E2386 - 2386: $13T Bitcoin Choice - BlackRock Sounds the Alarm
Published: July 2, 2026
Duration: 16:10
BlackRock just issued a warning that could reshape how investors think about Bitcoin. If the United States delays crypto legislation, other nations may move first, creating a global race for one of the world's scarcest assets.
In this episode, we examine nation-state Bitcoin game theory, Strategy's growing Bitcoin treasury, Metaplanet's continued accumulation, record spot ETF holdings, and why Bitcoin's fixed supply could permanently change global competition.
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