The speaker believes that MicroStrategy (MSTR) will outperform BioMarin Pharmaceutical (BMRN) in the long term. The rationale is not based on current market conditions or specific financial news, but rather on a fundamental belief in Bitcoin as a digital credit-worthy network. The speaker anticipates that Bitcoin will see significant inflows, potentially reaching $1 trillion, and become a dominant asset class over the next decade, outperforming Ethereum (ETH) due to its established nature and the limitations of other blockchain systems. The analysis is speculative and forward-looking, focusing on Bitcoin's long-term potential rather than short-term trading setups.