About this episode
In this episode, I had the pleasure of joining Robin Seyr on his show to dive deep into Bitcoin, its current trajectory, and the bigger forces shaping our future.
If you’re curious about where Bitcoin stands today, how it could evolve tomorrow, and what we can do as individuals to preserve its core ethos, this episode is for you.
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––– Chapters –––
00:00 - Intro
01:01 - Why Bitcoin matters
03:05 - Are “treasury companies” a distraction? ?
06:27 - Trapped capital
09:18 - Have ETFs changed Bitcoin’s cycles and volatility? ?
11:00 - Price discovery vs passive flows
21:15 - AI hype, mega-cap valuations, and downside discovery risk ?
27:19 - Stablecoin feedback loop ? ?
34:52 - How companies (& countries) might custody BTC
41:06 - Bretton Woods 2.0?
55:19 - Unlock circular economies
1:08:02 - Closing Thoughts
I want to take a moment to express my heartfelt gra
