Tuur Demeester returns to discuss his new report on Bitcoin's 2025 outlook. He and Preston unpack institutional accumulation, custodial confiscation risks, the macroeconomic backdrop, and how Bitcoin's role is evolving amid growing global uncertainty. 

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:02 - Why the current market doesn’t reflect a true speculative mania yet
04:11 - How institutions—not retail—are driving this bull cycle
05:38 - What the “hodler net position change” metric reveals about whale behavior
11:33 - How governments may quietly confiscate Bitcoin through custodians
22:41 - Why M2 money supply contraction exposes fiat’s Ponzi-like structure
27:41 - Bitcoin’s potential to replace gold as the global monetary anchor
33:01 - Why Wall Street's shallow engagement with Bitcoin’s tech is concerning
35:00 - How Lightning Network could disrupt stablecoin platforms
39:03 - The growing convergence of AI, Bitcoin mining, and energy infrastructure
46:07 - Why Bitcoin could genuinely reduce global conflict long term

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

﻿BOOKS AND RESOURCES
<ul>
 <li>X Account: <a href="https://x.com/TuurDemeester">Tuur Demeester</a>.</li>
 <li>Report: <a href="https://www.unchained.com/go/boom-2025">How To Position for the Bitcoin Boom by Tuur Demeester</a>.
</li>
 <li>Check out all the books mentioned and discussed in our podcast episodes<a href="https://prodcast.io/rwh"> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a>.
</li>
 <li>Enjoy ad-free episodes when you subscribe to our<a href="https://premium.theinvestorspodcast.com/">⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a>.
</li>
</ul>

NEW TO THE SHOW?
<ul>
 <li>Join the exclusive <a href="https://www.theinvestorspodcast.com/mastermind-2/">⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠</a> to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.</li>
 <li>Follow our official social media accounts: <a href="https://twitter.com/TIP_Network">⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠</a> | <a href="https://www.linkedin.com/company/the-investor's-podcast/">⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠</a> | | <a href="https://www.instagram.com/theinvestorspodcastnetwork/">⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠</a> | <a href="https://www.facebook.com/TheInvestorsPodcast">⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠</a> | <a href="https://www.tiktok.com/@theinvestorspodcast">⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠</a>.</li>
 <li>Check out our <a href="https://www.theinvestorspodcast.com/bitcoin-fundamentals-starter-packs/">⁠⁠⁠⁠⁠⁠⁠Bitcoin Fundamentals Starter Packs⁠⁠⁠⁠⁠⁠⁠</a>.</li>
 <li>Browse through all our episodes (complete with transcripts) <a href="https://www.theinvestorspodcast.com/richer-wiser-happier/">⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠</a>.</li>
 <li>Try our tool for picking stock winners and managing our portfolios: <a href="https://www.theinvestorspodcast.com/tip-finance/">⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠</a>.</li>
 <li>Enjoy exclusive perks from our <a href="https://www.theinvestorspodcast.com/affiliates/">⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠</a>.</li>
 <li>Get smarter about valuing businesses in just a few minutes each week through our newsletter, <a href="https://www.theinvestorspodcast.com/newsletters/">⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠</a>.</li>
 <li>Learn how to better start, manage, and grow your business with the <a href="https://www.theinvestorspodcast.com/podcasts/20-best-business-podcasts/">⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠</a>.
</li>
</ul>

SPONSORS
Support our free podcast by supporting our <a href="https://theinvestorspodcast.com/sponsors">sponsors</a>:
<ul>
 <li>
<a href="https://simplemining.io/preston">SimpleMining</a>
</li>
 <li>
<a href="https://www.hardblock.com.au/join/fundamentals">HardBlock</a>
</li>
 <li>
<a href="https://www.anchorwatch.com/investors">AnchorWatch</a>
</li>
 <li>
<a href="https://financialfreedomreport.org/">Human Rights Foundation</a>
</li>
 <li>
<a href="https://www.vanta.com/billionaires">Vanta</a>
</li>
 <li>
<a href="https://unchained.com/fundamentals">Unchained</a>
</li>
 <li>
<a href="https://onrampbitcoin.com/">Onramp</a>
</li>
 <li>
<a href="https://netsuite.com/study">Netsuite</a>
</li>
 <li>
<a href="https://shopify.com/wsb">Shopify</a>
</li>
</ul> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>Support our show by becoming a premium member! <a href="https://theinvestorspodcastnetwork.supportingcast.fm">https://theinvestorspodcastnetwork.supportingcast.fm</a>

Podurama

Home

Trending

Personal

Your Podcasts

New Episodes

My Files

Favourite Episodes

Tags (Folders)

Recently Played

Bookmarks

Followed Playlists

BTC250: Is This Bitcoin Bull Market Over w/ Tuur Demeester (Bitcoin Podcast)

We Study Billionaires - The Investor’s Podcast Network

AI Chapters

AI Insights

Reviews