From a risk-adjusted perspective, there has never been a better time in the last 15-years to get into bitcoin, whether you're an investor or a builder.
Tuur Demeester is the founder and Editor-in-Chief of Adamant Research and rejoins the show after many years to discuss where we find ourselves in the bitcoin bear cycle, how this cycle compares to past cycles, and whether or not the altcoin cycle will be as pronounced as it has historically. From a risk-adjusted perspective, there has never been a better time in the last 15-years to get into bitcoin, whether you're an investor or a builder.
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0:00 - Intro
5:30 - Aliens
11:35 - Bitcoin cycles
18:04 - Is the next cycle different?
20:21 - Will crypto stay dead?
24:12 - Old ideas, new ideas, and startups
33:44 - Regulatory landscape
38:27 - Financial “innovations” from crypto
42:31 - Bitcoin politics
46:29 - Implications of decentralized custody
54:23 - Multiple fronts of chaos
1:02:04 - How far can inflation go?
1:10:04 - Bitcoin is the escape hatch
1:12:13 - Nation state adoption
1:15:29 - Next bull market
1:26:29 - Fedimints and AI
1:34:38 - Bullish on Texas
1:47:28 - We’re gonna win
