Does U.S. Intel Stake Signal Threat to Bitcoin?
The U.S. just took a major stake in Intel—raising hard questions about industrial policy, market structure, and national security. Can subsidies beat TSMC? What does this mean for Bitcoin, treasury companies, and capital flows in a world of inflation, rate shifts, and geopolitical risk? The Hurdle Rate crew breaks down incentives, warrants, “too big to fail” dynamics, and why the U.S. aer already Bitcoin-rich—through its citizens.Full Episode - https://www.youtube.com/watch?v=BJgIbOkyBn8
Timestamps
00:00:00 - Intel's Government Stake: A Game Changer?
00:01:04 - The Lessons from "Chip Wars"
00:02:30 - Can Subsidies Create Chip Dominance?
00:04:25 - Intel's Struggles: A Company in Crisis
00:05:38 - The Strategic Move: Government vs. Intel
00:06:50 - Ownership Rights: What Does It Mean for Intel?
00:08:01 - Is This the Future of Government Investments?
00:09:12 - The Ripple Effect: Will This Impact Bitcoin?
00:10:15 - The U.S. Position: Bitcoin Rich or Vulnerable?
00:13:03 - The Future of Bitcoin: Options for Money?
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