The Shift in Investment Value: From Application to Protocol Layer in Bitcoin

Brian Dixon, CEO at Off the Chain Capital, shares how investors are using Buffett-style value investing to outperform Bitcoin itself—focusing on discounted assets, protocol-layer dominance, and long-term theses. In this episode, we explore why the base layer is winning, how Bitcoin and AI are converging, and why sovereign wealth funds and institutions are quietly accumulating BTC. From Mount Gox claims to Bitcoin treasury plays, Brian breaks down the biggest asymmetric opportunities in crypto today—and what they signal about the future of money, markets, and global power.

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