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71 Greed

Bitcoin Supply Shock and Tokenization Lead CoinDesk Talk

Original title: Bitcoin’s Next Supercycle: Why a Supply Shock Could Send Prices Soaring

CoinDesk 24:22 16,295 views on YouTube BTC +0.5% FORM −8.6%
Thumbnail for Bitcoin’s Next Supercycle: Why a Supply Shock Could Send Prices Soaring 24:22

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Summary

Michael Terpin, CEO of Transform Ventures and author of "Bitcoin Supercycle," joined CoinDesk's Jennifer Sanasie on Markets Outlook. He argues the bear market is over and that the long climb back to the top has begun. He frames bitcoin's history through a "four seasons" model and points to 2028-29 as a period when presidential and stock market cycles could collide. He also expects an altcoin supercycle. Separately, Andy Baehr, managing director of asset management at GSR, said fixed income rather than equities will be the real catalyst that brings tokenization into the mainstream. That view shifts the focus from crypto-native trading to traditional debt markets as the route to broader adoption. The discussion also covers the supply side of bitcoin. Terpin notes that 95% of bitcoin has been mined and raises the question of what happens when the last bitcoin is mined. The conversation touches on the gap between roughly 28 million millionaires and 21 million bitcoin, and on memecoins meeting tokenized stocks.

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Key points

  1. Michael Terpin is CEO of Transform Ventures and author of "Bitcoin Supercycle."
  2. Terpin argues the bear market is over and the long climb back to the top has begun.
  3. He points to 2028-29 as a possible collision of presidential and stock market cycles.
  4. He also expects an altcoin supercycle.
  5. GSR's Andy Baehr says fixed income, not equities, will be the real catalyst that takes tokenization mainstream.
  6. Terpin notes that 95% of bitcoin has been mined and asks what happens when the last bitcoin is mined.

Chapters

Chapters come from the timestamps in the video description.

Questions

What does GSR's Andy Baehr see as the catalyst for tokenization?
He says fixed income, not equities, will be the real catalyst that takes tokenization mainstream.
How much of the bitcoin supply has been mined?
According to the discussion, 95% of bitcoin has been mined.

Related briefs

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