Bitcoin for Millennials

Why 2025 Might Be Bitcoin’s Breakout Year | Nico Moran | BFM180

Aug 18, 2025
Guest
Nico Moran
Nico Moran, founder and host of Simply Bitcoin, dives deep into the evolving dynamics of Bitcoin's market cycles and the significant influence of institutional investors. He discusses the intriguing relationship between Bitcoin and macroeconomic trends, shedding light on how liquidity and interest rates shape market behavior. Listeners gain insights into Bitcoin's potential as a secure investment for millennials, the importance of self-custody, and the ethical implications of central banking. The conversation also emphasizes the need for diverse voices in the Bitcoin space, promoting greater understanding and education.
Ask episode
AI Snips
Chapters
Books
Transcript
Episode notes
INSIGHT

Institutional Cycle, Not Retail Mania

  • This cycle is primarily institutional, with strategic accumulation replacing retail-driven mania.
  • Institutional buying and ETF acceptance changed price behavior and reduced retail-driven spikes.
INSIGHT

Bitcoin Mirrors Macro Liquidity Cycles

  • Bitcoin's cycle may overlay with the macro/business cycle and follow money supply trends like M2.
  • Higher global M2 correlates with higher Bitcoin price, linking monetary policy to BTC movements.
INSIGHT

BTC Correlates With Risk Assets Today

  • Bitcoin currently behaves as a high-volatility macro asset correlated with risky equities like the Nasdaq.
  • As market cap and Wall Street involvement grow, macro correlation and amplified volatility likely continue.
Get the Snipd Podcast app to discover more snips from this episode
Get the app