Jeff Park is the Partner and Chief Investment Officer at ProCap BTC. In this episode, we break down why bitcoin has been moving sideways and whether investors should actually be concerned. Jeff walks through major forces shaping the market — from 50-year mortgages and government backstops to the surge in AI data-center demand. We also touch on Square’s bitcoin payments rollout, the state of stablecoins, and where sentiment goes next. 

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Timestamps:

• 00:00 – Intro
• 01:55 – Is $100K the new base for bitcoin?
• 04:41 – Is the 4-year cycle broken?
• 06:19 – Should the U.S. adopt 50-year mortgages?
• 10:20 – Global housing models (China, Asia, etc.)
• 16:52 – The “poor door” debate & why luxury lowers rents
• 20:54 – Stimulus checks & tariff dividends
• 23:26 – Government backstopping AI data centers
• 35:02 – Crypto market structure bill
• 40:12 – Bitcoin vs. stablecoins for payments