Episode notes
Tuur Demeester is a prominent Bitcoin investor who strongly believes in the power of Bitcoin-only companies. In this episode, he explains how and why he invests in Bitcoin projects, suggests when market tops are reached & comments on the Supra Cycle.
Time stamps:
00:00:00 – Intro: Season 15 dump & meeting Tuur
00:01:59 – The Bitcoin Supra Cycle & the pleb Lambo
00:06:38 – Crayon models, stock-to-flow, and self-defeating prophecies
00:09:47 – Haircuts, tattoos, Uber drivers & other top signals
00:19:30 – Inflation, central banks, and lifeboats off the Titanic
00:22:50 – Tether's bond playbook for surviving states
00:23:50 – Euro midlife crisis & the Bitcoin-standard escape
00:25:21 – Discovered more than invented (*The Genesis Book*)
00:28:35 – Investing in Blockstream without the cheerleader outfit
00:33:29 – Liquid, Core Lightning, and building for hostile times
00:40:21 – Why Tuur treats Ethereum as snake oil
00:42:18 – Testnets versus dumping labs on retail
00:44:16 – Immune system duty & cypherpunk values
00:45:41 – Soft forks, Drivechains, and constitutional changes
00:48:35 – Federations, miner incentives, decentralized sidechains
00:50:50 – BitVM, Labitconf & catching Pikachu for coins
00:51:24 – Bitcoin the asset vs Bitcoin the forever-debate
00:54:49 – Austrians, cypherpunks, and interdisciplinary humility
00:59:30 – Who funds ideas in a fiat world
01:01:51 – Bitcoin billionaires and what to do with the pile
01:03:42 – Surveillance gadgets, social media, oversized states
01:09:29 – A Bitcoin renaissance hiding in plain sight
01:11:15 – Xanax friends, Cold War faces, harder-money health
01:14:46 – El Salvador as pioneer, not template
01:20:15 – Milei's spine, taxi polls, orange-pilling without LARPing
01:25:26 – Oliver Anthony, Johnny Cash & inflation folk songs
01:31:37 – Dylan misses, Wilburys vinyl, grunge geography
01:35:18 – Occupy, Ron Paul, and Bitcoin's emotional OS
01:36:38 – Twitter blocks, dark bars, family fights
01:37:39 – Texas Bitcoin Foundation, free reports, Supra IOU
Time stamps:
00:00:00 – Intro: Season 15 dump & meeting Tuur
00:01:59 – The Bitcoin Supra Cycle & the pleb Lambo
00:06:38 – Crayon models, stock-to-flow, and self-defeating prophecies
00:09:47 – Haircuts, tattoos, Uber drivers & other top signals
00:19:30 – Inflation, central banks, and lifeboats off the Titanic
00:22:50 – Tether's bond playbook for surviving states
00:23:50 – Euro midlife crisis & the Bitcoin-standard escape
00:25:21 – Discovered more than invented (*The Genesis Book*)
00:28:35 – Investing in Blockstream without the cheerleader outfit
00:33:29 – Liquid, Core Lightning, and building for hostile times
00:40:21 – Why Tuur treats Ethereum as snake oil
00:42:18 – Testnets versus dumping labs on retail
00:44:16 – Immune system duty & cypherpunk values
00:45:41 – Soft forks, Drivechains, and constitutional changes
00:48:35 – Federations, miner incentives, decentralized sidechains
00:50:50 – BitVM, Labitconf & catching Pikachu for coins
00:51:24 – Bitcoin the asset vs Bitcoin the forever-debate
00:54:49 – Austrians, cypherpunks, and interdisciplinary humility
00:59:30 – Who funds ideas in a fiat world
01:01:51 – Bitcoin billionaires and what to do with the pile
01:03:42 – Surveillance gadgets, social media, oversized states
01:09:29 – A Bitcoin renaissance hiding in plain sight
01:11:15 – Xanax friends, Cold War faces, harder-money health
01:14:46 – El Salvador as pioneer, not template
01:20:15 – Milei's spine, taxi polls, orange-pilling without LARPing
01:25:26 – Oliver Anthony, Johnny Cash & inflation folk songs
01:31:37 – Dylan misses, Wilburys vinyl, grunge geography
01:35:18 – Occupy, Ron Paul, and Bitcoin's emotional OS
01:36:38 – Twitter blocks, dark bars, family fights
01:37:39 – Texas Bitcoin Foundation, free reports, Supra IOU
