Show notes
What’s happening in the Bitcoin market—and what are Bitcoiners talking about after Bitcoin Alpha in Santa Monica? From MicroStrategy (MSTR) to the bigger questions shaping Bitcoin, this episode brings the community conversation back to the forefront.Today on Bitcoin Today, we revisit the energy surrounding last week’s Bitcoin Alpha conference in Santa Monica and dive into general Bitcoin topics, market perspectives, and the latest conversations across the Bitcoin community.We also discuss MicroStrategy (MSTR) and its place in the Bitcoin ecosystem, alongside broader questions about Bitcoin, market sentiment, and the different ways people think about gaining and holding Bitcoin exposure.Bitcoin is about more than price. It’s about ideas, conviction, community, and the future of money. This episode brings those themes together in an open, unscripted conversation about where Bitcoin stands and what could lie ahead.Whether you attended Bitcoin Alpha in Santa Monica or are catching up from elsewhere, tune in for a community-driven discussion covering Bitcoin, MSTR, market outlooks, and the ideas shaping the Bitcoin conversation.It’s a market-focused Space covering Bitcoin, Bitcoin Alpha, MicroStrategy (MSTR), Bitcoin market sentiment, Bitcoin investing, and the people and ideas shaping the future of money.🎙️ MISSED THE LIVE SPACE?Bitcoin Today is a daily Bitcoin conversation hosted by founding member Loren and co-host Terence, featuring community members and special guests. Catch the full replay and hear the discussion for yourself. We’re live on X every weekday at 8:30 AM PT.📍 FOLLOW BITCOIN TODAYFollow @BitcoinToday__ on X for daily Bitcoin conversations and new episode replays.🎧 FOLLOW ON SPOTIFYFollow Bitcoin Today Recast for new episodes and more conversations about Bitcoin, markets, and the technology shaping the future of money.⚡ SUPPORT BITCOIN TODAYEnjoy the show? Support Bitcoin Today and help us keep the daily conversation going.X Money: @LorenHodlChapters:0:00 Show open: Terence live from Santa Monica5:00 Bitcoin gives you wings: trust your earning power, not your savings10:00 Conference recap: Abundant Minds track and Proof of Bull15:00 Shout-out: hoping Robert is doing well20:00 Saylor at RFK: 38% Bitcoin CAGR, 52% Strategy CAGR over six years25:00 Post-conference networking and hangouts30:00 Dom Bei's "conference for trees" roast35:00 The family fund framework40:00 Bringing spouses to conferences, ATN joins45:00 STRC buyback debate: the Apple iPhone moment analogy50:00 Dark: Coinbase denied his self-custody withdrawal twice55:00 Digital credit debate: returns without the volatility?1:00:00 Moon banter and the hot digital credit topic1:05:00 Dave: Saylor's earnings call and digital credit for non-Bitcoiners1:10:00 Adoption S-curves: Amazon, ATMs, electric cars1:15:00 Dave: 1987 program trading, magic-wand hedging always blows up1:20:00 Buybacks cannot will a stock price higher1:25:00 Healthcare detour: medical errors and the EHR era1:30:00 Digital credit as marketing; Bitcoin as future collateral1:35:00 Earnings calls: the AI trade is sucking up capital1:40:00 Liquidity crisis debate: Blake grills a Strategy shorter1:45:00 Macro: Luke Gromen's rock and a hard place1:50:00 Europe: suicidal empathy and financed riots1:55:00 The Nordics voted against their own interests2:00:00 Wrap: jury duty banter and play-out
