Pio Vincenzo joins us to talk about why MicroStrategy could become a $10 trillion company, how Bitcoin miners like Riot and Cipher are pivoting to AI infrastructure, and why the traditional four-year Bitcoin cycle is officially dead. Pierre breaks down the Bitcoin treasury company trend, explains why time is on Bitcoin's side, and shares his controversial take on why crypto Twitter must always lose.

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Notes:

• MicroStrategy owns 600K+ Bitcoin, no corp will catch up

• Money printing at $100-175B monthly, historically high

• 40% of money supply printed during Covid period

• Bitcoin miners repositioning for AI hyperscaler deals

• Bitcoin ETFs launched during Biden presidency

Timestamps:

00:00 Start

01:41 New wave of crypto content creators?

03:55 Bitcoin not crypto trend

05:45 Trump "insider" rumors

09:47 MSTR bull case

15:06 One DAT to Rule Them All?

18:46 BTC miners, WTF?

22:30 IREN & Cypher

27:42 Prediction markets

30:34 4 years cycle go bye bye?

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