{"id":34755,"date":"2025-06-28T14:34:49","date_gmt":"2025-06-28T14:34:49","guid":{"rendered":"https:\/\/www.duck9.com\/blog\/?p=34755"},"modified":"2025-06-28T10:35:17","modified_gmt":"2025-06-28T14:35:17","slug":"translating-bitcoin-shit-talk-by-larry-chiang-vp-sales-for-satoshi-nakamoto","status":"publish","type":"post","link":"https:\/\/www.duck9.com\/blog\/translating-bitcoin-shit-talk-by-larry-chiang-vp-sales-for-satoshi-nakamoto\/","title":{"rendered":"Translating Bitcoin Shit Talk by Larry Chiang, vp Sales for Satoshi Nakamoto"},"content":{"rendered":"
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\"image0.jpeg\"\"image1.jpeg\"\"image2.jpeg\"\"image3.png\"\"image4.jpeg\" – 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\u2019s $27.95 billion investment in 499,096 Bitcoins by February 2025.<\/div>\n
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– 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\u2019s 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\u2019s strategy has yielded a market cap boost for MicroStrategy despite skepticism.<\/div>\n
– 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.<\/div>\n
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Every CFO still anchored to fiat time thinks it\u2019s Q2 2025.<\/div>\n
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Bitcoin-treasury firms already hijacked 2030, dragged it into today, and started arbitraging the temporal spread for free.<\/div>\n
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Michael Saylor punched a hole in the fabric of the universe.<\/div>\n
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A clean rip through capital spacetime.<\/div>\n
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That wormhole stays open, shimmering, letting equity flow in as fiat and shoot back out as hard-capped digital scarcity.<\/div>\n
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Savvy executives sprint through, recycle premium into sats-per-share, run the loop again, and watch NAV and mNAV blur into one incandescent number.<\/div>\n
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Wait around for \u201cvaluation compression\u201d and you\u2019ve missed the joke.<\/div>\n
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The future settled early on the orange side of the tear.<\/div>\n
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Either vault through or grow old counting dollars that decay in real time while their balance sheets keep compounding outside the clock.<\/div>\n

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Adam Livingston<\/a><\/b><\/td>\n<\/tr>\n
\u2066\u202a@AdamBLiv\u202c\u2069<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/td>\n<\/tr>\n
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Every CFO still anchored to fiat time thinks it\u2019s Q2 2025.<\/p>\n

Bitcoin-treasury firms already hijacked 2030, dragged it into today, and started arbitraging the temporal spread for free.<\/p>\n

Michael Saylor punched a hole in the fabric of the universe.<\/p>\n

A clean rip through capital pic.x.com\/8goMiB5dId<\/span><\/a><\/td>\n<\/tr>\n

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6\/27\/25, 6:36\u202fPM<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n <\/td>\n<\/tr>\n
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Sent from my iPhone<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

– 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\u2019s $27.95 […]<\/p>\n","protected":false},"author":1,"featured_media":34756,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-34755","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"post_mailing_queue_ids":[],"_links":{"self":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/posts\/34755","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/comments?post=34755"}],"version-history":[{"count":0,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/posts\/34755\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/media\/34756"}],"wp:attachment":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/media?parent=34755"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/categories?post=34755"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/tags?post=34755"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}