The Hurdle Rate Podcast Episode 25 - Will Travel for Bitcoin
10 snips
Sep 3, 2025 The speakers dive into their vibrant experiences at the Bitcoin Asia conference, noting the soaring attendance and optimistic Bitcoin outlook in Asia. They compare the cryptocurrency dynamics between Hong Kong and Las Vegas, highlighting the educational journey needed for Asian investors. The discussion shifts to STRC, dissecting its role as a stablecoin and how it contrasts with the volatile crypto market. Lastly, they explore concerns over Federal Reserve independence and its implications on market behavior and inflation metrics, revealing the complexities of economic policy.
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Hong Kong Conference Energy
- Matt Cole and Jeff Walton described Bitcoin Asia as a massive, English-speaking event with about 20,000 attendees and visible retail enthusiasm.
- Jeff and Matt gave personal stage and panel experiences that highlighted the conference's scale and bullish vibe.
Asia Lags US Bitcoin Adoption
- Jeff observed Asia is roughly two years behind the U.S. in Bitcoin adoption and infrastructure development.
- He noted different social platforms drive altcoin interest, delaying Bitcoin's dominance in some markets.
Retail Versus Institutional Split
- Matt and Jeff noted Hong Kong felt more retail- and altcoin-focused compared to Vegas' institutional emphasis.
- They said many international investors follow U.S. developments but local ecosystems still favor other coins.