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📞 Schedule a FREE call: https://www.thebitcoinway.com/contact?utm_campaign=podcast&utm_medium=social&utm_source=fountain
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🔑 Learn about our self-custody services: https://www.thebitcoinway.com/services/bitcoin-self-custody-training?utm_campaign=podcast&utm_medium=podcast&utm_source=fountain
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
🎧 LISTEN TO OUR POD & OTHER EPISODES:
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Apple: https://podcasts.apple.com/us/podcast/the-bitcoin-way-podcast/id1736983610
Spotify: https://open.spotify.com/show/2XXxtNdPsoGXIALpIOwByz
Fountain: https://fountain.fm/show/XiUs8SaIGhj52qzET4P6
RSS: https://feeds.buzzsprout.com/2334006.rss
🎙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.
📞 SCHEDULE A CALL WITH THE BITCOIN WAY:
http://www.thebitcoinway.com/podcast?utm_campaign=contact&utm_medium=social&utm_source=fountain&utm_term=podcast
đź”—CONNECT WITH US:
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TT: https://www.tiktok.com/@thebitcoinway
🗞️: https://www.thebitcoinway.com/resources/newsletter
âť—DISCLAIMER:
This show is for entertainment purposes only. Before making any financial or legal decisions consult a professional.
By The Bitcoin Way4.7
33 ratings
📞 Schedule a FREE call: https://www.thebitcoinway.com/contact?utm_campaign=podcast&utm_medium=social&utm_source=fountain
đź“– Subscribe to our newsletter: https://www.thebitcoinway.com/resources/newsletter?utm_campaign=podcast&utm_medium=social&utm_source=fountain
🔑 Learn about our self-custody services: https://www.thebitcoinway.com/services/bitcoin-self-custody-training?utm_campaign=podcast&utm_medium=podcast&utm_source=fountain
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
🎧 LISTEN TO OUR POD & OTHER EPISODES:
YouTube: https://www.youtube.com/@thebitcoinway
Rumble: https://rumble.com/user/thebitcoinway
Apple: https://podcasts.apple.com/us/podcast/the-bitcoin-way-podcast/id1736983610
Spotify: https://open.spotify.com/show/2XXxtNdPsoGXIALpIOwByz
Fountain: https://fountain.fm/show/XiUs8SaIGhj52qzET4P6
RSS: https://feeds.buzzsprout.com/2334006.rss
🎙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.
📞 SCHEDULE A CALL WITH THE BITCOIN WAY:
http://www.thebitcoinway.com/podcast?utm_campaign=contact&utm_medium=social&utm_source=fountain&utm_term=podcast
đź”—CONNECT WITH US:
X: https://twitter.com/thebitcoinway_
N: https://www.satlantis.io/thebitcoinway
LI: https://www.linkedin.com/company/thebitcoinway/
IG: https://www.instagram.com/thebitcoinway_
TT: https://www.tiktok.com/@thebitcoinway
🗞️: https://www.thebitcoinway.com/resources/newsletter
âť—DISCLAIMER:
This show is for entertainment purposes only. Before making any financial or legal decisions consult a professional.

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