We Study Billionaires - The Investors Podcast

Tuur Demeester returns to discuss his new report on Bitcoin's 2025 outlook. He and Preston unpack institutional accumulation, custodial confiscation risks, the macroeconomic backdrop, and how Bitcoin's role is evolving amid growing global uncertainty. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 03:02 - Why the current market doesn’t reflect a true speculative mania yet 04:11 - How institutions—not retail—are driving this bull cycle 05:38 - What the “hodler net position change” metric reveals about whale behavior 11:33 - How governments may quietly confiscate Bitcoin through custodians 22:41 - Why M2 money supply contraction exposes fiat’s Ponzi-like structure 27:41 - Bitcoin’s potential to replace gold as the global monetary anchor 33:01 - Why Wall Street's shallow engagement with Bitcoin’s tech is concerning 35:00 - How Lightning Network could disrupt stablecoin platforms 39:03 - The growing convergence of AI, Bitcoin mining, and energy infrastructure 46:07 - Why Bitcoin could genuinely reduce