Had the deepest macro conversation I’ve ever done publicly on What Bitcoin Did with @_DannyKnowles, discussing the U.S. fiscal situation, the bond market, the dollar, Bitcoin, and more. Hope you enjoy it. TIMESTAMPS 00:00 Introduction 05:45 Why Washington Can’t Fix the Debt 12:31 The Bond Market and Fiscal Dominance 21:46 Treasury Buybacks and Yield Curve Control 29:46 Why AI Won’t Solve America’s Debt Crisis 36:37 Why a Weaker Dollar Could Fuel Bitcoin 40:17 When Will the Government Intervene? 47:04 Bitcoin’s Next Bull Market 55:38 The Case for $500K Bitcoin in 2030 59:24 Why Own a Bitcoin Treasury Company? 1:17:51 Understanding mNAV and Treasury Valuations 1:27:20 Different Bitcoin Treasury Strategies 1:36:03 Consolidation and Institutional Scale $ASST $SATA $BTC