{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Bitcoin Frontier","title":"How to position for the bitcoin boom with Tuur Demeester","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/8109c945\"></iframe>","width":"100%","height":180,"duration":3336,"description":"In this episode, Tuur joins The Bitcoin Frontier to talk about his latest report, How to Position for the Bitcoin Boom (2025 Edition). He share why he believes the 2025 bitcoin cycle will be longer than past cycles, why confiscation risk should be taken seriously, and how bitcoin treasury companies could reshape global adoption. We dig into stagflation, institutional adoption, and how to approach investing not only in bitcoin but also in bitcoin-native companies.\nSUPPORT THE PODCAST:\n→ Subscribe\n→ Leave a review\n→ Share the show with your friends and family\n→ Send us an email: podcast@unchained.com\n→ Learn more about Unchained: https://unchained.com/?utm_source=you...\n→ Book a free call with a bitcoin expert: https://unchained.com/consultation?ut...\nTIMESTAMPS:\n0:00 – Disclaimer & intro\n1:00 – Why Tuur released his latest report mid-cycle\n3:00 – Longer bitcoin cycles and why 2021 was an anomaly\n5:00 – The institutional cycle and bitcoin as an escape hatch\n6:30 – Long-term holders, conviction, and whale behavior\n8:00 – Risks to bitcoin: liquidations, hacks, confiscation, and more\n10:00 – Government stakes, Intel, and parallels to ETFs and MicroStrategy\n15:00 – Custody risk, avoiding low-hanging fruit, and the importance of self-custody\n18:00 – Politics, legitimacy, and bitcoin as a reserve asset\n19:30 – Macro outlook: dollar weakness, stagflation, and commodities\n23:00 – Why money printing is inevitable and lessons from Latin America\n29:00 – The “gradually, then suddenly” moment in markets\n31:00 – Bitcoin treasury companies, ETFs, and adoption dynamics\n35:00 – Consolidation, risks, and differences between ETFs and strategy companies\n40:00 – Investing in bitcoin companies vs bitcoin itself: diligence, timing, geography\n47:00 – Example: Anchorwatch and the importance of insurance for bitcoin custody\n49:00 – Philosophy: bitcoin as a side quest and avoiding idolatry\n53:00 – Swords into plowshares: virtue, stewardship, and technology for good\nWHERE TO FOLLOW US:\n→...","thumbnail_url":"https://img.transistorcdn.com/WoeHujZLSYOjeE_EY1iBuQ0tTK0I8K63kAncvwN8qto/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS83NTI2/Y2ZjZjFjN2NlZjI3/ZmQyZjc5ODQyMTc5/OTYxMi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}