Natalie Brunell, Russell Okung, and Bill Miller IV join this panel recorded live at Bitcoin Investor Week in New York. In this conversation, we discuss bitcoin as a long-term adoption story, why it represents sovereignty and “freedom money” for many, and how athletes and traditional finance investors think about allocating to it. We also cover common criticisms, the education gap, bitcoin vs. gold, and why the panel believes we’re still early in a multi-decade trend.

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• 0:00 – Intro: Bitcoiners vs the World
• 1:00 – Russell Okung on taking his salary in bitcoin
• 4:44 – Natalie Brunell’s bitcoin journey
• 7:25 – A traditional finance view on bitcoin
• 9:08 – The bitcoin mindset & sovereignty
• 14:45 – Bitcoin, hope, & the American dream
• 17:28 – What institutions think about bitcoin
• 19:32 – How to talk about bitcoin to different audiences

Phong Le is CEO of Strategy (formerly MicroStrategy), and David Bailey is CEO & Chairman of KindlyMD. This conversation was recorded live at Bitcoin Investor Week in New York. In this conversation, we discuss Strategy’s evolution from a bitcoin holding company to a leveraged treasury and now a digital credit platform, including the launch of its perpetual preferred product designed to offer bitcoin exposure with lower volatility and yield. We also cover capital markets strategy, competition among bitcoin treasury companies, macro impacts, and bitcoin’s continued integration into Wall Street and global finance.

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• 0:00 - Intro
• 0:25 - Strategy’s three phases of buying bitcoin
• 7:04 - Bitcoin’s graduation into Wall Street & traditional finance
• 10:11 - Macro economy & Fed policy
• 12:01 - Would they ever sell their bitcoin holdings?
• 15:26 - Bitcoin, government policy, & political adoption
• 19:52 - The responsibility of running a public bitcoin company
• 26:35 - The future of bitcoin treasury models & consolidation

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this episode, we break down the viral Citrini paper and whether AI disruption is being overstated or simply repriced by markets. We also discuss compressed software valuations, NVIDIA, shifting credit conditions, and why crypto and bitcoin could benefit in a world that increasingly needs speed, verification, and secure financial rails.

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• 0:00 – Intro
• 0:57 – The Citrini AI Paper debate
• 4:55 – Why software stocks are getting repriced
• 10:39 - Can AI replace SaaS companies?
• 15:53 – NVIDIA earnings & market regime shift
• 21:05 – Why crypto wins in the next cycle
• 29:37 – AI, government & autonomous weapons
• 36:39 – Deepfakes, spam & the need for crypto
• 41:29 – Survive vs Thrive: positioning for what’s next