What Bitcoin Did
What Bitcoin Did
Danny Knowles
Gold Is Being Repriced & Bitcoin Is Next | Caitlin Long
1 hour 26 minutes Posted Jan 29, 2026 at 1:00 pm.
Fiat currencies and the changing world order
Caitlin Long’s background on Wall Street and Bitcoin
The US is okay with the rise in gold and silver prices
Repricing gold on the Fed's balance sheet
Scott Besson and competitive advantages for the United States
Moving from LIBOR to SOFR
Wall Street and Bitcoin ETFs: A double-edged sword?
Will Wall Street co-opt Bitcoin?
Bitcoin Volatility and Capital Gains
Trump, Powell, and the future of the Fed
Custodia's mission to bridge TradFi and crypto
Dollar milkshakes and stablecoins
Challenges and Goals for Bitcoin and Custodia
Silvergate: "One of the most unfair stories"
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1:26:20
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Show notes

Caitlin Long is the founder and CEO of Custodia Bank, and in this episode we discuss the repricing of gold and its implications for Bitcoin, how derivatives and ETFs suppress price signals, why Wall Street cannot control Bitcoin the way it controlled gold, the strategic role of stablecoins in sustaining dollar demand, and how recent shifts in Treasury and Fed power matter for Bitcoin.

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