Vijay Boyapati, author of *The Bullish Case for Bitcoin*, joins me to discuss why Bitcoin may be in the “boring low” of its cycle, why he still sees a path to gold parity and ~20x upside, and what could drive the next bull market.
We also discuss AI and Bitcoin security, self-custody, Bitcoin price models, ETFs, treasury companies, and what a future Bitcoin standard could look like.
Timestamps:
00:00 Introduction
00:19 What Vijay Got Right About Bitcoin
06:03 Is Vijay More Bullish Today?
08:07 How Vijay Values Bitcoin
10:36 What Stands Between Bitcoin and Gold Parity?
11:31 Understanding the Current Bitcoin Cycle
16:48 Is AI Sucking Capital Away From Bitcoin?
20:49 AI, Coldcard and Bitcoin Security
27:14 Will AI Make Bitcoin Software Stronger?
28:04 Stock-to-Flow, Power Law and Bitcoin Price Models
31:49 What Could Trigger the Next Bitcoin Bull Market?
34:13 Where Will the Next Wave of Capital Come From?
37:22 What Would a Bitcoin Standard Look Like?
39:55 Why Bear Markets Create Opportunity
41:39 Where to Follow Vijay
