Parker Lewis

speaker

599 appearances 1 recordings 1 series first heard Jul 2026 last heard 17 Jul

Parker Lewis’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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What Bitcoin Did · Why MSTR Will Underperform Bitcoin | Parker Lewis · 17 Jul 2026 podcast

Why are they able to borrow?

Well, because it's scarce, but it's zeros and ones.

So everyone's just holding the zeros and ones, but borrowing against it for other money is

how does this work?

And so it becomes very, maybe it might become more difficult to think about the asymmetry of it if you're not thinking about it in the context of money.

And, you know, it's like when Michael Saylor came to understand Bitcoin, he read the Bitcoin standard, right?

So it's like,

you know, for one side of the shareholder base, they're saying, you know, oh, Bitcoin's not volatile enough.

You need more volatility.

And then the other side is like, oh, but for the 99% of you, it's too volatile for you just by my, you know, digital preferred equity.

And, and so I think that like when you're stuck in that,

um, financialized mentality that, um, that it might be difficult to see asymmetry because you're missing something fundamental about Bitcoin.

And I do think, and not to everyone, cause I know people who are, you know, really, you know, longtime Bitcoiners that have started to allocate money to these Bitcoin treasury companies.

So they, they clearly get Bitcoin.

I, I think they might just be wanting to gamble.

They like gambling or something.

Um, but, but, but a lot of other people, um,

came to Bitcoin by way of these, they caught enough signal to understand that there is financial upside to Bitcoin and it's something that they want to own with it never actually having rabbit-holed it and do have a very limited surface level understanding.

And those people are going to rabbit-hole Bitcoin forever.

when the, you know, when the premium flips to a discount, they realize that the narrative was wrong, but they were so close to being on the signal and that will be an unlock.

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