正在加载视频...

视频加载失败

返回首页

Double Down #0: Tristan Dickinson lays out Bitcoin's Collateral Thesis 🟧 Every reserve asset eventually becomes collateral. Gold did it thousands of years ago. #Bitcoin is next, and it's better built for the job: liquid, scarce, verifiable, self-custodial, available 24/7. The blocker was never the asset. It was the...

Cryptocito's profile picture

Cito

123,535 subscribers

12,449 次观看 • 3 个月前 •via X (Twitter)

财经#Bitcoin
LIVE

Anya Rossi• Live Now

Private livecam show

0 条评论

暂无评论

原始帖子的评论将显示在这里

相关视频

I had the chance to sit down with VanEck's matthew sigel, recovering CFA to discuss Bitcoin's price, the potential of a U.S. Strategic Bitcoin Reserve, institutional adoption, ETFs, emerging market adoption and more. We break down his forecast of $180k Bitcoin in 2025, $450k next cycle, and $3 million/coin in the decades to come. Timecodes: 00:00 Bitcoin price performance 1:18 Institutional adoption of Bitcoin and crypto 4:17 Bitcoin ETF success 5:37 Generating institutional interest and adoption 8:26 Chances of Strategic Bitcoin Reserve 9:52 Bitcoin Act 10:23 Bitcoin vs. Gold 13:13 Bitcoin in El Salvador, other emerging countries 17:05 Bitcoin acceptance requirement 18:44 Companies, miners buying more Bitcoin 24:57 JPMorgan HODL Premium 26:11 Bitcoin on balance sheets 29:25 Traditional vs. revolutionary 32:24 Protecting self-custody 33:53 What will Bitcoin price be in 2025? 37:45 Can Bitcoin reach $1m in next 2 years? 38:45 Demonetizing gold 40:38 Nuclear ETF 43:17 Matthew's career story
48:30

I had the chance to sit down with VanEck's matthew sigel, recovering CFA to discuss Bitcoin's price, the potential of a U.S. Strategic Bitcoin Reserve, institutional adoption, ETFs, emerging market adoption and more. We break down his forecast of $180k Bitcoin in 2025, $450k next cycle, and $3 million/coin in the decades to come. Timecodes: 00:00 Bitcoin price performance 1:18 Institutional adoption of Bitcoin and crypto 4:17 Bitcoin ETF success 5:37 Generating institutional interest and adoption 8:26 Chances of Strategic Bitcoin Reserve 9:52 Bitcoin Act 10:23 Bitcoin vs. Gold 13:13 Bitcoin in El Salvador, other emerging countries 17:05 Bitcoin acceptance requirement 18:44 Companies, miners buying more Bitcoin 24:57 JPMorgan HODL Premium 26:11 Bitcoin on balance sheets 29:25 Traditional vs. revolutionary 32:24 Protecting self-custody 33:53 What will Bitcoin price be in 2025? 37:45 Can Bitcoin reach $1m in next 2 years? 38:45 Demonetizing gold 40:38 Nuclear ETF 43:17 Matthew's career story

Natalie Brunell ⚡️

95,030 次观看 • 1 年前

Bitcoin to $1M isn't a prediction. It follows a law of nature. Giovanni's BTC_POWER_LAW joins me to break down the Power Law governing Bitcoin's price trajectory. The same pattern exists behind earthquakes, galaxies, the growth of cities, the internet's adoption and more. TIMESTAMPS: 00:00 What is Bitcoin Power Law Theory? 7:58 What Does Bitcoin Power Law Explain? 14:03 The Bitcoin Chart You Can't Unsee 14:52 Bitcoin's Price = Time to the Power of ~6 21:30 Bitcoin Follows Laws of Nature, Just Like the Universe 26:22 97% of Bitcoin's Behavior Explained by One Equation 33:37 Bitcoin's Addresses Grow Like the Internet, But Faster 34:10 Why Bitcoin Is a Bottom-Up Network, Not an S-Curve 37:44 Does the Power Law Apply to Gold or Nvidia? No. Here's Why. 39:18 S&P 500 Is Just Beating Inflation - Bitcoin Is Something Else 49:43 Price Predictions: $120K in 2026, $1M in 8 Years, $10M in 20? 56:40 Bitcoin Has Gone Up 100 Million Times. Still Has 100x Left.
1:05:19

Bitcoin to $1M isn't a prediction. It follows a law of nature. Giovanni's BTC_POWER_LAW joins me to break down the Power Law governing Bitcoin's price trajectory. The same pattern exists behind earthquakes, galaxies, the growth of cities, the internet's adoption and more. TIMESTAMPS: 00:00 What is Bitcoin Power Law Theory? 7:58 What Does Bitcoin Power Law Explain? 14:03 The Bitcoin Chart You Can't Unsee 14:52 Bitcoin's Price = Time to the Power of ~6 21:30 Bitcoin Follows Laws of Nature, Just Like the Universe 26:22 97% of Bitcoin's Behavior Explained by One Equation 33:37 Bitcoin's Addresses Grow Like the Internet, But Faster 34:10 Why Bitcoin Is a Bottom-Up Network, Not an S-Curve 37:44 Does the Power Law Apply to Gold or Nvidia? No. Here's Why. 39:18 S&P 500 Is Just Beating Inflation - Bitcoin Is Something Else 49:43 Price Predictions: $120K in 2026, $1M in 8 Years, $10M in 20? 56:40 Bitcoin Has Gone Up 100 Million Times. Still Has 100x Left.

Natalie Brunell ⚡️

203,882 次观看 • 4 个月前

"I haven't sold a single sat." Michael Saylor (Michael Saylor) is Executive Chairman of Strategy, the largest corporate holder of Bitcoin on earth. While crypto twitter blamed him for the correction over a 32-coin sale, he sat down with me in Prague and explained why Bitcoin is really lagging and why it has almost nothing to do with Bitcoin. "We bought 175,000 Bitcoin this year, which is like 20% of all the Bitcoin ever bought. We sold 32. 32 works out to be two basis points." We cover: - Why Bitcoin is lagging while the S&P prints all-time highs, the "massive AI black hole" pulling capital out of crypto - Why he thinks the money rotates back by Q4 - The 32-BTC sale, the scapegoat dynamic, and why he hasn't sold a sat of his own - Why a 50% drawdown is normal, the 2022 one was 75% - The Apple and Amazon adoption curve, and the "Warren Buffett moment" he says is still coming - What actually happens to Strategy if Bitcoin stalls for 40 years - Why he believes being irrelevant is the only thing worse than being hated Thanks to Michael for coming on New Era Finance Podcast. Highlights: 00:00 - Intro 00:25 - Bitcoin Is Now Digital Capital 03:30 - Digital Credit, Invented In 12 Months 07:40 - Why Bitcoin Is Lagging The Market 12:15 - The Apple & Amazon Comparison 18:30 - Did Saylor Sell His Bitcoin? 21:00 - We Bought 175,000. We Sold 32. 25:00 - Defending The Credit & The Equity 29:30 - What If Bitcoin Stalls For 40 Years? 33:00 - The Warren Buffett Moment Is Coming 37:00 - Being Hated vs Being Irrelevant
40:09

"I haven't sold a single sat." Michael Saylor (Michael Saylor) is Executive Chairman of Strategy, the largest corporate holder of Bitcoin on earth. While crypto twitter blamed him for the correction over a 32-coin sale, he sat down with me in Prague and explained why Bitcoin is really lagging and why it has almost nothing to do with Bitcoin. "We bought 175,000 Bitcoin this year, which is like 20% of all the Bitcoin ever bought. We sold 32. 32 works out to be two basis points." We cover: - Why Bitcoin is lagging while the S&P prints all-time highs, the "massive AI black hole" pulling capital out of crypto - Why he thinks the money rotates back by Q4 - The 32-BTC sale, the scapegoat dynamic, and why he hasn't sold a sat of his own - Why a 50% drawdown is normal, the 2022 one was 75% - The Apple and Amazon adoption curve, and the "Warren Buffett moment" he says is still coming - What actually happens to Strategy if Bitcoin stalls for 40 years - Why he believes being irrelevant is the only thing worse than being hated Thanks to Michael for coming on New Era Finance Podcast. Highlights: 00:00 - Intro 00:25 - Bitcoin Is Now Digital Capital 03:30 - Digital Credit, Invented In 12 Months 07:40 - Why Bitcoin Is Lagging The Market 12:15 - The Apple & Amazon Comparison 18:30 - Did Saylor Sell His Bitcoin? 21:00 - We Bought 175,000. We Sold 32. 25:00 - Defending The Credit & The Equity 29:30 - What If Bitcoin Stalls For 40 Years? 33:00 - The Warren Buffett Moment Is Coming 37:00 - Being Hated vs Being Irrelevant

Michaël van de Poppe

530,624 次观看 • 2 个月前

🔥 INSIGHT: Crypto executives have been lying to you. Bitcoin probably isn't going to $1 million by 2030. In the latest episode of Trade Secrets, Ciaran Lyons sits down with Markus Thielen (Markus Thielen) of 10x Research (10x Research) to unpack why the $1M Bitcoin prediction may be more hype than reality. "It's mathematically impossible," Thielen says. So why do crypto execs keep pushing it anyway? #TRADESECRETS 00:00 — Intro 01:00 — What Bitcoin metric are you most bullish on? 04:35 — Positive signs Bitcoin is making a low 08:45 — Will Bitcoin reach a new all-time high in 2027? 10:23 — Why Bitcoin returning to $100K would be a 'big achievement' 13:23 — Why Bitcoin mining is becoming less lucrative 17:28 — Has Strategy's sell-off added to Bitcoin market fear? 22:10 — Why $1 billion isn't enough to move Bitcoin's price higher 26:05 — How should you split $10K between Bitcoin, AI and gold? 30:00 — Is Bitcoin reaching $1 million by 2030 realistic? 34:00 — Why are crypto execs pushing the $1M Bitcoin prediction? 37:00 — Why Satoshis don't sound as good to investors as Bitcoin 42:00 — What will the next altcoin season look like?
45:47

🔥 INSIGHT: Crypto executives have been lying to you. Bitcoin probably isn't going to $1 million by 2030. In the latest episode of Trade Secrets, Ciaran Lyons sits down with Markus Thielen (Markus Thielen) of 10x Research (10x Research) to unpack why the $1M Bitcoin prediction may be more hype than reality. "It's mathematically impossible," Thielen says. So why do crypto execs keep pushing it anyway? #TRADESECRETS 00:00 — Intro 01:00 — What Bitcoin metric are you most bullish on? 04:35 — Positive signs Bitcoin is making a low 08:45 — Will Bitcoin reach a new all-time high in 2027? 10:23 — Why Bitcoin returning to $100K would be a 'big achievement' 13:23 — Why Bitcoin mining is becoming less lucrative 17:28 — Has Strategy's sell-off added to Bitcoin market fear? 22:10 — Why $1 billion isn't enough to move Bitcoin's price higher 26:05 — How should you split $10K between Bitcoin, AI and gold? 30:00 — Is Bitcoin reaching $1 million by 2030 realistic? 34:00 — Why are crypto execs pushing the $1M Bitcoin prediction? 37:00 — Why Satoshis don't sound as good to investors as Bitcoin 42:00 — What will the next altcoin season look like?

Cointelegraph

107,650 次观看 • 1 个月前

WATCH: "The Banks are Feeling FOMO" on Bitcoin Lending w/ SALT Lending CEO Shawn Owen | Bitcoin Magazine Podcast Ep 10 SALT CEO Shawn Owen joins Brandon from Bitcoin 2026 to break down how Bitcoin-backed credit is reshaping finance from $10K loans to treasuries in the hundreds of millions. Ten years ago no bank would touch Bitcoin. Now they're calling it the best collateral ever and lining up to fund it. Chapters: 2:45: Announcing Salt Switch 3:49: What Is Salt Lending? 5:30: Surviving 3 Bear Markets 8:53: From $10K Loans to $200K Averages 11:22: The Next Leg Up for Bitcoin Credit 13:05: Digital Credit and Michael Saylor 16:09: Will Banks Disrupt Bitcoin? 19:51: Is Bitcoin Financialization Inevitable? 23:45: Is the Bear Market Bottom In? 28:28: The Human Side of the Bitcoin Network
29:48

WATCH: "The Banks are Feeling FOMO" on Bitcoin Lending w/ SALT Lending CEO Shawn Owen | Bitcoin Magazine Podcast Ep 10 SALT CEO Shawn Owen joins Brandon from Bitcoin 2026 to break down how Bitcoin-backed credit is reshaping finance from $10K loans to treasuries in the hundreds of millions. Ten years ago no bank would touch Bitcoin. Now they're calling it the best collateral ever and lining up to fund it. Chapters: 2:45: Announcing Salt Switch 3:49: What Is Salt Lending? 5:30: Surviving 3 Bear Markets 8:53: From $10K Loans to $200K Averages 11:22: The Next Leg Up for Bitcoin Credit 13:05: Digital Credit and Michael Saylor 16:09: Will Banks Disrupt Bitcoin? 19:51: Is Bitcoin Financialization Inevitable? 23:45: Is the Bear Market Bottom In? 28:28: The Human Side of the Bitcoin Network

Bitcoin Magazine

33,400 次观看 • 3 个月前

Welcome back to The Bitcoin Treasuries Podcast. Today's guest is Michael Mescher, CEO of Gammon Capital. Michael and I discuss derivatives, institutional capital, balance sheet protection, and the future of Bitcoin treasury management. Here's my conversation with Michael Mescher. 0:00 - Intro 0:40 – Michael’s path from derivatives to Bitcoin treasury strategy 3:18 – What a 50% collateral haircut really means for a Bitcoin treasury company 11:15 – The coming $10 billion "Put Wall" and why 2027 matters 13:21 – Why Bitcoin treasury companies are paying too much for capital 15:02 – Using derivatives as balance sheet protection - not speculation 16:55 – Building a Bitcoin treasury playbook for bear and sideways markets 19:05 – What Michael Saylor gets right about financial engineering 22:15 – What separates the strongest Bitcoin treasury companies from the rest 24:42 – Why the market still hasn't built a better Bitcoin credit facility 26:54 – How Bitcoin treasury companies can unlock institutional capital 29:04 – Managing asset-liability mismatches on a Bitcoin balance sheet 32:38 – Capital efficient hedging strategies for downside protection 34:46 – How to sell a hedging strategy to a long-only Bitcoin executive 37:17 – What a strategic engagement with Gammon Capital looks like 38:18 - Where to find Michael Mescher and Gammon Capital
38:38

Welcome back to The Bitcoin Treasuries Podcast. Today's guest is Michael Mescher, CEO of Gammon Capital. Michael and I discuss derivatives, institutional capital, balance sheet protection, and the future of Bitcoin treasury management. Here's my conversation with Michael Mescher. 0:00 - Intro 0:40 – Michael’s path from derivatives to Bitcoin treasury strategy 3:18 – What a 50% collateral haircut really means for a Bitcoin treasury company 11:15 – The coming $10 billion "Put Wall" and why 2027 matters 13:21 – Why Bitcoin treasury companies are paying too much for capital 15:02 – Using derivatives as balance sheet protection - not speculation 16:55 – Building a Bitcoin treasury playbook for bear and sideways markets 19:05 – What Michael Saylor gets right about financial engineering 22:15 – What separates the strongest Bitcoin treasury companies from the rest 24:42 – Why the market still hasn't built a better Bitcoin credit facility 26:54 – How Bitcoin treasury companies can unlock institutional capital 29:04 – Managing asset-liability mismatches on a Bitcoin balance sheet 32:38 – Capital efficient hedging strategies for downside protection 34:46 – How to sell a hedging strategy to a long-only Bitcoin executive 37:17 – What a strategic engagement with Gammon Capital looks like 38:18 - Where to find Michael Mescher and Gammon Capital

Tim Kotzman

25,225 次观看 • 2 个月前

I sat down with Lyn Alden for over an hour. She told me the 4-year cycle is dead. That gold is euphoric. And that Bitcoin, down 50%, is where she'd put her money right now. "Gun to my head, Bitcoin over gold for the next 2-3 years." This might be the most important conversation I've had on New Era Finance Podcast. TIMESTAMPS: 0:00 Introduction 0:46 Why there hasn't been enough Bitcoin demand this cycle 5:03 The 4-year cycle is dead 7:22 Are we near the bottom? 8:50 The future of treasury companies 15:03 Why Bitcoin underperformed this year 17:24 Bitcoin is trading like a software stock 21:07 Can anything replace Bitcoin? 26:13 Bitcoin mining and stranded energy 30:35 Will quantum computing destroy Bitcoin? 37:06 How to think about AI as an investor 45:00 We're entering a multipolar world 53:00 Bitcoin vs Gold — gun to my head 58:56 The #1 thing every investor should study 1:06:34 Diversification with conviction
1:11:53

I sat down with Lyn Alden for over an hour. She told me the 4-year cycle is dead. That gold is euphoric. And that Bitcoin, down 50%, is where she'd put her money right now. "Gun to my head, Bitcoin over gold for the next 2-3 years." This might be the most important conversation I've had on New Era Finance Podcast. TIMESTAMPS: 0:00 Introduction 0:46 Why there hasn't been enough Bitcoin demand this cycle 5:03 The 4-year cycle is dead 7:22 Are we near the bottom? 8:50 The future of treasury companies 15:03 Why Bitcoin underperformed this year 17:24 Bitcoin is trading like a software stock 21:07 Can anything replace Bitcoin? 26:13 Bitcoin mining and stranded energy 30:35 Will quantum computing destroy Bitcoin? 37:06 How to think about AI as an investor 45:00 We're entering a multipolar world 53:00 Bitcoin vs Gold — gun to my head 58:56 The #1 thing every investor should study 1:06:34 Diversification with conviction

Michaël van de Poppe

385,059 次观看 • 6 个月前

NEW PODCAST "With FTX or Voyager or Celsius, you knew you were taking a risk. With Coldcard, a lot of people thought they were doing the right thing." Benjamin Cowen on where Bitcoin and the people who hold it go from here. TIMESTAMPS 00:00 - Introduction And The Coldcard Hack — What It Means For Bitcoin Holders 04:00 - Self Custody After The Hack — Where Do You Even Keep Your Bitcoin Now 07:15 - Why Ben Stopped Trying To Orange Pill People Years Ago 10:06 - Why The Price Did Not Move After The Hack And What The Charts Show 18:59 - ETF Holdings Declining And Where The Real Bitcoin Buy Pressure Is Coming From 28:24 - Does The US Debt Crisis Actually Matter For Bitcoin 30:05 - Ben's Stock Market Correction Call — September And What Triggers It 36:42 - Did Bitcoin Lose Its Way This Cycle And What Went Wrong 41:16 - Saylor Selling Bitcoin — What It Signals And Why The Message Matters More Than The Amount 45:34 - Bitcoin Conferences Have Become Treasury Company Promotional Events 50:38 - Ben's ITC Conference Miami November 21st — Who Is Speaking And Why It Is Different 53:12 - When Ben Plans To Start Turning Bullish On Bitcoin Again
57:09

NEW PODCAST "With FTX or Voyager or Celsius, you knew you were taking a risk. With Coldcard, a lot of people thought they were doing the right thing." Benjamin Cowen on where Bitcoin and the people who hold it go from here. TIMESTAMPS 00:00 - Introduction And The Coldcard Hack — What It Means For Bitcoin Holders 04:00 - Self Custody After The Hack — Where Do You Even Keep Your Bitcoin Now 07:15 - Why Ben Stopped Trying To Orange Pill People Years Ago 10:06 - Why The Price Did Not Move After The Hack And What The Charts Show 18:59 - ETF Holdings Declining And Where The Real Bitcoin Buy Pressure Is Coming From 28:24 - Does The US Debt Crisis Actually Matter For Bitcoin 30:05 - Ben's Stock Market Correction Call — September And What Triggers It 36:42 - Did Bitcoin Lose Its Way This Cycle And What Went Wrong 41:16 - Saylor Selling Bitcoin — What It Signals And Why The Message Matters More Than The Amount 45:34 - Bitcoin Conferences Have Become Treasury Company Promotional Events 50:38 - Ben's ITC Conference Miami November 21st — Who Is Speaking And Why It Is Different 53:12 - When Ben Plans To Start Turning Bullish On Bitcoin Again

Bitcoin News

61,880 次观看 • 1 个月前

The Bitcoin Mortgage Hack That Changes Everything - CJK 00:00 Why Bitcoin Mortgages Could Change Everything 02:42 Why Bitcoin Mortgages Are Going Mainstream 03:23 People's Reserve vs Coinbase's Bitcoin Mortgage 05:01 Why Bitcoin Is "Pristine Collateral" 08:08 How the Self-Repaying Mortgage Works 11:08 What Happens if Bitcoin Crashes? 14:07 The Bitcoin Mortgage Reserve Explained 17:22 Mortgage Payment Examples 18:38 Loyalty Program and Lower Interest Rates 24:26 Why Non-Bitcoiners Are Starting to Buy Bitcoin 31:40 Refinancing Your Existing Home Into Bitcoin 36:45 Why Mortgage Rates Aren't Coming Down 40:10 The Next Wave of Bitcoin Adoption 43:20 Business Credit Powered by Bitcoin 49:10 Why Bitcoin Bonds Could Replace Traditional Finance 55:00 Principal-Protected Bitcoin Bonds Explained 58:35 Why Bitcoin Bonds Beat Traditional Fixed Income 1:02:30 Retirement Income With Bitcoin Bonds 1:08:12 Is There a Limit to Bitcoin Bond Demand? 1:10:50 Bitcoin Bonds vs Strategy's STRC 1:12:50 People's Reserve's Long-Term Roadmap 1:19:20 Final Thoughts and Where to Learn More
1:20:01

The Bitcoin Mortgage Hack That Changes Everything - CJK 00:00 Why Bitcoin Mortgages Could Change Everything 02:42 Why Bitcoin Mortgages Are Going Mainstream 03:23 People's Reserve vs Coinbase's Bitcoin Mortgage 05:01 Why Bitcoin Is "Pristine Collateral" 08:08 How the Self-Repaying Mortgage Works 11:08 What Happens if Bitcoin Crashes? 14:07 The Bitcoin Mortgage Reserve Explained 17:22 Mortgage Payment Examples 18:38 Loyalty Program and Lower Interest Rates 24:26 Why Non-Bitcoiners Are Starting to Buy Bitcoin 31:40 Refinancing Your Existing Home Into Bitcoin 36:45 Why Mortgage Rates Aren't Coming Down 40:10 The Next Wave of Bitcoin Adoption 43:20 Business Credit Powered by Bitcoin 49:10 Why Bitcoin Bonds Could Replace Traditional Finance 55:00 Principal-Protected Bitcoin Bonds Explained 58:35 Why Bitcoin Bonds Beat Traditional Fixed Income 1:02:30 Retirement Income With Bitcoin Bonds 1:08:12 Is There a Limit to Bitcoin Bond Demand? 1:10:50 Bitcoin Bonds vs Strategy's STRC 1:12:50 People's Reserve's Long-Term Roadmap 1:19:20 Final Thoughts and Where to Learn More

The Wolf Of All Streets

215,837 次观看 • 2 个月前

I sat down with Natalie Brunell ⚡️ to discuss why bitcoin’s price has stalled, how it stacks up against gold, the biggest misconceptions critics still get wrong, stablecoins, Wall Street’s growing role, and whether Satoshi’s identity even matters. Natalie also shares insights from her book "Bitcoin Is For Everyone" and why she believes bitcoin’s long-term outlook remains as strong as ever. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:15 – Inflation & the U.S. affordability crisis 4:18 - Bitcoin vs. Gold 5:33 - Wall Street’s role in bitcoin and nation-state adoption 10:05 – Bitcoin as payments vs. store of value 12:02 – Stablecoins relationship to bitcoin 15:58 - Censorship, de-banking & financial freedom 20:22 - Banks & bitcoin reserves 21:48 - Media coverage of bitcoin and how to fix broken incentives 26:42 - “Bitcoin Is For Everyone” 32:26 - How to measure inflation 34:53 - The money printer mountain 36:32 - Who is Satoshi? Does it matter? 37:51 - Selling the book and closing remarks
39:35

I sat down with Natalie Brunell ⚡️ to discuss why bitcoin’s price has stalled, how it stacks up against gold, the biggest misconceptions critics still get wrong, stablecoins, Wall Street’s growing role, and whether Satoshi’s identity even matters. Natalie also shares insights from her book "Bitcoin Is For Everyone" and why she believes bitcoin’s long-term outlook remains as strong as ever. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:15 – Inflation & the U.S. affordability crisis 4:18 - Bitcoin vs. Gold 5:33 - Wall Street’s role in bitcoin and nation-state adoption 10:05 – Bitcoin as payments vs. store of value 12:02 – Stablecoins relationship to bitcoin 15:58 - Censorship, de-banking & financial freedom 20:22 - Banks & bitcoin reserves 21:48 - Media coverage of bitcoin and how to fix broken incentives 26:42 - “Bitcoin Is For Everyone” 32:26 - How to measure inflation 34:53 - The money printer mountain 36:32 - Who is Satoshi? Does it matter? 37:51 - Selling the book and closing remarks

Anthony Pompliano 🌪

79,307 次观看 • 9 个月前

In our brand new sit-down, I handed Michael Saylor every anti-Bitcoin argument the internet has and he responded to ALL of them. I dare any Bitcoin critic to watch this interview and not reconsider at least one of their arguments. TIMESTAMPS: 00:00 Michael Saylor address Bitcoin bear market and negative sentiment 8:37 Big Tech was once doubted but ultimately won 10:22 Why Bitcoin didn’t hit higher price predictions 16:57 Long-term return expectations 23:12 Why retail didn't participate in last bull market 33:55 How is $STRC performing? 56:49 Handling the critics and volatility cycles 1:13:54 Is quantum computing a threat to Bitcoin? 1:33:47 What's the strongest argument against Bitcoin? 1:35:53 Does Strategy's Bitcoin cost basis matter? 1:43:30 Bitcoin mentioned in the Epstein files
1:51:54

In our brand new sit-down, I handed Michael Saylor every anti-Bitcoin argument the internet has and he responded to ALL of them. I dare any Bitcoin critic to watch this interview and not reconsider at least one of their arguments. TIMESTAMPS: 00:00 Michael Saylor address Bitcoin bear market and negative sentiment 8:37 Big Tech was once doubted but ultimately won 10:22 Why Bitcoin didn’t hit higher price predictions 16:57 Long-term return expectations 23:12 Why retail didn't participate in last bull market 33:55 How is $STRC performing? 56:49 Handling the critics and volatility cycles 1:13:54 Is quantum computing a threat to Bitcoin? 1:33:47 What's the strongest argument against Bitcoin? 1:35:53 Does Strategy's Bitcoin cost basis matter? 1:43:30 Bitcoin mentioned in the Epstein files

Natalie Brunell ⚡️

1,461,730 次观看 • 7 个月前

What does Wall Street actually see in Bitcoin? I sat down with someone leading the charge from the inside. Amy Oldenburg runs digital asset strategy at Morgan Stanley. We talk about how much Bitcoin should be in a portfolio, the success of $MSBT, why the price of bitcoin has been stuck and what could finally move it. Full conversation streaming now! TIMESTAMPS: 00:00 Tech Roots: From the 1999 Tech Bubble to Emerging Markets 8:26 Why Bitcoin Made Sense Early On 14:17 Morgan Stanley's Spot Bitcoin ETF 16:43 Why Aren't Institutions All-In On Bitcoin? 19:18 Record Demand for MSBT 21:21 Would Morgan Stanley Ever Issue Digital Credit? 23:42 The Advisor Gap: Why Isn’t Everyone Recommending Bitcoin? 28:37 What's Holding Bitcoin Back? 34:19 Corporate Balance Sheets 36:22 Bitcoin's Future 38:05 What Should More People Understand About Bitcoin? 39:15 Winner-Take-All Tech vs. Redundant Finance: The Industry's Future 45:32 Addressing Big Bank Skepticism
57:28

What does Wall Street actually see in Bitcoin? I sat down with someone leading the charge from the inside. Amy Oldenburg runs digital asset strategy at Morgan Stanley. We talk about how much Bitcoin should be in a portfolio, the success of $MSBT, why the price of bitcoin has been stuck and what could finally move it. Full conversation streaming now! TIMESTAMPS: 00:00 Tech Roots: From the 1999 Tech Bubble to Emerging Markets 8:26 Why Bitcoin Made Sense Early On 14:17 Morgan Stanley's Spot Bitcoin ETF 16:43 Why Aren't Institutions All-In On Bitcoin? 19:18 Record Demand for MSBT 21:21 Would Morgan Stanley Ever Issue Digital Credit? 23:42 The Advisor Gap: Why Isn’t Everyone Recommending Bitcoin? 28:37 What's Holding Bitcoin Back? 34:19 Corporate Balance Sheets 36:22 Bitcoin's Future 38:05 What Should More People Understand About Bitcoin? 39:15 Winner-Take-All Tech vs. Redundant Finance: The Industry's Future 45:32 Addressing Big Bank Skepticism

Natalie Brunell ⚡️

116,393 次观看 • 3 个月前

Bitcoin: The Portal Between the Digital and Physical Worlds - Jason Lowery's SoftWar Thesis Explained Part 2 Lucas and Grant of “Bitcoin Study Sessions” join Robert ₿reedlove to explore the similarities between Bitcoin and black holes, why Bitcoin is digital 1776, the domestication of animals and humans, the magic of Bitcoin’s difficulty adjustment, the importance of path dependence, and how Bitcoin is a bidirectional portal linking the real and virtual worlds. 0:00 - WiM Episode Trailer 1:22 - Gabriel’s Horn Explained (Bitcoin as a Black Hole) 8:39 - Bitcoin is Digital 1776 13:53 - Bitcoin and the Sovereign Individual 24:26 - The Farm at Okefenokee 25:36 - Heart & Soil Supplements 26:36 - Domestication of Animals and Humans 37:33 - The Domestication Feedback Loop 44:53 - Bitcoin: Freedom In Cyberspace 51:49 - Helping Lightning Startups with In Wolf's Clothing 52:41 - Mine Bitcoin with Blockware Solutions 54:03 - How Bitcoin Frees Us from Digital Slavery 1:11:38 - The Stability of the State 1:18:50 - On-Ramp Bitcoin Custody 1:20:12 - NetSuite: Business Software 1:21:29 - What is Meta Cognition? 1:33:34 - The Power of Abstraction 1:40:14 - MindLab Pro Supplements 1:41:23 - Buy Bitcoin with Coinbits 1:42:50 - Money: The Trust Minimized Asset 1:57:56 - Bitcoin as the “World Computer” 2:13:35 - The Magic of the Difficulty Adjustment 2:19:47 - Nostr: Digital Free Speech 2:22:10 - Can We Recreate Decentralization? (Path Dependence) 2:27:24 - Bitcoin is a Bidirectional Portal Linking the Real and Virtual 2:34:28 - Bitcoin: P2P Cash? 2:37:17 - “There is No Spoon”
2:41:08

Bitcoin: The Portal Between the Digital and Physical Worlds - Jason Lowery's SoftWar Thesis Explained Part 2 Lucas and Grant of “Bitcoin Study Sessions” join Robert ₿reedlove to explore the similarities between Bitcoin and black holes, why Bitcoin is digital 1776, the domestication of animals and humans, the magic of Bitcoin’s difficulty adjustment, the importance of path dependence, and how Bitcoin is a bidirectional portal linking the real and virtual worlds. 0:00 - WiM Episode Trailer 1:22 - Gabriel’s Horn Explained (Bitcoin as a Black Hole) 8:39 - Bitcoin is Digital 1776 13:53 - Bitcoin and the Sovereign Individual 24:26 - The Farm at Okefenokee 25:36 - Heart & Soil Supplements 26:36 - Domestication of Animals and Humans 37:33 - The Domestication Feedback Loop 44:53 - Bitcoin: Freedom In Cyberspace 51:49 - Helping Lightning Startups with In Wolf's Clothing 52:41 - Mine Bitcoin with Blockware Solutions 54:03 - How Bitcoin Frees Us from Digital Slavery 1:11:38 - The Stability of the State 1:18:50 - On-Ramp Bitcoin Custody 1:20:12 - NetSuite: Business Software 1:21:29 - What is Meta Cognition? 1:33:34 - The Power of Abstraction 1:40:14 - MindLab Pro Supplements 1:41:23 - Buy Bitcoin with Coinbits 1:42:50 - Money: The Trust Minimized Asset 1:57:56 - Bitcoin as the “World Computer” 2:13:35 - The Magic of the Difficulty Adjustment 2:19:47 - Nostr: Digital Free Speech 2:22:10 - Can We Recreate Decentralization? (Path Dependence) 2:27:24 - Bitcoin is a Bidirectional Portal Linking the Real and Virtual 2:34:28 - Bitcoin: P2P Cash? 2:37:17 - “There is No Spoon”

The "What is Money?" Show

10,329 次观看 • 1 年前

Bitcoin has already won as Digital Capital. The next wave is Digital Credit, Digital Money, Digital Yield, and Bitcoin-backed capital markets — products that can bring trillions of dollars of traditional credit and money market capital onto Bitcoin. My interview with Cointelegraph at BTC Prague. 00:57 — Bitcoin in a drawdown: five major pullbacks in six years, stronger fundamentals, and rising dominance 02:23 — Digital Credit: from zero to an $11B+ asset class in 12 months 03:35 — Digital Money: bitcoin-backed yieldcoins and the path from 40 vol to 0 vol 04:31 — The opportunity for 8% yield in dollars, euros, yen, pounds, and francs 06:02 — $300T of credit, $30–50T of money markets, and the $10T opportunity for Bitcoin 07:19 — Why Bitcoin is winning economically, technically, and ethically 08:26 — Quantum computing, FUD, and why bear markets amplify Bitcoin debates 10:37 — AI capital rotation, Bitcoin’s current drawdown, and the path to recovery 11:36 — Six years of Strategy: why I would have moved faster into Digital Credit 12:22 — The ideal Bitcoin Treasury Company: common equity plus STRC-style Digital Credit 14:35 — The 32 BTC sale, the $100M bitcoin buyback, and why capital must back credit 17:02 — Defending the equity, credit, and bitcoin-backed capital structure 19:03 — The tradeoff: buy 200,000 BTC and sell 10,000 BTC — or buy and sell zero 20:15 — “Never sell,” Twitter trolls, and Strategy’s fiduciary obligations 22:06 — Bitcoin per share, long-term accretion, and accumulating through bull and bear markets 22:34 — $21B of equity raised in 16 weeks and ~$10B of bitcoin acquired this year 24:18 — The Strategic Bitcoin Reserve, US leadership, and supportive regulation 27:18 — Digital Credit, bank credit, and Digital Money bringing trillions onto Bitcoin 28:01 — Why Bitcoin can grow organically without central bank support
28:48

Bitcoin has already won as Digital Capital. The next wave is Digital Credit, Digital Money, Digital Yield, and Bitcoin-backed capital markets — products that can bring trillions of dollars of traditional credit and money market capital onto Bitcoin. My interview with Cointelegraph at BTC Prague. 00:57 — Bitcoin in a drawdown: five major pullbacks in six years, stronger fundamentals, and rising dominance 02:23 — Digital Credit: from zero to an $11B+ asset class in 12 months 03:35 — Digital Money: bitcoin-backed yieldcoins and the path from 40 vol to 0 vol 04:31 — The opportunity for 8% yield in dollars, euros, yen, pounds, and francs 06:02 — $300T of credit, $30–50T of money markets, and the $10T opportunity for Bitcoin 07:19 — Why Bitcoin is winning economically, technically, and ethically 08:26 — Quantum computing, FUD, and why bear markets amplify Bitcoin debates 10:37 — AI capital rotation, Bitcoin’s current drawdown, and the path to recovery 11:36 — Six years of Strategy: why I would have moved faster into Digital Credit 12:22 — The ideal Bitcoin Treasury Company: common equity plus STRC-style Digital Credit 14:35 — The 32 BTC sale, the $100M bitcoin buyback, and why capital must back credit 17:02 — Defending the equity, credit, and bitcoin-backed capital structure 19:03 — The tradeoff: buy 200,000 BTC and sell 10,000 BTC — or buy and sell zero 20:15 — “Never sell,” Twitter trolls, and Strategy’s fiduciary obligations 22:06 — Bitcoin per share, long-term accretion, and accumulating through bull and bear markets 22:34 — $21B of equity raised in 16 weeks and ~$10B of bitcoin acquired this year 24:18 — The Strategic Bitcoin Reserve, US leadership, and supportive regulation 27:18 — Digital Credit, bank credit, and Digital Money bringing trillions onto Bitcoin 28:01 — Why Bitcoin can grow organically without central bank support

Michael Saylor

264,327 次观看 • 3 个月前

Mark Cuban has sold majority of his Bitcoin. Cuban originally bought Bitcoin with one thesis in mind: "It was a better version of gold than gold." A hedge against fiat currency losing its value. When the dollar weakens, Bitcoin should go up. But that thesis just blew up in his face. During the Iran war, when geopolitical risk was spiking and the dollar was sliding, Bitcoin dropped. Gold went to $5,000. Think about what he was expecting. Bitcoin is priced in dollars. When the dollar falls, Bitcoin becomes cheaper for buyers around the world. Global demand should kick in and push the price up. It didn't happen. Gold did exactly what it was supposed to do as a macro hedge. Bitcoin didn't. And for Cuban, that was the line. The whole premise of holding it was gone. He's more disappointed in Bitcoin than Ethereum. He had already written off memecoins as garbage entirely. This matters beyond just one billionaire's portfolio decision. The "Bitcoin as digital gold" narrative has been the backbone of institutional adoption for years. It's the reason pension funds, family offices, and corporate treasuries started buying. If that hedge thesis is broken, the next buyer at these prices needs a different reason to hold. The honest reality: Bitcoin is still trading like a risk asset. It correlates with tech stocks in a downturn and doesn't decouple when it matters most. Gold doesn't have that problem.
0:57

Mark Cuban has sold majority of his Bitcoin. Cuban originally bought Bitcoin with one thesis in mind: "It was a better version of gold than gold." A hedge against fiat currency losing its value. When the dollar weakens, Bitcoin should go up. But that thesis just blew up in his face. During the Iran war, when geopolitical risk was spiking and the dollar was sliding, Bitcoin dropped. Gold went to $5,000. Think about what he was expecting. Bitcoin is priced in dollars. When the dollar falls, Bitcoin becomes cheaper for buyers around the world. Global demand should kick in and push the price up. It didn't happen. Gold did exactly what it was supposed to do as a macro hedge. Bitcoin didn't. And for Cuban, that was the line. The whole premise of holding it was gone. He's more disappointed in Bitcoin than Ethereum. He had already written off memecoins as garbage entirely. This matters beyond just one billionaire's portfolio decision. The "Bitcoin as digital gold" narrative has been the backbone of institutional adoption for years. It's the reason pension funds, family offices, and corporate treasuries started buying. If that hedge thesis is broken, the next buyer at these prices needs a different reason to hold. The honest reality: Bitcoin is still trading like a risk asset. It correlates with tech stocks in a downturn and doesn't decouple when it matters most. Gold doesn't have that problem.

Milk Road Stocks

895,363 次观看 • 4 个月前

He warns that many Bitcoiners aren’t mentally equipped for what’s coming next. BRITISH HODL joins Joe Burnett, MSBA on The Income Show to discuss why Bitcoin became "boring", ETF investors becoming the real diamond hands, BlackRock’s $BTC strategy, self-custody, digital credit, Bitcoin-backed savings accounts, and borrowing against Bitcoin without selling. Timestamps 0:00 - Intro 1:19 - From Real Estate and Gold to Bitcoin 5:03 - Bitcoin as the Investment Hurdle Rate 7:07 - What Holds Back Bitcoin Adoption? 9:55 - Interest Rates, Debt and Global Liquidity 14:49 - Does the ISM PMI Still Matter for Bitcoin? 17:19 - Gold, AI and Why Bitcoin Became Boring 24:20 - BlackRock, IBIT and In-Kind Conversions 34:50 - Self-Custody vs. Bitcoin ETFs 38:35 - Plugging Bitcoin Into Global Finance 42:05 - Digital Credit, $SATA and $STRC 44:42 - Could Bitcoin Power High-Yield Savings Accounts? 50:22 - Bitcoin Purists, Borrowing and Generational Wealth 58:15 - Closing Thoughts
1:00:44

He warns that many Bitcoiners aren’t mentally equipped for what’s coming next. BRITISH HODL joins Joe Burnett, MSBA on The Income Show to discuss why Bitcoin became "boring", ETF investors becoming the real diamond hands, BlackRock’s $BTC strategy, self-custody, digital credit, Bitcoin-backed savings accounts, and borrowing against Bitcoin without selling. Timestamps 0:00 - Intro 1:19 - From Real Estate and Gold to Bitcoin 5:03 - Bitcoin as the Investment Hurdle Rate 7:07 - What Holds Back Bitcoin Adoption? 9:55 - Interest Rates, Debt and Global Liquidity 14:49 - Does the ISM PMI Still Matter for Bitcoin? 17:19 - Gold, AI and Why Bitcoin Became Boring 24:20 - BlackRock, IBIT and In-Kind Conversions 34:50 - Self-Custody vs. Bitcoin ETFs 38:35 - Plugging Bitcoin Into Global Finance 42:05 - Digital Credit, $SATA and $STRC 44:42 - Could Bitcoin Power High-Yield Savings Accounts? 50:22 - Bitcoin Purists, Borrowing and Generational Wealth 58:15 - Closing Thoughts

True North

47,727 次观看 • 5 天前

Bitcoin Will Reach $100 Million: Peoples Reserve Reveals Plan To Redefine Global Finance With CJK at Peoples Reserve 0:00 Intro 2:10 Buying Home With Bitcoin 3:48 Bitcoin As Collateral 5:52 Gold vs Bitcoin 7:00 Michael Saylor’s Influence 8:35 Financial Tools For Bitcoiners 11:41 Lending At Zero Cost 13:00 Risk-Free Borrowers 15:02 Mortgages vs Liquidation 19:21 Downside Protection Model 21:46 No Liquidation Risk 24:17 Bitcoin Bond Explained 26:55 Bond Structure Benefits 29:06 Cash Flow Strategy 31:00 Real Yield From Bitcoin 32:33 Dynamic Allocation Based On Rates 35:55 $100 Million Bitcoin Vision 37:27 Power To The People 39:04 Loyalty Token For Benefits 43:22 Lending That Makes Sense 45:28 Banks Can’t Compete 50:55 Real Asset Collateralization 55:46 Token Demand During Downturns 59:52 Central Bank Of Internet Economy 1:04:26 Where To Follow & Launch Info
1:05:20

Bitcoin Will Reach $100 Million: Peoples Reserve Reveals Plan To Redefine Global Finance With CJK at Peoples Reserve 0:00 Intro 2:10 Buying Home With Bitcoin 3:48 Bitcoin As Collateral 5:52 Gold vs Bitcoin 7:00 Michael Saylor’s Influence 8:35 Financial Tools For Bitcoiners 11:41 Lending At Zero Cost 13:00 Risk-Free Borrowers 15:02 Mortgages vs Liquidation 19:21 Downside Protection Model 21:46 No Liquidation Risk 24:17 Bitcoin Bond Explained 26:55 Bond Structure Benefits 29:06 Cash Flow Strategy 31:00 Real Yield From Bitcoin 32:33 Dynamic Allocation Based On Rates 35:55 $100 Million Bitcoin Vision 37:27 Power To The People 39:04 Loyalty Token For Benefits 43:22 Lending That Makes Sense 45:28 Banks Can’t Compete 50:55 Real Asset Collateralization 55:46 Token Demand During Downturns 59:52 Central Bank Of Internet Economy 1:04:26 Where To Follow & Launch Info

The Wolf Of All Streets

61,811 次观看 • 1 年前

Bitcoin or Gold? Some investors are betting on both. I sat down with Mauricio Di Bartolomeo on gold coming to Ledn, BTC loan market’s path to $1T, and why he's not buying the $40k Bitcoin crash everyone's predicting. Full show streaming now. Let us know what you think in the comments. TIMESTAMPS: 00:00 The Exclusive: Physical Gold Is Officially Coming to Ledn 3:02 Why Ledn Added Gold and What Tokenization Unlocks 7:00 Inside Tether's Swiss Vaults: How XAUt Gold Works 7:58 Can You Trust a Digital Gold Receipt? 9:44 Bitcoin Retests $60K: Why This Drop Feels Different 13:39 Natalie's Top-Up Alert: What a Margin Call Really Feels Like 17:33 The Ideological Battle: Why Bitcoin Purists Reject Credit 23:55 "Is Lending Immoral?" 26:49 The Bitcoin OGs Who Quietly Borrow Against Their Stack 30:50 Ledn's S&P-Rated Bond and the Path to a $1 Trillion Market 36:19 Venezuela: Apaches Over Caracas the Night Maduro Fell 40:55 Inside Venezuela's Illegal Gold Mines and the Crackdown #gold #BTC
46:57

Bitcoin or Gold? Some investors are betting on both. I sat down with Mauricio Di Bartolomeo on gold coming to Ledn, BTC loan market’s path to $1T, and why he's not buying the $40k Bitcoin crash everyone's predicting. Full show streaming now. Let us know what you think in the comments. TIMESTAMPS: 00:00 The Exclusive: Physical Gold Is Officially Coming to Ledn 3:02 Why Ledn Added Gold and What Tokenization Unlocks 7:00 Inside Tether's Swiss Vaults: How XAUt Gold Works 7:58 Can You Trust a Digital Gold Receipt? 9:44 Bitcoin Retests $60K: Why This Drop Feels Different 13:39 Natalie's Top-Up Alert: What a Margin Call Really Feels Like 17:33 The Ideological Battle: Why Bitcoin Purists Reject Credit 23:55 "Is Lending Immoral?" 26:49 The Bitcoin OGs Who Quietly Borrow Against Their Stack 30:50 Ledn's S&P-Rated Bond and the Path to a $1 Trillion Market 36:19 Venezuela: Apaches Over Caracas the Night Maduro Fell 40:55 Inside Venezuela's Illegal Gold Mines and the Crackdown #gold #BTC

Natalie Brunell ⚡️

102,310 次观看 • 2 个月前