In a Nov. 29 interview with CNBC, the Strategy co founder argued that stablecoins and Bitcoin operate in completely different lanes. While both use blockchain technology, he said their economic roles are not the same.
In Saylor’s view, the biggest winner in the global rise of stablecoins is not a crypto token, but the U.S. dollar itself.
Stablecoins as Payment Rails
Saylor described stablecoins as direct competitors to Visa, Mastercard, and the traditional banking system. Stablecoins are digital tokens designed to keep a steady price, often by being backed one to one by dollars or short term government debt. Their value does not swing wildly, which makes them useful for payments, remittances, and everyday transfers.
As stablecoins spread across borders, Saylor believes they strengthen demand for the U.S. dollar. A person in Latin America, Africa, or Southeast Asia can hold and move dollar based stablecoins without opening a U.S. bank account. That expands the dollar’s reach far beyond traditional financial rails.
Bitcoin, Saylor said, plays a very different role. Rather than competing with payment networks, Bitcoin competes with assets like gold, real estate, and public equities. He called it digital capital, designed for long term value storage rather than daily spending.
This view aligns with how many investors use Bitcoin today. Large holders often treat it as a hedge against inflation or currency debasement, similar to how gold has been used for decades. Bitcoin’s fixed supply of 21 million coins reinforces this narrative, making it fundamentally different from dollar linked stablecoins that can expand with demand.
More About Michael Saylor
On Dec. 16, Michael Saylor said that advances in quantum computing should be seen as a long term strength for Bitcoin, not a threat. He argued that if quantum risks emerge, the Bitcoin network can upgrade its security, allowing active coins to migrate to stronger protections while lost or inactive coins remain frozen.
The Bitcoin Quantum Leap: Quantum computing won’t break Bitcoin—it will harden it. The network upgrades, active coins migrate, lost coins stay frozen. Security goes up. Supply comes down. Bitcoin grows stronger.
— Michael Saylor (@saylor) December 16, 2025
In his view, this process would raise overall security and effectively reduce circulating supply, making Bitcoin scarcer over time. Rather than weakening the network, Saylor described quantum computing as a force that could ultimately harden Bitcoin and reinforce its role as a resilient form of digital capital.
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