The Milk Road Show

The Biggest Bubble in Crypto Is Coming w/ Rizzo

11 snips
Jun 6, 2025
In this discussion, Pete Rizzo, a Bitcoin historian and host of the Supply Shock podcast, shines light on the emerging trend of Bitcoin treasury companies poised for an IPO boom. He unpacks how companies are increasingly viewing Bitcoin as a corporate asset, comparing it to past asset bubbles. The chat navigates the evolving regulatory landscape, risks tied to speculative investments, and the potential for global opportunities in crypto, especially in Japan. Rizzo’s insights offer an exciting perspective on a possibly looming bubble in the crypto market.
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ADVICE

Market Structure Bill Impact

  • Expect the crypto market structure bill to be a key catalyst, likely passing by August, impacting Bitcoin's price trajectory.
  • Be prepared for increased Bitcoin treasury company activity post-regulation, offering new investment opportunities.
INSIGHT

Bitcoin Treasury Companies Boom

  • Bitcoin treasury companies are an underestimated emerging trend set for explosive growth.
  • Thousands of such companies may soon exist across global jurisdictions, fueling significant Bitcoin inflows.
INSIGHT

Crypto Speculation vs Bitcoin Value

  • The altcoin market is primarily speculation, resembling a casino rather than a long-term store of value.
  • Bitcoin treasury companies may provide a safer way for companies to grow wealth similarly to individual Bitcoin holders.
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