Supply Shock Bitcoin Year-End Review: Power, Politics & Financialization | Rob Hamilton
10 snips
Dec 30, 2025 
Rob Hamilton, CEO of AnchorWatch and Bitcoin custody expert, dives into the transformative shifts in Bitcoin driven by institutions and politics. He discusses the rise of treasury firms and the cultural divide between regulated and privacy-focused Bitcoin sectors. The conversation explores AI's impact on mining, Bitcoin's positioning against gold, and the unpredictable trajectory towards 2026. Rob also touches on the potential for forks and economic incentives, alongside predictions for market dynamics as institutional interest evolves.
AI Snips
Chapters
Transcript
Episode notes
Bitcoin's New Institutional Era
- Bitcoin entered a new phase in 2025 shaped by institutions, politics, and infrastructure.
- The Ross Ulbricht pardon signaled a political milestone marking an end of an earlier Bitcoin era.
100K Party As A Market Top
- Rob and Pete both attended a Michael Saylor $100K party that they now recognize as a market top.
- That event captured the peak optimism around treasury companies before 2025 cooled.
Cultural Cleavage: Regulated Versus Privacy
- The community is splitting between a regulated, industry-aligned cohort and an internet-native anti-state cohort.
- Financialization and public-market strategies naturally conflict with fully anonymous peer-to-peer currency use.