Bitcoin Audible

Guy's Take_103 - Bitcoin Dead For Sure This Time

21 snips
Nov 15, 2025
In a world where Bitcoin feels stagnant amidst economic chaos, the hosts discuss the concept of a 'silent IPO' and its implications. They explore the massive influx of institutional liquidity and the slow-building momentum akin to mountain formation. With record hardship withdrawals and mortgage issues, the focus shifts to the normalcy of Bitcoin in everyday transactions. They highlight political legitimacy and the lengthy process of onboarding major merchants, all while emphasizing patience as small progress leads to systemic adoption.
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INSIGHT

Silent IPO And Institutional Liquidity

  • Guy Swann observes a massive new liquidity influx from older UTXOs causing prolonged market consolidation.
  • Institutions are exiting profits slowly, turning fast moves into drawn-out price action over weeks to months.
ANECDOTE

Buying Drinks With Bitcoin

  • Guy Swann recounts buying drinks and coffee with Bitcoin via Square terminals to show merchant adoption.
  • He describes local merchants willingly enabling Bitcoin payments after casual conversations.
INSIGHT

Bitcoin As A Global Settlement Layer

  • On-chain data shows hundreds of millions to billions moving each block, signaling Bitcoin as a global capital-settlement network.
  • High nominal flows increase market depth and stretch price moves over longer timescales.
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