In this episode of The Bitcoin Podcast, I sit down with Cory Klippsten, CEO of Swan Bitcoin, to talk about where Bitcoin stands today. Cory explains why he thinks most Bitcoin treasury companies fell short of what they promised, and why he now recommends keeping at least 90% of your Bitcoin exposure in the real thing rather than stocks, ETFs, or other proxies. He also pushes back on the idea that AI agents will drive Bitcoin payments, arguing they'll mostly pay in digital dollars, and that the stronger use case is censored humans who need money that can't be stopped.
He also explains why his advice has hardened to keeping 90% or more of your exposure in real Bitcoin.
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