Fed vs Bitcoin: Who will win?

00:00 Introduction to Non Consensus Investing
00:32 Meet Michael Terpin: Venture Capitalist and Bitcoin Enthusiast
00:56 Early Bitcoin Days and Missed Opportunities
02:42 Michael's Journey: From PR to Venture Capital
04:47 The Dot-Com Boom and Transition to Crypto
10:05 Understanding Bitcoin Cycles and Investment Strategies
15:19 Technical Aspects of Bitcoin and Market Dynamics
17:41 Current Market Trends and Future Predictions
23:09 Challenges and Opportunities in Bitcoin Investing
24:49 Technical Difficulties and Market Analysis
33:56 Bitcoin Halving Cycles and Market Trends
34:43 Future Predictions and Macro Factors
35:53 Bitcoin's Parabolic Trends and Key Days
36:54 Bitcoin Winter and Market Cycles
38:04 Impact of New Products and ETFs
38:50 Bitcoin as a Veblen Asset
42:48 Strategic and Tactical Bitcoin Investments
49:51 Global Adoption and Inflation
54:34 Puerto Rico's Crypto Community
01:04:03 Future Outlook for Bitcoin, ETH, and Solana
01:05:46 Conclusion

In this episode of 'Non-Consensus Investing,' we're joined by Michael Terpin, an investor at the forefront of the cryptocurrency revolution. As the Founder and CEO of Transform Group and co-founder of BitAngels, Michael brings over a decade of invaluable experience in the digital asset space.

We will cover:

1. Framework For BTC Investing Through The Cycles
2. Primary Drivers - Inflation, USD, Animal Spirits, Fed?
3. BTC Cycle, This Vs. Prior Cycle (Why Did It Peak Before Halvening?)
4. Is Nvidia Influencing BTC Adoption?
5. Democrats Serious About Constructive Digital Asset Policy

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[Teremius]

what about the honk kong etf for eth which will introduce staking in the next few months? not good enough because it isn't us or is there any good reason for not mentioning other countries etfs?