Writing from above Houston, TX…

I’m 3,621 feet in the air…

Speeding at 555mph…

After narrowly escaping tropical storm Sara’s clutch last week…

AND ALL I CAN THINK ABOUT: a recent speech from Michael Saylor.

At Cantor Fitzgerald’s recent event, Saylor laid out the clearest bull case for Bitcoin and crypto we’ve seen.

His argument was simple but devastating: Bitcoin is inevitable.

Those who fail to grasp this are simply funding their own irrelevance.

Let’s start with the facts, or as Saylor calls it, "the market screaming at you."

Entropy in the System

Over the last four years, Bitcoin has consistently crushed every major asset class.

Even the S&P 500, bolstered by tech juggernauts, pales in comparison to Bitcoin's 60% annual return. Over 14 years, Bitcoin has delivered a 168% compounded return.

This isn’t luck, says Saylor—it’s physics.

He likens the global financial system to a decaying machine.

Everything—real estate, stocks, bonds—is corroding under the combined weight of inflation, taxes, politics, and plain old chaos.

We’re burning $10 trillion a year just trying to stay afloat.

That’s $10 trillion disappearing into entropy, a black hole that Bitcoin, with its “digital thermodynamic properties”, has the power to close.

Here’s the thing, says Saylor:

Satoshi Nakamoto didn’t just invent a way to send value without a middleman; he discovered a way to “store value forever”.

Bitcoin isn’t a currency, Saylor argues—it’s digital capital.

Imagine owning a building immune to hurricanes, taxes, tenants, or time. That’s Bitcoin: the first "Thousand-Year Asset."

The Asymmetric Bet

The "use case"?

It's simple: you get to keep your money.

In a world where every other asset comes with counterparty risk—banks, governments, currencies, corporations—Bitcoin stands alone.

It’s the solution every CEO, politician, and investor is desperately seeking.

They just don’t know it yet.

Saylor’s boldest claim is that Bitcoin will absorb “half the world’s capital”—about $450 trillion.

Why? Because it’s the only asset capable of preserving wealth without entropy.

It’s not about flashy yachts or utility value; it’s about survival. And the math doesn’t lie. Even at today’s prices, Bitcoin is woefully undervalued.

BUT

BTC is just one part of it.

The Crypto Renaissance

Traditional capital markets, Saylor says, are like buggy whips in the age of Teslas.

They’re elitist, outdated, and painfully inefficient. It takes $40 million and four years to go public in the U.S., a process strangled by legal and bureaucratic red tape.

Meanwhile, crypto can do in four hours what takes Wall Street four years. And even Bitcoin maximalists like Saylor are beginning to see the value outside of BTC.

This is the core of the crypto renaissance…

Tokenized equity, bonds, real estate—everything becomes faster, smarter, and borderless.

The $500 trillion analog economy will migrate to the digital realm, unleashing unprecedented prosperity.

And blockchain as the foundational layer.

The Gamble of the Century

"If I’m wrong,” says Saylor, “it costs nothing. If I’m right, it solves everything."

With the recent elections heavily favoring crypto in the USA…

The U.S. has a once-in-a-century chance to lead the next era of finance.

But time is short, and crypto waits for no one.

For the rest of us, the message is clear: don’t bet against inevitability.

You don’t have to understand every nuance of crypto.

You just have to know this:

In the end, history won’t remember those who played by the old rules.

It will remember those who saw the wave coming and rode it into the crypto renaissance.