In this episode of The New Barbarians Podcast, Mark Connors and Bill Mann sit down with Loren Asmus, Head of Capital Formation at UTXO Management, to break down how institutional investors and corporate treasuries are accelerating Bitcoin adoption.

From Bitcoin’s 13-year record as the best-performing asset, to the rise of Bitcoin Treasury companies like MicroStrategy and MetaPlanet, Loren explains why large pools of capital are now a critical driver of BTC’s next phase — and how UTXO is positioning to capture that growth.

We also explore:

• Why Bitcoin beats gold as a store of value in the 21st century

• The macro backdrop: USD weakness, Fed policy & market leadership

• Spot BTC vs. ETFs — control vs. convenience

• Global proof of concept & Japan’s unique market dynamics

• Risks like premium-to-NAV compression in bear markets

• The “signal” that draws investors into Bitcoin from all corners of the market

🎙 Episode highlights include the BTC Inc. growth story, global conference strategy, and why corporate balance sheets could be the “valve” that takes Bitcoin from $100K to millions.

Timestamps:
00:00 – Intro & Podcast Mission
02:05 – Bitcoin’s Track Record vs. Other Asset Classes
05:15 – From Institutional Consulting to UTXO Management
08:40 – BTC Inc., Bitcoin Magazine & Global Conferences
14:10 – The “Signal” That Draws People to Bitcoin
17:35 – Spot Bitcoin vs. ETFs — Control vs. Convenience
21:55 – Bitcoin vs. Gold: The Digital Store of Value Case
26:42 – The Corporate Bitcoin Playbook
32:08 – Risks & Premium-to-NAV Compression
36:55 – Global Proof of Concept & Japan’s Unique Market
42:18 – Macro Backdrop & Market Leadership
47:30 – The Next Phase: Large Pools of Capital & Corporate Adoption

#Bitcoin #BTC #InstitutionalInvesting #BitcoinTreasury #DigitalAssets #Macro #CryptoInvesting #FinancePodcast