About this episode
Lawrence Lepard is a professional investment manager and author of “The Big Print”. James Lavish is Managing Partner at the Bitcoin Opportunity Fund. Both are vocal advocates for Bitcoin's transformative potential of finance.› https://x.com/jameslavish› https://x.com/lawrencelepardPARTNERS? Gain peace of mind with Onramp’s Multi-Institution Custody solution. Sign up with code BRAM to receive $150 in Bitcoin after your first deposit: https://onrampbitcoin.com/bram? Gemini’s Bitcoin Credit Card: Earn instant bitcoin rewards on every purchase with no annual fee. Sign up today to earn a $200 intro Bitcoin bonus: https://gemini.com/bram? Blockstream Jade Plus: The simplest and most secure hardware wallet on the planet - Get 10% off your entire order with code BRAM at https://store.blockstream.com? Stamp Seed: The safest way to backup your hardware wallet - Get 15% off with code BRAM at https://stampseed.comPRODUCTS I ENDORSE› Get 10% off a Bitaxe open-source Bitcoin home miner using code BRAM at https://shop.powermining.io/?ref=BRAM› Buy Bitcoin in the EU ?? via https://relai.me/bram and use code BRAM to reduce fees by 0.5%? SUBSCRIBE TO GET NOTIFIED› https://youtube.com/@bramk??› https://x.com/bramk? TIMESTAMPS00:00 - Introduction: The Macro Thesis Is Accelerating00:53 - OG Selling Broke The 4-Year Cycle07:32 - Bitcoin Is The Liquidity Fire Alarm08:47 - The Fed Is Trapped: Big Print Is Certain11:39 - The Catastrophic Seizure of Russian Treasuries14:45 - Gold Is A Bond, Bitcoin Is Growth Equity18:37 - The Warning on Bitcoin Treasury Stocks25:31 - Why Hardest Money Always Wins34:25 - It's A Trend, Not A Trade36:51 - How To Handle Bitcoin Volatility42:47 - Who Is Buying The OG Bitcoin Supply?48:28 - The Trigger Event: Feels Like Summer '0851:11 - The Debt Spiral & The Egg Toss