

The $100 Trillion Unallocated Wall & Bitcoin’s Coming Supply Squeeze
Jun 11, 2025
Explore the intricate dynamics of Bitcoin and the role of stablecoins in today’s crypto landscape. Dive into how institutional investors are navigating the market, especially after recent bank failures. Discover the impact of new Bitcoin ETFs and the importance of direct purchases. Analyze wealth and relocation trends in California amidst regulatory challenges. Finally, reflect on innovation in Bitcoin adoption and the pressing need for financial solutions in a changing economic environment.
AI Snips
Chapters
Transcript
Episode notes
Stablecoins Bridge to Bitcoin
- Stablecoins serve as a crucial gateway for institutional investors entering Bitcoin.
- They minimize counterparty risk compared to traditional banking systems, enhancing market adoption.
Institutional Bitcoin Trading Mechanics
- Institutional Bitcoin trading relies heavily on prime brokers and OTC desks to manage risks.
- The failure of key banks pushed the industry toward settling trades with stablecoins rather than fiat to reduce risk.
Massive Unallocated Capital Wall
- Over $100 trillion in capital remains unallocated to Bitcoin, representing massive growth potential.
- A 5% allocation from this capital would dwarf current Bitcoin inflows by over 100 times.