Shifts in Custody and Energy Dynamics

This chapter explores BlackRock's amendment to its custodial agreement with Coinbase, emphasizing the move towards efficiency in digital asset management. It also discusses BNY Mellon's entrance into custody services, the centralization risks posed by competitors, and the evolving narrative around energy consumption in Bitcoin mining amidst technological advancements.

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Episode notes

In this episode, we dive into SAB 121’s implications on Bitcoin, discuss BNY Mellon’s crypto custody services, and explore how regulatory changes and institutional adoption could shape Bitcoin's future value. We also examine BlackRock’s demands on Coinbase, changes in M2 money supply, and Basel III’s risk weight requirements for cryptoassets.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:32 - The significance of BNY Mellon’s approval for custody services.

02:01 - Michael Saylor's three prerequisites for Bitcoin reaching $5M per coin.

16:06 - The impact of BlackRock’s 12-hour settlement window requirement for Coinbase.

21:41 - ESG trend changes driven by AI advancements.

24:36 - How SAB 121 requires banks to treat Bitcoin deposits as liabilities.

25:26 - The 1,250% risk weight requirement for Bitcoin under Basel III regulations.

30:37 - Why Silvergate’s bankruptcy may have been influenced by government actions.

34:38 - How stablecoins interact with traditional banking systems.

46:29 - Why Ethereum is currently facing a downward trend.

49:30 - The expansion of the M2 money supply and its implications for inflation.

BOOKS AND RESOURCES

America Hodl on Nostr .
Jeff Ross on Nostr.
Joe Carlasare on Twitter, Nostr.

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