About This Episode
Is Bitcoin’s four-year cycle still alive? Parker White used to deny it. Now he says Bitcoin tops in September 2029. Parker White is back with Joe Burnett to break down STRC’s return to par, why digital credit is in the trough of its J-curve, and why liquidity is the enemy of convexity. They also cover the midterms and affordability, whether money printing drives inflation, the backlash against data centers, Strategy’s STRC buybacks, the Binance hack, and how the next Bitcoin bull market plays out.
In This Episode
- 00:01:24 — STRC Is Back At Par
- 00:04:46 — The Midterms And Affordability
- 00:10:29 — Does Money Printing Cause Inflation?
- 00:16:15 — Why People Hate Data Centers
- 00:26:02 — Liquidity Is The Enemy Of Convexity
- 00:31:34 — The Bear Case For Bitcoin
- 00:33:10 — Why Rates Don’t Matter For Digital Credit
- 00:35:07 — Strategy’s STRC Buybacks
- 00:38:23 — Digital Money Vs Digital Yield
- 00:42:08 — The Binance Hack
- 00:45:24 — AI And The Scam Problem
- 00:48:47 — When Bitcoin Tops Next Cycle
- 00:50:57 — Closing Thoughts