Episode Details

👉 Join our newsletter community for Bitcoiners, investors, and operators (waitlist): https://forms.gle/gSWExsApetdGrc7z7

🧠 Don’t miss future episodes — subscribe to Proof of Thought for deep Bitcoin, macro, and investing conversations.

#Bitcoin #Crypto #Investing

⭐️ Follow British HODL:

X: https://x.com/BritishHodl

YouTube:

https://www.youtube.com/@UCBGncGsI7pIDP64RYoM6rEg

Today’s conversation marks our first episode of 2026 and the return of British HODL, one of the most unapologetically bullish voices on Bitcoin. British HODL is a former gold, equities, and real estate investor who went all in on Bitcoin in 2021.

Originally from London, he is focused on helping people understand Bitcoin as both a financial asset and a life altering operating system.

In this episode, we reflect on what went right and wrong in 2025, unpack the debasement trade and why Bitcoin lagged last year, and explore what actually matters in 2026.

We discuss the growing role of Wall Street and the U.S. government, BlackRock and Larry Fink, Jamie Dimon and JP Morgan’s changing posture, and what these shifts mean for Bitcoin long term.

British HODL also breaks down Microstrategy's evolving capital strategy, treasury companies, volatility as a tool rather than a risk, and why some Bitcoin treasury experiments failed while others are succeeding.

We close with personal reflections, early Bitcoin mistakes he wishes he avoided, and his clearest message yet for Bitcoiners in 2026. Stick around to the end — this is one of British HODL’s most grounded and forward looking conversations to date.

Timestamps:

00:00 – Introduction and Background of British HODL

03:50 – Subscribe & Thank You

04:05 – Lessons from British HODL's Early Real Estate and Business Career

06:18 – Navigating Economic Uncertainty, AI, and Career Adaptation in 2026

10:48 – The Debasement Trade and Why Bitcoin Lagged in 2025

16:53 – October 10th Bitcoin and Crypto Market Crash

22:17 – BlackRock, Larry Fink, and Jamie Dimon’s Role in Bitcoin

26:52 – MSTR’s Cash Reserves, Preferred Stock, and Future Innovation

36:45 – Leveraging MSTR and Bitcoin Volatility

39:33 – Investing in Other Treasury Companies

45:04 – Bitcoin, Wall Street, and the U.S. Government

46:33 – Nakamoto Bitcoin Treasury Company: What Went Wrong

48:44 – Metaplanet and Smarter Web Company

51:09 – What British HODL Got Right and Wrong in 2025

57:27 – Bitcoin’s Role in 2026

01:00:09 – Early Bitcoin Mistakes British HODL Wishes He Avoided

01:01:43 – Final Message For 2026, Personal Reflections, and Future Goals

About British HODL:

British HODL is a London-born investor who transitioned from gold, equities, and real estate into becoming a full-time Bitcoin advocate in 2021. He is known for his long term thinking, conviction driven approach, and focus on creating whole coiners.

Video Editor: Emerson Little (elittle@fullerton.edu)

⚠️ Disclaimer

This content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.

Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.

The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companie