Part 14/20:
MicroStrategy, a leader among corporate holders, is seen as a proxy for Bitcoin’s future—not as a leveraged bet but as a strategic capital structure play. Vissa remains bullish and sees MicroStrategy's holdings and the broader corporate move into Bitcoin as fundamental to the asset's trajectory.
The Role of Fiscal Policy and Macroeconomic Regimes
Turning to macroeconomics, Vissa argues that fiscal dominance—the persistent reliance on government spending and deficits—is here to stay into 2026 and beyond. He describes the global debt trap and wealth disparity as unresolvable without supercharged technological progress leading to abundance.