BITCOIN SEASON 2: Strategy's Path To $10 Trillion

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4.7 • 698 Ratings

🗓️ 15 October 2025

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

Pio Vincenco says MicroStrategy could hit $10T, Bitcoin miners are repositioning for AI, and explains why the four-year cycle is dead. Plus: why selling Bitcoin now is a massive mistake and crypto Twitter must always lose. 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. Subscribe to the newsletter! https://newsletter.blockspacemedia.com 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? - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media

Transcript

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0:00.0	How are you going to not hold assets when the money supply is just consistently and then parabolically going up?
0:05.4	You have a mortgage crisis in 2009 because there were just, there wasn't enough regulation in Tradfine.
0:11.4	So they messed up.
0:12.2	2020, 2020, 2021, you have COVID, right?
0:14.5	So you have a literal global pandemic, a once in a hundred year thing.
0:17.9	And then we printed an outrageous amount of money.
0:20.1	I think it was like $3 trillion.
0:21.4	It was like 40% of the entire money supply got printed during that period.
0:25.5	So you have an extreme situation.
0:26.8	They have to dial things back.
0:28.1	So you get the historic rate hike cycle to try to undo the insane damage.
0:32.8	So you don't turn into Venezuela.
0:34.3	So you don't turn in Argentina.
0:35.4	You don't turn into Vimar Germany, right?
0:37.9	But now here we are. We just came out of that. We're doing $100 to $175 billion in money printing a month.
0:43.5	And you have a president that looks at the stock market as his KPI and the crypto markets as
0:48.7	his other KPI. So I just think things go up. I don't really see a reason for Bitcoin to blow up like a previous
0:56.4	bull cycle, but I also don't see a reason for it to go down. But like if you're just going to sell
1:01.2	all your Bitcoin and you're like, I'm going to buy it back cheaper. I think that's going to go
1:05.7	down as like some insanely horrible mistake that people think about for the rest of their lives.
1:10.7	And I've seen it.
1:11.4	Like one of our investors had a thousand Bitcoins at one point.
	...

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