Michael Saylor: Regulatory support will become the fundamental catalyst for Bitcoin's rise
On February 6, during the MSTR Q4 2025 earnings call, Strategy founder Michael Saylor made it clear that positive changes at the regulatory level are becoming a fundamental force driving the rise of Bitcoin. He pointed out that, compared to the previously uncertain environment, the United States is now forming the "most constructive" regulatory lineup in history, which lays a clearer and more predictable development framework for the digital asset industry.
Saylor mentioned that the current policy environment encompasses key departments and positions such as the Federal Reserve, the Treasury Department, the CFTC, the SEC, and the White House Digital Asset Coordinator. He believes that these five factors together constitute a more coordinated and open regulatory structure, providing a confidence basis for the large-scale entry of institutional capital. In his view, what truly determines long-term trends is not short-term price fluctuations, but the certainty at the institutional level.
He emphasized that when regulation is no longer a suppressive force but turns to clear rules and compliance pathways, the legitimacy and acceptability of Bitcoin as a digital value storage tool will significantly increase. This will not only affect market sentiment but will also change the asset allocation logic of pension funds, sovereign funds, and large enterprises.
For Strategy, this judgment also explains its ongoing strategy of increasing its Bitcoin holdings. Saylor believes that as favorable policies gradually take shape, digital assets are at a structural turning point, and regulatory support will become the core driving force of the next stage of the market.