October Week 5 - 2025

BITCOIN RESET
The Next Trillion Dollar Company

Phong Le believes MicroStrategy is positioning itself to become the next trillion dollar company, and his argument goes beyond hype. Speaking with True North, he explained how Bitcoin is quietly redefining the structure of corporate finance, and why his firm’s hybrid model of technology and digital assets could reshape capital markets.

MicroStrategy is best known for its enormous Bitcoin treasury, but Le emphasizes that the company’s long term success rests on bridging software with sound money. Their plan is to introduce Bitcoin-backed credit instruments that allow corporations and institutions to borrow against digital reserves with full transparency. This would make Bitcoin not just a store of value, but an active foundation for global credit markets.

Le also discussed the cultural movement forming around MicroStrategy’s mission. He sees it as more than a business strategy, describing it as a shift in how companies view balance-sheet optimization. By replacing fiat based debt with Bitcoin backed instruments, firms can hold an appreciating asset rather than a depreciating one. In his view, this could trigger a massive re-rating of corporate valuations as capital begins to flow toward harder, scarcer assets.

When asked about the future, Le spoke of a 2030 vision where traditional banks integrate Bitcoin directly into their services. He imagines a world where consumers can borrow, lend, and transact using Bitcoin without even realizing it, as financial institutions quietly transition toward blockchain infrastructure.

MicroStrategy’s approach is both simple and radical. It treats Bitcoin as a productivity tool for balance sheets, not a speculative bet. If Le’s vision plays out, the first trillion dollar software Bitcoin hybrid may already exist, and its growth could mark the beginning of a new monetary era.

MONEY RESET
China’s Quiet Move to Redefine Global Collateral

According to Vince Lanci, China is quietly reshaping the foundation of the global financial system, and few in the West seem to notice. The key lies in something called Shanghai warrants. These are essentially certificates issued through the Shanghai Gold Exchange that give title to physical gold held in Chinese vaults. Unlike the paper based futures contracts traded in London or New York, Shanghai warrants represent actual, deliverable gold that can be verified and transferred.

Lanci explains that China is positioning these warrants as the backbone of a new system of high quality liquid collateral, an alternative to the U.S. Treasury bond. By making gold directly usable in trade settlements and credit markets, Beijing and the broader BRICS coalition are building a parallel financial architecture that bypasses the dollar. In other words, they are laying the groundwork for a world where gold replaces U.S. debt as the ultimate form of security.

The implications are enormous. If successful, it would mean that countries could conduct trade and settle debts using gold backed instruments rather than dollar reserves. This would weaken Western financial leverage and erode the Federal Reserve’s control over global liquidity.

Lanci believes this move is not about destroying the dollar overnight, but about offering an escape hatch from it. As more nations repatriate their gold and participate in the Shanghai system, confidence could gradually shift away from paper assets and toward tangible reserves.

For decades, the West used debt as collateral to dominate global finance. Now China seems to be saying, “We’ll use gold instead.” If that vision takes hold, it could mark the quiet beginning of the most profound monetary shift in a century.

QUANTUM RESET
Google’s Quantum Leap and the Physics Problem No One Saw Coming

On October 22, 2025, Google made headlines with an announcement that could redefine our understanding of reality itself. The company’s new quantum chip, codenamed Willow, achieved what scientists call “verifiable quantum advantage.” That means it solved a problem that would take the most powerful classical supercomputer 10^25 years to complete, in only five minutes.

But it was not just speed that shocked researchers. Google’s experiment appeared to exceed the long standing Carnot efficiency limit, a cornerstone of thermodynamics that defines how efficiently energy can be converted to work. If true, this would challenge physics as we know it.

The Willow chip operates with 105 qubits, reaching an unprecedented 99.97 percent fidelity. That level of precision allowed it to probe molecular structures at a scale previously thought impossible. Combined with new algorithms that create “quantum echoes” inside the processor, the results hint at computation and measurement capabilities that border on the surreal.

The implications are massive. With real world applications predicted within 18 to 36 months, quantum computing could revolutionize drug discovery, materials science, and cryptography. Imagine simulating molecular reactions in seconds or cracking encryption that would take today’s systems centuries.

Of course, not everyone is convinced. Many physicists warn against labeling this a “break in physics.” They note that quantum systems can appear to bypass thermodynamic laws under specific conditions, but when averaged over time, those laws still hold.

Whether this is a revolution or a milestone, one thing is for sure. Quantum tech is accelerating faster than most people anticipated, and humanity may be standing at the edge of a new era where the rules of the universe itself begin to blur. 😳

DISCLAIMER:
This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions or investments. Please be careful and do your own research.