Saifedean Ammous: The Bond Crisis & Bitcoin’s Rise as a True Macro Asset

🎬 Saifedean Ammous: The Bond Crisis & Bitcoin’s Rise as a True Macro Asset
Bitcoin's volatility is falling, and Saifedean Ammous calls that the most bullish development in Bitcoin right now. Bear-market drawdowns have shrunk from roughly 87% to 77% to about 54% this cycle, which moves Bitcoin closer to an investable asset for money managers. Saifedean explains why the halving still drives the four-year Bitcoin cycle and why fewer people are buying with leverage at the top. He also discusses how markets may eventually arbitrage these cycles away.
Chapters:

➤ Saifedean Ammous discusses the declining volatility of Bitcoin as a bullish sign, suggesting it's becoming more investable for money managers.
➤ He analyzes the US debt crisis, the role of stablecoins like Tether, and argues that Bitcoin's four-year halving cycle remains the primary driver of its price movements.
➤ The discussion also touches on the potential structural decline in Bitcoin mining due to AI data center competition and the increasing maturity of Bitcoin as a macro asset.

#Saifedean Ammous #Bitcoin #US Debt #Tether #Stablecoins #Bond Market #Halving Cycle #Hash Rate #AI Data Centers #MicroStrategy

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