Bitcoin Has Never Seen What’s Coming Next | André Dragosch | BFM281
Notas do episódio
André Dragosch is Head of Research at Bitwise in Europe. He holds a PhD in financial history and is author of the book "Exponential Gold".
› https://x.com/Andre_Dragosch
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🕑 TIMESTAMPS
00:00 - André’s Bitcoin story
5:31 - Why TradFi still dismisses Bitcoin
12:17 - Trust in institutions blocks adoption
19:18 - Why financial history beats theory
22:40 - China, credit, overcapacity, deflation exports
29:29 - US debt, margin call, treasury interventions
36:33 - Bitcoin sniffing liquidity and decoupling
45:59 - Industrialization, AI bubble parallels
53:44 - Dollar downtrend thesis, Bitcoin implications
01:00:21 - Supercycle case, commodities and inflation
01:08:16 - When the dam breaks for adoption
01:14:32 - Real estate as fiat savings vehicle
01:26:25 - What consensus misses: AI, cycle lows
01:30:30 - Core belief
ℹ️ EPISODE SUMMARY
Bram Kanstein and Dr. André Dragosch discuss why Bitcoin adoption moves on social proof, not rational arguments. Dragosch shares his Bitcoin aha moment after The Bitcoin Standard, plus early Dogecoin mistakes. They confront how banks create money, why trust in institutions blocks Bitcoin, and what financial history teaches that models miss. The conversation ties BlackRock ETFs, Treasury buybacks, and a potential dollar downtrend to a Bitcoin supercycle. It ends on proof of work, conviction, and sovereignty.