Bitcoin’s future may not follow the familiar boom-and-bust cycles investors expect. In this episode, Jesse Myers explains why the market structure is shifting, the importance of positioning yourself to survive catastrophic drawdowns, and how treasury companies are reshaping investor psychology. We cover the rise of amplified bitcoin exposure, the surprising strength of gold, and what total global wealth trends reveal about bitcoin’s trajectory. Jesse also unpacks the key KPI for treasury companies, why sentiment drives massive swings in premiums, and what the world will find most shocking about bitcoin adoption in the decade ahead.
Timestamps:
0:00 - Intro
0:32 - Are bitcoin cycles changing forever
3:18 - Why halvings may matter less in a maturing market
5:30 - Could treasury companies drive parabolic bitcoin bull runs
7:05 - Why Saylor moved from debt to perpetual preferreds
9:34 - Investor backlash and misunderstanding of strategy
11:13 - How investor bases shift as bitcoin treasury companies grow
14:14 - Amplified volatility in bitcoin treasury companies
17:26 - What today’s low bitcoin volatility signals
20:45 - Gold’s surge and what it means for bitcoin
22:40 - Total global wealth and bitcoin’s share of it
31:18 - Where global wealth is flowing today
32:17 - What is bitcoin’s long-term growth rate
36:07 - Deflation and craftsmanship in a bitcoin standard
40:03 - The key KPI for bitcoin treasury companies
55:22 - What will surprise everyone about bitcoin in 10 years
59:35 - Where to learn more about Jesse Myers
