The Pomp Podcast Why Bitcoin Will Pop the Everything Bubble | Jeff Park
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Oct 22, 2025 Jeff Park, Partner and Chief Investment Officer at ProCap BTC, delves into why Bitcoin is the 'pin' bursting the everything bubble. He discusses the intriguing shift from gold to Bitcoin, fueled by whale investments in ETFs. Expect insights on how Coinbase’s acquisition of Echo aims to streamline market access for investors. Park also highlights the advantages of Bitcoin ETFs over spot crypto, including reduced risks and enhanced security, and touches on how tokenization can reform IPO access and trading.
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Bitcoin As The Pin
- Bitcoin functions as the "pin" that could pop the fiat-fueled asset bubble by enabling money to move permissionlessly and instantly.
- This mobility changes credit dynamics and unwinds assumptions about dormant money underpinning traditional finance.
Institutional Floor Reduces Volatility
- Institutional demand and ETF access create a structural floor that likely mutes future drawdowns in Bitcoin compared with past cycles.
- Shrinking miner issuance plus a larger buyer base makes historical four-year cycle dynamics less predictive.
Avoid Tactical Waiting
- Don't try timing perfect entry points; many advisors who believe in Bitcoin still wait and miss gains.
- Expect shorter, quicker recoveries as sidelined investors use limit orders and chase momentum into positions.