– The post uses a striking image and metaphor of a time-bending wizard holding a Bitcoin hourglass to suggest that companies adopting Bitcoin as a treasury asset, led by figures like Michael Saylor of MicroStrategy, are leveraging its fixed supply (21 million coins) to outpace traditional fiat-based financial systems, a shift supported by MicroStrategy’s $27.95 billion investment in 499,096 Bitcoins by February 2025.– This narrative challenges the mainstream view of Bitcoin as speculative by aligning with economic theories like the Quantity Theory of Money (MV = PY), where Bitcoin’s scarcity could drive value as fiat currency supply grows (e.g., U.S. M2 money supply increased 26% from 2020-2022 per Federal Reserve data), potentially explaining why Saylor’s strategy has yielded a market cap boost for MicroStrategy despite skepticism.
– The “temporal arbitrage” concept reflects a real-world trend: Bitcoin treasuries held by firms grew from 5 in 2020 to over 250 by 2025 (bitcointreasuries.net), suggesting a paradigm shift where early adopters may gain disproportionate value, a hypothesis backed by a 2023 NBER study showing crypto adoption correlates with higher firm valuations in volatile markets.
Every CFO still anchored to fiat time thinks it’s Q2 2025.
Bitcoin-treasury firms already hijacked 2030, dragged it into today, and started arbitraging the temporal spread for free.
Michael Saylor punched a hole in the fabric of the universe.
A clean rip through capital spacetime.
That wormhole stays open, shimmering, letting equity flow in as fiat and shoot back out as hard-capped digital scarcity.
Savvy executives sprint through, recycle premium into sats-per-share, run the loop again, and watch NAV and mNAV blur into one incandescent number.
Wait around for “valuation compression” and you’ve missed the joke.
The future settled early on the orange side of the tear.
Either vault through or grow old counting dollars that decay in real time while their balance sheets keep compounding outside the clock.
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