The Reflexive Demand Shock Is Not Priced In w/ Alexandre Laizet

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Bitcoin Magazine Podcast

BTC Media

729 episodes

3 days ago

The Bitcoin Magazine Podcast is on a mission to stay on top of what's happening with everything Bitcoin, guiding listeners through the major stories shaping the price, philosophy and community around the financial revolution. The show will also feature brief interviews from leading experts in the space.

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The Reflexive Demand Shock Is Not Priced In w/ Alexandre Laizet | Bitcoin for Corporations Ep. 17

Bitcoin Magazine Podcast

1 hour 7 minutes 48 seconds

1 month ago

The Reflexive Demand Shock Is Not Priced In w/ Alexandre Laizet | Bitcoin for Corporations Ep. 17

In this episode of the Bitcoin for Corporations Show, host Pierre Rochard sits down with Alexandre Laizet, Board Director of Bitcoin Strategy at Capital B, to unpack one of the most important – and most misunderstood – forces shaping Bitcoin’s future: reflexive demand.

Laizet explains why a self-reinforcing feedback loop is emerging in the Bitcoin market, where corporate demand drives price, rising price drives further adoption, credit worthiness and financial development, and the cycle accelerates. With just a handful of Bitcoin treasury companies already absorbing more BTC than miners produce, he argues that the next phase of Bitcoin’s bull market will be defined not by retail speculation, but by structural corporate demand.

Chapters:

00:00 – Intro: Demand Dynamics & Treasury Outperformance

01:44 – Alexandre’s Bitcoin Journey

05:20 – Corporate Adoption vs Individual Sovereignty

10:33 – ECB Skepticism & European Rollout

14:46 – Positioning Capital B & Bitcoin-Denominated Convertibles

19:18 – Why There is Hope for Europe

25:21 – Managing Risk, Leverage, and Cash Buffers

34:12 – Media Strategy & Educating Shareholders

39:34 – Long-Term Execution vs Short-Term Noise

46:21 – Defining a "Bitcoin Treasury Company"

51:22 – Credit Markets Built on Bitcoin

59:00 – Catalysts: Treasury Demand Crushing Miner Supply

01:07:01 – Closing Thoughts

Connect with Alexandre Laizet on X: https://x.com/AlexandreLaizet

Learn more about Capital B: https://cptlb.com/

Follow Bitcoin For Corporations on X: https://x.com/BitcoinForCorps

Learn more about Bitcoin For Corporations – the executive network for corporate Bitcoin adoption: https://b.tc/corporations

#BitcoinForCorporations #AlexandreLaizet #BitcoinReflexivity #BitcoinDemandShock #BitcoinTreasury #CorporateBitcoin #BitcoinAdoption #BitcoinInstitutions #BitcoinStrategy #Hyperbitcoinization

DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, Bitcoin for Corporations, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.