In this episode, Adrian Morris of True North argues that Bitcoin’s current market phase is fundamentally different from past cycles. He attributes prior boom-bust patterns less to the halving schedule and more to stimulus-driven speculation, noting that institutional ETFs, corporate treasuries, and reduced volatility are now creating a stronger, more stable bid. This “Stairway to Heaven” thesis envisions Bitcoin steadily stair-stepping higher rather than repeating extreme four-year cycles. Enjoy!
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Timestamps:
(00:00) Introduction
(00:55) Debating Bitcoin's Four-Year Cycle
(05:35) Historical Context & Early Bitcoin Market
(09:20) Impact of Stimulus on Bitcoin & Altcoins
(17:50) Institutional & Corporate Influence
(31:05) Ethereum & Institutional Sentiment
(36:42) Corporate Bitcoin Strategies & Risks
(41:16) Digital Asset Treasury Movement
(42:44) Ethereum vs. Bitcoin Treasuries
(48:49) Stairway to Heaven: Bitcoin's Future
(52:07) Final Thoughts
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Disclaimer: Nothing said on Supply Shock is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
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