#570: Bitcoin's Path Is More Bullish Than Ever with Nik Bhatia
TFTC: A Bitcoin Podcast
Marty Bent
4.8 • 764 Ratings
🗓️ 3 January 2025
⏱️ 68 minutes
🧾️ Download transcript
Summary
Marty sits down with Nik Bhatia to discuss his upcoming book and bitcoin's unprecedented setup in the macro environment.
Nik on Twitter: https://x.com/timevalueofbtc
Bitcoin Age: https://www.amazon.com/dp/B0DQK2RQ5J
Bitcoin Layer video: https://www.youtube.com/watch?v=NDAFY8rx-Kg
0:00 - Intro
0:36 - Strategic reserve
8:45 - Does bitcoin threaten the dollar?
12:51 - Bitcoin began more open than the internet did
16:40 - Unchained
17:41 - Strengthening America
21:31 - MSTR, buying bitcoin with new money
35:18 - - Zaprite & Sote
36:51 The investor-initiated chain
44:31 - How sustainable is the bond strategy?
52:31 - Bitcoin inside of sovereign bond structure
57:10 - Critics don’t see the wider context
1:03:31 - Bitcoin is the best survival tool
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Transcript
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| 0:00.0 | You've had a dynamic where money has become freer than free. |
| 0:10.0 | If you talk about a Fed just gone nuts, all the central banks going nuts. |
| 0:16.0 | So it's all acting like safe haven. |
| 0:18.0 | I believe that in a world where central bankers are tripping over themselves to devalue their currency, |
| 0:24.4 | Bitcoin wins. |
| 0:25.3 | In the world of fiat currencies, Bitcoin is the victor. |
| 0:29.2 | I mean, that's part of the bold case for Bitcoin. |
| 0:31.9 | If you're not paying attention, you probably should be. |
| 0:36.2 | Thank you for taking some time during the holiday season to do this. |
| 0:39.1 | I texted you last week after watching an incredible YouTube video that you put out, |
| 0:45.8 | and you were gracious enough to join me on Festivus to have a discussion about it. |
| 0:57.0 | Anything for a friend, Marty. Great to see you, man. Great to see you too. And also, congrats on the new book launch, the Bitcoin Age, |
| 1:04.0 | number one on Amazon and money and, what is it, money in economics? |
| 1:09.0 | Money Monastery. |
| 1:10.0 | Yes, thank you, Marty. It's called Bitcoin Age. |
| 1:12.2 | It will be out in February 2025, although I'll put an asterisk on there because on |
| 1:19.2 | January 20th or 21st, we might be getting some material news regarding Bitcoin. |
| 1:25.2 | And so I am keeping that asterisk there in case I have to write a few |
| 1:29.9 | extra pages, which I, to be honest, I am planning to do so. So we'll see. So you're bullish on |
| 1:37.1 | the strategic Bitcoin Reserve? I am. My position on it has evolved a little bit, but I am, and I would say now that it is my base case, I'm over 50% mentally, you know, on that one. So we'll see. |
| 1:54.0 | What, I mean, maybe let's start there. I mean, the video that I watched and reached out about how it has to do with micro strategy, |
| 2:05.7 | their utilization of the convertible debt market and how the repo market is affecting |
... |
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