#34 - Bitcoin Treasury Companies & The Death Of 'Altcoin Season'

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The NGMI Podcast

Tom Mitchelhill

46 episodes

2 days ago

A weekly podcast that delivers fresh insights and analysis into the bleeding edge of crypto. This is the hunting ground for outsized returns.

Investing

Business

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A weekly podcast that delivers fresh insights and analysis into the bleeding edge of crypto. This is the hunting ground for outsized returns.

Investing

Business

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#34 - Bitcoin Treasury Companies & The Death Of 'Altcoin Season' - Adrian Morris

The NGMI Podcast

55 minutes 56 seconds

4 months ago

#34 - Bitcoin Treasury Companies & The Death Of 'Altcoin Season' - Adrian Morris

Adrian Morris, a consultant and MicroStrategy expert, comes back on the NGMI Podcast to break down his laundry list of main reasons why he believes the crypto market won't witness an "altcoin season" this time around and offers his price prediction for Bitcoin in this current market cycle.

Adrian explains how Bitcoin Treasury Companies and institutional investment into Bitcoin will fundamentally mute the capital rotation out of BTC and into the altcoin sector, and explores how Bitcoin Treasury Companies actually work at a high level.

Adrian and I also discussed whether or not the Treasury Company model can work for other crypto assets, including Ethereum (ETH) and Solana (SOL), why it's harder for altcoins to run like they did in 2017 or 2021, reasonable price predictions for Bitcoin in this current cycle, how Adrian first discovered Bitcoin, and more.