Saylor Recommends Bitcoin Following Dalio's World Order Analysis

Following the Munich Security Conference, hedge fund manager and Bridgewater founder Ray Dalio declared the rules-based post-war world order a failure. Going forward, open competition between power blocs for capital, technology, and markets will dominate ^[1].

Strategy founder Michael Saylor responded to the analysis by recommending the acquisition of an "asset without counterparty risk" in the event of a world order collapse – referring to Bitcoin. The argument: In an environment where states use financial systems as instruments of power, Bitcoin offers structural advantages as a decentralized system without issuers or central controlling authority ^[1].

Dalio describes modern conflicts as disputes over tariffs, technology restrictions, and frozen assets. Financial infrastructure is now closely intertwined with geopolitics ^[1].

However, Bitcoin remains bound to regulated interfaces in practice. Exchanges are subject to national law, wallet addresses can be sanctioned, and mining depends on energy and infrastructure. Historically, Bitcoin has also behaved more like a risk asset than a safe haven during times of crisis, while gold has benefited from geopolitical uncertainty ^[1].