Institutions Are Coming for Bitcoin — UTXO’s Loren Asmus Explains How скачать в хорошем качестве

Institutions Are Coming for Bitcoin — UTXO’s Loren Asmus Explains How

In Episode 32 of the New Barbarians Podcast (Aug 13, 2025), Mark Connors & Bill Mann sit down with Loren Asmus, Head of Capital Formation at UTXO Management, to talk about the macro backdrop, Bitcoin’s role in portfolios, and the rise of Bitcoin Treasury companies. We cover market performance, institutional adoption, short squeezes, the MicroStrategy playbook, MetaPlanet’s explosive growth in Japan, and the risks & rewards of corporates holding BTC. Timestamps: 00:00 – Intro & Podcast Mission Mark, Bill & Loren set the stage for Bitcoin’s role in global markets and corporate balance sheets. Guest Contact and Content Info Loren Asmus - Head of Capital Formation at UTXO Management email: Loren@UTXO.management websites: https://www.utxo.management/ and https://bitcoinmagazine.com/ Co-Hosts Content details Substack: The Macro Case for Bitcoin: https://markrconnors.substack.com/ Website: https://www.harmoniqinsights.com/ YouTube:    / @thenewbarbarianspodcast   02:05 – Bitcoin’s Track Record vs. Other Asset Classes 13 of the last 16 years as the best-performing asset — and what that means for institutions. 05:15 – From Institutional Consulting to UTXO Management Loren’s background advising $50B+ in endowments, foundations & nonprofits before joining UTXO. 08:40 – BTC Inc., Bitcoin Magazine & Global Conferences How the largest Bitcoin media platform leverages events like Vegas & Hong Kong to grow adoption. 14:10 – The “Signal” That Draws People to Bitcoin Mark’s Close Encounters analogy and the decade-long endurance of BTC Inc. & early builders. 17:35 – Spot Bitcoin vs. ETFs — Control vs. Convenience Why self-custody matters and how institutional ETFs fit into the adoption curve. 21:55 – Bitcoin vs. Gold: The Digital Store of Value Case Why Bitcoin may be a 10x better savings technology — and why scarcity is the core value driver. 26:42 – The Corporate Bitcoin Playbook From MicroStrategy to MetaPlanet: how companies issue stock or debt to buy more BTC per share. 32:08 – Risks & Premium-to-NAV Compression How bear markets can erode corporate BTC valuations and concentration among holders. 36:55 – Global Proof of Concept & Japan’s Unique Market Why Japanese tax laws and lack of a BTC ETF make proxy stocks more attractive locally. 42:18 – Macro Backdrop & Market Leadership Bitcoin, gold, and the MAG7 leading asset performance across 1-, 5-, and 10-year horizons. 47:30 – The Next Phase: Large Pools of Capital & Corporate Adoption Why corporate treasuries are the “valve” for taking Bitcoin from $100K to millions. #Bitcoin #BTC #BitcoinTreasury #InstitutionalInvesting #DigitalAssets #Macro #NewBarbariansPodcast #BTCInc #MicroStrategy #MetaPlanet #CryptoInvesting #FinancePodcast