Onramp Bitcoin Media Former Blackstone Partner: The Reset Already Started — And Washington Knows It
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Nov 28, 2025 David Thayer, a former Blackstone partner and macro market expert, explores liquidity's critical role in driving Bitcoin’s value. He discusses AI as a national security priority and its interplay with energy and chip supply, while emphasizing the importance of fiscal dominance in market valuations. Thayer highlights Texas' groundbreaking ETF move and JPMorgan's new structured note as indicators of institutional sentiment. The conversation wraps up with a focus on the need for Bitcoin's message to remain bipartisan and human rights-oriented amidst rising politicization risks.
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Think In Five-Plus Year Windows
- View Bitcoin with a multi-year horizon; five years is the minimum and decades are preferable.
- Volatility is an opportunity—buy on weakness and use drawdowns to accumulate more sats.
Buy On Weakness
- Use volatility to your advantage: buy when others are fearful and accumulate on dips.
- Treat drawdowns as buying opportunities if you hold a long-term thesis.
Personal Conviction Through Volatility
- David recalled recommending BTC at $55k and enduring a painful drawdown before confidence in the asset paid off.
- He used that experience to illustrate long-term conviction despite short-term losses.
