Description
As Larry Fink calls Bitcoin an “asset of fear,” sovereign wealth funds and the biggest banks on earth are quietly buying every major dip. This episode breaks down why institutions are sprinting into Bitcoin while telling the public a different story, and how Jordy Visser’s “silent IPO” and “only digital moat” frameworks explain 2025’s strange price action. We connect Bitcoin, AI, sovereign wealth funds, and the rotation from fragile innovation to durable monetary assets so you can understand where the real capital is going. If you care about Bitcoin, inflation, AI, capital flows, and the future of macro, this is your signal.
https://www.youtube.com/watch?v=hzcmndorLwQ
https://www.youtube.com/watch?v=XQsVmAFd34U
https://www.youtube.com/watch?v=HeFwIsrtgVQ
Timestamps
00:00:00 - The Bitcoin Shakeout: Institutions vs. Retail Panic
00:01:15 - Michael Saylor's Bold Predictions on Bitcoin Adoption
00:02:56 - Larry Fink's Contradictory Views on Bitcoin
00:05:04 - Sovereign Wealth Funds: The Quiet Accumulators
00:06:30 - Bitcoin's Silent IPO: A Shift in Holder Base
00:09:00 - Exhaustion vs. Fear: Why People Turn to Bitcoin
00:10:00 - AI and Bitcoin: The Future of Growth Assets
00:12:40 - The Time Value of Bitcoin: A Long-Term Perspective
00:14:23 - Bitcoin's Unique Moat: Resilience in a Disruptive World
00:18:09 - The World Fears Missing Out on Bitcoin's Future
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