Bitcoin Treasury Director Defends Nakamoto: 'David Bailey Will Be Rewarded' (Full Analysis)

Описание: 🔥 Capital B Director Alexandre Laizet just predicted Bitcoin, Gold, and Strategy will be the three largest assets on Earth within 10 years. Here's why Saylor buying at $76K proves the Bitcoin treasury playbook works.

In this Bitcoin Treasuries Roundtable, Alexandre reveals:

✅ Why Strategy accumulated 200%+ of mined supply in 2026 (even in a bear market)
✅ The Nakamoto defense: Why David Bailey deserves credit despite 99% drawdown
✅ Abu Dhabi sovereign wealth fund DOUBLED iBit holdings during the dip
✅ How Bitcoin treasury companies raise capital (and why bear markets test conviction)
✅ The MetaPlanet income generation strategy earning tens of millions from volatility
✅ Why institutions will own 70% of Bitcoin (and that's actually bullish)
✅ Europe's unrealized gains tax disaster (even Christine Lagarde says it's wrong)

00:00 Strategy and Bitcoin Market Dynamics
04:53 Capital Raising in Bear Markets
14:14 Nakamoto's Challenges and Market Sentiment
28:49 Sovereign Wealth Funds and Institutional Adoption
34:17 Taxation and Regulatory Challenges in Europe
41:17 Global Economic Perspectives and Bitcoin's Future

THE GAME-CHANGING INSIGHT:
Alexandre explains why "the largest assets on earth will be Bitcoin, gold and Strategy" within 10 years - not a random prediction, but the logical outcome of Strategy's 5-year lead, Stretch's proven peg stability, and the inevitable shift from individuals to institutions holding Bitcoin. While everyone criticizes Nakamoto's share price, Alexandre points out: "Great contributions to Bitcoin will be rewarded because the world works like that."

NAKAMOTO DEEP DIVE:
Alexandre defends David Bailey's contributions:

Bitcoin Magazine, Bitcoin Conferences originated with UTXO Management
Helped birth MetaPlanet, Capital B, SmarterWeb (UTXO was top-performing hedge fund)
Instrumental in Trump understanding Bitcoin during campaign
Contributed to freeing Ross Ulbricht
MSCI consultation defense with Bitcoin for Corporations initiative

"You have to distinguish between share price and the company itself. The company is doing exactly what it aimed for." - Alexandre

SOVEREIGN WEALTH ADOPTION:

Abu Dhabi (Alwada) doubled iBit position in Q4 during dip
Norway, Switzerland, Luxembourg sovereign funds accumulating
Jane Street holding significant position
First holder of potentially Chinese investors
Institutions hold while retail panic-sells

🎙️ Featured Guest:
Alexandre Laizet - Director of Bitcoin Strategy at Capital B, Europe's first Bitcoin treasury company. Operating from Paris and Abu Dhabi.
Follow Alexandre:   / @alexandrelaizet  

🤝 SUPPORT OUR SHOW:
COLDCARD is the industry-leading hardware wallet. Secure your Bitcoin at https://store.coinkite.com. Use referral code 6BT to get 6% off at checkout!

Hemi is The institutional layer for Bitcoin capital deployment
Verifiable yield execution secured by Bitcoin, integrated with qualified custody. Find out how they can level-up your strategy at https://hemi.xyz/institutions

XCE is Connecting Human Capital to Digital Capital at https://xce.io/ learn more about how the bitcoin-powered executive recruitment network can elecate your C-Suite TODAY.

🔗 Resources:
🔔 Follow Bitcoin Treasuries:   / @btctreasuries  
🔔 Follow Tyler:   / @tylercompiler  
🔔 Subscribe:    / @bitcointreasuriesnet  

📧 Questions/Feedback: [email protected]

🎬 About the Show:
Bitcoin Treasuries Roundtable brings together executives, investors, and industry leaders navigating the Bitcoin treasury revolution. Hosted by Tyler Rowe, Head of Video at BitcoinTreasuries.net.

#Bitcoin #MicroStrategy #MSTR #Saylor #BitcoinTreasury #AlexandreLaizet #CapitalB #Nakamoto #DavidBailey #AbuDhabi #SovereignWealth #MetaPlanet #Strive

⚠️ Disclaimer: This podcast is for informational purposes only. Not financial advice. Always do your own research.

Is Strategy really going to be one of the three largest assets on Earth? 👇