Where will the money for Bitcoin’s next rally come from? CoinDesk’s James Van Straten looks at rotation out of gold, which sits about 25% below its all-time high, and what a correction in record-high US equities could mean for Bitcoin. He explains how stablecoin inflows have historically trickled into Bitcoin and why that could repeat. The discussion also covers Scott Bessent’s bond buybacks and the strong Bitcoin and gold rally that followed.
Chapters:
00:00 Bitcoin one year after its $126K all-time high
00:41 Why February was the Bitcoin bottom
01:24 Volatility and time compression in the Bitcoin cycle
02:06 Options overwriting and the institutional cycle
03:07 Will institutional demand make the bull market less violent?
04:22 Bitwise report: are Bitcoin holders becoming long-term?
06:20 Rate hikes, 10-year yields and the fiat system
08:35 Where Bitcoin’s next leg higher comes from: gold and equities
10:05 Euro contagion risk and the French bond market
12:09 Tokenization, altcoins and the 24/7 liquidity problem
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