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

Bitcoin Magazine Saifedean Ammous: The Bond Crisis & Bitcoin’s Rise as a True Macro Asset Falling volatility is Bitcoin's most bullish signal right now, according to Saifedean Ammous.

Bitcoin Magazine

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:

0:00 Tether, Bitcoin & the Dollar Milkshake Theory

1:45 How the US Carries $40 Trillion in Debt as the World’s Reserve Currency

4:21 Treasury Yields Hit Multi-Decade Highs & the Bond Market Bear Case

7:00 War Spending, Iran & the Collapse of Fiscal Hope

9:20 Stablecoins vs Banks & the Hidden Treasury Rollover Risk

15:11 The Longest Hash Rate Bear Market in Bitcoin History

18:47 Why Miners Are Pivoting to AI Data Centers

21:31 The Halving, Bitcoin Cycles & Shrinking Drawdowns

25:56 MicroStrategy, Strive & Bitcoin Treasury Companies

29:07 The Humble Peasant Theory of High Finance

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