Will MicroStrategy Outperform Bitcoin Itself? | Alex Thorn

Whales are selling. ETFs are buying. And U.S. Bitcoin reserves may not be what you think! In this explosive Simply Bitcoin IRL episode, Alex Thorn (Head of Firmwide Research at Galaxy) joins us to break down the most important questions in Bitcoin today:

- Will MicroStrategy and Bitcoin Treasuries actually outperform Bitcoin itself?
- Is the rise of ETFs creating Paper Bitcoin risk?
- Who really controls the U.S. government’s Bitcoin stash?
- Are the four-year cycles dead now that institutions dominate the market?
- Could Quantum computing one day threaten Bitcoin?

Alex brings insider research, sharp insights, and unfiltered truth bombs you won’t hear anywhere else. If you want to understand the future of Bitcoin in the age of whales, ETFs, and nation-state reserves, this interview is a must-watch.

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CHAPTERS:
00:00 – Whale Selling & U.S. Bitcoin Mystery
04:00 – Spot Bitcoin vs. MicroStrategy
10:00 – Why Younger Generations Gamble
12:00 – ETFs, Custody Risks & Paper Bitcoin
18:00 – Are Bitcoin Cycles Dead?
23:00 – Treasury Companies = The New ICOs?
28:00 – Trump, Strategic Reserve & Politics
36:00 – How Much Bitcoin Does the U.S. Really Hold?
43:00 – Lightning Network & Second Layers
51:00 – Stablecoins: Threat or Trojan Horse?
55:00 – Quantum Computing vs. Bitcoin
1:04:00 – Bitcoin’s Price Target & Final Thoughts

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