
Dream of McBitcoinization
Posted May 08, 2025
Chris Campbell
$200 trillion. That’s the number.
Not for gold.
Not for real estate.
Not for U.S. debt (well, not yet).
That’s the number being thrown around for Bitcoin.
Michael Saylor, Scott Bessent, Fidelity, even Congress—they’re all saying the same thing now, just in different dialects of billionaire:
“If you’re not in Bitcoin by 2025, you’re going to be the person still clipping Blockbuster coupons in a Netflix world.”
The Empire Strikes Fiat
There’s a $2 trillion industry—crypto—that wants to become a $200 trillion global asset class. That's not just 100x. That's monetary regime change.
Of course, people have been hyping that dream for years…
So why should you care now?
Because while everyone was sleeping through another Fed meeting, the world went through the wood chipper:
- China’s cutting rates.
- The Fed’s boxed in.
- Tariffs are back in vogue.
- Sovereign debt is blowing up.
And the U.S.? It’s at an inflection point.
Do we want to lead the digital asset revolution… or just keep pretending the Fed can innovate us into the Space Age?
You Don’t Buy Bitcoin. It Buys You.
Here’s the famous Saylor pitch to corporations: “You’re holding cash. That cash is melting. Bitcoin is antifreeze for your balance sheet.”
Metaplanet in Japan is doing it. Strive. Gamestop. Nexon. Aker ASA. Meitu. KPMG Canada. Other companies, too. Soon, your favorite soda company might be a Bitcoin maxi and not even tell you.
Sovereign wealth has followed suit. Abu Dhabi, Saudi Arabia—buying through proxies.
Not public. Not loud. Strategic. Quiet accumulation behind layers of wrappers and acronyms.
The old model?
You made a Coinbase account, did the KYC dance, and prayed your seed phrase survived the laundry cycle.
The new model? You hold a retirement account. It holds Google. Google holds an ETF. The ETF holds MicroStrategy. MicroStrategy holds Bitcoin like it’s prepping for Ragnarok.
Trump’s Treasury is talking about a Strategic Bitcoin Reserve.
Further legislation called Bitcoin mining a “matter of national interest.” Even Congress is revealing a whiff of inevitability.
This is how Bitcoin takes over. Not with a bang. With a brokerage login and a quarterly statement nobody opened.
And by the time everyone realizes it? It’s already done.
From MicroStrategy to MacroTakeover
What was once a fringe cypherpunk experiment is now getting sliced, securitized, and sold to Wall Street in every wrapper imaginable.
Michael Saylor figured out the game: Don’t force buyers to “get” Bitcoin.
Package it in whatever flavor they’re used to—REITs, bonds, ETFs, lending products, whatever.
It’s the McBitcoinization of finance.
And it works.
Governments are already:
* Mining at industrial scale (quietly)
* Buying through ETFs (disguised)
* Building internal custody systems (slowly)
* Asking what America’s new Bitcoin policy is (desperately)
Look, our tune hasn’t changed. It’s the song that’s different.
Bitcoin is still an asymmetric bet.
It’s going to zero or millions.
But the upside used to be the big story.
Now? The real asymmetry is in the risk of having none.