Strategy’s Path To $10 Trillion

October 15, 2025

Pio Vincenzo joins us to talk about why MicroStrategy could become a $10 trillion company, how Bitcoin miners like Riot and Cipher are pivoting to AI infrastructure, and why the traditional four-year Bitcoin cycle is officially dead. Pierre breaks down the Bitcoin treasury company trend, explains why time is on Bitcoin’s side, and shares his controversial take on why crypto Twitter must always lose.

Subscribe to the newsletter! https://newsletter.blockspacemedia.com

Notes:

• MicroStrategy owns 600K+ Bitcoin, no corp will catch up

• Money printing at $100-175B monthly, historically high

• 40% of money supply printed during Covid period

• Bitcoin miners repositioning for AI hyperscaler deals

• Bitcoin ETFs launched during Biden presidency

–

👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech!

Enjoy the show? Check out our website and newsletter by clicking here.

Questions or want to sponsor? hello@blockspace.media

Related Episodes

Our Bitcoin Predictions For 2026

Charlie and Colin drop their 6 major predictions for 2026. From a silver supply shock and Bitcoin hash rate stagnation to the rise of prediction markets and AI data center delays. Find out why big banks are entering Bitcoin lending and why the internet is about to get fake.

Jan 03, 2026

Our Top Bitcoin Stories From 2025

The Blockspace Boys count down the best and favorite Bitcoin stories of 2025, from ICE raids in Texas and Operation Chokepoint 2.0 to the explosive pivot to AI and the mystery of the $8B OG whale wallet.

Dec 23, 2025

Quantum’s $100 Billion Threat To Bitcoin

Charlie and Colin dive into the quantum computing debate. Is it a threat to Bitcoin or just VC hype? We explore vulnerable addresses, Nick Carter's thesis, the 2028 timeline, and the controversial plan to "burn" Satoshi's coins to save the network from a $100B hack.

Dec 20, 2025

Inside the $220M Bitcoin Infrastructure SPAC w/ Ryan Gentry

Ryan Gentry, CEO of Bitcoin Infrastructure Acquisition Corp, discusses his $220M IPO, the "aerospace mafia" thesis, and why Bitcoin lending is the next big sector for public markets.

Dec 15, 2025

This New Bitcoin Proposal Would Steal Your Bitcoin

A new proposal suggests burning "spam" Bitcoin UTXOs. We explain why the "CAT" proposal is technically flawed, philosophically dangerous, and amounts to on-chain confiscation.

Dec 10, 2025

Why The 2025 Bitcoin Bull Run Failed Us

Was the 2025 Bitcoin top a failure? We analyze why $126k felt underwhelming, compare BTC returns against Gold and the S&P 500, and discuss Meltem Demirors’ thesis on why TradFi is beating DeFi. Plus, why institutional adoption might be making crypto boring.

Dec 06, 2025

The Conspiracy Was True: Operation Chokepoint 2.0

A new House report confirms the Biden Administration's coordinated, extralegal "Operation Chokepoint 2.0" to debank the crypto industry. We review the timeline & confirmed shadow debanking conspiracies

Dec 03, 2025

Bitcoin Ruined Your Thanksgiving (Here’s What To Do)

Historical data reveals Bitcoin's Thanksgiving-to-Christmas performance is a literal coin toss: 6 up years, 6 down years since 2012. Learn why orange pilling family is brutally hard and the only strategy that actually works.

Nov 29, 2025

Why Most Bitcoin Treasury Companies Are Struggling — and the One That’s Getting It Right

Matt Cole, CEO of Strive, discusses corporate Bitcoin strategy, amplification tactics, surviving volatility, and why Bitcoin's 30%+ annual returns make it the ultimate hurdle rate for treasury companies in 2025.

Nov 26, 2025