Strategy will own $70T of #Bitcoin in 20 years, making it by far the most valuable company in the history of the world. Bitcoin Treasury Companies will hold 50% of all BTC, way more than most Bitcoiners are prepared for. THREAD on why... and a personal announcement 🌙😄
To set the stage, there is $1000T of asset value in the world. Bitcoin is just 0.2%
@saylor has already figured this out. He remade Strategy as a capital pump to accelerate the flow of capital from Bonds to Bitcoin. $STRK and $STRF offer 8% and 10% yields to Bond capital starved for attractive yield on a risk-adjusted basis. $MSTR takes that $ and buys BTC.
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