2024-10-02
1 小时 20 分钟In this episode, we dive into SAB 121’s implications on Bitcoin, discuss BNY Mellon’s crypto custody services, and explore how regulatory changes and institutional adoption could shape Bitcoin's future value. We also examine BlackRock’s demands on Coinbase, changes in M2 money supply, and Basel III’s risk weight requirements for cryptoassets. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:32 - The significance of BNY Mellon’s approval for custody services. 02:01 - Michael Saylor's three prerequisites for Bitcoin reaching $5M per coin. 16:06 - The impact of BlackRock’s 12-hour settlement window requirement for Coinbase. 21:41 - ESG trend changes driven by AI advancements. 24:36 - How SAB 121 requires banks to treat Bitcoin deposits as liabilities. 25:26 - The 1,250% risk weight requirement for Bitcoin under Basel III regulations. 30:37 - Why Silvergate’s bankruptcy may have been influenced by government actions. 34:38 - How stablecoins interact with traditional banking systems. 46:29 - Why Ethereum is currently facing a downward trend. 49:30 - The expansion of the M2 money supply and its implications for inflation. BOOKS AND RESOURCES America Hodl on Nostr . Jeff Ross on Nostr. Joe Carlasare on Twitter, Nostr. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River 7-Eleven Toyota Connect Invest Bluehost TastyTrade The Bitcoin Way Public Fundrise American Express Onramp Miro Facet SimpleMining ReMarkable Vanta Shopify Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
You're listening to tip.
Hey everyone.
Welcome to this Wednesday's release of the Bitcoin Fundamentals Podcast.
This episode is brought to you by river, the place that I personally go to securely invest in Bitcoin with confidence and with zero fees.
On today's show, I have the Mastermind group.
And they're back.
We've got Joe Carlisari to talk about all things policy and legal, and I have Jeff Ross to talk about macro and the broader market conditions.
And I have American Hodl here who's the best BS filter that the community has ever heard.
We cover a wide range of topics from the SAB B121 situation with legacy banks, the BNY Mellon being able to now custody services like Coinbase for digital assets and what that means for the competition of custody for ETFs, banks being able to mint their own stablecoins.
Where we're at with the Bitcoin cycle versus everything else that's happening in traditional markets.
And the list goes on.
There's a ton of ground we cover here.
So sit back, relax and enjoy this quarter's release of our Mastermind discussion.
Celebrating 10 years.
You are listening to Bitcoin Fundamentals by the Investors Podcast Network.
Now for your host, Preston Pysch.
Hey everyone, welcome to the show.
I am here with American hodl, Joe Carlisari, Jeff Ross, Mastermind discussion.
Third quarter.
Still the third quarter.