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Podcasts/The Bitcoin Matrix/They Will Hold 50% of ALL Bitcoin supply (Here's How)
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The Bitcoin Matrix

They Will Hold 50% of ALL Bitcoin supply (Here's How)

August 19, 2025
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Show Notes

Jesse Myers dives into his bold thesis that these firms might ultimately hold half of all Bitcoin, a scenario he sketches using long‑range targets like $13M per coin and a finance world reshaped around that reality. ––– Offers & Discounts ––– Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric Get up to $100 in Bitcoin on River at river.com/matrix The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order. Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/ ––– Socials ––– • Check out our new website at https://TheBitcoinMatrix.Com • Follow Cedric Youngelman on X: https://x.com/cedyoungelman • Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix • Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs ––– Chapters ––– 00:00 - Who Will Buy the Next Trillions in Bitcoin? 01:14 - Treasury Companies as Capital Conduits 03:00 - Could They Accumulate Half of All Bitcoin? 04:00 - Why the U.S. Needs Bitcoin to Support Treasury Demand 05:19 - The Pain of Traditional Convertible Notes 06:57 - Enter STRIKE, STRIFE, STRIDE, and STRETCH 08:49 - Will Bitcoin Treasury Firms Issue Stablecoins? 11:33 - Rebuilding the Yield Curve with Bitcoin-Backed Products 13:28 - The S-Curve of Full Bitcoin Monetization DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors. I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing. Thank you for listening!