Bitcoin Network Health Check: Assessing Thesis & New Risks
Notes de l’épisode
Mike and Ryan re-underwrite the Bitcoin thesis with a full network health check: hash rate, miner incentives, active addresses, ETF adoption, treasury firms, and BTC’s performance vs Nasdaq and gold. They also dig into the biggest risks ahead, including security budget pressure, miner concentration, and quantum computing, before explaining why they still view Bitcoin as a core portfolio asset this cycle.
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TIMESTAMPS
0:00 Intro
2:31 Institutional Insights on Bitcoin
4:24 Mining & Network Security
8:08 Fees & Block Rewards
11:20 Security Budget Risks
14:25 The Future of Mining
15:57 Address Trends & Activity
22:48 Institutional Adoption Surge
25:01 Treasury Firms & Bitcoin
28:03 Bitcoin vs. Other Assets
30:51 Quantum Computing Concerns
33:34 The Future of Bitcoin
36:43 Closing & Disclaimers
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Not financial or tax advice. For educational purposes only.