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Bitcoin is down from all-time highs, but stacks.btc Founder @Muneeb still thinks it will hit $1,000,000 by 2030 On today's Talking Tokens Podcast he explains his thesis, how bitcoin is maturing, whether it's still "digital gold," quantum computing risks, yield opps & more. Watch below:

Jacquelyn Melinek

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15,552 просмотров • 5 месяцев назад •via X (Twitter)

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NEW Talking Tokens Podcast is all about bitcoin and what's possible with it beyond HODLing Guests Matt Luongo ✜ of Thesis* & Mezo, and Nathan McCauley ⚓ of Anchorage Digital also explain how bitcoin collateral and institutional borrowing and lending are becoming core areas for adoption. Full episode below:

NEW Talking Tokens Podcast is all about bitcoin and what's possible with it beyond HODLing Guests Matt Luongo ✜ of Thesis* & Mezo, and Nathan McCauley ⚓ of Anchorage Digital also explain how bitcoin collateral and institutional borrowing and lending are becoming core areas for adoption. Full episode below:

Jacquelyn Melinek

15,548 просмотров • 8 месяцев назад

NEW: Luke Gromen says that he reduced his Bitcoin portfolio substantially at $95,000 and thinks it’s going a lot lower. - Risk of quantum computing - Not making new highs vs gold - Lots of selling from whales - Charts broke down 6 weeks ago - Believes 4 year cycle is playing out

NEW: Luke Gromen says that he reduced his Bitcoin portfolio substantially at $95,000 and thinks it’s going a lot lower. - Risk of quantum computing - Not making new highs vs gold - Lots of selling from whales - Charts broke down 6 weeks ago - Believes 4 year cycle is playing out

The ₿itcoin Therapist

589,026 просмотров • 8 месяцев назад

Gold since April 2025: +60% Bitcoin since April 2025: -30% Gold since its January high: still near all-time highs. Bitcoin since its October high: -48%. 5 consecutive red months for Bitcoin. A 0.55 correlation with the S&P 500 as of March 1st. And people still call it "digital gold." Let me explain why that framing will cost you money: When the Middle East escalated, gold surged above $5,300. Bitcoin dropped. When equities sold off, gold held. Bitcoin sold with them. When uncertainty spiked, gold hit all-time highs. Bitcoin bled. This isn't an accident. It's the nature of WHAT these assets actually are. Gold is an asset that isn't somebody else's liability. It's not correlated with the general level of risk assets. It doesn't shift identities depending on what the market needs it to be that week. Bitcoin does. Sometimes it's digital gold. Sometimes it's correlated to NASDAQ. Sometimes it follows the dollar. Sometimes it follows liquidity. It depends on whatever narrative is convenient at the time. And narrative always follows price. That's the way it works. When Bitcoin was ripping to $126,000 in October, everyone called it a store of value. Now that it's trading at $66,000 with 5 red months, NOBODY talks about the digital gold thesis anymore. Gold doesn't have that problem. Central banks bought 863 tonnes of gold in 2025. Accumulating at the fastest pace in decades. China is buying like crazy for months. Nobody's buying Bitcoin for their sovereign reserves. Nobody's rewriting the gold thesis every quarter. I said this on back in April last year when Bitcoin was reclaiming $90,000 and everyone wanted me to be bullish on crypto: "If NASDAQ takes a header, if risk assets take another leg down, you want to bet Bitcoin goes up or down? I'd vote down." NASDAQ took a header. Risk assets took a leg down. Bitcoin went down. Gold went up. It's not complicated. Gold is insurance against irresponsible policies from central bankers and government officials. It protects you against the falling dollar. It's been doing this for 5,000 years. Bitcoin is a speculative instrument that acts like protection only when everything else is going up too. And in the environment we're heading into (geopolitical risk at generational highs, the dollar under pressure, central banks still buying, the Fed boxed in on rates) you want the real thing. Not the imitation. GOLD SURVIVED EMPIRES BITCOIN SURVIVED TWITTER

Gold since April 2025: +60% Bitcoin since April 2025: -30% Gold since its January high: still near all-time highs. Bitcoin since its October high: -48%. 5 consecutive red months for Bitcoin. A 0.55 correlation with the S&P 500 as of March 1st. And people still call it "digital gold." Let me explain why that framing will cost you money: When the Middle East escalated, gold surged above $5,300. Bitcoin dropped. When equities sold off, gold held. Bitcoin sold with them. When uncertainty spiked, gold hit all-time highs. Bitcoin bled. This isn't an accident. It's the nature of WHAT these assets actually are. Gold is an asset that isn't somebody else's liability. It's not correlated with the general level of risk assets. It doesn't shift identities depending on what the market needs it to be that week. Bitcoin does. Sometimes it's digital gold. Sometimes it's correlated to NASDAQ. Sometimes it follows the dollar. Sometimes it follows liquidity. It depends on whatever narrative is convenient at the time. And narrative always follows price. That's the way it works. When Bitcoin was ripping to $126,000 in October, everyone called it a store of value. Now that it's trading at $66,000 with 5 red months, NOBODY talks about the digital gold thesis anymore. Gold doesn't have that problem. Central banks bought 863 tonnes of gold in 2025. Accumulating at the fastest pace in decades. China is buying like crazy for months. Nobody's buying Bitcoin for their sovereign reserves. Nobody's rewriting the gold thesis every quarter. I said this on back in April last year when Bitcoin was reclaiming $90,000 and everyone wanted me to be bullish on crypto: "If NASDAQ takes a header, if risk assets take another leg down, you want to bet Bitcoin goes up or down? I'd vote down." NASDAQ took a header. Risk assets took a leg down. Bitcoin went down. Gold went up. It's not complicated. Gold is insurance against irresponsible policies from central bankers and government officials. It protects you against the falling dollar. It's been doing this for 5,000 years. Bitcoin is a speculative instrument that acts like protection only when everything else is going up too. And in the environment we're heading into (geopolitical risk at generational highs, the dollar under pressure, central banks still buying, the Fed boxed in on rates) you want the real thing. Not the imitation. GOLD SURVIVED EMPIRES BITCOIN SURVIVED TWITTER

George Noble

11,852 просмотров • 5 месяцев назад

“I think the technical risk is overblown.” Will quantum computing destroy Bitcoin? Lyn Alden breaks down one of crypto's most misunderstood risks. The lines that stuck with us: "Bitcoin relies on cryptographic security that could theoretically be broken by powerful quantum machines." "The timeline for quantum breakthroughs is still uncertain." "Bitcoin developers could implement new cryptographic standards if needed." "The risk is worth understanding but may be far away." One uncomfortable question. Three pieces of technical reality nobody talks about honestly. Watch the full episode with Lyn Alden

“I think the technical risk is overblown.” Will quantum computing destroy Bitcoin? Lyn Alden breaks down one of crypto's most misunderstood risks. The lines that stuck with us: "Bitcoin relies on cryptographic security that could theoretically be broken by powerful quantum machines." "The timeline for quantum breakthroughs is still uncertain." "Bitcoin developers could implement new cryptographic standards if needed." "The risk is worth understanding but may be far away." One uncomfortable question. Three pieces of technical reality nobody talks about honestly. Watch the full episode with Lyn Alden

New Era Finance Podcast

14,812 просмотров • 2 месяцев назад

Ray Dalio: I Keep About 1% of My Portfolio in Bitcoin, but I Prefer Gold Bridgewater founder Ray Dalio Ray Dalio said on The Diary Of A CEO that roughly 1% of his portfolio is in Bitcoin. He counts it as "money that can't be printed" and suggests most people hold 5–15% of their portfolio in hard money, but within that bucket he prefers gold. Dalio argued Bitcoin is exposed to quantum computing, government surveillance and taxation, and said central banks will never hold it in size because they need privacy and control — pointing to Russia, whose reserves were frozen while its gold could not be touched.

Ray Dalio: I Keep About 1% of My Portfolio in Bitcoin, but I Prefer Gold Bridgewater founder Ray Dalio Ray Dalio said on The Diary Of A CEO that roughly 1% of his portfolio is in Bitcoin. He counts it as "money that can't be printed" and suggests most people hold 5–15% of their portfolio in hard money, but within that bucket he prefers gold. Dalio argued Bitcoin is exposed to quantum computing, government surveillance and taxation, and said central banks will never hold it in size because they need privacy and control — pointing to Russia, whose reserves were frozen while its gold could not be touched.

Wu Blockchain

22,414 просмотров • 14 дней назад

🚨 Bitcoin Holders, This Changes EVERYTHING! This was a really Deep conversation with Preston Pysh Quantum computing is advancing FAST – could it break Bitcoin? Microsoft’s Majorana One breakthrough might be the biggest threat yet. Preston Pysh joins us to break it all down + why Bitcoin Bonds could reshape finance forever. We dove into: - Why Bitcoin’s Future is at Risk – The biggest challenge no one is talking about. - The Fed vs. Bitcoin – How the financial system is shifting before our eyes. - The Big Print is Already Happening – Why fiat is doomed and Bitcoin is the exit. - DOGE (Dept. of Gov. Efficiency) – Will government spending finally be reined in? - How to Protect Your Bitcoin – Steps to stay ahead of quantum risks and economic chaos. Out Friday 5:05am AEST on YT 🤝 Gday Bitcoin Thanks for the huge signal and the many laughs Preston, this was so insightful and epic fun.

🚨 Bitcoin Holders, This Changes EVERYTHING! This was a really Deep conversation with Preston Pysh Quantum computing is advancing FAST – could it break Bitcoin? Microsoft’s Majorana One breakthrough might be the biggest threat yet. Preston Pysh joins us to break it all down + why Bitcoin Bonds could reshape finance forever. We dove into: - Why Bitcoin’s Future is at Risk – The biggest challenge no one is talking about. - The Fed vs. Bitcoin – How the financial system is shifting before our eyes. - The Big Print is Already Happening – Why fiat is doomed and Bitcoin is the exit. - DOGE (Dept. of Gov. Efficiency) – Will government spending finally be reined in? - How to Protect Your Bitcoin – Steps to stay ahead of quantum risks and economic chaos. Out Friday 5:05am AEST on YT 🤝 Gday Bitcoin Thanks for the huge signal and the many laughs Preston, this was so insightful and epic fun.

Sean Clarke

17,597 просмотров • 1 год назад

LUKE GROMEN SAYS NO ONE HAS ACCURATELY DESCRIBED HIS NEAR-TERM BEARISH STANCE ON BITCOIN So here it is, line by line: • Gromen says he sold most, but not all, of his Bitcoin. • He argues most people misunderstand why he is bearish. • He says his thesis that Bitcoin is the last functioning smoke alarm of global liquidity has been proven right. • What was proven wrong, for now, is Bitcoin as a neutral reserve asset in deflation. • In deflation, Bitcoin trades like a high beta tech stock. • In other words, Bitcoin behaves like equity, not cash or gold. • The global economy is extremely leveraged. • In any leveraged system, deflation hits the equity tranche first. • Bitcoin, in Gromen’s framework, is the equity tranche. • AI and robotics are enforcing accelerating, exponential deflation. • Productivity gains overwhelm anything short of extreme money printing. • Without “nuclear printing,” deflation dominates. • When deflation dominates, equity prices fall. • Because Bitcoin trades like equity, Bitcoin falls. • Gromen does not think nuclear printing is coming soon. • He thinks sentiment on Bitcoin remains extremely bullish because of all the hate he has gotten for selling. • Long term, he is still bullish on Bitcoin. • He still expects deflation to eventually force the 'nuclear printing'. • His mistake was timing the policy response too early. • Until that response arrives, he believes Bitcoin is vulnerable.

LUKE GROMEN SAYS NO ONE HAS ACCURATELY DESCRIBED HIS NEAR-TERM BEARISH STANCE ON BITCOIN So here it is, line by line: • Gromen says he sold most, but not all, of his Bitcoin. • He argues most people misunderstand why he is bearish. • He says his thesis that Bitcoin is the last functioning smoke alarm of global liquidity has been proven right. • What was proven wrong, for now, is Bitcoin as a neutral reserve asset in deflation. • In deflation, Bitcoin trades like a high beta tech stock. • In other words, Bitcoin behaves like equity, not cash or gold. • The global economy is extremely leveraged. • In any leveraged system, deflation hits the equity tranche first. • Bitcoin, in Gromen’s framework, is the equity tranche. • AI and robotics are enforcing accelerating, exponential deflation. • Productivity gains overwhelm anything short of extreme money printing. • Without “nuclear printing,” deflation dominates. • When deflation dominates, equity prices fall. • Because Bitcoin trades like equity, Bitcoin falls. • Gromen does not think nuclear printing is coming soon. • He thinks sentiment on Bitcoin remains extremely bullish because of all the hate he has gotten for selling. • Long term, he is still bullish on Bitcoin. • He still expects deflation to eventually force the 'nuclear printing'. • His mistake was timing the policy response too early. • Until that response arrives, he believes Bitcoin is vulnerable.

Bitcoin News

201,601 просмотров • 7 месяцев назад

🎙️ The Sujal Show Ep. 4: Michael Saylor - Calling Bitcoin a Gamble to buying $50 Billion of Bitcoin On The Sujal Show, Michael Saylor (Founder of Strategy) revealed whether Bitcoin will crash 80% again, whether the AI bubble is about to burst, warned altcoin holders, addressed falling $MSTR stock, & exposed gold's flaws for 100M+ Indian gold investors 🇮🇳 We discussed: - Will Bitcoin crash 70–80% again? - Is a huge market crash coming due to the AI bubble & Currency Collapse? - His 3 wishes with genie - 1 minute pitch to sell your house & buy Bitcoin - India's 🇮🇳 $3T gold market, his message to every indian family - What to buy if you need money in 4 weeks, 4 years, or 10 years? - Digital capital (BTC) vs Digital credit (STRK) vs Digital equity (MSTR) - Best advice from 45 years of career - Can altcoins really do 100x? - Formula to protect wealth - Message to scared $MSTR & $BTC investors - Why Bitcoin is the new digital gold - Blueprint for young entrepreneurs & Bitcoin builders - And he said it in Hindi: "Bitcoin is future" Timestamps: 00:00 Intro 01:54 From $250K to $50B Journey 03:23 Why He Went All-In on Bitcoin 04:24 Message to Indian Gold Holders 05:25 Strategy $MSTR correction 07:00 Can Bitcoin 10x–100x Again? 08:20 AI Bubble & Market Crash Warning 09:15 Digital assets will make us wealthy 09:35 Will BTC Drop 80% Again? 10:39 Bitcoin is being less volatile 10:55 Best Advice of His Life 12:05 His Current Mission & Life Focus 12:40 Framework for Young Builders 13:07 15,000-page book everyone should read 13:28 “Bitcoin Is the Future” Thanks to Bitcoin MENA Conference, SkyNet X Solutions, & Bonnie for making this possible Watch The Sujal Show Ep. 4 and learn from the man who went all in on Bitcoin 👇

🎙️ The Sujal Show Ep. 4: Michael Saylor - Calling Bitcoin a Gamble to buying $50 Billion of Bitcoin On The Sujal Show, Michael Saylor (Founder of Strategy) revealed whether Bitcoin will crash 80% again, whether the AI bubble is about to burst, warned altcoin holders, addressed falling $MSTR stock, & exposed gold's flaws for 100M+ Indian gold investors 🇮🇳 We discussed: - Will Bitcoin crash 70–80% again? - Is a huge market crash coming due to the AI bubble & Currency Collapse? - His 3 wishes with genie - 1 minute pitch to sell your house & buy Bitcoin - India's 🇮🇳 $3T gold market, his message to every indian family - What to buy if you need money in 4 weeks, 4 years, or 10 years? - Digital capital (BTC) vs Digital credit (STRK) vs Digital equity (MSTR) - Best advice from 45 years of career - Can altcoins really do 100x? - Formula to protect wealth - Message to scared $MSTR & $BTC investors - Why Bitcoin is the new digital gold - Blueprint for young entrepreneurs & Bitcoin builders - And he said it in Hindi: "Bitcoin is future" Timestamps: 00:00 Intro 01:54 From $250K to $50B Journey 03:23 Why He Went All-In on Bitcoin 04:24 Message to Indian Gold Holders 05:25 Strategy $MSTR correction 07:00 Can Bitcoin 10x–100x Again? 08:20 AI Bubble & Market Crash Warning 09:15 Digital assets will make us wealthy 09:35 Will BTC Drop 80% Again? 10:39 Bitcoin is being less volatile 10:55 Best Advice of His Life 12:05 His Current Mission & Life Focus 12:40 Framework for Young Builders 13:07 15,000-page book everyone should read 13:28 “Bitcoin Is the Future” Thanks to Bitcoin MENA Conference, SkyNet X Solutions, & Bonnie for making this possible Watch The Sujal Show Ep. 4 and learn from the man who went all in on Bitcoin 👇

Sujal Jethwani

131,527 просмотров • 5 месяцев назад

This interview is for all levels of Bitcoin understanding. I sat down with Ric Edelman to bust 6 big myths keeping people from buying Bitcoin. He now recommends a 10–40% allocation—yes, 40%—and predicts when financial advisors will finally follow. Bookmark this and share it with your skeptical friends. Timecodes: 00:00 Ric Edelman’s Journey: From Journalist to # 1 RIA 2:17 Serving the Mass Affluent Market 5:10 Why Advisors Hesitate on Bitcoin 7:56 Why Finance Moves Slowly 9:37 Is Avoiding Bitcoin a Mistake? 12:09 Too Late to Buy Bitcoin? 13:24 Is Bitcoin Too Volatile? 14:22 Can Quantum Computing Break Bitcoin? 17:06 Is Bitcoin a Ponzi Scheme? 17:59 Is Bitcoin Too Risky? 20:46 Bond Market Disruptions 23:40 Ideal Portfolio Allocation 26:25 Are Stablecoins Replacing Bonds? 28:26 Should You Allocate More to Bitcoin? 29:31 Bitcoin vs. Altcoins 31:14 Rise of Corporate Bitcoin Treasuries 32:46 Is Bitcoin Price Peaking? 33:58 Will Bitcoin Hit $500K by 2030? 35:12 Borrowing Against Bitcoin 36:22 Ric Edelman’s Best Investment Ever? 37:06 Upcoming U.S. Crypto Legislation 38:39 Bitcoin vs. Satoshis Explained

This interview is for all levels of Bitcoin understanding. I sat down with Ric Edelman to bust 6 big myths keeping people from buying Bitcoin. He now recommends a 10–40% allocation—yes, 40%—and predicts when financial advisors will finally follow. Bookmark this and share it with your skeptical friends. Timecodes: 00:00 Ric Edelman’s Journey: From Journalist to # 1 RIA 2:17 Serving the Mass Affluent Market 5:10 Why Advisors Hesitate on Bitcoin 7:56 Why Finance Moves Slowly 9:37 Is Avoiding Bitcoin a Mistake? 12:09 Too Late to Buy Bitcoin? 13:24 Is Bitcoin Too Volatile? 14:22 Can Quantum Computing Break Bitcoin? 17:06 Is Bitcoin a Ponzi Scheme? 17:59 Is Bitcoin Too Risky? 20:46 Bond Market Disruptions 23:40 Ideal Portfolio Allocation 26:25 Are Stablecoins Replacing Bonds? 28:26 Should You Allocate More to Bitcoin? 29:31 Bitcoin vs. Altcoins 31:14 Rise of Corporate Bitcoin Treasuries 32:46 Is Bitcoin Price Peaking? 33:58 Will Bitcoin Hit $500K by 2030? 35:12 Borrowing Against Bitcoin 36:22 Ric Edelman’s Best Investment Ever? 37:06 Upcoming U.S. Crypto Legislation 38:39 Bitcoin vs. Satoshis Explained

Natalie Brunell ⚡️

273,338 просмотров • 1 год назад

Why is gold ripping while Bitcoin lags? The team breaks it down on this week's Bitcoin Policy Hour. It's not just tariffs — it's China's deliberate strategy to build gold-based financial rails and challenge dollar dominance. Beijing injected $1T yuan this year, debasing against gold on purpose. Meanwhile, Bitcoin got hit by leverage liquidations from tariff volatility. The solution? Fund the Strategic Bitcoin Reserve and let BTC compete as premier hard money. WATCH: cc: Zack Shapiro, Zack Cohen, Stephen Pollock, Bayman11771

Why is gold ripping while Bitcoin lags? The team breaks it down on this week's Bitcoin Policy Hour. It's not just tariffs — it's China's deliberate strategy to build gold-based financial rails and challenge dollar dominance. Beijing injected $1T yuan this year, debasing against gold on purpose. Meanwhile, Bitcoin got hit by leverage liquidations from tariff volatility. The solution? Fund the Strategic Bitcoin Reserve and let BTC compete as premier hard money. WATCH: cc: Zack Shapiro, Zack Cohen, Stephen Pollock, Bayman11771

Bitcoin Policy Institute

39,150 просмотров • 9 месяцев назад

TOM LEE: BITCOIN OVER $100,000 AND ETHEREUM BACK OVER $5,000 BY YEAR END He sets a clear test for whether the crypto thesis still holds: - He sees Bitcoin above $100,000 and Ethereum back over $5,000 by the end of the year - Bitcoin has been down three quarters in a row but never four, so a June-to-September bounce is the test, and no bounce would mean something's broken - The real floor is production cost: Bitcoin sits about 5% below it now, and falling to half of production cost would mean the network itself can't be supported

TOM LEE: BITCOIN OVER $100,000 AND ETHEREUM BACK OVER $5,000 BY YEAR END He sets a clear test for whether the crypto thesis still holds: - He sees Bitcoin above $100,000 and Ethereum back over $5,000 by the end of the year - Bitcoin has been down three quarters in a row but never four, so a June-to-September bounce is the test, and no bounce would mean something's broken - The real floor is production cost: Bitcoin sits about 5% below it now, and falling to half of production cost would mean the network itself can't be supported

Tom Lee Tracker (Not actually Tom)

72,409 просмотров • 1 месяц назад

.Tyler Winklevoss and Cameron Winklevoss explaining their gold 2.0 thesis in 2017 when bitcoin was $17k "Whatever your reasons for investing in gold, whether is scarcity, durability, portability, fungibility. We think that bitcoin matches or beats gold across the board on all of those categories" "It's actually not scarce, it's fixed. You can send it around like an email. It's a lot harder to do that with a bar of gold" "The marketcap of bitcoin right now is $300 billion. The market cap of gold is $6 trillion." "We've been saying this since the market cap of bitcoin was $1 billion. We're 300x more correct today and we think theres a chance we'll be 20x more correct from here on out"

.Tyler Winklevoss and Cameron Winklevoss explaining their gold 2.0 thesis in 2017 when bitcoin was $17k "Whatever your reasons for investing in gold, whether is scarcity, durability, portability, fungibility. We think that bitcoin matches or beats gold across the board on all of those categories" "It's actually not scarce, it's fixed. You can send it around like an email. It's a lot harder to do that with a bar of gold" "The marketcap of bitcoin right now is $300 billion. The market cap of gold is $6 trillion." "We've been saying this since the market cap of bitcoin was $1 billion. We're 300x more correct today and we think theres a chance we'll be 20x more correct from here on out"

Jeremy

24,493 просмотров • 2 месяцев назад

Bitcoin is known as digital gold. But is it also the new real estate? Core DAO 🔶’s head of institution Hong Sun and Michael Saylor think so. Hong explains how bitcoin is evolving, BTCFi is reshaping institutional strategy and what's next for the multi-trillion dollar asset class. Listen in on Talking Tokens Podcast: Timestamps 0:00 – Who is Hong Sun & what is Core? 0:54 – From Paxos to BTCFi: Hong's journey 2:01 – Why bitcoin yield matters for adoption 2:34 – Yield without custody risk: Time locks explained 4:03 – lstBTC and tokenizing yield 5:44 – ETF buyers vs. yield seekers: the next wave 6:51 – How institutions are thinking about BTC yield 8:12 – Why time locks minimize risk 10:25 – Tax efficiency & regulatory clarity 11:08 – From gold to fixed income: Bitcoin's new narrative 13:14 – Allocating bitcoin in portfolios 15:01 – Is bitcoin the new real estate? 17:14 – Growth of BTCFi across L1s 19:28 – Core as infra for Bitcoin utility 21:30 – New products: Rev+ and more 23:29 – Sharing gas fees with builders 24:37 – The stablecoin connection to BTCFi 26:28 – Monetizing distribution for issuers 27:27 – Incentives for builders & devs on Core 29:33 – Educating institutions on safe BTC yield 32:24 – BTCFi: treasuries, ETFs & traders 34:08 – Positive carry for market makers 35:25 – What dual staking unlocks 38:13 – BTCFi TAM & billion-dollar upside 40:23 – Composable Bitcoin in traditional finance 42:15 – Liquidity, volatility & macro impacts 44:14 – Hong’s advice: think big, build aligned systems

Bitcoin is known as digital gold. But is it also the new real estate? Core DAO 🔶’s head of institution Hong Sun and Michael Saylor think so. Hong explains how bitcoin is evolving, BTCFi is reshaping institutional strategy and what's next for the multi-trillion dollar asset class. Listen in on Talking Tokens Podcast: Timestamps 0:00 – Who is Hong Sun & what is Core? 0:54 – From Paxos to BTCFi: Hong's journey 2:01 – Why bitcoin yield matters for adoption 2:34 – Yield without custody risk: Time locks explained 4:03 – lstBTC and tokenizing yield 5:44 – ETF buyers vs. yield seekers: the next wave 6:51 – How institutions are thinking about BTC yield 8:12 – Why time locks minimize risk 10:25 – Tax efficiency & regulatory clarity 11:08 – From gold to fixed income: Bitcoin's new narrative 13:14 – Allocating bitcoin in portfolios 15:01 – Is bitcoin the new real estate? 17:14 – Growth of BTCFi across L1s 19:28 – Core as infra for Bitcoin utility 21:30 – New products: Rev+ and more 23:29 – Sharing gas fees with builders 24:37 – The stablecoin connection to BTCFi 26:28 – Monetizing distribution for issuers 27:27 – Incentives for builders & devs on Core 29:33 – Educating institutions on safe BTC yield 32:24 – BTCFi: treasuries, ETFs & traders 34:08 – Positive carry for market makers 35:25 – What dual staking unlocks 38:13 – BTCFi TAM & billion-dollar upside 40:23 – Composable Bitcoin in traditional finance 42:15 – Liquidity, volatility & macro impacts 44:14 – Hong’s advice: think big, build aligned systems

Jacquelyn Melinek

26,125 просмотров • 1 год назад

VanEck CEO Jan van Eck on CNBC: “There’s something else going on within the Bitcoin community that non-crypto people need to know about. And that is: ultimately, VanEck has been around before Bitcoin. We will walk away from Bitcoin if we think the thesis is fundamentally broken. We don’t right now, but you always have to look at the underlying technology and the crypto. What the Bitcoin community has been asking itself is: Is there enough encryption in Bitcoin, because quantum computing is coming? And secondly: Is there enough privacy in Bitcoin? And so a lot of Bitcoin OGs or maxis have been looking at Zcash. Zcash is a token. It’s sort of related to Bitcoin with a lot more privacy. The kind of garbage that we got about Bitcoin four years ago was: ‘It’s used for all bad illicit behavior.’ But now everyone kind of realizes that when you move money around on the Bitcoin blockchain, you can see it. You can see it move from one wallet to another. And a lot of people are looking for more privacy.”

VanEck CEO Jan van Eck on CNBC: “There’s something else going on within the Bitcoin community that non-crypto people need to know about. And that is: ultimately, VanEck has been around before Bitcoin. We will walk away from Bitcoin if we think the thesis is fundamentally broken. We don’t right now, but you always have to look at the underlying technology and the crypto. What the Bitcoin community has been asking itself is: Is there enough encryption in Bitcoin, because quantum computing is coming? And secondly: Is there enough privacy in Bitcoin? And so a lot of Bitcoin OGs or maxis have been looking at Zcash. Zcash is a token. It’s sort of related to Bitcoin with a lot more privacy. The kind of garbage that we got about Bitcoin four years ago was: ‘It’s used for all bad illicit behavior.’ But now everyone kind of realizes that when you move money around on the Bitcoin blockchain, you can see it. You can see it move from one wallet to another. And a lot of people are looking for more privacy.”

Arjun Khemani

569,098 просмотров • 8 месяцев назад

Is the cycle over? Ben Cowen ( ) thinks so: “I mean I think for Bitcoin it is unfortunately” He backs his take with math: “This cycle lasted 1062 days… Last cycle is 1059 cycle before that was 1067.” Bottom line: “Bitcoin more than likely has topped for the cycle.” We can get other token all time highs but he doesn't think we're headed for anything like alt season.

Is the cycle over? Ben Cowen ( ) thinks so: “I mean I think for Bitcoin it is unfortunately” He backs his take with math: “This cycle lasted 1062 days… Last cycle is 1059 cycle before that was 1067.” Bottom line: “Bitcoin more than likely has topped for the cycle.” We can get other token all time highs but he doesn't think we're headed for anything like alt season.

Bankless

152,860 просмотров • 7 месяцев назад

Ivan on Tech on crypto maximalism: it's dead. He says being crypto-only means missing out and underperforming. The new meta for 2026? Be a 360 investor. Monitor precious metals, stocks, and crypto. Bitcoin still has massive upside to $1M, but it's maturing into just another asset class. The wild 10-year price discovery era is over. Pockets of crazy gains still exist in altcoins and new launches, but the big ones—Bitcoin, Solana—will trade more like traditional assets.

Ivan on Tech on crypto maximalism: it's dead. He says being crypto-only means missing out and underperforming. The new meta for 2026? Be a 360 investor. Monitor precious metals, stocks, and crypto. Bitcoin still has massive upside to $1M, but it's maturing into just another asset class. The wild 10-year price discovery era is over. Pockets of crazy gains still exist in altcoins and new launches, but the big ones—Bitcoin, Solana—will trade more like traditional assets.

Ivan on Tech 🍳📈💰 Head Trader @ Bullmania

17,424 просмотров • 6 месяцев назад

MFTV #12: Investor Sentiment on Bitcoin's Quantum Transition | with BlackRock Digital Assets' Will Su 🔗 YouTube: 🔗 Spotify: According to Director of Research for BlackRock Digital Assets, Will Su, uncertainty around advances in quantum computing may be the biggest unanswered question facing prospective Bitcoin investors today. He speaks with Head of MARA Foundation Isabel Foxen Duke⚡️ in this episode — sharing how BlackRock thinks about quantum risk, how their clients are responding to quantum advancements, and what Bitcoin developers can do to preserve investor confidence as this technology evolves. MORE ON MFTV WITH BLACKROCK → - How BlackRock evaluates risks associated with Quantum Computing - How investors are pricing these risks and effects on adoption today - What investors want to see from developers to feel comfortable going forward - How BlackRock views the "quantum timeline" and developers' race against the clock TIMESTAMPS: 00:00 — Intro 00:57 — Will before BlackRock 06:50 — Why BlackRock published a quantum paper 14:24 — The mitigation timeline debate 21:51 — What BlackRock wants from the PQ debate 29:27 — Why quantum concern is dampening adoption 41:18 — Developers stepping up 45:53 — Hardware and hybrid quantum architectures 53:15 — Are corporations overstepping? 59:38 — Corporate involvement in Bitcoin's PQ transition

MFTV #12: Investor Sentiment on Bitcoin's Quantum Transition | with BlackRock Digital Assets' Will Su 🔗 YouTube: 🔗 Spotify: According to Director of Research for BlackRock Digital Assets, Will Su, uncertainty around advances in quantum computing may be the biggest unanswered question facing prospective Bitcoin investors today. He speaks with Head of MARA Foundation Isabel Foxen Duke⚡️ in this episode — sharing how BlackRock thinks about quantum risk, how their clients are responding to quantum advancements, and what Bitcoin developers can do to preserve investor confidence as this technology evolves. MORE ON MFTV WITH BLACKROCK → - How BlackRock evaluates risks associated with Quantum Computing - How investors are pricing these risks and effects on adoption today - What investors want to see from developers to feel comfortable going forward - How BlackRock views the "quantum timeline" and developers' race against the clock TIMESTAMPS: 00:00 — Intro 00:57 — Will before BlackRock 06:50 — Why BlackRock published a quantum paper 14:24 — The mitigation timeline debate 21:51 — What BlackRock wants from the PQ debate 29:27 — Why quantum concern is dampening adoption 41:18 — Developers stepping up 45:53 — Hardware and hybrid quantum architectures 53:15 — Are corporations overstepping? 59:38 — Corporate involvement in Bitcoin's PQ transition

MARA Foundation

11,920 просмотров • 26 дней назад

The Bitcoin L2 landscape is evolving rapidly and muneeb.btc of stacks.btc is one of the builders at the forefront of it. He shares on Talking Tokens Podcast why Bitcoin needs L2s, the evolution of BTCfi, and what the next wave of bitcoin adoption can look like. TIMESTAMPS: 0:00 – Intro 1:15 – Why Muneeb built Stacks 3:23 – Bitcoin’s durability vs Ethereum’s experimentation 8:19 – Why Bitcoin needs L2s (and Ethereum doesn’t) 10:12 – BTCFi: Unlocking yield without selling 13:04 – $500M in BTC locked for 3% yield 15:08 – The technical breakthrough: trustless self-custody 20:19 – Institutional demand & strategic reserves 25:11 – The new wave of Bitcoin adoption 30:33 – What developers want to build on Bitcoin 34:45 – Why the next DeFi cycle starts with BTC 38:01 – The mission for Stacks 44:10 – Long-term vision: the default Bitcoin adoption layer 47:21 – Final advice: stay humble, survive, and keep re-learning

The Bitcoin L2 landscape is evolving rapidly and muneeb.btc of stacks.btc is one of the builders at the forefront of it. He shares on Talking Tokens Podcast why Bitcoin needs L2s, the evolution of BTCfi, and what the next wave of bitcoin adoption can look like. TIMESTAMPS: 0:00 – Intro 1:15 – Why Muneeb built Stacks 3:23 – Bitcoin’s durability vs Ethereum’s experimentation 8:19 – Why Bitcoin needs L2s (and Ethereum doesn’t) 10:12 – BTCFi: Unlocking yield without selling 13:04 – $500M in BTC locked for 3% yield 15:08 – The technical breakthrough: trustless self-custody 20:19 – Institutional demand & strategic reserves 25:11 – The new wave of Bitcoin adoption 30:33 – What developers want to build on Bitcoin 34:45 – Why the next DeFi cycle starts with BTC 38:01 – The mission for Stacks 44:10 – Long-term vision: the default Bitcoin adoption layer 47:21 – Final advice: stay humble, survive, and keep re-learning

Jacquelyn Melinek

12,757 просмотров • 1 год назад

HOW SAYLOR WILL DRIVE ALL BITCOIN OUT OF CIRCULATION - FOREVER! Bitcoin is quietly being removed from circulation right in front of everyone, legally, publicly, and without a single dramatic event. While everyone argues about price, politics, culture wars, and whether the next dip is coming, the actual asset is being absorbed by long-duration holders who never need to give it back. This COLLATERAL PHASE SHIFT in Bitcoin means it will increasingly become FUNCTIONALLY UNAVAILABLE. FRONT RUN THE FRONT RUNNERS. ACCUMULATE BITCOIN WHILE YOU STILL CAN!

HOW SAYLOR WILL DRIVE ALL BITCOIN OUT OF CIRCULATION - FOREVER! Bitcoin is quietly being removed from circulation right in front of everyone, legally, publicly, and without a single dramatic event. While everyone argues about price, politics, culture wars, and whether the next dip is coming, the actual asset is being absorbed by long-duration holders who never need to give it back. This COLLATERAL PHASE SHIFT in Bitcoin means it will increasingly become FUNCTIONALLY UNAVAILABLE. FRONT RUN THE FRONT RUNNERS. ACCUMULATE BITCOIN WHILE YOU STILL CAN!

Adam Livingston

47,777 просмотров • 7 месяцев назад