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In episode #114 of The Bitcoin Way Podcast, Nik Bhatia (founder of The Bitcoin Layer, former US Treasuries trader) joins to break down why $1M Bitcoin isn’t a prediction — it’s already locked in. We cover the power law model that puts Bitcoin at $1,000,000 in the 2030s, MicroStrategy’s STRC vs US Treasuries, why bond yields could stay low past $40T debt, the 400x capital gap to BlackRock and Fidelity’s target allocations, how AI is forcing investors to recategorize Bitcoin, and why hyperbitcoinization isn’t coming.
You can follow Nik on X at https://x.com/timevalueofbtc, subscribe to his Substack at https://thebitcoinlayer.substack.com, and visit his website at https://thebitcoinlayer.com.
⏱️ TIMESTAMPS:
00:00 - Guest Introduction
01:14 - The Role of STRC in Investment Strategies
06:13 - Understanding Risks in Bitcoin Investments
08:53 - The Landscape of U.S. Treasuries and Bitcoin
12:07 - Bitcoin as a Long-Term Investment
14:55 - The Power Law and Bitcoin's Growth
24:08 - Revisiting Bitcoin's Trajectory and Market Dynamics
29:54 - Bitcoin's Resilience and Market Behavior
31:25 - Macro Trends Impacting Bitcoin
34:46 - The Role of AI in Bitcoin's Future
46:59 - Energy Markets and Bitcoin Mining
52:01 - Hyper Bitcoinization vs. Gradual Adoption
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🎙ABOUT OUR SHOW:
On The Bitcoin Way Podcast, Michael Jordan talks to guests with a wide range of expertise and skillsets related to Bitcoin, including investing, macroeconomic and financial trends, mining, education, and more.
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❗DISCLAIMER:
This show is for entertainment purposes only. Before making any financial or legal decisions consult a professional.