Why Bitcoin treasury companies are a distraction

In this episode, I had the pleasure of joining Robin Seyr on his show to dive deep into Bitcoin, its current trajectory, and the bigger forces shaping our future.

If you’re curious about where Bitcoin stands today, how it could evolve tomorrow, and what we can do as individuals to preserve its core ethos, this episode is for you.

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––– Chapters –––

00:00 - Intro

01:01 - Why Bitcoin matters

03:05 - Are “treasury companies” a distraction? 

06:27 - Trapped capital

09:18 - Have ETFs changed Bitcoin’s cycles and volatility? 

11:00 - Price discovery vs passive flows

21:15 - AI hype, mega-cap valuations, and downside discovery risk 

27:19 - Stablecoin feedback loop  

34:52 - How companies (& countries) might custody BTC

41:06 - Bretton Woods 2.0?

55:19 - Unlock circular economies

1:08:02 - Closing Thoughts

I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing.

Thank you for listening!

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