Bitcoin Has Never Seen What’s Coming Next (Bitwise Head of Research)

Описание: Is Bitcoin decoupling from stocks? These are the macro signals many are missing👆

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André Dragosch is Head of Research at Bitwise in Europe. He holds a PhD in financial history and is author of the book "Exponential Gold".
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Is Bitcoin decoupling from stocks? André Dragosch explains why the next bull market may look completely different from the past.

We break down why the traditional four-year halving cycle is becoming less significant compared to powerful macro forces. André Dragosch, Head of Research at Bitwise, outlines how institutional demand and a potential weakening dollar are reshaping the market landscape. This conversation explores why financial history often provides a better roadmap than theoretical models when navigating current market volatility.

We also discuss the intersection of artificial intelligence and capital flows, specifically how a potential unwind of the AI trade could impact liquidity. Whether you are tracking the latest Bitcoin supercycle thesis or trying to understand how sovereign debt and treasury interventions influence price, this episode provides the context you need to evaluate your strategy.

Subscribe for weekly insights on the future of money, and tell me in the comments: do you think the four-year cycle still matters?

00:00 - André’s Bitcoin story
5:31 - Why TradFi still dismisses Bitcoin
12:17 - Trust in institutions blocks adoption
19:18 - Why financial history beats theory
22:40 - China, credit, overcapacity, deflation exports
29:29 - US debt, margin call, treasury interventions
36:33 - Bitcoin sniffing liquidity and decoupling
45:59 - Industrialization, AI bubble parallels
53:44 - Dollar downtrend thesis, Bitcoin implications
01:00:21 - Supercycle case, commodities and inflation
01:08:16 - When the dam breaks for adoption
01:14:32 - Real estate as fiat savings vehicle
01:26:25 - What consensus misses: AI, cycle lows
01:30:30 - Core belief

ABOUT BITCOIN FOR MILLENNIALS PODCAST
Join Bram Kanstein and his guests on a journey to learn how our current financial system works, why it is flawed, and why Bitcoin is the most relevant technological discovery you should understand and adopt.

#Bitcoin #Finance #Economics #Fiat #BTC not #Crypto #BitcoinETF #ETF #Scarcity #bitcointalk #bitcoinnews #bitcoins #bitcoinprice #moneymindset #moneytips #money #millennialmoney #millennials

EPISODE SUMMARY
Bram Kanstein and Dr. André Dragosch discuss why Bitcoin adoption moves on social proof, not rational arguments. Dragosch shares his Bitcoin aha moment after The Bitcoin Standard, plus early Dogecoin mistakes. They confront how banks create money, why trust in institutions blocks Bitcoin, and what financial history teaches that models miss. The conversation ties BlackRock ETFs, Treasury buybacks, and a potential dollar downtrend to a Bitcoin supercycle. It ends on proof of work, conviction, and sovereignty.