In this episode of Over The Horizon, I’m joined by Lawrence Lepard, Managing Partner at Equity Management Associates, co-founder of the Bitcoin Opportunity Fund, and author of The Big Print.

We focus on why the next bitcoin cycle could be far larger than many expect, with Lawrence laying out a framework that points to $250k+ bitcoin as monetary policy, debt growth, and inflation pressures collide. We also discuss why gold tends to lead during periods of debasement, and why bitcoin historically follows with greater magnitude.

We cover:

• Why the Fed’s latest balance sheet expansion is effectively money printing

• The debt doom loop and fiscal dominance

• Why gold leads and bitcoin follows harder

• Lawrence’s framework for a $250k+ bitcoin cycle

• Whether the four-year bitcoin cycle still applies

• What rising adoption means for bitcoin’s long-term trajectory

If you’re trying to understand where bitcoin could go next and what’s driving this cycle beneath the surface, this conversation connects the dots.

Follow Lawrence Lepard on X → https://x.com/LawrenceLepard

Follow Joe on X → https://x.com/JoeConsorti

Stack Bitcoin using your home equity → https://joinhorizon.com

See your home's Bitcoin potential → https://joinhorizon.com/calculator

Schedule a 1-on-1 consultation → https://calendly.com/d/cryw-39y-2j4/horizon-consultation

Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites.

Subscribe to Over The Horizon: A Bitcoin Podcast on Soundwise