BTC Sessions Hedge Fund LEGEND — “This Is Bitcoin’s BIGGEST Opportunity Since 2010” (WHAT’S REALLY GOING ON)
Nov 6, 2025
Join Stacey, a Bitcoin developer and educator, Katie, a second passport advisor and circular economy advocate, and Carla, a spirited Bitcoin influencer, as they explore Bitcoin's potential in today's market. They discuss the 'Silent IPO' thesis, contrasting early holder dynamics and the importance of patient, gradual Bitcoin redistribution. Highlights include insights on merchant adoption from Square, the circular economy of Bitcoin Beach, and practical strategies for building local Bitcoin networks—plus parenting wisdom from a Bitcoin perspective!
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Silent IPO Explains Sideways Price Action
- Jordi Visser frames the current market as a "silent IPO" where early holders gradually realize gains and redistribute coins to new hands.
- This redistribution can mute price action short-term even amid strong institutional demand.
Bitcoin Holders Face Different Liquidity Dynamics
- Katie notes Bitcoin holders differ from pre-seed startup investors because Bitcoin was liquid the whole time, so distribution dynamics are unique.
- Lack of fiat income limits many holders' access to credit, forcing them to sell rather than borrow.
Learn Self‑Custody, Don’t Rely On Paper Exposure
- If you come into Bitcoin via stock exposure, learn self-custody and use the available tutorials to move beyond passive ETF or paper exposure.
- Ben repeatedly urges new entrants to use tools and educate themselves on wallets and cold storage.