Stephan Livera Podcast Bitcoin Oasis 2025 | SLP653
Apr 30, 2025
Preston Pysh, founder of TIP and expert in value investing, and Max Hillebrand from Sound Money Solutions dive into the evolving Bitcoin landscape. They explore innovative tools and security measures for self-custody, and discuss Bitcoin's financialization and rising adoption in regions like MENA and Africa. The duo emphasizes the importance of risk management and best practices in securing digital assets while reigniting excitement around potential Bitcoin ETFs. Tune in for insights into the future of cryptocurrency and user strategies that keep assets safe.
AI Snips
Chapters
Transcript
Episode notes
Bitcoin Cycle Paradigm Shift
- The current Bitcoin cycle feels different, slower, and possibly extended compared to previous four-year cycles.
- This may indicate a new paradigm in Bitcoin market behavior.
Safe Bitcoin Lending Principles
- Bitcoin borrowing and lending must be over-collateralized and non-fractional reserve to avoid risk.
- Fractional reserve lending is incompatible with Bitcoin's design and leads to painful failures.
Cautious Bitcoin Treasury Investment
- Allocate less than 10% of your portfolio to Bitcoin treasury companies, keeping most Bitcoin in cold storage.
- Research the Kelly criterion and perform security analysis before investing in such companies.