Just caught some interesting takes from Saylor on where Bitcoin might be heading, and honestly the guy's been pretty consistent with his macro calls over the years.

His main argument is straightforward - he thinks we've likely seen the bottom for Bitcoin already. Given all the macro uncertainty we've had, that's actually a pretty bold stance. If he's right, that could set up the conditions for a proper bull run crypto cycle to develop from here.

What caught my attention more was his commentary on the quantum computing risk angle. Lot of people in the space have been freaking out about quantum threats to crypto security, but Saylor's position is that it's way overblown. The infrastructure and cryptography protocols have enough runway that quantum won't be an existential threat in any meaningful timeframe. He's basically saying don't let FUD about quantum computing derail your bull run crypto thesis.

I think he's got a point there. The quantum narrative pops up every few years and people panic, but the actual technical work being done on quantum-resistant algorithms is already happening. It's not like the industry is sitting idle.

The bigger picture here is that if Bitcoin really has bottomed and we're starting a new bull run in crypto, then we're probably in the early innings of a much longer cycle. That's the kind of thesis that gets people interested in the space again - not just traders looking for quick moves, but actual investors thinking about multi-year holds.

Anyone else tracking this angle, or is everyone still too caught up in the day-to-day noise?