4.8 • 764 Ratings
🗓️ 18 July 2025
⏱️ 79 minutes
🧾️ Download transcript
Bitcoin Alpha explores the mainstream adoption of Bitcoin as CNBC analysts predict $500,000 price targets and major institutions embrace cryptocurrency. The discussion covers BlackRock's iBit ETF success, Rick Edelman's 10-40% allocation recommendations, and Figma's $100 million Bitcoin treasury strategy. The team analyzes Trump's fiscal policies, deficit spending, and Federal Reserve dynamics while examining Bitcoin dominance versus altcoins. Topics include rare earth materials policy, industrial reshoring, inflation concerns, and the social contagion effect driving corporate Bitcoin adoption across Silicon Valley and traditional finance sectors.
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0:00.0 | The following is for informational and entertainment purposes only and should not be construed as financial advice. |
0:05.3 | This discussion is a presentation by 1031, the leading institutional investor focused on the Bitcoin ecosystem. |
0:12.8 | 1031 has over 10 years of experience in Bitcoin and has deployed nearly $150 million into the leading opportunities in the space. |
0:21.4 | To learn more, visit 1031.vc. |
0:24.8 | Well, I am a firm believer that it's going much, much higher from here. |
0:29.6 | Think about corporate adoption. |
0:31.5 | Corporate adoption is probably only about 2%. |
0:35.5 | Central banks, only about 3%. Those are both going higher, much higher. Retail |
0:42.2 | investors going much higher. So look at it through, I'll leave off with this. Look at it through the market |
0:47.8 | cap of Bitcoin. That's around $2 trillion, let's say. Look at the market cap of gold. |
0:54.8 | That's around $20 trillion. |
0:57.0 | Maybe it doesn't have to be gold, but if it closes the gap to 50%, you're looking at $500,000 |
1:04.3 | per Bitcoin. |
1:06.0 | And I do think that in the eye shot, you're looking at $250,000 pretty easily for crypto. |
1:16.2 | There's a couple of things, a couple of hurdles. |
1:18.1 | But I think those days of it losing 80% of its value and then rallying up are long gone. |
1:22.9 | There's too many people that are looking for the asset. |
1:25.7 | John, you are the artisanal curator of the list |
1:30.7 | and the cold opens. You picked this this week. Why is that? Yeah, I have been known for my |
1:36.9 | dank cold open selections, so hopefully this one qualifies. Random, random boomer on CNBC says Bitcoin's going up. |
1:46.9 | Yeah. |
1:47.4 | Huge. |
... |
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