David Thayer
Former Blackstone partner and investor providing macro and markets perspective; featured guest on this episode discussing fiscal dominance, strategic implications of Bitcoin, AI policy, and liquidity dynamics.
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17 snips
Nov 28, 2025 • 1h 16min
Former Blackstone Partner: The Reset Already Started — And Washington Knows It
David Thayer, a former Blackstone partner and macro market expert, explores liquidity's critical role in driving Bitcoin’s value. He discusses AI as a national security priority and its interplay with energy and chip supply, while emphasizing the importance of fiscal dominance in market valuations. Thayer highlights Texas' groundbreaking ETF move and JPMorgan's new structured note as indicators of institutional sentiment. The conversation wraps up with a focus on the need for Bitcoin's message to remain bipartisan and human rights-oriented amidst rising politicization risks.
8 snips
Jul 4, 2025 • 1h 21min
Former Blackstone Partner: ALL-IN on Bitcoin's Monetary Revolution
David Thayer, a former Blackstone partner now immersed in Bitcoin and decentralized tech, shares his insights into the evolving financial landscape. He discusses the success of Bitcoin ETFs, signaling a shift in institutional adoption. The conversation dives into Bitcoin as a burgeoning store of value and its potential to foster economic independence. Thayer also critiques traditional equity markets and explores taxation's impact on economic health, emphasizing the need for education around Bitcoin in an age of financial revolution.
