MicroStrategy is to Bitcoin what an institution and its heavily weighted stock are—except the only difference is that the strategy needs to pay interest. Isn’t it normal for institutions to hold a stock weighing 5%? Same logic: the strategy holds only a limited amount, and the key is just not to pay that interest for too long while Bitcoin keeps hovering around low levels. The chance of this happening is too slim; Bitcoin’s consensus will only keep getting stronger. It’s just that AI stocks are really too hot right now—everyone has rushed over. As soon as AI peaks, funds will immediately flow back into Bitcoin.