The conversation with investor Zheng Di places MicroStrategy’s Bitcoin holdings within the context of changes in its financial structure. According to the article, the expansion of preferred shares and the principle of keeping Bitcoin holdings per share neutral create a setting in which MicroStrategy may continue small-scale Bitcoin sales. The article describes this as a form of selling experiment and links it to expectations of structural selling pressure in the Bitcoin market.
The discussion also turns to the AI economy. Zheng Di’s view, as presented in the article, is that AI is driving gains across US stock supply chains such as optical modules and semiconductors. The core logic is that tokens are being treated as a new type of labor force, replacing part of human labor and improving corporate profit margins.
On the shift of crypto exchanges toward US equities, the article frames the move as a natural migration of liquidity into higher-value assets rather than an isolated change. From MicroStrategy’s Bitcoin sale experiment to the AI-driven industrial chain and the asset direction of trading platforms, the article connects Bitcoin, US equity opportunities and liquidity flows within the crypto market.