MicroStrategy’s playbook goes mainstream This is

MicroStrategy’s playbook goes mainstream

This is where the structural shift truly begins.

According to the Kobeissi Letter, the U.S. alone holds over $31 trillion in assets under management (AUM), across mutual funds, pensions, ETFs, and private firms. Globally, we’re looking at north of $1 trillion. 

According to the Kobeissi Letter, the U.S. alone holds over $31 trillion in assets under management (AUM), across mutual funds, pensions, ETFs, and private firms. Globally, we’re looking at north of $1 trillion. 

Now consider this: Bitcoin has delivered a 90% CAGR over the past decade.

Using MicroStrategy’s balance sheet as a real-world benchmark, even a 1% allocation from traditionally conservative funds is now increasingly inevitable.

Technically, that’s $300 billion from U.S. capital alone.