The Mark Moss Show This Business Strategy Could Outpace Bitcoin Quicker Than You Think | Brandon Quittem
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Nov 29, 2025 Brandon Quittem, an author and longtime Bitcoiner at Swan, discusses how Bitcoin is transforming the financial landscape and corporate treasury strategies. He reveals the intriguing dynamics of companies like MicroStrategy unlocking capital through Bitcoin and the impact of institutional demand on market structure. The conversation touches on the evolving metrics for evaluating companies in the Bitcoin era, and whether some Bitcoin treasury firms could outperform BTC itself in the coming years. Dive into the exciting intersection of finance and crypto!
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ETFs Dampened Bitcoin Volatility
- ETF approval and institutional adoption have materially reduced Bitcoin's historical volatility and tail risk.
- We may no longer see 80% drawdowns if institutional stair-stepped accumulation continues.
Halvings Less Impactful Today
- Mining issuance is now a tiny fraction of Bitcoin's supply and matters less each cycle.
- Global liquidity (M2) likely explains macro-driven Bitcoin moves more than halving cycles.
Treasury Firms Unlock Trapped Capital
- Capital is trapped in mandate-constrained pools that can't buy Bitcoin directly.
- Treasury companies unlock those pools by packaging securities that route fiat into Bitcoin.