What you’ll learn here:
00:00:00 – Intro
00:03:02- Why BlackRock’s spot ETF marked a cultural and capital tipping point.
00:06:20 – How SEC limits on in-kind redemptions—and their reversal—shape market integrity.
00:09:34 – The difference between MicroStrategy’s preferred stock model vs convertible debt.
00:11:35 – Why concentrated Coinbase custody introduces fragility—and what decentralizes it.
00:13:15 – The political “nationalization” risk and how institutions could be rugged.
00:24:25 – Pitfalls of copycat treasury companies timing the market (e.g., short-dated debt).
00:30:16 – How AI-driven discourse (e.g., Grok) accelerates Bitcoin education.
00:34:04 – Why private stablecoins (e.g., Tether) may outcompete CBDCs globally.
00:44:06 – The timeless lesson: make Bitcoin “un-ruggable” via self-custody.
Transcript & Guest Info:
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▶️ Related Episodes:
– Bitcoin On-chain Data Analysis w/ Willy Woo: https://youtu.be/3zNQst9699o
– Institutions Adopting Bitcoin w/ Max Kei & Pascal Hügli: https://youtu.be/9LQ4AElWDMc
– The Future of Bitcoin Borrowing and Lending w/ Max Kei: https://youtu.be/0DJcXYs5dtE
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