A lot of Saylor's Bitcoin concepts, I see originating in a set of ideas that were prominent around MIT in the mid 1980's at the intersection of tech/engineering/operations industry and was adjacent to the failed "cybernetics" project. In this intellectual framework, a key opportunity for the future firm was by collecting and analyzing data at the individual level, corporate outlays and decision would be more efficient. The computing power necessary for this was just beginning to be feasible. I think Saylor was influenced by this view given he is the ceo of a business intelligence vendor doing just this.

As his own firm's product offering hit a ceiling to the value it would deliver from micro-economic measurements (e.g. trying to track inventory level changes) I think he became influenced by the idea of Bitcoin doing something similar, but in the invisible hand manner of pricing in changes and shocks to energy cost, risk preference etc across time and space into one number. In Saylor's view, no firm, of business intelligence software could outcompete the Bitcoin protocol for discovering information and properly factoring it a fair market value.

It's a good sign when people take the idea of Bitcoin, and see in it another idea that they admire and trust. I think the problem you mention is that Saylor's school of thought and lingo are not exactly a well known or admired idea by the vast majority of people considering buying bitcoin.

In my opinion, Saylor is onto something insightful with his "wall of energy" hypothesis, but he hasn't been able to quantify it. The analogy I would make is just as the finance profession prices firms by a discounted set of projected cashflows, a blockchain token could be valued by its projected future hashrate. Stated another way: A bitcoin has value 1.) if and only if producers continue to mine it in the future, 2.) the growth in value is proportional to the growth in the hashrate in the long run.

His "What is Money" series with Breedlove was awesome.

Your opinion of Saylor, or even mine, is completely irrelevant, considering what Bitcoin is and what it represents.

i agree. alot of people love him. he's just a rich guy that gets it. kinda like everyone fawned over elon for a short period. eventually you'll be disappointed by him for something, like having to sell some bitcoin to pay bills. some won't be happy.

just keep in mind he's human and shouldn't be considered more special than anyone else. there are no heroes in bitcoin.

The soundbites might bother you because they shouldn't necessarily be soundbites. He has a thorough understanding of the history of technology and is willing to explain bitcoin in depth (for HOURS) in that context.

One technique I use to try to find the truth is to see who is willing to defend their ideas, long form, in public. Or debate. In today's world one side of the argument doesn't even show up for the argument- they just hit-and-run FUD.

I think he is able to articulate very well what bitcoin is, and why it is important.

However I disagree with his use of leverage to continue purchasing bitcoin. As I think it could end spectacularly badly, and promotes unnecessary risk taking.

One thing I think is unfortunate is that he is pushing the politicization of Bitcoin forward. Bitcoin should be for everyone.

Doesn't have to be meaningful or convincing to most people. If he resonates with a specific audience, like fellow execs, founders, billionaires, etc. that's good enough imo.

I'm indifferent, and he's a great orangepiller.

This 'debate' with Marty Bent around ESG and the mining council made me a little sus of him

He’s a complete psychopath. Take it however you like, Bitcoin doesn’t care 🟠

"Bitcoin is monetary energy/a battery" is just a bad take and I honestly don't understand why he keeps doubling down on it.

There is so much high quality communication produced by other bitcoiners with smaller bags than Saylors'.

I don't understand this need to keep idolizing billionaires.

Bitcoin has no heroes.

Noone speaks for bitcoin, that's a pathetic projection of the speakers ignorance and biases. I say ignorance as that is infinite and wisdom isn't. The best spokespeople for bitcoin say nothing about it, but demonstrate its impact. Bitcoin isn't a promise, it's like gravity, a fact, and a spokesman for gravity, the idea is risible.

The entire professional managerial and political classes, who've made book and fortunes from lies, are not going to gain any traction on bitcoin.

Anyone seen or heard even a whisper of a bailout for Core?

Didn't think so, don't expect to.

I love Saylor's pinned tweet:

but I can't exactly explain why.

I like his enthusiasm but influencer culture is stupid. Billionaires should be eaten, not admired.

it does sounds like mumbo jumbo, but they actually means alot if you can follow his logic. I really enjoy his arguments.

дай всем другие слова и метод как конвертировать энергию. и хранить 10ки лет.

"It's going up forever, Laura"

Saylor is Bitcoin's "marketing department". For free.