Inside Saylor's Bitcoin Treasury Play | Anil Patel | BIS #179

Anil Patel joins the Bitcoin Infinity Show to talk about Michael Saylor's Bitcoin treasury playbook, from the 2020 inflation panic that prompted MicroStrategy's first 10K BTC buys to the debt-financed "gears" now holding over 250,000 BTC with yields far below Bitcoin's projected 30% annual growth. They explore Saylor's board orange-pilling via his Mobile Wave thesis, the "bicycle gears" model for layered yield products like preferred shares and convertibles, and Bitcoin's first-principles design as engineered economic energy. Anil's new book The Treasury of Michael Saylor visualizes these strategies, emphasizing custody risks and why corporate treasuries like MicroStrategy enhance but cannot supplant individual self-custody.

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00:00 Preview
00:35 Welcoming Anil
01:51 TLDR on Anil
03:29 The Treasury of Michael Saylor
10:29 Strategy's Strategy
15:46 Not Your Keys Not Your Coins
27:00 Treasury Companies
29:19 Borrowing to Buy Bitcoin
33:08 Spam Debate
35:58 The Key Point
42:49 Knut's Latest
45:23 BTC in DC
49:22 Creativity
57:31 Wrapping Up