BK Has Bitcoin His Way, He Rules!

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 1 August 2025

⏱️ 50 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Guy Adami are joined by Brian Kelly, Founder & CEO of BKCM and author of 'The Bitcoin Big Bang.' The episode covers Brian's journey into the world of Bitcoin, starting around 2010, and his significant contributions to the cryptocurrency space. The discussion touches on the current macroeconomic environment, including the implications of trade tariffs, the current state of interest rates, and the potential impact of shifting global currencies such as the Japanese yen and Chinese yuan. Brian and the hosts also delve into the evolving landscape of cryptocurrency, examining how the pillars of the Bitcoin bull case have changed over the years and the role of institutional investors. The conversation expands to discuss the regulatory environment, the role of stable coins, and potential future scenarios for Bitcoin and other cryptocurrencies. Throughout, Brian offers insights on the intersection of traditional finance and digital assets, emphasizing the transformative potential of Bitcoin and blockchains. Checkout 'The Daily Spark': https://www.apolloacademy.com/the-daily-spark/ Timecodes 0:00 - Intro 4:00 - Japan Red Flags 8:00 - Trade War Risks 11:30 - Fed Browbeating 13:40 - Earnings Read 16:15 - Gold 17:30 - Bitcoin 26:20 - BTC Treasuries 30:40 - Stable Coins 38:30 - Adoption Catalyst 40:30 - Missing Point —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:50.5	build relationships, and do business anytime, anywhere. To explore more about IConnections
0:56.5	events and gain access to its members-only platform, visit Iconnections.io.
1:04.0	Welcome to the Risk Reversal podcast. I am Dan Nathan. I'm joined by Guy, Christopher, Adami, Guy.
1:10.3	There he is. Okay, this is, we say this often,
1:14.4	and this is not to be, I don't know, glib or whatever you want. This is a very special edition
1:19.2	of the Risk Reversal podcast. If you're watching this on the YouTube, you see a face that you
1:25.3	probably remember from CNBC's Fast Money. He has not graced us with
1:29.9	his presence there. And I want to say a couple of years, but this is Brian Kelly. He is what guy would
1:36.7	call. What would you call him? You coined this years ago. This name is a Bitcoin baller. He is the
1:42.4	Bitcoin baller. He's all of those things all right so let's
1:45.9	welcome Brian Kelly back to the radio show yeah yeah thanks first time caller long time
1:51.8	listener thanks for having me on let me opine or let me just sort of chime in quickly I think
1:58.7	I met Brian in the early somewhere between what
2:02.0	2010 and 11 is that probably about right? Yeah about the mid aughts as you might say
	...

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