Tuur Demeester returns to discuss his new report on Bitcoin's 2025 outlook. He and Preston unpack institutional accumulation, custodial confiscation risks, the macroeconomic backdrop, and how Bitcoin's role is evolving amid growing global uncertainty.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

03:02 - Why the current market doesn’t reflect a true speculative mania yet

04:11 - How institutions—not retail—are driving this bull cycle

05:38 - What the “hodler net position change” metric reveals about whale behavior

11:33 - How governments may quietly confiscate Bitcoin through custodians

22:41 - Why M2 money supply contraction exposes fiat’s Ponzi-like structure

27:41 - Bitcoin’s potential to replace gold as the global monetary anchor

33:01 - Why Wall Street's shallow engagement with Bitcoin’s tech is concerning

35:00 - How Lightning Network could disrupt stablecoin platforms

39:03 - The growing convergence of AI, Bitcoin mining, and energy infrastructure

46:07 - Why Bitcoin could genuinely reduce global conflict long term

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

X Account: Tuur Demeester.
Report: How To Position for the Bitcoin Boom by Tuur Demeester.
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