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