It seems inevitable to me too, but my debt worldview is anchored in the 2008 financial crisis and I see debt bubbles everywhere. There's such a strong macro/inflation tail wind now that the exogenous shock would have to be huge I imagine - like government confiscation, coinbase failing, our exploitable consensus being exploited, quantum, or some ASI creating inventing a 10000x better bitcoin. Something so big that Saylor and company feel comfortable dismissing them as "yeah, we can't stop catastrophic shit from happening."
It seems inevitable to me too, but my debt worldview is anchored in the 2008 financial crisis and I see debt bubbles everywhere. There's such a strong macro/inflation tail wind now that the exogenous shock would have to be huge I imagine - like government confiscation, coinbase failing, our exploitable consensus being exploited, quantum, or some ASI creating inventing a 10000x better bitcoin. Something so big that Saylor and company feel comfortable dismissing them as "yeah, we can't stop catastrophic shit from happening."