor is in the headlines yet again after pitching Bitcoin (BTC) as a transformative financial asset to Middle Eastern sovereign wealth funds and institutions during his tour of the region.

Saylor generated a buzz with his comments during his keynote at the Bitcoin MENA conference in Abu Dhabi on December 8, 2025.

Saylor’s tour across the Middle East puts the Bitcoin proponent in direct contact with large investors from wealthy petrodollar countries. Strategy’s stock is far from its historical highs as BTC slowly fights back from a collapse in BTC price to the $80,000 range.

What did Saylor say at Bitcoin MENA?
According to him, BTC is not just a simple investment, but should be regarded as the foundation for a new era of “digital capital” and yield-generating financial products.

During his keynote in Abu Dhabi, he talked about Strategy and its accumulation strategy. He described the market as a “$200 trillion opportunity,” referring to the potential scale of global credit markets that could be unlocked via Bitcoin-backed banking, custody, and lending.

He likened BTC to “digital gold,” acknowledging its current valuation level and highlighting bullish projections expected in 4 to 8 years, implying that if the Middle East moved now, it could become a global hub for BTC innovation. And that’s how the region could attract “trillions” in foreign capital seeking yield.

The wealth funds in these areas collectively manage trillions in assets, much of which comes from oil revenues, and are traditionally invested in assets like U.S. Treasuries, real estate, and equities. However, Saylor wants them to pivot toward BTC to future-proof their economies amid the declining petrodollar system.

“All the money will come to you,” he said.

Critical MSCI decision looms for Strategy
The firm is now navigating the most complex period in its storied history as a corporate Bitcoin treasury. In the past, the Tysons Corner-based firm operated with a distinct advantage that allowed its equity to trade at a significant premium to the net asset value (NAV) of its Bitcoin holdings.

This premium was the engine of the company’s capital strategy and helped management raise billions in equity and convertible debt to acquire Bitcoin, effectively engaging in regulatory arbitrage that benefited mainly from the lack of spot Bitcoin ETFs in the US market.

While naysayers like Peter Schiff delight have rolled out the drums as Strategy fell on hard times recently, Saylor made a big statement with the firm’s latest BTC purchase of almost $1 billion on Monday, as Cryptopolitan reported.

While the vanishing premium has stalled the company’s growth engine, the looming decision by MSCI Inc. has become a more immediate structural threat. The index provider is currently conducting a consultation on the classification of digital asset treasury (DAT) companies. A decision is expected on January 15, 2026, after the review period ending December 31.

Should Strategy be reclassified as a DAT, it could be pushed out of flagship equity benchmarks, potentially triggering forced selling of between $2.8 billion and $8.8 billion by passive funds.
#Saylor #SaylorStrategy #bitcoin