Loading video...

Video Failed to Load

Go Home

WHY AI WILL MAKE BITCOIN MORE VALUABLE THAN EVER Elon Musk has argued that AI-driven productivity gains will make nearly everything we want abundant and push prices toward zero. For goods like software, he is absolutely right. But in a world of extreme abundance, scarcity becomes even more valuable....

BitcoinNewsCom's profile picture

Bitcoin News

261,934 subscribers

43,426 views • 7 months ago •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

0 Comments

No comments available

Comments from the original post will appear here

Related Videos

Why is AI bullish for Bitcoin? Jordi Visser argues that AI disrupts “every single thing that people own as a store of value.” - Jobs get automated. - Digital content gets faked. - Artwork becomes impossible to verify. - Software moats collapse. “There will be no separation between what’s real and what’s fake.” So where does capital flee when abundance gets commoditized? Into true scarcity. “I think we’re in the most important stage for Bitcoin, where it no longer is considered software… it is considered something that is scarce.” In an AI world, Bitcoin’s scarcity becomes the ultimate premium. ⚡
3:06

Why is AI bullish for Bitcoin? Jordi Visser argues that AI disrupts “every single thing that people own as a store of value.” - Jobs get automated. - Digital content gets faked. - Artwork becomes impossible to verify. - Software moats collapse. “There will be no separation between what’s real and what’s fake.” So where does capital flee when abundance gets commoditized? Into true scarcity. “I think we’re in the most important stage for Bitcoin, where it no longer is considered software… it is considered something that is scarce.” In an AI world, Bitcoin’s scarcity becomes the ultimate premium. ⚡

Bankless

44,556 views • 4 months ago

JUST IN: MARA CEO Fred Thiel says AI pays more than Bitcoin mining. “Today, power is the thing, which is why ourselves and many of our peers have pivoted. Because you get a lot more money per electron if you're doing it for AI than for Bitcoin mining.” “We sit on an asset called land and power, which I can convert to AI, which gives me a much higher return.” Thiel says MARA will not shut down immediately: “We can mine Bitcoin up until the electrons have to be redirected to the data center.” "It starts getting pretty expensive to mine Bitcoin when the alternative use of energy is AI.”
0:58

JUST IN: MARA CEO Fred Thiel says AI pays more than Bitcoin mining. “Today, power is the thing, which is why ourselves and many of our peers have pivoted. Because you get a lot more money per electron if you're doing it for AI than for Bitcoin mining.” “We sit on an asset called land and power, which I can convert to AI, which gives me a much higher return.” Thiel says MARA will not shut down immediately: “We can mine Bitcoin up until the electrons have to be redirected to the data center.” "It starts getting pretty expensive to mine Bitcoin when the alternative use of energy is AI.”

Coin Bureau

42,130 views • 29 days ago

Warren Buffett explains why he prefers productive assets over Bitcoin. He says he would gladly pay billions for a small share of U.S. farmland or apartments because they produce real value like food and housing. But even if he could buy all the Bitcoin in the world, he wouldn't take it, because it produces nothing and only has value if someone else pays more later. Buffett argues that Bitcoin is a speculative asset, not an investment, driven by hype, trading costs, and money changing hands rather than real wealth creation. In contrast, true assets must deliver something tangible over time. Bitcoin, he says, is speculation, not an investment: hype, fees, and money changing hands- without creating real wealth. True investments deliver tangible value over time.
1:42

Warren Buffett explains why he prefers productive assets over Bitcoin. He says he would gladly pay billions for a small share of U.S. farmland or apartments because they produce real value like food and housing. But even if he could buy all the Bitcoin in the world, he wouldn't take it, because it produces nothing and only has value if someone else pays more later. Buffett argues that Bitcoin is a speculative asset, not an investment, driven by hype, trading costs, and money changing hands rather than real wealth creation. In contrast, true assets must deliver something tangible over time. Bitcoin, he says, is speculation, not an investment: hype, fees, and money changing hands- without creating real wealth. True investments deliver tangible value over time.

Stocks World

27,681 views • 6 months ago

Everyone's asking why Bitcoin is lagging while the S&P prints all-time highs. Michael Saylor gave me the cleanest answer in Prague: "We're living right now in the summer of the AI bubble... $500 billion of capital is being lurped into the AI complex right now." His framing: a "massive AI black hole spinning through the system," pulling the marginal dollar into every hot AI deal instead of crypto. Nothing broke — the capital just found somewhere louder to go. What I respect is that he didn't leave it vague. He put a clock on it: "I think a lot of that hot money will come back into Bitcoin because Bitcoin is now undervalued" — capital rotating back around Q3, and by Q4 "things will be normalizing to our benefit." That's his call, not mine — but it's dated and testable, which is exactly why it's worth writing down. In six months we either see the rotation or we don't. His yardstick for "undervalued," for what it's worth, is the discount to the 200-week moving average — what he calls the "book value" of Bitcoin. A cleaner lens than the daily candle, whatever you make of the timing. Do you buy the AI-drain thesis — or is the lag telling us something more structural?
0:26

Everyone's asking why Bitcoin is lagging while the S&P prints all-time highs. Michael Saylor gave me the cleanest answer in Prague: "We're living right now in the summer of the AI bubble... $500 billion of capital is being lurped into the AI complex right now." His framing: a "massive AI black hole spinning through the system," pulling the marginal dollar into every hot AI deal instead of crypto. Nothing broke — the capital just found somewhere louder to go. What I respect is that he didn't leave it vague. He put a clock on it: "I think a lot of that hot money will come back into Bitcoin because Bitcoin is now undervalued" — capital rotating back around Q3, and by Q4 "things will be normalizing to our benefit." That's his call, not mine — but it's dated and testable, which is exactly why it's worth writing down. In six months we either see the rotation or we don't. His yardstick for "undervalued," for what it's worth, is the discount to the 200-week moving average — what he calls the "book value" of Bitcoin. A cleaner lens than the daily candle, whatever you make of the timing. Do you buy the AI-drain thesis — or is the lag telling us something more structural?

Michaël van de Poppe

74,081 views • 1 month ago

CHARLES SCHWAB DIRECTOR OF EQUITY RESEARCH ON WHY BITCOIN IS LAGGING RIGHT NOW: "Bitcoin is a hedge against uncertainty. And I think the market right now is very certain about one thing: AI will absorb the next decade of capital, earnings growth, power demand, semiconductor demand, everything. And so the attention is shifting there." That is the whole explanation in two sentences. Bitcoin thrives when the future is unclear. Right now the market thinks it knows exactly what the next decade looks like. AI wins. Everything else waits. The moment that certainty cracks, Bitcoin is the first place uncertain capital runs. Uncertainty is not gone. It is just temporarily overshadowed.
0:20

CHARLES SCHWAB DIRECTOR OF EQUITY RESEARCH ON WHY BITCOIN IS LAGGING RIGHT NOW: "Bitcoin is a hedge against uncertainty. And I think the market right now is very certain about one thing: AI will absorb the next decade of capital, earnings growth, power demand, semiconductor demand, everything. And so the attention is shifting there." That is the whole explanation in two sentences. Bitcoin thrives when the future is unclear. Right now the market thinks it knows exactly what the next decade looks like. AI wins. Everything else waits. The moment that certainty cracks, Bitcoin is the first place uncertain capital runs. Uncertainty is not gone. It is just temporarily overshadowed.

WOLF Bitcoin

71,242 views • 2 months ago

MARA CEO: Using Electricity for AI Is Far More Profitable Than Bitcoin Mining Fred Thiel Fred Thiel, CEO of MARA, one of the world's largest publicly listed Bitcoin mining companies, said in a July 23 interview with Natalie Brunell that electricity has become the industry's most critical resource, as the same amount of power can generate far greater returns when used for AI than for Bitcoin mining. This is why MARA and many of its peers are shifting toward AI data centers. However, MARA will continue mining Bitcoin, as it remains an effective way to utilize surplus electricity in regions where energy is free or inexpensive.
2:14

MARA CEO: Using Electricity for AI Is Far More Profitable Than Bitcoin Mining Fred Thiel Fred Thiel, CEO of MARA, one of the world's largest publicly listed Bitcoin mining companies, said in a July 23 interview with Natalie Brunell that electricity has become the industry's most critical resource, as the same amount of power can generate far greater returns when used for AI than for Bitcoin mining. This is why MARA and many of its peers are shifting toward AI data centers. However, MARA will continue mining Bitcoin, as it remains an effective way to utilize surplus electricity in regions where energy is free or inexpensive.

Wu Blockchain

21,834 views • 1 month ago

I sat down with Jordi Visser at Bitcoin Investor Week to discuss why software stocks are losing their moats, how AI is driving deflation, and why capital is rotating toward scarce assets. We explore hyperscalers, data centers, AI agents, and why bitcoin may emerge as the only true growth asset in a world of abundant intelligence. YouTube: Spotify: Apple: TIMESTAMP: 0:00 - Intro 0:56 – Cathie Wood’s AI take & why Jordi disagrees 4:30 – Why Big Tech may struggle to monetize AI 6:57 – Deflation vs disinflation in an AI-driven economy 10:08 – What investors should actually do right now 14:12 – The scarcity trade & why bitcoin stands out 16:25 – How investors can use AI to gain an edge 19:16 – Where to follow Jordi Visser & his work
21:09

I sat down with Jordi Visser at Bitcoin Investor Week to discuss why software stocks are losing their moats, how AI is driving deflation, and why capital is rotating toward scarce assets. We explore hyperscalers, data centers, AI agents, and why bitcoin may emerge as the only true growth asset in a world of abundant intelligence. YouTube: Spotify: Apple: TIMESTAMP: 0:00 - Intro 0:56 – Cathie Wood’s AI take & why Jordi disagrees 4:30 – Why Big Tech may struggle to monetize AI 6:57 – Deflation vs disinflation in an AI-driven economy 10:08 – What investors should actually do right now 14:12 – The scarcity trade & why bitcoin stands out 16:25 – How investors can use AI to gain an edge 19:16 – Where to follow Jordi Visser & his work

Anthony Pompliano 🌪

44,385 views • 6 months ago

Ledger Co-Founder: If Bitcoin Hits $1 Million, It Could Mean War or a Fiat System Collapse Ledger co-founder Eric Larchevêque Eric Larchevêque said in a June 25 interview with When Shift Happens that a world where Bitcoin reaches $1 million or even $10 million may not be a good one, but one marked by wars, fiat currency failures, debt crises and social unrest. He said Bitcoin has little value in a perfect world because no one needs it. But in an unstable world, Bitcoin becomes important as a final settlement asset and a tool to protect wealth. For people in Iran and France, he added, Bitcoin does not carry the same meaning.
2:25

Ledger Co-Founder: If Bitcoin Hits $1 Million, It Could Mean War or a Fiat System Collapse Ledger co-founder Eric Larchevêque Eric Larchevêque said in a June 25 interview with When Shift Happens that a world where Bitcoin reaches $1 million or even $10 million may not be a good one, but one marked by wars, fiat currency failures, debt crises and social unrest. He said Bitcoin has little value in a perfect world because no one needs it. But in an unstable world, Bitcoin becomes important as a final settlement asset and a tool to protect wealth. For people in Iran and France, he added, Bitcoin does not carry the same meaning.

Wu Blockchain

61,154 views • 1 month ago

STRC - SAYLOR'S INFINITE MONEY GLITCH IS DOMINATING People don't understand how POWERFUL STRC is, and how much WEALTH will flow into Bitcoin because of it. You will learn: How STRC is the best fixed income instrument in the world How STRC is a perpetual capital transmutation engine. How Saylor is turning your yield addiction into Bitcoin fuel Why this structure is mathematically safer than government bonds How STRC functions as a shadow central bank with an incorruptible balance sheet And why nobody in power is stopping it... because they still don’t understand it STRC is the FINAL FORM of CAPITAL MARKETS WARFARE
16:58

STRC - SAYLOR'S INFINITE MONEY GLITCH IS DOMINATING People don't understand how POWERFUL STRC is, and how much WEALTH will flow into Bitcoin because of it. You will learn: How STRC is the best fixed income instrument in the world How STRC is a perpetual capital transmutation engine. How Saylor is turning your yield addiction into Bitcoin fuel Why this structure is mathematically safer than government bonds How STRC functions as a shadow central bank with an incorruptible balance sheet And why nobody in power is stopping it... because they still don’t understand it STRC is the FINAL FORM of CAPITAL MARKETS WARFARE

Adam Livingston

22,376 views • 7 months ago

THE CEO OF A BITCOIN MINING COMPANY JUST SAID BITCOIN'S DAY AS MONEY IS OVER Bitcoin bitcoin:native still works as a store of value, but he's pivoting MARA $MARA toward AI: - Bitcoin remains valuable as an asset held outside central control, portable, unless authorities shut off conversion to cash - MARA isn't accumulating more Bitcoin right now, since most miners are mining at a loss and he won't dilute shareholders to fund it - He's not less excited about Bitcoin, he's just moved it into a different box: his fiduciary duty is to convert MARA's land and power into AI, which delivers a much higher return
1:33

THE CEO OF A BITCOIN MINING COMPANY JUST SAID BITCOIN'S DAY AS MONEY IS OVER Bitcoin bitcoin:native still works as a store of value, but he's pivoting MARA $MARA toward AI: - Bitcoin remains valuable as an asset held outside central control, portable, unless authorities shut off conversion to cash - MARA isn't accumulating more Bitcoin right now, since most miners are mining at a loss and he won't dilute shareholders to fund it - He's not less excited about Bitcoin, he's just moved it into a different box: his fiduciary duty is to convert MARA's land and power into AI, which delivers a much higher return

WOLF Bitcoin

85,796 views • 28 days ago

LIVE NOW - AI Is Destroying Every Moat, Except Bitcoin Bitcoin may be the clearest winner in an AI economy. Jordi Visser joins Bankless to make the case for BTC as the core scarcity trade: An asset built for a world where AI compresses software, weakens old moats, and pushes investors toward what stays truly scarce. --- TIMESTAMPS 0:00 Intro 2:07 Jordi’s bold Bitcoin call 4:18 The AI endgame lands at Bitcoin 9:26 Bitcoin as the purest AI trade 12:49 SaaSpocalypse, quantum fear, and the private credit risk 20:49 AI is the new QE 26:55 Inflation, deflation, and the scarcity squeeze 34:28 What happens to stocks from here 44:24 Is AI a bubble? 48:17 The Bitcoin IPO and muted cycles 1:01:01 Has Bitcoin already bottomed? 1:09:03 The broken social pact 1:13:21 The rest of crypto, from ETH to stablecoins 1:17:29 Inside the scarcity portfolio 1:20:42 Jensen vs. Dwarkesh, China, and the chip war 1:27:42 Jordi’s AI stack and where to follow his work
1:31:19

LIVE NOW - AI Is Destroying Every Moat, Except Bitcoin Bitcoin may be the clearest winner in an AI economy. Jordi Visser joins Bankless to make the case for BTC as the core scarcity trade: An asset built for a world where AI compresses software, weakens old moats, and pushes investors toward what stays truly scarce. --- TIMESTAMPS 0:00 Intro 2:07 Jordi’s bold Bitcoin call 4:18 The AI endgame lands at Bitcoin 9:26 Bitcoin as the purest AI trade 12:49 SaaSpocalypse, quantum fear, and the private credit risk 20:49 AI is the new QE 26:55 Inflation, deflation, and the scarcity squeeze 34:28 What happens to stocks from here 44:24 Is AI a bubble? 48:17 The Bitcoin IPO and muted cycles 1:01:01 Has Bitcoin already bottomed? 1:09:03 The broken social pact 1:13:21 The rest of crypto, from ETH to stablecoins 1:17:29 Inside the scarcity portfolio 1:20:42 Jensen vs. Dwarkesh, China, and the chip war 1:27:42 Jordi’s AI stack and where to follow his work

Bankless

16,225 views • 4 months ago

Elon Musk warns: AI + robotics will hit us like a "supersonic tsunami." Peter Diamandis: “We’re basically demonetizing everything. Labor becomes the cost of CapEx and electricity. Intelligence is available at almost zero price.” Elon’s forecast: Prices collapse hard. Output of goods & services explodes faster than money supply → deflation. Governments will frantically print faster — but won’t keep up. Productivity could hit high double-digit growth every year. GDP metrics are already meaningless and will look even more absurd. Universal high income won’t come from taxes & redistribution. It comes from radical abundance where stuff & services approach zero cost. If prices for almost everything crash and intelligence becomes dirt cheap… what’s the first thing you’d do — or build — in that world?
2:45

Elon Musk warns: AI + robotics will hit us like a "supersonic tsunami." Peter Diamandis: “We’re basically demonetizing everything. Labor becomes the cost of CapEx and electricity. Intelligence is available at almost zero price.” Elon’s forecast: Prices collapse hard. Output of goods & services explodes faster than money supply → deflation. Governments will frantically print faster — but won’t keep up. Productivity could hit high double-digit growth every year. GDP metrics are already meaningless and will look even more absurd. Universal high income won’t come from taxes & redistribution. It comes from radical abundance where stuff & services approach zero cost. If prices for almost everything crash and intelligence becomes dirt cheap… what’s the first thing you’d do — or build — in that world?

Camus

872,104 views • 6 months ago

MFTV #11: BITCOIN MINING AND THE RACE FOR AI POWER | with MARA CEO Fred Thiel (Fred Thiel) 🔗 YouTube: 🌿 Spotify: "You can't do AI, HPC, or Bitcoin without electrons. Acquire electrons, then generate maximum value per electron." MARA is one of the largest Bitcoin miners in the world, and it’s now moving into the energy and AI/HPC infrastructure territory the whole industry is racing for. What happens to Bitcoin mining when the race for AI power is quickly gaining popularity? In his second appearance on MFTV, Fred rejoins Head of MARA Foundation Isabel Foxen Duke⚡️ to explain what's driving that race. AI inference has skyrocketed demand for power, and the bottleneck is energized land — places where the electrons are already flowing. Fred also lays out MARA's position: a power portfolio few can match, a partnership with Starwood Digital Ventures (a large-scale data center operator with deep hyperscaler and financing experience), and an in-house team spanning digital infrastructure operations, energy, and capital markets. Bitcoin mining, meanwhile, becomes the load that monetizes power the moment it switches on. A conversation about energy, AI, and how the assets a Bitcoin miner spent years accumulating map onto the most contested market in tech.
48:47

MFTV #11: BITCOIN MINING AND THE RACE FOR AI POWER | with MARA CEO Fred Thiel (Fred Thiel) 🔗 YouTube: 🌿 Spotify: "You can't do AI, HPC, or Bitcoin without electrons. Acquire electrons, then generate maximum value per electron." MARA is one of the largest Bitcoin miners in the world, and it’s now moving into the energy and AI/HPC infrastructure territory the whole industry is racing for. What happens to Bitcoin mining when the race for AI power is quickly gaining popularity? In his second appearance on MFTV, Fred rejoins Head of MARA Foundation Isabel Foxen Duke⚡️ to explain what's driving that race. AI inference has skyrocketed demand for power, and the bottleneck is energized land — places where the electrons are already flowing. Fred also lays out MARA's position: a power portfolio few can match, a partnership with Starwood Digital Ventures (a large-scale data center operator with deep hyperscaler and financing experience), and an in-house team spanning digital infrastructure operations, energy, and capital markets. Bitcoin mining, meanwhile, becomes the load that monetizes power the moment it switches on. A conversation about energy, AI, and how the assets a Bitcoin miner spent years accumulating map onto the most contested market in tech.

MARA Foundation

25,027 views • 1 month ago

Investing in precious metals is a religion Bitcoin proved this by being better money The precious metals investors don't plan to change their opinion, no matter how many facts are presented (Just like religion) Everything that Peter Schiff mentioned in this debate with Saifedean Ammous as a downside of Bitcoin, can be applied to gold Nobody sends and receives gold to settle transactions today, but Peter wants to convince you that Bitcoin isn't money ("My religion is better") Once you get out of the precious metals echo chamber, you can start analyzing the world with a fresh mind Peter criticizes Michael Saylor for buying $55B of Bitcoin and only being at break-even When Bitcoin is at $150K, MSTR's 700,000 BTC stack will have doubled When Bitcoin is $300K, $MSTR's Bitcoin will be worth 4x what they paid for it When it gets to $1M, MSTR's current holdings would be worth $700 BILLION That's a 13X Even after that happens, Peter will be saying Bitcoin is a scam Because like I said... Investing in precious metals is a religion
8:28

Investing in precious metals is a religion Bitcoin proved this by being better money The precious metals investors don't plan to change their opinion, no matter how many facts are presented (Just like religion) Everything that Peter Schiff mentioned in this debate with Saifedean Ammous as a downside of Bitcoin, can be applied to gold Nobody sends and receives gold to settle transactions today, but Peter wants to convince you that Bitcoin isn't money ("My religion is better") Once you get out of the precious metals echo chamber, you can start analyzing the world with a fresh mind Peter criticizes Michael Saylor for buying $55B of Bitcoin and only being at break-even When Bitcoin is at $150K, MSTR's 700,000 BTC stack will have doubled When Bitcoin is $300K, $MSTR's Bitcoin will be worth 4x what they paid for it When it gets to $1M, MSTR's current holdings would be worth $700 BILLION That's a 13X Even after that happens, Peter will be saying Bitcoin is a scam Because like I said... Investing in precious metals is a religion

Rajat Soni, CFA

13,598 views • 6 months ago

Jordi Visser (Jordi Visser) and I discuss why bitcoin is decoupling from software stocks, how it wins in both inflationary and deflationary environments, and the five scarcity-driven investment baskets Jordi is tracking right now. We also get into the AI agents shift, why public companies are struggling to adopt AI, and how to position a portfolio in a world of commodity shortages. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:54 - Bitcoin vs. software stocks decoupling? 5:43 - Inflation vs. deflation & what it means for bitcoin 12:35 - The 5 thematic investment baskets 23:27 - Real-time information & podcasts vs reading 33:27 - AI security, hacking & what it means for bitcoin 36:15 - Anthropic vs. OpenAI vs. Meta — the model race 42:15 - Contracted annual run rate & the revenue illusion 45:35 - Jordi's scarcity trader worldview 49:03 - The fourth turning, politics & generational change
57:10

Jordi Visser (Jordi Visser) and I discuss why bitcoin is decoupling from software stocks, how it wins in both inflationary and deflationary environments, and the five scarcity-driven investment baskets Jordi is tracking right now. We also get into the AI agents shift, why public companies are struggling to adopt AI, and how to position a portfolio in a world of commodity shortages. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:54 - Bitcoin vs. software stocks decoupling? 5:43 - Inflation vs. deflation & what it means for bitcoin 12:35 - The 5 thematic investment baskets 23:27 - Real-time information & podcasts vs reading 33:27 - AI security, hacking & what it means for bitcoin 36:15 - Anthropic vs. OpenAI vs. Meta — the model race 42:15 - Contracted annual run rate & the revenue illusion 45:35 - Jordi's scarcity trader worldview 49:03 - The fourth turning, politics & generational change

Anthony Pompliano 🌪

37,737 views • 4 months ago

Elon Musk On The True Nature Of Economies "Well, I mean, so what is an economy? People get confused and sometimes think an economy is money. Money is a database for the exchange of goods and services and for time-shifting that exchange. Money is a database. Money doesn't have power in and of itself. Like you can run the thought experiment: you're shipwrecked on a remote island with a trillion dollars in a Swiss bank account. It's worthless. You'd rather have a can of soup. The actual economy is goods and services. What limits their output? Labor. Even capital is distilled labor. So the limiting factor is labor. If you address that limiting factor, then an economy in the traditional sense may no longer have much meaning because you have no real constraint on goods and services. The only things that will be scarce are those with artificial scarcity: a specific piece of art, a particular home in a prime location, etc." A profound perspective on abundance, labor, and value in the age of AI.
1:08

Elon Musk On The True Nature Of Economies "Well, I mean, so what is an economy? People get confused and sometimes think an economy is money. Money is a database for the exchange of goods and services and for time-shifting that exchange. Money is a database. Money doesn't have power in and of itself. Like you can run the thought experiment: you're shipwrecked on a remote island with a trillion dollars in a Swiss bank account. It's worthless. You'd rather have a can of soup. The actual economy is goods and services. What limits their output? Labor. Even capital is distilled labor. So the limiting factor is labor. If you address that limiting factor, then an economy in the traditional sense may no longer have much meaning because you have no real constraint on goods and services. The only things that will be scarce are those with artificial scarcity: a specific piece of art, a particular home in a prime location, etc." A profound perspective on abundance, labor, and value in the age of AI.

Lacey

24,494 views • 2 months ago

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.”
1:00

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 views • 9 months ago

Most people think about Bitcoin treasury companies incorrectly Here is why I think they are good for Bitcoin & why they are misunderstood: 1) Treasury companies are capitalizing the Bitcoin industry for a century to come 2) They are future Bitcoin Banks 3) However, they are developing in the reverse order compared to everything else - monetization first and then later on core business activities -- Bitcoin has traditionally received $1 for every $100 in funds that Crypto took in - it has historically been challenging to raise money for Bitcoin focused businesses. My view is that Treasury companies are changing this, and while the first phase will simply be acquiring as much Bitcoin as possible - they will later need to ensure the value of Bitcoin grows and find ways to use BTC as capital in a larger marketplace. These firms will become the future Bitcoin Banks and also Bitcoin conglomerates. In this exact moment in time the best use of capital is simply buying Bitcoin. It's hard to meaningfully outperform BTC, and as such all these businesses will do for a while is acquire BTC. But eventually that shifts, and these firms will see more incentive to both grow and deploy Bitcoin. They then will provide capital which, among other things, supports Bitcoin businesses and projects. Many people struggle to contextualize the current "land rush" phase with what will come later. You need to take a longer view to understand these firms. The order of operations is also reversed here. Typically you build a business or technology and then as a final step monetize it via an IPO. With Bitcoin, stage 1 is looking more like direct monetization prior to creating value via products, etc. This is deeply counter intuitive to many people in traditional finance, and also to many Bitcoiners. However, because Bitcoin is primarily money at a base level it makes sense the developmental path it is taking differs significantly from other tech. The amount of time it will take for other investors to understand this presents an opportunity for those who see it sooner. More thoughts below 👇
7:48

Most people think about Bitcoin treasury companies incorrectly Here is why I think they are good for Bitcoin & why they are misunderstood: 1) Treasury companies are capitalizing the Bitcoin industry for a century to come 2) They are future Bitcoin Banks 3) However, they are developing in the reverse order compared to everything else - monetization first and then later on core business activities -- Bitcoin has traditionally received $1 for every $100 in funds that Crypto took in - it has historically been challenging to raise money for Bitcoin focused businesses. My view is that Treasury companies are changing this, and while the first phase will simply be acquiring as much Bitcoin as possible - they will later need to ensure the value of Bitcoin grows and find ways to use BTC as capital in a larger marketplace. These firms will become the future Bitcoin Banks and also Bitcoin conglomerates. In this exact moment in time the best use of capital is simply buying Bitcoin. It's hard to meaningfully outperform BTC, and as such all these businesses will do for a while is acquire BTC. But eventually that shifts, and these firms will see more incentive to both grow and deploy Bitcoin. They then will provide capital which, among other things, supports Bitcoin businesses and projects. Many people struggle to contextualize the current "land rush" phase with what will come later. You need to take a longer view to understand these firms. The order of operations is also reversed here. Typically you build a business or technology and then as a final step monetize it via an IPO. With Bitcoin, stage 1 is looking more like direct monetization prior to creating value via products, etc. This is deeply counter intuitive to many people in traditional finance, and also to many Bitcoiners. However, because Bitcoin is primarily money at a base level it makes sense the developmental path it is taking differs significantly from other tech. The amount of time it will take for other investors to understand this presents an opportunity for those who see it sooner. More thoughts below 👇

Steven Lubka ☀️

29,280 views • 1 year ago