The Hurdle Rate Podcast Episode 29 - Bitcoin Supercycle
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Sep 30, 2025 Tim declares he's fully committed to Bitcoin, igniting a vibrant discussion about the cryptocurrency's position as a bearer asset compared to traditional investments. The hosts dive into the concept of a Bitcoin supercycle, linking historic dollar declines to potential price surges. They explore the implications of the UK's digital ID rollout and the importance of self-custody for financial freedom. Featured insights also cover Bitcoin's political sway and its undervalued status in the current market. A stimulating blend of finance and philosophy awaits!
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Public Moment Of Personal Commitment
- Tim decided to dedicate his life to Bitcoin after reflecting at conferences and seeing leaders like Jack Dorsey do the same.
- He shared the moment publicly and saw strong engagement that reinforced his conviction.
Conviction Strengthens In Drawdowns
- Conviction grows when markets are down because fundamentals often remain unchanged while sentiment weakens.
- Public expressions of commitment during drawdowns reveal who will hold through volatility.
Sovereignty Gains Value In Macro Chaos
- Bitcoin offers individual financial sovereignty amid macro uncertainty and institutional credit risks.
- Macro chaos reinforces demand for assets that return power to individuals and corporations.