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Bitcoin News Alerts | Daily BTC Macro Signal
Episode 2394

2394: $100T Bitcoin Disconnect - Nobody Is Ready

July 10, 2026·16m
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Show Notes

Bitcoin adoption can accelerate. Bitcoin's supply can't. The global stock market is worth roughly $154 trillion, the global bond market is worth $143 trillion, and global real estate is worth more than $600 trillion. Bitcoin doesn't need to absorb all of it to create a supply problem the world has never seen before.

Today we break down the $100 trillion disconnect between accelerating adoption and a permanently fixed supply of 21 million Bitcoin. Plus Brazil's largest stock exchange expanding Bitcoin access, the permanent U.S. CBDC ban, Strategy's $16 billion Bitcoin-backed financial machine, and everything else moving the Bitcoin market today.

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