Are markets overvalued and is AI fueling a bubble?

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!

The information in all The Bitcoin Matrix Podcast episodes and content is based on hypothetical assumptions and is intended for illustrative purposes only. PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. This video is provided for entertainment purposes only. The information contained herein represents temporary, changing views and subjective impressions and opinions regarding the inherently uncertain and unpredictable issues discussed. The reader, user, and/or viewer must not assume that these contents are accurate, complete, timely, or up to date. Market conditions change rapidly and unpredictably. Nothing herein should be interpreted as any kind of offer, solicitation, commitment, promise, warranty, or guarantee whatsoever relating to any of the contents of these videos.

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