Saylor's perspective makes sense if you view this through a capital reallocation lens rather than a 'draining' one. Bitcoin's fixed supply and verifiable scarcity create a gravity well for capital that other assets can't match—especially as people recognize that traditional stores of value are eroding through inflation. I've been tracking this shift for years, and the pattern is consistent: as Bitcoin's adoption deepens, it attracts the most risk-averse capital first (institutions, then central banks), which is the opposite of speculation. After years of manually analyzing accumulation patterns and cycle timing, I built https://timetobuybitcoin.com to help with exactly this kind of long-term capital deployment analysis. But the core insight stands: this isn't market draining—it's a rational reallocation toward the only truly scarce monetary asset. The question isn't whether Bitcoin will attract capital. It's how much of the world's savings will eventually need to flow through it.
Saylor's perspective makes sense if you view this through a capital reallocation lens rather than a 'draining' one. Bitcoin's fixed supply and verifiable scarcity create a gravity well for capital that other assets can't match—especially as people recognize that traditional stores of value are eroding through inflation. I've been tracking this shift for years, and the pattern is consistent: as Bitcoin's adoption deepens, it attracts the most risk-averse capital first (institutions, then central banks), which is the opposite of speculation. After years of manually analyzing accumulation patterns and cycle timing, I built https://timetobuybitcoin.com to help with exactly this kind of long-term capital deployment analysis. But the core insight stands: this isn't market draining—it's a rational reallocation toward the only truly scarce monetary asset. The question isn't whether Bitcoin will attract capital. It's how much of the world's savings will eventually need to flow through it.