Saifedean Ammous: The Bond Crisis & Bitcoin’s Rise as a True Macro Asset
Bitcoin's volatility is falling, and Saifedean Ammous calls that the most bullish development in Bitcoin right now. Bear-market drawdowns have shrunk from roughly 87% to 77% to about 54% this cycle, which moves Bitcoin closer to an investable asset for money managers. Saifedean explains why the halving still drives the four-year Bitcoin cycle and why fewer people are buying with leverage at the top. He also discusses how markets may eventually arbitrage these cycles away.Chapters:
0:00 Tether, Bitcoin & the Dollar Milkshake Theory
1:45 How the US Carries $40 Trillion in Debt as the World's Reserve Currency
4:21 Treasury Yields Hit Multi-Decade Highs & the Bond Market Bear Case
7:00 War Spending, Iran & the Collapse of Fiscal Hope
9:20 Stablecoins vs Banks & the Hidden Treasury Rollover Risk
15:11 The Longest Hash Rate Bear Market in Bitcoin History
18:47 Why Miners Are Pivoting to AI Data Centers
21:31 The Halving, Bitcoin Cycles & Shrinking Drawdowns
25:56 MicroStrategy, Strive & Bitcoin Treasury Companies
29:07 The Humble Peasant Theory of High Finance
#Bitcoin #SaifedeanAmmous #TheBitcoinStandard #BTC #BitcoinMining #Hashrate #BitcoinHalving #BitcoinCycle #Stablecoins #Tether #USDT #USDebt #NationalDebt #TreasuryYields #BondMarket #USDollar #ReserveCurrency #DollarMilkshake #FiatMoney #Inflation #FederalReserve #BitcoinTreasury #MicroStrategy #MichaelSaylor #Strive #AIDataCenters #HardMoney #SoundMoney #BitcoinStandard #BitcoinConference #BitcoinMagazine #Bitcoin2025 #Macroeconomics #FiscalCrisis
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, 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. Receive SMS online on sms24.me
TubeReader video aggregator is a website that collects and organizes online videos from the YouTube source. Video aggregation is done for different purposes, and TubeReader take different approaches to achieve their purpose.
Our try to collect videos of high quality or interest for visitors to view; the collection may be made by editors or may be based on community votes.
Another method is to base the collection on those videos most viewed, either at the aggregator site or at various popular video hosting sites.
TubeReader site exists to allow users to collect their own sets of videos, for personal use as well as for browsing and viewing by others; TubeReader can develop online communities around video sharing.
Our site allow users to create a personalized video playlist, for personal use as well as for browsing and viewing by others.
@YouTubeReaderBot allows you to subscribe to Youtube channels.
By using @YouTubeReaderBot Bot you agree with YouTube Terms of Service.
Use the @YouTubeReaderBot telegram bot to be the first to be notified when new videos are released on your favorite channels.
Look for new videos or channels and share them with your friends.
You can start using our bot from this video, subscribe now to Saifedean Ammous: The Bond Crisis & Bitcoin’s Rise as a True Macro Asset
What is YouTube?
YouTube is a free video sharing website that makes it easy to watch online videos. You can even create and upload your own videos to share with others. Originally created in 2005, YouTube is now one of the most popular sites on the Web, with visitors watching around 6 billion hours of video every month.
