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13 Extreme Fear

Bill Miller IV on Bitcoin Scarcity, MSCI, and AI Capital

Original title: Bill Miller IV: “They're Not Printing More Bitcoin”

Bitcoin Magazine 16:54 4 views on YouTube BTC −3.8%

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Summary

Bill Miller IV, Chairman and CIO of Miller Value Partners, joins Grace Remington and Sean Hagan on BMTV. He remains bullish on Bitcoin while sentiment is near FTX-era lows. He notes Bitcoin moved from 63K to 87K and back to 68K in a matter of months, and says volatility is the price of owning great-performing assets. Using a gold analogy, he argues Bitcoin's addressable value is far above its current market cap. He also says Bitcoin's supply grows at 80 basis points a year, making it more scarce than gold. The discussion covers Strategy and the MSCI exclusion, hot inflation and a bigger Fed hike, Jensen Huang's exit and the AI bubble, value stocks versus the AI capex bill, NVIDIA at its lowest multiple in a decade, what Bitcoin investors need from the Clarity Act, AI and Bitcoin competing for capital, and modeling Bitcoin's monetization.

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Key points

  1. Bill Miller IV, Chairman and CIO of Miller Value Partners, joins Grace Remington and Sean Hagan on BMTV.
  2. He remains bullish on Bitcoin while sentiment is near FTX-era lows.
  3. He notes Bitcoin moved from 63K to 87K and back to 68K in a matter of months, and says volatility is the price of owning great-performing assets.
  4. He argues Bitcoin's addressable value is far above its current market cap, using a gold analogy.
  5. He says Bitcoin's supply grows at 80 basis points a year, making it more scarce than gold.

Chapters

Chapters come from the timestamps in the video description.

Questions

What is Bill Miller IV's role?
He is Chairman and CIO of Miller Value Partners.
What did Bill Miller IV say about Bitcoin's recent price movement?
He said Bitcoin went from 63K to 87K and back to 68K in a matter of months.
What does Bill Miller IV say about Bitcoin's scarcity?
He says Bitcoin's supply grows at 80 basis points a year, making it more scarce than gold.

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