What’s happening in the Bitcoin market—and what are Bitcoiners talking about after Bitcoin Alpha in Santa Monica? From MicroStrategy (MSTR) to the bigger questions shaping Bitcoin, this episode brings the community conversation back to the forefront.
Today on Bitcoin Today, we revisit the energy surrounding last week’s Bitcoin Alpha conference in Santa Monica and dive into general Bitcoin topics, market perspectives, and the latest conversations across the Bitcoin community.
We also discuss MicroStrategy (MSTR) and its place in the Bitcoin ecosystem, alongside broader questions about Bitcoin, market sentiment, and the different ways people think about gaining and holding Bitcoin exposure.
Bitcoin is about more than price. It’s about ideas, conviction, community, and the future of money. This episode brings those themes together in an open, unscripted conversation about where Bitcoin stands and what could lie ahead.
Whether you attended Bitcoin Alpha in Santa Monica or are catching up from elsewhere, tune in for a community-driven discussion covering Bitcoin, MSTR, market outlooks, and the ideas shaping the Bitcoin conversation.
It’s a market-focused Space covering Bitcoin, Bitcoin Alpha, MicroStrategy (MSTR), Bitcoin market sentiment, Bitcoin investing, and the people and ideas shaping the future of money.
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Chapters:
0:00 Show open: Terence live from Santa Monica
5:00 Bitcoin gives you wings: trust your earning power, not your savings
10:00 Conference recap: Abundant Minds track and Proof of Bull
15:00 Shout-out: hoping Robert is doing well
20:00 Saylor at RFK: 38% Bitcoin CAGR, 52% Strategy CAGR over six years
25:00 Post-conference networking and hangouts
30:00 Dom Bei's "conference for trees" roast
35:00 The family fund framework
40:00 Bringing spouses to conferences, ATN joins
45:00 STRC buyback debate: the Apple iPhone moment analogy
50:00 Dark: Coinbase denied his self-custody withdrawal twice
55:00 Digital credit debate: returns without the volatility?
1:00:00 Moon banter and the hot digital credit topic
1:05:00 Dave: Saylor's earnings call and digital credit for non-Bitcoiners
1:10:00 Adoption S-curves: Amazon, ATMs, electric cars
1:15:00 Dave: 1987 program trading, magic-wand hedging always blows up
1:20:00 Buybacks cannot will a stock price higher
1:25:00 Healthcare detour: medical errors and the EHR era
1:30:00 Digital credit as marketing; Bitcoin as future collateral
1:35:00 Earnings calls: the AI trade is sucking up capital
1:40:00 Liquidity crisis debate: Blake grills a Strategy shorter
1:45:00 Macro: Luke Gromen's rock and a hard place
1:50:00 Europe: suicidal empathy and financed riots
1:55:00 The Nordics voted against their own interests
2:00:00 Wrap: jury duty banter and play-out
