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"The government system is set up whereby it has to continually dilute the currency to keep it going. And that really represents a theft of the earnings and productivity of the middle to lower classes." Lawrence Lepard (Lawrence Lepard, "fix the money, fix the world") wrote The Big Print....

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Michaël van de Poppe

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242,613 Aufrufe • vor 2 Monaten •via X (Twitter)

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"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

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This is the beginning of the Mexican Magicians story! I hope you all like it! All credit to @BitcoinBull2134 for his amazing video. And a special shout out to Mr. Lawrence Lepard, "fix the money, fix the world" for his book The Big Print, which solidified my conviction in Bitcoin and for being a leader in the community. And a special thanks to the entire BITCOIN ARMY. Love you guys. Can’t for get I’m powered by Bitcoin Sovryn he always believed in me and my message ! Dirty Hands Clean Money!
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This is the beginning of the Mexican Magicians story! I hope you all like it! All credit to @BitcoinBull2134 for his amazing video. And a special shout out to Mr. Lawrence Lepard, "fix the money, fix the world" for his book The Big Print, which solidified my conviction in Bitcoin and for being a leader in the community. And a special thanks to the entire BITCOIN ARMY. Love you guys. Can’t for get I’m powered by Bitcoin Sovryn he always believed in me and my message ! Dirty Hands Clean Money!

Mexican Magician🥷

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LAWRENCE LEPARD: "Everyone's going to realize they need it. It's a network business. It's going to grow and be adopted. And there's a fixed supply." "In the next 10 years, Bitcoin is going to millions of dollars a coin... and you get a chance to buy one of those right now for $59,000." Lawrence Lepard, "fix the money, fix the world"
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LAWRENCE LEPARD: "Everyone's going to realize they need it. It's a network business. It's going to grow and be adopted. And there's a fixed supply." "In the next 10 years, Bitcoin is going to millions of dollars a coin... and you get a chance to buy one of those right now for $59,000." Lawrence Lepard, "fix the money, fix the world"

Simply Bitcoin

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"Because AI took all the money." Arthur Hayes (Arthur Hayes) is co-founder of BitMEX and one of the most-read macro writers in crypto. While everyone waited for the next leg up, he explained why the money stopped flowing into crypto and what brings it roaring back. "There's no cash to go to crypto. AI sucked it all up and it'll keep sucking it up until the bubble bursts." We cover: - Why ~$1.5 trillion of new money since ChatGPT went to AI instead of crypto, and what that did to Bitcoin - Oil, Iran, and the inventory-restocking shock he thinks the market is mispricing - Why he exits a trade the moment the asymmetry is gone, even one he's loved for months - What he hunts instead: maximum hate, minimum downside, room to run - Why he's "more concerned with capital preservation than capital accumulation" - The convexity philosophy: betting on 1% odds becoming 10%, not 50% becoming 75% - Why Bitcoin really stalled and why Saylor isn't the reason - Why he refuses to trade a four-year-cycle calendar - "The big print": the crisis he's staying liquid for, and why that one moment sets up two decades of returns Thanks to Arthur for coming on New Era Finance Podcast. Highlights: 00:00 - A Deal, Oil, And What Markets Are Pricing 08:00 - Why Crypto Got Left Behind 09:32 - "AI Took All The Money" 24:00 - When He Exits A Trade He Loves 30:00 - What He's Hunting Now 33:57 - The Convexity Philosophy 41:51 - Why Bitcoin Really Stalled 43:55 - Why He Won't Trade A Calendar 45:18 - The Opportunity Nobody's Ready For 46:12 - "The Big Print" And Staying Liquid
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"Because AI took all the money." Arthur Hayes (Arthur Hayes) is co-founder of BitMEX and one of the most-read macro writers in crypto. While everyone waited for the next leg up, he explained why the money stopped flowing into crypto and what brings it roaring back. "There's no cash to go to crypto. AI sucked it all up and it'll keep sucking it up until the bubble bursts." We cover: - Why ~$1.5 trillion of new money since ChatGPT went to AI instead of crypto, and what that did to Bitcoin - Oil, Iran, and the inventory-restocking shock he thinks the market is mispricing - Why he exits a trade the moment the asymmetry is gone, even one he's loved for months - What he hunts instead: maximum hate, minimum downside, room to run - Why he's "more concerned with capital preservation than capital accumulation" - The convexity philosophy: betting on 1% odds becoming 10%, not 50% becoming 75% - Why Bitcoin really stalled and why Saylor isn't the reason - Why he refuses to trade a four-year-cycle calendar - "The big print": the crisis he's staying liquid for, and why that one moment sets up two decades of returns Thanks to Arthur for coming on New Era Finance Podcast. Highlights: 00:00 - A Deal, Oil, And What Markets Are Pricing 08:00 - Why Crypto Got Left Behind 09:32 - "AI Took All The Money" 24:00 - When He Exits A Trade He Loves 30:00 - What He's Hunting Now 33:57 - The Convexity Philosophy 41:51 - Why Bitcoin Really Stalled 43:55 - Why He Won't Trade A Calendar 45:18 - The Opportunity Nobody's Ready For 46:12 - "The Big Print" And Staying Liquid

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276,556 Aufrufe • vor 3 Monaten

Lepard + Lavish We discuss: - The ticking debt bomb & why the Fed is trapped - Why #Bitcoin will outperform #gold - Will the Fed allow a real recession? - Massive bull flag: Bitcoin to $100k in Q4 2024? Thank you for joining me James Lavish & Lawrence Lepard, "fix the money, fix the world"! Timecodes: 00:00 What does the Fed rate cut mean? 6:08 China's stimulus, US economy future 17:14 Will the US crash into a recession? 24:11 What will happen with the US election? 36:00 The president and the economy 37:27 Trump and Bitcoin 39:26 Bitcoin price next 6-12 months 45:03 Bullish on Bitcoin 46:51 When will the Fed print money again? 49:04 Gold price 51:44 Will politicians stop Bitcoin 59:02 How to be optimistic about the future
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Lepard + Lavish We discuss: - The ticking debt bomb & why the Fed is trapped - Why #Bitcoin will outperform #gold - Will the Fed allow a real recession? - Massive bull flag: Bitcoin to $100k in Q4 2024? Thank you for joining me James Lavish & Lawrence Lepard, "fix the money, fix the world"! Timecodes: 00:00 What does the Fed rate cut mean? 6:08 China's stimulus, US economy future 17:14 Will the US crash into a recession? 24:11 What will happen with the US election? 36:00 The president and the economy 37:27 Trump and Bitcoin 39:26 Bitcoin price next 6-12 months 45:03 Bullish on Bitcoin 46:51 When will the Fed print money again? 49:04 Gold price 51:44 Will politicians stop Bitcoin 59:02 How to be optimistic about the future

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Inflation isn’t a mistake. It’s policy. But Bitcoin is an engineered exit. In this episode, we sit down with Lyn Alden (Lyn Alden) — author of Broken Money and one of the most respected voices on macro, monetary history, and Bitcoin. She connects today’s system to the 1920s–1940s cycle — and what it signals for the decade ahead. The system requires ongoing debasement to function. We cover: • Why the 2020s mirror the 1940s, and what to expect as a result in the decade ahead • Why debt-based systems structurally lead to inflation • How the system shifts private debt to the public • Why central banks have been accumulating gold since 2009 • The weakening demand for treasuries — and what it actually signals • What a multipolar reserve system is and why it's already emerging • How inflation works against savers and wage earners • The tradeoffs of deflation • Why scarce assets are the only protection against inflation • How Bitcoin combines gold-like scarcity with modern settlement • What Bitcoin still needs in order to become a global reserve asset If you think in first principles — start here. If you want to better understand money, inflation, and where this system is heading — also start here. Thank you to Lyn for joining us. Follow her: X: Lyn Alden Website: Highlights: 0:00 If the 2000s, 2010s, and 2020s mirror the 1920s, 1930s, and 1940s respectively… what comes next? 7:52 Implications of continued debasement 9:14 Why there's 325x more broad money per person 12:53 Why deflation can be positive 19:08 Current policy encourages consumption. How should we avoid this? 22:57 Central banks and gold 28:04 U.S. asset freezes and treasury demand 30:40 Why don't other countries just hold neutral assets to avoid freezes? 34:59 Will bitcoin become the world's reserve asset? How can it do so? 39:14 Why the Bretton Woods system was destined to fail 41:42 Have we irreversibly given up control of money to banks? 45:57 Why the system is prone to bank failures 50:08 Why do countries with failing currencies not turn towards hard money? 51:50 How Lyn would fix the money as president 58:31 What Lyn would change about her book Broken Money 1:00:34 Was it coincidence that bitcoin appeared after the 2008 crisis? 1:03:24 Why bitcoin is the solution to broken money 1:08:25 What does bitcoin still need to accomplish to fix the money 1:11:02 What value does MSTR provide to bitcoin?
1:14:09

Inflation isn’t a mistake. It’s policy. But Bitcoin is an engineered exit. In this episode, we sit down with Lyn Alden (Lyn Alden) — author of Broken Money and one of the most respected voices on macro, monetary history, and Bitcoin. She connects today’s system to the 1920s–1940s cycle — and what it signals for the decade ahead. The system requires ongoing debasement to function. We cover: • Why the 2020s mirror the 1940s, and what to expect as a result in the decade ahead • Why debt-based systems structurally lead to inflation • How the system shifts private debt to the public • Why central banks have been accumulating gold since 2009 • The weakening demand for treasuries — and what it actually signals • What a multipolar reserve system is and why it's already emerging • How inflation works against savers and wage earners • The tradeoffs of deflation • Why scarce assets are the only protection against inflation • How Bitcoin combines gold-like scarcity with modern settlement • What Bitcoin still needs in order to become a global reserve asset If you think in first principles — start here. If you want to better understand money, inflation, and where this system is heading — also start here. Thank you to Lyn for joining us. Follow her: X: Lyn Alden Website: Highlights: 0:00 If the 2000s, 2010s, and 2020s mirror the 1920s, 1930s, and 1940s respectively… what comes next? 7:52 Implications of continued debasement 9:14 Why there's 325x more broad money per person 12:53 Why deflation can be positive 19:08 Current policy encourages consumption. How should we avoid this? 22:57 Central banks and gold 28:04 U.S. asset freezes and treasury demand 30:40 Why don't other countries just hold neutral assets to avoid freezes? 34:59 Will bitcoin become the world's reserve asset? How can it do so? 39:14 Why the Bretton Woods system was destined to fail 41:42 Have we irreversibly given up control of money to banks? 45:57 Why the system is prone to bank failures 50:08 Why do countries with failing currencies not turn towards hard money? 51:50 How Lyn would fix the money as president 58:31 What Lyn would change about her book Broken Money 1:00:34 Was it coincidence that bitcoin appeared after the 2008 crisis? 1:03:24 Why bitcoin is the solution to broken money 1:08:25 What does bitcoin still need to accomplish to fix the money 1:11:02 What value does MSTR provide to bitcoin?

Charles Odei

29,569 Aufrufe • vor 4 Monaten

Former BlackRock fund manager Ed Dowd: "The metals are telling you that there's uncertainty out there and a lack of trust... [and] that gold and silver are going to be part of the new monetary system... [so] gold and silver are the trade and not Bitcoin so much." This clip of Dowd (Edward Dowd), who is also the founder of Phinance Technologies, is taken from a discussion with Michael Farris (Michael Farris) posted to YouTube on January 13, 2026. ---------------Partial transcription of clip--------------- "The metals are telling you that there's uncertainty out there and a lack of trust. I think the big, the moves in gold and silver are really discounting a lack of trust and fear of what is coming and what it's going to look like. And, and also it's also telling you that gold and silver are going to be part of the new monetary system. "And Bitcoin, interestingly enough, has stalled out. It's down 20% since October, the high in October and Bitcoin is barely up today. So, you know, there was always this thesis around Bitcoin that when when there's a new monetary system comes, it's going to, it's going to be protection against, you know, any of that kind of uncertainty. It's increasing. It's becoming increasingly obvious to me that gold and silver are the trade and not Bitcoin so much. "And Bitcoin, unfortunately, is very highly correlated to the Nasdaq and it's disconnected from the Nasdaq. The Nasdaq and Bitcoin have disconnected temporarily. Generally speaking, they're highly correlated. So what does that say? Does that say Nasdaq is going to catch up down to Bitcoin or is Bitcoin going to rally back up? I think that the Nasdaq is going to go down to bitcoin. So that's where we are."
1:15

Former BlackRock fund manager Ed Dowd: "The metals are telling you that there's uncertainty out there and a lack of trust... [and] that gold and silver are going to be part of the new monetary system... [so] gold and silver are the trade and not Bitcoin so much." This clip of Dowd (Edward Dowd), who is also the founder of Phinance Technologies, is taken from a discussion with Michael Farris (Michael Farris) posted to YouTube on January 13, 2026. ---------------Partial transcription of clip--------------- "The metals are telling you that there's uncertainty out there and a lack of trust. I think the big, the moves in gold and silver are really discounting a lack of trust and fear of what is coming and what it's going to look like. And, and also it's also telling you that gold and silver are going to be part of the new monetary system. "And Bitcoin, interestingly enough, has stalled out. It's down 20% since October, the high in October and Bitcoin is barely up today. So, you know, there was always this thesis around Bitcoin that when when there's a new monetary system comes, it's going to, it's going to be protection against, you know, any of that kind of uncertainty. It's increasing. It's becoming increasingly obvious to me that gold and silver are the trade and not Bitcoin so much. "And Bitcoin, unfortunately, is very highly correlated to the Nasdaq and it's disconnected from the Nasdaq. The Nasdaq and Bitcoin have disconnected temporarily. Generally speaking, they're highly correlated. So what does that say? Does that say Nasdaq is going to catch up down to Bitcoin or is Bitcoin going to rally back up? I think that the Nasdaq is going to go down to bitcoin. So that's where we are."

Sense Receptor

136,648 Aufrufe • vor 8 Monaten

"The short term price of Bitcoin is now controlled by Wall Street. And they want your Bitcoin." Simon Dixon (Simon Dixon) spent a decade watching the same institutions that dismissed Bitcoin quietly move to capture it. He came on to explain the plan for the coins you're holding and the one move they can't stop. "They don't want you to self custody it. They want you to borrow against it. They want you to trade perpetual futures." His framework is sovereign vs subordinate: either you hold Bitcoin you can access with no permission from a bank or a broker, or you're in debt to the system for everything you own. We cover: - Why Wall Street now controls Bitcoin's short-term price and what they actually want with your coins - How Bitcoin gets captured: custodians, ETFs, lending products - The unrealized gains tax and how it's used to strip assets - Why he says you cannot vote your way out of this - Where you actually sit on the sovereign vs subordinate spectrum - Why self custody is the one thing they can't touch Thanks to Simon for coming on New Era Finance Podcast. Thanks to OKX Dutch for sponsoring this week’s episode of New Era Finance. Make sure to use their 8% Deposit bonus in the comment tweet! Timestamps: 00:00 - Intro 02:33 - Michael Saylor and the Financial Industrial Complex 05:23 - How Wall Street Took Control of Bitcoin 11:14 - Tokenization and Control in the Financial System 16:58 - Unrealized Gains Tax and Asset Stripping 36:50 - Boycotting the FIC and Building Sovereignty 49:44 - Bitcoin: Centralization vs Decentralization 57:46 - The Path to Sovereignty
1:10:44

"The short term price of Bitcoin is now controlled by Wall Street. And they want your Bitcoin." Simon Dixon (Simon Dixon) spent a decade watching the same institutions that dismissed Bitcoin quietly move to capture it. He came on to explain the plan for the coins you're holding and the one move they can't stop. "They don't want you to self custody it. They want you to borrow against it. They want you to trade perpetual futures." His framework is sovereign vs subordinate: either you hold Bitcoin you can access with no permission from a bank or a broker, or you're in debt to the system for everything you own. We cover: - Why Wall Street now controls Bitcoin's short-term price and what they actually want with your coins - How Bitcoin gets captured: custodians, ETFs, lending products - The unrealized gains tax and how it's used to strip assets - Why he says you cannot vote your way out of this - Where you actually sit on the sovereign vs subordinate spectrum - Why self custody is the one thing they can't touch Thanks to Simon for coming on New Era Finance Podcast. Thanks to OKX Dutch for sponsoring this week’s episode of New Era Finance. Make sure to use their 8% Deposit bonus in the comment tweet! Timestamps: 00:00 - Intro 02:33 - Michael Saylor and the Financial Industrial Complex 05:23 - How Wall Street Took Control of Bitcoin 11:14 - Tokenization and Control in the Financial System 16:58 - Unrealized Gains Tax and Asset Stripping 36:50 - Boycotting the FIC and Building Sovereignty 49:44 - Bitcoin: Centralization vs Decentralization 57:46 - The Path to Sovereignty

Michaël van de Poppe

168,022 Aufrufe • vor 2 Monaten

Kevin Warsh killed the debasement trade and gold, silver, and Bitcoin are all paying the price "The crypto market cheered when Trump picked a Bitcoin-friendly Fed chair. Then he scrapped the rate cuts and basically debased the bull case for Bitcoin, but more specifically for gold and silver" "The assets people were buying to hedge against debasement are no longer in favor. And that is gold and silver. And at least for narrative purposes we would like to think Bitcoin was part of that trade" "That is not how the market has been pricing it. If the debasement trade narrative completely disappears that could be problematic for markets in general"
1:55

Kevin Warsh killed the debasement trade and gold, silver, and Bitcoin are all paying the price "The crypto market cheered when Trump picked a Bitcoin-friendly Fed chair. Then he scrapped the rate cuts and basically debased the bull case for Bitcoin, but more specifically for gold and silver" "The assets people were buying to hedge against debasement are no longer in favor. And that is gold and silver. And at least for narrative purposes we would like to think Bitcoin was part of that trade" "That is not how the market has been pricing it. If the debasement trade narrative completely disappears that could be problematic for markets in general"

The Wolf Of All Streets

61,992 Aufrufe • vor 2 Monaten

"All the doomsayers assumed he had no access to capital markets, and that if he sold his Bitcoin, Bitcoin would plummet like a rock. In two weeks he's disproven the entirety of the mega bear case" Dave on how Saylor quietly dismantled the entire bear case in two weeks "The market cares about two things. One, what's going to be the value of their Bitcoin reserve, and two, does he have access to capital markets" "What have we learned the last two weeks? We've learned that he could sell Bitcoin and the price could rise and go up. And he's not even buying. And we learned that he could access capital markets without touching Bitcoin and raise cash if he needs to" "Basically what he's done in the last two weeks is disproven the entirety of the mega bear case, the disastrous circle, the flush down the drain"
0:44

"All the doomsayers assumed he had no access to capital markets, and that if he sold his Bitcoin, Bitcoin would plummet like a rock. In two weeks he's disproven the entirety of the mega bear case" Dave on how Saylor quietly dismantled the entire bear case in two weeks "The market cares about two things. One, what's going to be the value of their Bitcoin reserve, and two, does he have access to capital markets" "What have we learned the last two weeks? We've learned that he could sell Bitcoin and the price could rise and go up. And he's not even buying. And we learned that he could access capital markets without touching Bitcoin and raise cash if he needs to" "Basically what he's done in the last two weeks is disproven the entirety of the mega bear case, the disastrous circle, the flush down the drain"

The Wolf Of All Streets

67,830 Aufrufe • vor 2 Monaten

🇺🇸 The one asset governments can't print is still sitting at a price that will look absurd in ten years. Lawrence Lepard has been in Bitcoin since 2013, and he says his models are flashing cheap right now: "Someday people will be saying themselves, oh my God, you were able to buy a coin for 60,000." His numbers go further than most are willing to say out loud: $180,000 to $200,000 within two years, and a million dollars a coin by the 2030s. Lawrence Lepard, "fix the money, fix the world"
2:56

🇺🇸 The one asset governments can't print is still sitting at a price that will look absurd in ten years. Lawrence Lepard has been in Bitcoin since 2013, and he says his models are flashing cheap right now: "Someday people will be saying themselves, oh my God, you were able to buy a coin for 60,000." His numbers go further than most are willing to say out loud: $180,000 to $200,000 within two years, and a million dollars a coin by the 2030s. Lawrence Lepard, "fix the money, fix the world"

Mario Nawfal

47,229 Aufrufe • vor 1 Monat

The $25 Trillion Trigger for Bitcoin’s Next Big Pump | Mark Yusko Sat down with Mark W. Yusko - Two Point One Quadrillion on why $25 trillion in debt buybacks could be the Bitcoin catalyst. He walks through why printing does not stop, why debasement is the long-term case, and why $BTC can trade well beyond fair value. We cover whether the bottom is in, the risk of one more flush, why almost half his book is Bitcoin, and why he sold 90% of his $SOL.
49:42

The $25 Trillion Trigger for Bitcoin’s Next Big Pump | Mark Yusko Sat down with Mark W. Yusko - Two Point One Quadrillion on why $25 trillion in debt buybacks could be the Bitcoin catalyst. He walks through why printing does not stop, why debasement is the long-term case, and why $BTC can trade well beyond fair value. We cover whether the bottom is in, the risk of one more flush, why almost half his book is Bitcoin, and why he sold 90% of his $SOL.

Ran Neuner

41,953 Aufrufe • vor 16 Tagen

This has been a fascinating conversation with Matthew Mežinskis. I love data. I look at data for all the investment decisions that I make, and that’s why I wanted to talk with him about the Power Law. What’s the actual valuation of #Bitcoin? Where are we in the cycle? His model predicts Bitcoin’s price could reach $1.1 million by 2033. Fascinating. Matthew Mezinskis built the model. He's the macro researcher behind the #Bitcoin Power Law model, and his claim isn't that Bitcoin will moon someday, it's that Bitcoin follows a mathematical growth curve, has for its entire life, and is currently trading at about half of where that curve says it should be. His summary of the math: "Let's go out about eight years. We should be at a million dollars per Bitcoin." The mechanics are almost absurdly simple. Every 13% increase in Bitcoin's lifespan doubles the price. That compounds into roughly a 10x every eight years. No halving cycles, no narratives, no adoption guesses, just time and a curve that's held for over a decade while skeptics called it broken. We cover: - The power law explained: why price scales with time, not hype - Why he says the current price sits at half of fair value on the curve - Power law vs stock-to-flow: why the exponential models failed and this one didn't - What a decade of data says about the curve holding - Bitcoin vs gold, and where this ends if the math keeps working Thanks for OKX for being the sponsor of todays episode! Timestamps: 00:00 - Introductio 01:10 - Bitcoin's Recent Moves 04:06 - Bitcoin's Cycles 07:21 - Bitcoin vs Traditional Assets 10:57 - The Power Law Explained 11:23 - Bitcoin vs Gold 21:16 - Power Law vs Stock-to-Flow 34:56 - The Power Law In Pricing 46:48 - What History Tells Us 51:07 - Bitcoin's Market Position 01:00:26 - Bitcoin's Global Role
1:08:58

This has been a fascinating conversation with Matthew Mežinskis. I love data. I look at data for all the investment decisions that I make, and that’s why I wanted to talk with him about the Power Law. What’s the actual valuation of #Bitcoin? Where are we in the cycle? His model predicts Bitcoin’s price could reach $1.1 million by 2033. Fascinating. Matthew Mezinskis built the model. He's the macro researcher behind the #Bitcoin Power Law model, and his claim isn't that Bitcoin will moon someday, it's that Bitcoin follows a mathematical growth curve, has for its entire life, and is currently trading at about half of where that curve says it should be. His summary of the math: "Let's go out about eight years. We should be at a million dollars per Bitcoin." The mechanics are almost absurdly simple. Every 13% increase in Bitcoin's lifespan doubles the price. That compounds into roughly a 10x every eight years. No halving cycles, no narratives, no adoption guesses, just time and a curve that's held for over a decade while skeptics called it broken. We cover: - The power law explained: why price scales with time, not hype - Why he says the current price sits at half of fair value on the curve - Power law vs stock-to-flow: why the exponential models failed and this one didn't - What a decade of data says about the curve holding - Bitcoin vs gold, and where this ends if the math keeps working Thanks for OKX for being the sponsor of todays episode! Timestamps: 00:00 - Introductio 01:10 - Bitcoin's Recent Moves 04:06 - Bitcoin's Cycles 07:21 - Bitcoin vs Traditional Assets 10:57 - The Power Law Explained 11:23 - Bitcoin vs Gold 21:16 - Power Law vs Stock-to-Flow 34:56 - The Power Law In Pricing 46:48 - What History Tells Us 51:07 - Bitcoin's Market Position 01:00:26 - Bitcoin's Global Role

Michaël van de Poppe

153,224 Aufrufe • vor 13 Tagen

Before we hit the stage at The Bitcoin Conference for a lively gold vs. Bitcoin discussion, I brought Peter Schiff back on the show to discuss markets, gold vs UST, Trump's tax cuts, and why Peter HODLs his own strategic Bitcoin reserve (in cold storage)... Enjoy the show and see you all in Las Vegas! Timecodes: 00:00 Bitcoin 2025 preview 3:34 Peter's Strategic Bitcoin Reserve 5:45 What is the Big Beautiful Bill? 10:16 Can we grow our way out of deficits? 16:03 Helping the working class 22:10 QE, big print 27:53 Will gold be revalued? 34:05 Gold vs. Bitcoin debate 37:39 Will gold replace the US Dollar? 42:44 Memecoins 44:21 Neutral reserve asset 49:11 Saving the U.S. economy 57:58 How much gold is in Peter's portfolio? 1:02:28 Is Bitcoin money?
1:08:19

Before we hit the stage at The Bitcoin Conference for a lively gold vs. Bitcoin discussion, I brought Peter Schiff back on the show to discuss markets, gold vs UST, Trump's tax cuts, and why Peter HODLs his own strategic Bitcoin reserve (in cold storage)... Enjoy the show and see you all in Las Vegas! Timecodes: 00:00 Bitcoin 2025 preview 3:34 Peter's Strategic Bitcoin Reserve 5:45 What is the Big Beautiful Bill? 10:16 Can we grow our way out of deficits? 16:03 Helping the working class 22:10 QE, big print 27:53 Will gold be revalued? 34:05 Gold vs. Bitcoin debate 37:39 Will gold replace the US Dollar? 42:44 Memecoins 44:21 Neutral reserve asset 49:11 Saving the U.S. economy 57:58 How much gold is in Peter's portfolio? 1:02:28 Is Bitcoin money?

Natalie Brunell ⚡️

169,596 Aufrufe • vor 1 Jahr

Michael Saylor may have just revealed the future of Bitcoin treasury companies… and Strive is already building it. In this conversation with Strive's Chief Strategy Officer Avik Roy, we break down: • Why Strategy’s latest earnings call changed the game • The rise of digital credit ($STRC, $SATA & beyond) • Why some Bitcoin treasury firms failed • Why selling Bitcoin can actually be bullish • The next phase of institutional $BTC adoption One of the most insightful discussions we’ve had on Bitcoin treasury strategy. 00:00 Avik Roy’s Bitcoin Origin Story 14:26 What Avik Actually Does at Strive 17:39 Why Strive Wants to Become a PURE Bitcoin Company 20:19 Will Bitcoin Treasury Companies Start Consolidating? 27:14 Europe vs US Bitcoin Treasury Markets 29:00 Michael Saylor’s BIGGEST Earnings Call Hint 30:25 Why STRC Is Dominating the Market 33:22 The Most Shocking Part of Strategy’s Earnings Call 37:32 “Bitcoin Is Fungible… But Not for Taxes” 41:19 The Credit Rating Catalyst That Could Change Everything 44:18 Why Some Smaller Bitcoin Treasury Companies Failed 48:19 Will SATA & STRC Keep Paying Huge Yields? 52:35 Which Bitcoin Treasury Company Is Next? 56:44 “Bitcoin Treasuries Are Like Private Equity in the 1980s” 01:01:18 Macro Outlook: Bitcoin, Inflation & The Fed 01:05:08 Final Thoughts & Where to Follow Avik Roy Full episode 👇
1:05:54

Michael Saylor may have just revealed the future of Bitcoin treasury companies… and Strive is already building it. In this conversation with Strive's Chief Strategy Officer Avik Roy, we break down: • Why Strategy’s latest earnings call changed the game • The rise of digital credit ($STRC, $SATA & beyond) • Why some Bitcoin treasury firms failed • Why selling Bitcoin can actually be bullish • The next phase of institutional $BTC adoption One of the most insightful discussions we’ve had on Bitcoin treasury strategy. 00:00 Avik Roy’s Bitcoin Origin Story 14:26 What Avik Actually Does at Strive 17:39 Why Strive Wants to Become a PURE Bitcoin Company 20:19 Will Bitcoin Treasury Companies Start Consolidating? 27:14 Europe vs US Bitcoin Treasury Markets 29:00 Michael Saylor’s BIGGEST Earnings Call Hint 30:25 Why STRC Is Dominating the Market 33:22 The Most Shocking Part of Strategy’s Earnings Call 37:32 “Bitcoin Is Fungible… But Not for Taxes” 41:19 The Credit Rating Catalyst That Could Change Everything 44:18 Why Some Smaller Bitcoin Treasury Companies Failed 48:19 Will SATA & STRC Keep Paying Huge Yields? 52:35 Which Bitcoin Treasury Company Is Next? 56:44 “Bitcoin Treasuries Are Like Private Equity in the 1980s” 01:01:18 Macro Outlook: Bitcoin, Inflation & The Fed 01:05:08 Final Thoughts & Where to Follow Avik Roy Full episode 👇

One Chair

26,877 Aufrufe • vor 4 Monaten

Everyone's blaming Michael Saylor for this drawdown. Jamie Coutts looked at the data and came to a different conclusion: "#Bitcoin didn't top because of MicroStrategy." Jamie Coutts (Jamie Coutts CMT) is chief crypto analyst at Real Vision and one of the most rigorous liquidity researchers in the space. He joined me to explain the one force that actually drives this market: "Global liquidity is the main driver of all asset prices." We cover: - Why we're really in a bear market — a lack of demand, not one company: long-term holders selling peaked in Q3 last year, a classic cycle-top signal - His honest miss: his cycle risk model flagged the top, but he read it as a 30-40% correction — "it ended up being the cycle top" - Where the liquidity actually went: AI hyperscalers cutting buybacks and issuing debt, the SpaceX listing, and "the granddaddy of all" — record US government issuance - The debasement math: debt growing faster than liquidity, why "something's got to give," and why more liquidity has to enter this year or next - His warning: it often requires things to get worse before they get better - The 12-month playbook: tokenization and AI agents as the two demand drivers, and why supply discipline meeting real demand would be a first for crypto Thanks to Jamie for coming on New Era Finance Podcast. Thanks to OKX for being today's sponsor of the show. Make sure to use their 8% Deposit bonus with the link in the comment tweet. Timestamps: 00:45 - Michael Saylor's Impact on Bitcoin 02:47 - Global Liquidity, Debt and Interest Rates 09:02 - Bitcoin, AI and the Agentic Era 14:49 - Navigating Economic Uncertainty 30:37 - The Future of Crypto: Supply and Demand 39:00 - Bitcoin, Altcoins and Market Risk 46:33 - NEAR Protocol and Interoperability 52:05 - Zcash and Privacy Coins 54:55 - Market Momentum and Investment Strategy
1:01:49

Everyone's blaming Michael Saylor for this drawdown. Jamie Coutts looked at the data and came to a different conclusion: "#Bitcoin didn't top because of MicroStrategy." Jamie Coutts (Jamie Coutts CMT) is chief crypto analyst at Real Vision and one of the most rigorous liquidity researchers in the space. He joined me to explain the one force that actually drives this market: "Global liquidity is the main driver of all asset prices." We cover: - Why we're really in a bear market — a lack of demand, not one company: long-term holders selling peaked in Q3 last year, a classic cycle-top signal - His honest miss: his cycle risk model flagged the top, but he read it as a 30-40% correction — "it ended up being the cycle top" - Where the liquidity actually went: AI hyperscalers cutting buybacks and issuing debt, the SpaceX listing, and "the granddaddy of all" — record US government issuance - The debasement math: debt growing faster than liquidity, why "something's got to give," and why more liquidity has to enter this year or next - His warning: it often requires things to get worse before they get better - The 12-month playbook: tokenization and AI agents as the two demand drivers, and why supply discipline meeting real demand would be a first for crypto Thanks to Jamie for coming on New Era Finance Podcast. Thanks to OKX for being today's sponsor of the show. Make sure to use their 8% Deposit bonus with the link in the comment tweet. Timestamps: 00:45 - Michael Saylor's Impact on Bitcoin 02:47 - Global Liquidity, Debt and Interest Rates 09:02 - Bitcoin, AI and the Agentic Era 14:49 - Navigating Economic Uncertainty 30:37 - The Future of Crypto: Supply and Demand 39:00 - Bitcoin, Altcoins and Market Risk 46:33 - NEAR Protocol and Interoperability 52:05 - Zcash and Privacy Coins 54:55 - Market Momentum and Investment Strategy

Michaël van de Poppe

107,207 Aufrufe • vor 1 Monat