Description
Is Bitcoin’s institutional wave a Trojan horse or the tipping point? Willy, Max, Efrat, and Preston break down ETFs, treasury strategies, custody risks, CBDCs, and why self-custody still matters most.
What you'll learn here:
00:00:00 - Intro
00:03:02- Why BlackRock’s spot ETF marked a cultural and capital tipping point.
00:06:20 - How SEC limits on in-kind redemptions—and their reversal—shape market integrity.
00:09:34 - The difference between MicroStrategy’s preferred stock model vs convertible debt.
00:11:35 - Why concentrated Coinbase custody introduces fragility—and what decentralizes it.
00:13:15 - The political “nationalization” risk and how institutions could be rugged.
00:24:25 - Pitfalls of copycat treasury companies timing the market (e.g., short-dated debt).
00:30:16 - How AI-driven discourse (e.g., Grok) accelerates Bitcoin education.
00:34:04 - Why private stablecoins (e.g., Tether) may outcompete CBDCs globally.
00:44:06 - The timeless lesson: make Bitcoin “un-ruggable” via self-custody.
Transcript & Guest Info:
https://www.theinvestorspodcast.com/bitcoin-fundamentals/bitcoins-institutional-wave-trojan-horse-or-the-tipping-point/
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▶️ Related Episodes:
- Bitcoin On-chain Data Analysis w/ Willy Woo: https://youtu.be/3zNQst9699o
- Institutions Adopting Bitcoin w/ Max Kei & Pascal Hügli: https://youtu.be/9LQ4AElWDMc
- The Future of Bitcoin Borrowing and Lending w/ Max Kei: https://youtu.be/0DJcXYs5dtE
Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP
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⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions, consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
#Bitcoin #BitcoinETF #InstitutionalAdoption #SelfCustody #CryptoPodcast