James and Preston dissect the evolving cryptocurrency landscape—from market structure transitions and on-chain data missteps to Bitcoin mining incentives and the cutting-edge strategies behind Bitcoin Treasury companies.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:47 - Lessons learned from the 2020-2021 crypto cycle
04:59 - Why the crypto market is shifting from spot to leverage-driven models
05:54 - The role of futures and ETFs in today’s low-activity network
10:42 - How mining subsidies influence innovation and decentralization
14:08 - Why fees are crucial for protecting Bitcoin from censorship
19:32 - How Bitcoin’s dominance affects altcoin cycles
26:35 - Insights into tokenized sovereign debt and blockchain scalability
32:15 - The potential long-term shift in global KYC regulations
33:13 - The rise and risks of Bitcoin Treasury companies
38:53 - Key differences between MicroStrategy and competitors
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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