How to position for the bitcoin boom with Tuur Demeester

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The Bitcoin Frontier

Unchained Capital, Inc

102 episodes

4 days ago

Explore how bitcoin as a monetary tool is transforming lives and perspectives. Through in-depth conversations, uncover stories of innovation, disruption, and growth as we chart the ever-evolving bitcoin frontier. Whether you're a bitcoin veteran or just curious, The Bitcoin Frontier is your guide to the future of money.

All content for The Bitcoin Frontier is the property of Unchained Capital, Inc and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Technology

Business,

Investing

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How to position for the bitcoin boom with Tuur Demeester

The Bitcoin Frontier

55 minutes

2 months ago

How to position for the bitcoin boom with Tuur Demeester

In this episode, Tuur joins The Bitcoin Frontier to talk about his latest report, How to Position for the Bitcoin Boom (2025 Edition). He share why he believes the 2025 bitcoin cycle will be longer than past cycles, why confiscation risk should be taken seriously, and how bitcoin treasury companies could reshape global adoption. We dig into stagflation, institutional adoption, and how to approach investing not only in bitcoin but also in bitcoin-native companies.

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TIMESTAMPS:
0:00 – Disclaimer & intro
1:00 – Why Tuur released his latest report mid-cycle
3:00 – Longer bitcoin cycles and why 2021 was an anomaly
5:00 – The institutional cycle and bitcoin as an escape hatch
6:30 – Long-term holders, conviction, and whale behavior
8:00 – Risks to bitcoin: liquidations, hacks, confiscation, and more
10:00 – Government stakes, Intel, and parallels to ETFs and MicroStrategy
15:00 – Custody risk, avoiding low-hanging fruit, and the importance of self-custody
18:00 – Politics, legitimacy, and bitcoin as a reserve asset
19:30 – Macro outlook: dollar weakness, stagflation, and commodities
23:00 – Why money printing is inevitable and lessons from Latin America
29:00 – The “gradually, then suddenly” moment in markets
31:00 – Bitcoin treasury companies, ETFs, and adoption dynamics
35:00 – Consolidation, risks, and differences between ETFs and strategy companies
40:00 – Investing in bitcoin companies vs bitcoin itself: diligence, timing, geography
47:00 – Example: Anchorwatch and the importance of insurance for bitcoin custody
49:00 – Philosophy: bitcoin as a side quest and avoiding idolatry
53:00 – Swords into plowshares: virtue, stewardship, and technology for good

WHERE TO FOLLOW US:
→ Unchained X: / unchained
→ Unchained LinkedIn: / unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Tuur Demeester's Twitter: https://x.com/TuurDemeester
→ Connor Dolan’s Twitter: https://x.com/conhodlan