Description
Explore why Bitcoin's 2025 boom might be just getting started, what institutional adoption really means, and how government policies could impact custody and control of digital assets.
What you'll learn here:
00:00:00 - Intro
00:02:28 - Why the current market doesn’t reflect a true speculative mania yet
00:04:05 - What the “hodler net position change” metric reveals about whale behavior
00:12:44 - How governments may quietly confiscate Bitcoin through custodians
00:22:46 - Why M2 money supply contraction exposes fiat’s Ponzi-like structure
00:27:25 - Bitcoin’s potential to replace gold as the global monetary anchor
00:33:28 - Why Wall Street's shallow engagement with Bitcoin’s tech is concerning
00:35:09 - How Lightning Network could disrupt stablecoin platforms
00:41:39 - The growing convergence of AI, Bitcoin mining, and energy infrastructure
00:46:56 - Why Bitcoin could genuinely reduce global conflict long-term
Transcript & Guest Info:
https://www.theinvestorspodcast.com/bitcoin-fundamentals/is-this-bitcoin-bull-market-over-w-tuur-demeester/
Join our highly vetted community of value investors: https://www.theinvestorspodcast.com/mastermind
Our Sponsor:
🪙 Optimize your mining profits while saving on taxes with Abundant Mines. https://www.abundantmines.com/preston
▶️ Related Episodes:
- Positioning For the Bitcoin Boom w/ Tuur Demeester: https://youtu.be/W-4pm_mBzCs
- Inscriptions & High Fees On Bitcoin L1 w/ Tuur Demeester: https://youtu.be/1f9ngGdcnsE
- Baltic Honeybadger 2025 w/ Willy Woo, Max Kei, Efrat Fenigson, and Preston Pysh: https://youtu.be/-Mgy1_0l0Ms
Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP
Visit our website: https://www.theinvestorspodcast.com/bitcoin-fundamentals/
Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/
⚠️ 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 #Crypto #InstitutionalAdoption #LightningNetwork #GlobalMacro