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TFTC: A Bitcoin Podcast

#652: How To Position For The Bitcoin Boom with Tuur Demeester

TFTC: A Bitcoin Podcast

Marty Bent

Technology

4.8764 Ratings

🗓️ 18 August 2025

⏱️ 99 minutes

🧾️ Download transcript

Summary

Marty sits down with Tuur Demeester to discuss his updated Adamant Capital report that revises his bullish Bitcoin thesis given new developments like ETFs, treasury companies, nation-state adoption, and persistent inflation while exploring why this cycle may be fundamentally different with longer duration and higher price targets.

Tuur on Twitter: https://x.com/TuurDemeester

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Transcript

Click on a timestamp to play from that location

0:00.0

You've had a dynamic where money has become freer than free.

0:10.0

If you talk about a Fed just gone nuts, all the central banks going nuts.

0:16.0

So it's all acting like safe haven.

0:18.0

I believe that in a world where central bankers are tripping over themselves to devalue their

0:23.5

currency, Bitcoin wins. In the world of fiat currencies, Bitcoin is the victor.

0:29.2

I mean, that's part of the bold case for Bitcoin.

0:31.8

If you're not paying attention, you probably should be.

0:34.2

Probably should be.

0:36.4

Tur, tur, tur, how the tables have turned.

0:39.8

You're sitting in a seat that I dearly miss.

0:43.8

Oh, yes.

0:44.9

You're the one who's being grilled today.

0:48.8

I don't know if I could take a grilling today.

0:50.7

It's been a long travel day.

0:52.5

It's a good week.

0:53.1

Yeah, and I logan here in my

0:54.7

corner so he he's going to like slip me those uh those questions uh the uncomfortable questions to ask

1:00.6

you'll find that he's not very helpful in that regard he's uh he just puts that i'm kidding

1:05.7

logan i'm kidding very helpful if you have if you have hard hitting questions for me

1:12.5

they want to pass the term make sure you do it he's already doing it in like sign language we got this thing going uh it's a great way to end

1:20.5

the week i'm happy that uh i know my flight was a little delayed uh as i was telling you might as well

1:26.9

tell the audience audience too i'm getting back from Georgia, where Block's

...

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