Dan Nathan and Guy Adami are joined by Brian Kelly, Founder & CEO of BKCM and author of 'The Bitcoin Big Bang.' The episode covers Brian's journey into the world of Bitcoin, starting around 2010, and his significant contributions to the cryptocurrency space. The discussion touches on the current macroeconomic environment, including the implications of trade tariffs, the current state of interest rates, and the potential impact of shifting global currencies such as the Japanese yen and Chinese yuan. Brian and the hosts also delve into the evolving landscape of cryptocurrency, examining how the pillars of the Bitcoin bull case have changed over the years and the role of institutional investors. The conversation expands to discuss the regulatory environment, the role of stable coins, and potential future scenarios for Bitcoin and other cryptocurrencies. Throughout, Brian offers insights on the intersection of traditional finance and digital assets, emphasizing the transformative potential of Bitcoin and blockchains.

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Timecodes

0:00 - Intro

4:00 - Japan Red Flags

8:00 - Trade War Risks

11:30 - Fed Browbeating

13:40 - Earnings Read

16:15 - Gold

17:30 - Bitcoin

26:20 - BTC Treasuries

30:40 - Stable Coins

38:30 - Adoption Catalyst

40:30 - Missing Point