Name: Bitcoin Expert REVEALS The Exact Amount of BTC You Need to Retire | Tuur Demeester
Uploaded: 2025-08-23T02:05:16+00:00
Duration: 1 h 39 min 18 s
Description: Marty Bent sits down with Tuur Demeester to discuss his updated Adamant Capital report revising Bitcoin's bull case for 2025. They explore why this cycle breaks the traditional four-year pattern, with

1 month ago

243

Podcasts

Marty Bent sits down with Tuur Demeester to discuss his updated Adamant Capital report revising Bitcoin's bull case for 2025. They explore why this cycle breaks the traditional four-year pattern, with Bitcoin potentially reaching gold parity around one kilogram. The conversation covers treasury companies like MicroStrategy using Bitcoin as pristine collateral, nation-state adoption accelerating globally, and real inflation rates hitting 10-15% annually. Demeester explains his investment allocation strategies from conservative 5% insurance positions to aggressive 50% speculation, while analyzing on-chain data showing strong hodling behavior. They examine second layer breakthroughs including Arc protocol testing, stagflation effects on real estate versus commodities, and why smart money increasingly chooses Bitcoin-only strategies over broader crypto exposure.

STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-brief/
TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/
Discord: https://discord.gg/VJ2dABShBz
Opportunity Cost Extension: https://www.opportunitycost.app/

Tuur on Twitter: https://x.com/TuurDemeester
Download the report: https://unchained.com/tftc

Bitkey
https://bit.ly/TFTCBitkey20
Unchained
https://unchained.com/tftc/

0:00 - Intro
1:09 - Proto Rig and bull markets
5:33 - Tuur's new report
7:59 - On chain data
11:01 - Change in cycles and Mark Hart principles
17:05 - Bitkey & Opportunity Cost
18:44 - Pristine collateral
22:16 - Global macro
25:08 - Bitcoin/gold
31:25 - Unchained
32:11 - BTC treasury companies
41:25 - Bitcoin/commodities
49:57 - Real estate/commodities
54:12 - Banking consolidation & bitcoin backing
1:17:34 - Allocation strategies