Brian Dixon is the CEO of Off The Chain Capital. In this conversation, we discuss whether bitcoin acts as a risk-on tech asset or “insurance from war” during geopolitical conflict, the macro forces impacting the market, and why institutions are increasingly accumulating bitcoin. We also cover regulatory catalysts, bitcoin’s relationship with AI and traditional assets, and Brian’s value-investing approach to opportunities across the crypto ecosystem.

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• 0:00 - Intro
• 1:02 - Is war good or bad for bitcoin?
• 2:23 - How investors rebalance portfolios during conflict
• 8:48 - Institutional demand for bitcoin
• 12:47 - Bitcoin’s real-world use case in conflict zones
• 19:50 - Bitcoin vs stocks, gold, & AI
• 21:46 - What risks worry bitcoin investors?
• 25:52 - Bitcoin treasury companies & value investing
• 29:35 - Off The Chain Capital’s investment strategy
• 35:47 - Catalysts that could drive bitcoin higher