My friend Vijay Boyapati (Author of the Bullish Case for Bitcoin, and part of the Swan team) rejoins me on the show to talk about HODLing, share his analysis on things, and offer some tips on how to HODL. We talk:
- What phase of the cycle we’re in
- HODLer psychology
- Does Bitcoin get captured?
- Is Bitcoin for Everyone?
- Self custody tech
- GBTC and Bankruptcies
- Common traps and how to avoid them
Links:
Sponsors:
Stephan Livera links:
Chapters:
- 00:00 - Introduction and Overview
- 03:01 - The Excitement of Bull Markets
- 05:54 - The Slow Build-Up and Parabolic Moves
- 08:46 - Hodling Through Adversity
- 13:07 - The Nature of Bitcoin Cycles
- 16:02 - The Reachability of Bitcoin Participants
- 19:45 - Coinkite.com
- 21:00 - NomadCapitalist.com
- 22:08 - The Challenges of Self-Custody
- 30:00 - The Feasibility of Self-Custody for All
- 34:14 - Bitcoin as a Superior Monetary Base
- 35:10 - Concerns about Concentration Risk
- 38:07 - Mempool.space
- 39:16 - Swan.com
- 40:12 - Government Influence on Bitcoin ETFs
- 43:32 - Multipolar World and Bitcoin Adoption
- 44:01 - US Favorability towards Bitcoin
- 46:51 - Genesis Bankruptcy and Grayscale's Future
- 50:11 - Common Traps in a Bull Cycle
- 59:54 - Dealing with Corrections in a Bull Cycle