Max Keiser, one of the leading advocates of Bitcoin, $BTC
, another widely circulated prediction on platform X, claiming that companies like Maker, Strategy use Bitcoin to exploit the vulnerabilities of the US financial system.
He describes it as a "speculative attack" on the dollar, a phenomenon made possible by cheap borrowing that exists only because central banks artificially keep interest rates low through policies like quantitative easing and yield curve control.
Keiser refers to Michael Saylor's estimate that real inflation, including asset prices, is 15%. Under normal conditions, interest rates would have been much higher.
However, critically, since the system is designed to protect banks from losses, these prices remain low. This enables companies to borrow at a discount and invest that money in Bitcoin, just like Saylor does with Strategy.
For Keiser, this situation creates a massive imbalance. Companies are acquiring Bitcoin with borrowed dollars, preserving their long-term value, while the currency they borrowed continues to lose value.
The global bond market will not survive the MSTR crisis.
Mike is about to become the Iron Bank of the new Game of Thrones that the world finds itself in.
His Excellency "Iron Mike"
The more this happens, the more pressure builds on the bond market, which, according to the Bitcoin evangelist, is already operating under outdated assumptions.
The pressure will lead to system failure; this is the essence of the message. When a significant amount of capital moves to Bitcoin and away from bonds, yields will rise rapidly, potentially increasing by 50% or more.
What is the end?
If Keiser is right, a reset will happen one day, bond prices will collapse, borrowing costs will rise, and the mechanisms that maintain the stability of the financial system will cease to function.
At this point, Keiser believes that the US dollar will lose its role as a functional currency. Stablecoins backed by dollars may still exist, but merely as a reference, and will not be tied to a central bank or supported by a sovereign issuer.
In the meantime, companies like Strategy, which hold large reserves of Bitcoin, will be in a position to outperform.
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