Quote from: Taskford on September 04, 2025, 01:21:33 PM

Quote from: JayJuanGee on September 03, 2025, 07:57:45 PM

That is interesting if they might be considered to be competing against one another.

Saylor mostly bitcoin based and Thiel diversifying into various tech sector ideas that include bitcoin, ether and some various other companies and projects. Maybe Thiel's fund is also going to be more actively managed in terms of getting in and out and Saylor will be attempting to continue to add to just bitcoin or bitcoin derivatives that his company creates.

Let's see how it goes.. especially if we might look at a cycle or two down the road.. and whether they are building and/or growing at similar rates or different rates.

Thiel is playing on different route for diversifying since maybe he's skeptical and have this thoughts that he should not put all his egg in one basket, but Saylor focus solely on Bitcoin.

Right now Thiel is confirmed still holding Bitcoin but there's no evidence that he aggressively accumulating Bitcoin the same as what MicroStrategy did. But It will be cool to see them publicly announce that they are accumulating to same as what Saylor did since provably there's lots of people will get hype on those actions they have done.

Lets see more from them if Thiel would do some big moves and try to compete with Saylor.

Well, I think the main difference is a function of investment philosophy. Saylor is tunnel visioned on Bitcoin, which he regards almost as a corporate reserve asset. His plan is simple: accumulate, long-term hold, and wait while Bitcoin's value proposition unfolds. This solution is easy for others to emulate and has made MicroStrategy a clear example of a Bitcoin first corporate treasury.

Thiel, by contrast, is going a more diversified approach. However, by diversifying and investing in various cryptocurrency projects and blockchain-based startups, he is spreading risk, creating room for innovation, and potentially developing an ecosystem beyond Bitcoin. This plan may not wow headlines in the short term, but could potentially pay off if emerging crypto technologies explode.

It should also be noted that Saylor's approach involves a great deal of conviction and patience, whereas Thiel's approach involves thorough research and active management. There's something for normal investors to learn from both sides: Saylor teaches the power of staying focused to build wealth, and Thiel assured us of the value of diversification and exposure to broader innovation in crypto. I'd be interested in seeing how their plans compare next cycle as well, and if Thiel starts to ramp Bitcoin exposure it would be a massive market catalyst.