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Just caught Saylor's latest take on Bitcoin and honestly it's worth paying attention to. He's calling a bottom on BTC, which coming from someone with his conviction and capital deployed actually means something in this market.
The quantum computing angle is interesting too. Everyone's been doom-posting about quantum risk potentially breaking Bitcoin's security, but Saylor's pushing back on that narrative pretty hard. His argument basically boils down to: the threat is real but way further out than people think, and the network will adapt before it becomes critical. Makes sense when you think about the timeline.
What caught my eye though is what this signals for the broader market sentiment. When macro players like him are calling bottoms and dismissing FUD narratives, it usually means institutional conviction is building. We've seen this pattern before - conviction comes first, then the bull run follows.
The way I read it: we're probably in that window where smart money is positioning before retail catches up. Bitcoin's been beaten down enough that the risk-reward is starting to look attractive again, and if we do get a proper bull run, these early conviction calls from guys like Saylor tend to age really well.
Not financial advice obviously, but worth monitoring how the market reacts to this framing. Could be a decent signal for where we're headed in the next cycle.