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There was some good back and forth between Danny and Pete. Often times it is just agreement on other episodes.

Time Stamps:

TIMESTAMPS:
00:00:00 – Introduction
00:01:13 – Trump & The Bitcoin Strategic Reserve
00:06:39 – Have The Four-Year Cycles Broken?
00:10:05 – The New Bretton Woods
00:17:22 – Saylor’s Vision
00:20:00 – Freedom Money vs Institutional Compatibility
00:28:32 – Emergence Of The “Treasury Monoculture”
00:35:01 – Which Companies Can Outperform Bitcoin?
00:42:08 – Building Bitcoin Businesses
00:46:10 – Treasury Companies As The New Monoculture
00:55:20 – Risks Of Forks & Competing Implementations
01:12:00 – Tech Becomes Invisible; Culture Keeps Scaling
01:23:51 – The Bitcoin Dollar

Yes.

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10 sats \ 1 reply \ @ek 19 Sep 2025

no wumbo rating?

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Wumbo Rating: 17 out of 21.

Two things that stuck out to me in the episode:

  1. Pete's comment that the Treasury companies (example: MSTR) are the most acceptable to the current system stuck with me. I knew this to be true before the episode but as a framework for predicted the future. Kind of a Bitcoin Occam's razor, "What will the system object to the least, that will be most likely to happen"
  2. Pete quote someone saying Hyper Dollarization will happen before Hyper Bitcoinization.
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