In this episode, I sit down with British HODL, one of the most direct voices in Bitcoin and a former real estate, gold, and TradFi investor who went all-in after understanding Bitcoin’s monetary nature.

We cover why Bitcoin is now the global liquidity sink, why BlackRock’s ETF was the most important event in Bitcoin’s history, and why the four-year cycle is effectively over. We also dig into Bitcoin versus real estate, capital flight from housing, institutional absorption, and why owning Bitcoin has become a question of allocation rather than belief.

Topics we discuss:

• Why Bitcoin is absorbing global liquidity
• Real estate’s declining role as a store of value
• Why BlackRock’s ETF changed everything
• The death of the four-year cycle narrative
• Institutional absorption vs retail speculation
• Why Bitcoin still looks “boring” before its next major move
• British HODL’s $340k Bitcoin thesis before the next halving

If you’re trying to understand where Bitcoin sits in the global financial system today, and what actually matters from here, this conversation lays it out clearly.

Guest links

Follow British HODL on X → https://x.com/BritishHodl

British HODL on YouTube → https://www.youtube.com/@BritishHodl

Stack Bitcoin using your home equity → https://joinhorizon.com

See your home's Bitcoin potential → https://joinhorizon.com/calculator

Schedule a 1-on-1 consultation → https://calendly.com/d/cryw-39y-2j4/horizon-consultation

Follow Joe on X → https://x.com/JoeConsorti

Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites.