Mannen bak MicroStategy, et selskap grunnlagt i 1989 som leverer tjenester innen skytjenester, programvare og business intelligence, Michael Saylor spår at majoriteten av investorer vil dumpe gull i tiden fremover til fordel for Bitcoin.
I et intervju med Andrew Henderson i Nomad Capitalist, uttalte direktøren for et av verdens største børsnoterte business intelligence selskaper, at det $ 10 billioner store verdensomspennende gull-markedet vil bli desimert i det horder av investorer går for BTC fremfor gull.
Saylor advarer investorer om å ikke bli sist ut av markedet, i det han kaller en døende aktiva.
“Gold is dead money. Sell your gold, buy Bitcoin because other people are going to sell their gold and if you wait until you’ve been front-run by all the hedge funds when they dump their gold, you’re going to be the last person out. I think gold is getting demonetized…
There’s $10 trillion worth of monetary energy in gold right now. Eventually, it will only be the central banks that will want to hold it. Every private rational actor is going to move out of it and move into Bitcoin.”
Hjernen bak business intelligence-mammuten viser til den dårlige avkastningen gull har hatt gjennom en økonomisk periode hvor det i stedet burde tatt av, som belegg for å hevde at det edle metallet har sine beste dager bak seg.
“What is it good for? People held gold for political unrest. Lord knows you’ve got enough of that this year. They hold gold as a hedge against money printing. We’ve got a lot of that this year. Why hasn’t gold tripled? Look at every asset class for the last six months. Look at gold, look at NASDAQ, look at the S&P, look at bonds. They’re all chopping. They’re not going anywhere. What’s working? Bitcoin’s working. It’s tripled or quadrupled, but let’s say tripled easy.”
Suksess med Bitcoin
For å styrke argumentet viser han også til suksessen blant selskapene som har benyttet seg av Bitcoin sammenlignet med de som ikke har det.
“Square is working because Square plugged into Bitcoin’s network. Square lets you buy Bitcoin on a mobile app. PayPal is working because PayPal is plugged into Bitcoin, and it runs on a mobile app. GrayScale is working because they plugged their investment fund into Bitcoin. Things that are plugging into this digital monetary network are working. Things that are running on top of traditional fiat– euros and dollars – they’re chopping.
If you’re unlucky enough to have companies or investments in Venezuela, Argentina, Lebanon, Turkey, South Africa, you know, fill in the blank – they’re not working at all because the currencies are collapsing. No company can be successful, no matter how competitive it is, if it’s generating revenues in a currency which is collapsing or weakening. That means none of those stocks are going to be a store of value if their currencies don’t hold value. You’re swimming against a 15% annual monetary inflation current, which is in your face.”
Det er kun tiden som vil vise om Michael Saylor har rett i sine spådommer.