

WORLDS LARGEST EXCHANGE SECRETLY Buying Bitcoin?! | EP 1304
Aug 6, 2025
Coinbase is making waves by shifting from a Bitcoin attacker to a major accumulator, unveiling plans for weekly purchases. The hosts dive into the evolving role of corporate Bitcoin investments, likening it to gold and emphasizing its potential as more than just a store of value. The episode also tackles the urgent need for reforms in financial privacy amidst outdated legal frameworks. With a focus on user-friendly resources and innovative apps, there's a push for change in how cryptocurrency narratives are understood and communicated.
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Coinbase's Bitcoin Accumulation Shift
- Coinbase has shifted from being a Bitcoin skeptic to an active Bitcoin accumulator recently.
- Their $2 billion convertible note raise hints at a Michael Saylor-style Bitcoin treasury strategy.
Bitcoin as Unit of Account Shift
- Corporate Bitcoin treasury strategies represent a major shift toward Bitcoin as a unit of account, not just store of value.
- Measuring equity in Bitcoin changes financial models more profoundly than Lightning network adoption.
Corporate Bitcoiners Correct Course
- Coinbase's delayed embrace of Bitcoin reflects human and corporate distraction by hype and shiny alternatives.
- Their renewed Bitcoin focus is a corporate act of correcting past strategic mistakes.