Bitcoin just scored another major adoption breakthrough as Tether announces USDT will launch natively on Bitcoin this month, potentially bringing infrastructure used by hundreds of millions of people directly onto the Bitcoin network. At the same time, U.S. spot Bitcoin ETFs just recorded $2.39 billion in net inflows during their biggest week of 2026.
In today's episode, we break down the 720 million user opportunity, Wall Street's accelerating Bitcoin demand, Samson Mow's "most hated rally" thesis, Uptober's historical strength, nation-state game theory, government accumulation and why Bitcoin's fixed supply is becoming increasingly important as more capital competes for BTC.
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