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StarkWare CEO proposes a 4% annual inflation rate for Bitcoin instead of the 21 million coin cap.
PANews reported on July 8th that, according to Cointelegraph, StarkWare CEO Eli Ben-Sasson posted on the X platform proposing to replace the current hard cap of 21 million Bitcoins with a 4% annual issuance rate. He believes the current hard cap is "unreasonable" because private keys will be lost over time, "and when time approaches infinity, all private keys will be lost." Ledger estimates that approximately 4 million Bitcoins have already been permanently lost. Ben-Sasson stated that a 4% annual issuance rate roughly matches the global population growth rate. This proposal has sparked strong opposition from the community. Opponents argue that the fixed cap is the core value of Bitcoin, and that Bitcoin can be divided into 2.1 quadrillion satoshis, which is sufficient to address the issue of declining available supply.
Strategy CEO: Bitcoin is like a "currency version of the United States," reshaping the financial order through rules and scarcity.
PANews reported on July 4th that Strategy CEO Phong Le published an article on the X platform stating that Bitcoin is essentially an "embodiment of freedom," comparing it to "the United States in the monetary world." He recalled his experience in Vietnam, noting that while Vietnam has undergone significant changes in economic development and social vitality, "the United States remains a desirable destination for many globally," symbolizing opportunity, upward mobility, and institutional freedom. Phong Le pointed out that the United States' long-term success stems from its constitutional system, capitalist mechanisms, and innovative culture, enabling ordinary people to achieve upward social mobility through education, entrepreneurship, and risk-taking. His family's experience as Vietnamese refugees immigrating to the United States exemplifies this system.
Strategy CEO: Bitcoin offers hope for combating monetary inflation.
According to Mars Finance, on July 4th, Strategy CEO Phong Le posted on social media that Bitcoin is the United States of Money. Its aim is to create a system governed by transparent rules, not individual discretion. Based on a principled white paper, the scarcity of digital enforcement, and proof-of-work, Bitcoin is a form of digital capital governed by code, energy, and consensus. But beyond that, Bitcoin is hope. It offers hope to those who work hard and wish to protect their wealth from the erosion of monetary inflation.
CryptoQuant CEO: Bitcoin is poised for another parabolic surge, but deeper institutional allocation is needed.
PANews reported on July 1st that CryptoQuant CEO Ki Young Ju published an article on the X platform stating that Bitcoin is likely poised for another parabolic surge. While capital efficiency is declining—in 2011, a mere $2.7 billion net capital inflow fueled a 55,436% increase, while the current cycle's $697 billion yielded only a 689% return—he believes the next parabolic bull market requires deeper institutional allocation, with Bitcoin becoming a core macro asset rather than a retail-driven ETF. Ki Young Ju stated that this shift is still in its early stages and has not yet been disproven. If Bitcoin can absorb over $1 trillion in realized market capitalization, another parabolic surge is still possible. Currently, gold's market capitalization is approximately $27 trillion.
Strive ASST CEO: The company will not be forced to sell any BTC.
According to Odaily Odaily, Strive ASST CEO Matt Cole stated that Bitcoin could fall to $0.01 and remain there for 18 months, and the company could also do nothing; the company would not be forced to sell any BTC; there is no price that would lead to the company's liquidation.
Polymarket sued over dispute over Strategy's sale of a Bitcoin prediction market.
According to Mars Finance, on July 7th, two plaintiffs filed a lawsuit against Polymarket, accusing it of breach of contract and deceptive conduct in a prediction market related to whether Strategy would sell Bitcoin by the end of May. According to the complaint filed on July 3rd in the New York State Supreme Court, plaintiffs William Wood and Thomas Bush named Polymarket, its CEO Shayne Coplan, Chief Marketing Officer Matthew Modabber, and other related entities and individuals as defendants. The complaint alleges that the two plaintiffs held a "Yes" position in a binary prediction market that asked whether Strategy would sell any Bitcoin holdings by May 31st. According to Strategy's Form 8-K filing with the U.S. Securities and Exchange Commission (SEC), the company did sell 32 Bitcoins (BTC) between May 26th and 31st. However, the plaintiffs point out that Polymarket ultimately ruled the market "No." They stated that the platform added a clarification before settlement, effectively changing the criterion from "whether the sale was completed before May 31st" to "whether the sale was publicly confirmed before May 31st." Due to this change in criteria, although Strategy had sold Bitcoin within the deadline, the prediction market was ultimately ruled "no" on June 3rd via a UMA vote (the mechanism Polymarket uses to adjudicate disputed markets).