America’s Debt Crisis & Bitcoin’s Institutional Era with Avik Roy
Avik Roy, chairman of FREOPP and Bitcoin Policy Institute senior advisor, analyzes America's fiscal crisis and its implications for Bitcoin adoption over the next 10-20 years. The discussion covers Bitcoin's institutional growth, policy risks, ETFs versus direct ownership, and Roy's role at Strive as they build the next great Bitcoin treasury company.
Show Notes
Scarce Assets: a biweekly podcast presented by Onramp which delves into the emergent role of bitcoin in finance professionals' strategies and outlooks. Hosted by Jackson Mikalic, Scarce Assets provides invaluable insights for wealth managers aiming to outperform their peers in the decades ahead. Finance professionals everywhere know about stocks and bonds, but the macroeconomic outlook requires that serious investors pay close attention to another category: Scarce Assets.
00:00 - Introduction & Avik Roy’s Background 03:20 - America’s Fiscal Reckoning 12:20 - Why the Crisis Takes Longer Than Expected 19:00 - The 10–20 Year Timeline Ahead 21:00 - Bitcoin Strategic Reserve & Government Signals 29:00 - Rails, Custody & 6102 Lessons 39:50 - The Future of Multi-Institution Custody 48:30 - Treasury Companies vs ETFs (Strive & Beyond) 54:20 - Personal Bitcoin Investment Perspectives 1:00:30 - Portfolio Construction & Real Hurdle Rates 1:06:50 - Wall Street Skepticism vs Macro Adoption 1:13:10 - Closing Thoughts, Outro, & Disclaimer
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