Episode notes
Mark Yusko of Morgan Creek Capital sits down with Brandon Green to explain why Bitcoin's price has nothing to do with its value and why that distinction matters more than ever right now. They break down how futures markets suppress Bitcoin's spot price, why the four-year cycle played out exactly as expected, and how AI agents are already choosing Bitcoin as their native money.
Brandon Green - BTC Inc CEO Mark Yusko (Morgan Creek Capital Management)
Chapters: 0:00 Mark Yusko Joins the Bitcoin Magazine Podcast
7:30 Bitcoin's Four-Year Cycle and Why It Played Out Perfectly
15:00 Futures Markets, the Carry Trade, and Bitcoin Price Suppression
22:30 Price Is a Liar: Why Market Cap Is a Misleading Metric
30:00 Portfolio Allocation: Why 1% Bitcoin Changes Everything
37:30 Regulatory Capture and FUD Wars
45:00 Gold vs Bitcoin: Same Store of Value, Different Timeline
55:00 World Reserve Currencies
1:03:00 AI Agents, Proof of Work, and the Future of Digital Money
1:16:00 Hyper-Bitcoinization, Bear Market Outlook, and Final Thoughts
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