#1505 James Lavish & Sam Callahan | Bitcoin Has EXPONENTIAL Growth Ahead

56 snips

Mar 14, 2025

Guest

Sam Callahan

Guest

James Lavish

James Lavish, Co-Managing Partner of the Bitcoin Opportunity Fund, and Sam Callahan, an insightful Bitcoin newsletter author, engage in a dynamic discussion recorded at Bitcoin Investor Week. They explore the potential for Bitcoin's exponential growth, challenges of balancing the U.S. budget, and the interplay between treasury yields and economic growth. The conversation dives into Bitcoin's relationship with global liquidity and the evolving strategies for its adoption by nations, debating sovereignty versus convenience in investment approaches.

Ask episode

AI Snips

Chapters

Transcript

Episode notes

INSIGHT

Nominal Growth and Balanced Budget

Balancing the budget could result from nominal GDP growth, driven by inflation.
This means the dollar's value decreases, but the government collects more taxes due to higher nominal values.

INSIGHT

Real vs. Nominal Growth

Real GDP growth matters more than nominal growth, which can be misleading due to inflation.
Turkey's nominal GDP growth and falling debt-to-GDP ratio during high inflation illustrates this.

INSIGHT

Bitcoin and Global Liquidity

Bitcoin's price correlates with global liquidity, but this link can break during specific Bitcoin events.
Idiosyncratic Bitcoin factors, like the FTX collapse or ETF launches, can outweigh liquidity's influence.

Get the Snipd Podcast app to discover more snips from this episode

Get the app

James Lavish is the Co-Managing Partner of the Bitcoin Opportunity Fund, and is the author of the ‘The Informationist’ a weekly newsletter that simplifies financial concepts. Sam Callahan writes simple, insightful updates on bitcoin called “The News Block Weekly Newsletter.” This episode was recorded at Bitcoin Investor Week in New York. In this conversation we discuss if Trump admin will be able to balance the budget, what a balanced budget could mean for bitcoin, global liquidity, gold, and nation states adopting bitcoin.

=======================

This episode is brought to you by Bitdeer (NASDAQ: BTDR), a global leader in Bitcoin mining and high-performance computing for AI. Led by a seasoned management team, Bitdeer is driving innovation with its proprietary SEALMINER ASICs for Bitcoin mining and has a massive 2.5 GW power portfolio across three continents. Learn more about Bitdeer at www.bitdeer.com

=======================

Franzy makes franchise ownership accessible for dreamers, go-getters, and investors alike. With the AI-powered Franzy Fit Score, match with the best brands for your financials, experience, and goals. Explore franchise options, get pre-qualified, and access expert coaching to guide your journey. Ready to own a business? Visit https://franzy.com/pomp today!

=======================

BitcoinOS is bringing Bitcoin into a new era. For the first time, Bitcoiners can access real DeFi across the entire crypto ecosystem, powered by revolutionary zero-knowledge technology. No more trusting sketchy bridges or giving up security. BitcoinOS reunites all of crypto around the chain where it all began. Follow BitcoinOS on twitter @BTC_OS and Be early to Bitcoin again.

=======================

Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

=======================

Enroll in my Crypto Academy: https://www.thecryptoacademy.io/