“The next run in Bitcoin is going to be one for the ages.” Economist James Thorne, Chief Market Strategist at Wellington-Altus Private Wealth, joins Grace Remington and Sean Hagan to explain why he believes Bitcoin is entering a generational supercycle. Drawing on his experience with the commodities supercycle, he explains why a changing market structure makes this time different. He also explains why he thinks the four-year cycle is done.
Chapters:
0:00 – James Thorne on Hot Core CPI: Why Shelter, Not Energy, Drove It
1:30 – Is the Fed Making a Policy Mistake by Hiking?
5:35 – Why Hedge Funds Are Acting Like the New Bond Vigilantes
6:42 – Can AI Deliver a Greenspan Moment? Warsh’s Jackson Hole Miss
10:22 – Why Bitcoin Is Entering a Generational Supercycle
14:11 – The Four-Year Cycle Is Done and Who Buys Bitcoin Next
18:45 – Why Bitcoin Solves the Settlement Problem
21:15 – Strategy, Pristine Collateral and Harvesting Bitcoin Volatility
24:59 – Tokenization and the End of Delayed Innovation
27:04 – Bitcoin vs. Gold: Will Bitcoin’s Market Cap Surpass Gold?
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