#743: Why Boomers Will OutHODL You with Eric Balchunas
TFTC: A Bitcoin Podcast
Marty Bent
4.8 • 804 Ratings
🗓️ 10 May 2026
⏱️ 73 minutes
🧾️ Download transcript
Summary
Marty sits down with Eric Balchunas to discuss the Strategy investor call, the accelerating institutional takeover of Bitcoin through ETFs, and whether the cypherpunk base is cashing out just as Wall Street and the boomers arrive.
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Transcript
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| 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 currency, |
| 0:24.4 | Bitcoin wins. |
| 0:25.3 | In the world of fiat currencies, Bitcoin is the victor. |
| 0:29.2 | I mean, that's part of the bold case for Bitcoin. |
| 0:31.9 | If you're not paying attention, you probably should be. |
| 0:36.4 | Eric, welcome to the show. |
| 0:39.3 | It's great to have you here for those who are unaware. |
| 0:42.3 | Eric Bautchunis is covering ETFs at Bloomberg and has become rather popular on Bitcoin |
| 0:49.3 | Twitter over the last few years covering the explosion of the Bitcoin ATFs. |
| 0:55.0 | But before we get to that topic, specifically, I think, jumping into the strategy investor |
| 1:04.0 | call that happened yesterday, which Eric was a part of, I think we should open with that, |
| 1:09.0 | considering we've got somebody who was one of the few |
| 1:12.6 | that was on the call uh what were uh what were your thoughts and why was the question that you asked |
| 1:19.9 | to controversial yeah i mean um i didn't see it's controversial but there was someone gave me a hard |
| 1:26.1 | time about it um on twitter, but I had a good |
| 1:29.9 | reason for it. Basically, I'm not a stock analyst, you know, they asked me to come on, they said |
| 1:35.3 | there had a couple stock analysts and a couple Bitcoin analysts. I'm assuming I'm a Bitcoin |
| 1:39.2 | analyst, but I'm really an ETF analyst. And one thing that I knew they were going to get asked about the yield, the dividend, will |
| 1:46.7 | you ever sell Bitcoin? |
... |
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