Ep. 64: Capital allocations to bitcoin, forever

09/06/2025 50 min

Listen "Ep. 64: Capital allocations to bitcoin, forever"

Episode Synopsis

Bitcoin has no CEO, no centralized threat, and a potential to be a 20 trillion dollar asset. There is not enough unsound money to facilitate 20 trillion dollars of capital resifting, so make way for stable coins. Toward the end, we discuss Strategy's torqued bitcoin strategy where they refine crude capital into various products.X, IG, Rumble, & Nostr: @capitaltalkspodYouTube & Spotify: Capital Talks: Markets PodcastDiscord Community: https://discord.gg/aVS9AXhzh6Time Stamps:Trump & Elon: 0:53May Jobs Report: 6:34900,000th block: 11:02Stablecoins: 15:36JP Morgan: 19:31Bitcoin Laws: 21:53$TSLA: 25:59$PLTR: 29:27$MSTR: 32:34Austin: 36:27Max: 43:31Sources: https://docs.google.com/document/d/1Baa88_yHC4lm_gbxX4r0h5YnMJfP_fTty8IVNX7BU2E/edit?usp=sharing