Episode Details

SpaceX kept Bitcoin, Charles Schwab says the Bitcoin bottom is in, and institutional adoption continues to move forward.

In this episode, we discuss the implications of corporate Bitcoin treasury strategies, the potential impact of the CLARITY Act, and why Bitcoin's fixed supply remains one of the most important factors investors continue to overlook. We also examine how future capital flows from wealth managers, institutions, public companies, and retirement accounts could influence Bitcoin's long-term trajectory.

As Bitcoin continues gaining acceptance among corporations and financial institutions, the focus increasingly shifts from speculation to allocation. The question becomes how much capital may ultimately compete for a limited supply of Bitcoin and what that could mean for future market repricing.

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