Vijay Boyapati is the author of The Bullish Case for Bitcoin, widely considered one of the most important foundational philosophical texts in the space.

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🕑 TIMESTAMPS

00:00 - Introduction to Bitcoin's Evolution

00:26 - The Four Stages of Money

05:56 - Bitcoin as a Store of Value

12:45 - Institutional Adoption of Bitcoin

16:50 - Bitcoin's Role in True Capitalism

19:39 - The Immutable Nature of Bitcoin

20:12 - The Certainty of Bitcoin Ownership

22:15 - Bitcoin vs Gold: A Comparative Analysis

24:13 - Path Dependency and Bitcoin's Future

28:21 - Adoption Models and Bitcoin's Growth

31:54 - The Evolution of Bitcoin's Conviction

32:45 - Nation-State Adoption and Its Implications

36:18 - The Psychological Aspects of Bitcoin Investment

ℹ️ EPISODE SUMMARY

Bram Kanstein and Vijay Boyapati, author of "The Bullish Case for Bitcoin," analyze the state of Bitcoin in 2026. We explore the four stages of monetization, why nation-state adoption is no longer a fringe theory, and why the path to becoming a global reserve currency is now a mathematical certainty. From the institutional surge to the "End Game" where fiat ceases to be an exit, this episode is a roadmap for the final stages of Bitcoin’s evolution. If you think $1 million is high, you're still thinking in the old system.

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