
Robin Seyr Bitcoin At 100K Is Still Early (Nothing Compared To What’s Coming)
Nov 16, 2025
Tim Savage, a former tax partner turned Bitcoin hedge fund founder, dives deep into the transformative implications of Bitcoin in today’s financial landscape. He discusses the creeping challenges of capital controls and hyperinflation, drawing parallels with historical crises in Greece and Argentina. Tim warns about the dire consequences for citizens when governments lose economic control and explains why Bitcoin adoption is essential as a protective asset. He also predicts an inevitable shift in global economics that could drastically favor hard assets like Bitcoin.
AI Snips
Chapters
Transcript
Episode notes
Bitcoin Is Early — Long Multiphase Road
- Bitcoin is still in an early growth phase and will likely pass through growth, adoption, then dominance over decades.
- Tim expects true dominance decades away while institutional moves cause intermittent explosive price moves.
Structure Portfolios Around Bitcoin Beta
- Use Bitcoin as the centerpiece of a hedge fund to capture upside beta while hedging with derivatives and yield strategies.
- Combine long-biased Bitcoin exposure with quantitative hedging to protect in prevailing bear trends.
TradFi Is Learning Bitcoin Slowly
- Traditional finance is still learning Bitcoin and views it through a 'debasement trade' lens amid exponential debt concerns.
- Institutions' growing understanding will slowly convert Bitcoin from speculative asset to store of value.
