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.
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