投资人在股东信、访谈、雪球上公开讲过的观点，加上知名投资节目和名人对个股的看法，按发表时间排列。每条都附原文出处，原话逐字照录；投资人谈自己 13F 持仓的，「说完之后」那一行是同一季度 13F 上的实际操作。
2025 年比特币大会期间，特朗普传媒、GameStop 等纷纷宣布买入比特币，股价却下跌。Saylor 认为这只是短期现象，长期看企业资产负债表上持有比特币已证明非常受欢迎，世界各地都在冒出比特币储备公司。他认为比特币网络是反脆弱的：参与者越多、越分散，协议就越难被篡改，也越能让大型经济主体放心把重量压上来。
The more actors that come into the ecosystem, the more diverse, the more distributed the protocol is, the more incorruptible it becomes, the more robust it becomes, and so that means the more trustworthy it becomes to larger economic actors who otherwise would be afraid to put all of their economic weight on the network.关税担忧下市场避险，比特币走弱。Saylor 认为美国经济前景和利率预期已经回落，市场处在宏观避险区间，一旦情绪翻转，比特币会报复性上涨；如果现在要押注 10 亿美元，唯一该做的就是把它押在作为长期价值储存手段的比特币上。他也认为需要国会通过数字资产框架，代币经济才能合规地发展起来。
And we're in this macro risk off zone. When that flips, I think Bitcoin will rip forward with a vengeance.Strategy（原 MicroStrategy）创始人 Saylor 是比特币最大的企业持有者，本人与比特币利益直接相关。他把比特币比作网络空间里的曼哈顿：过去三百年里任何一年买曼哈顿都比前人贵一点，但投资自由世界的经济中心总是好投资。他说公司会一直在高位买入，并像曼哈顿开发商不断借债盖楼那样，持续发债买比特币。
I would have bought Manhattan 100 years ago, 200 years ago, every year for the past 300 years. You pay a little bit more than the person that bought Manhattan before you, but it's always a good investment to invest in the economic capital of the free world.