Bitcoin Has Never Seen What’s Coming Next | André Dragosch | BFM281

<p>André Dragosch is Head of Research at Bitwise in Europe. He holds a PhD in financial history and is author of the book &quot;Exponential Gold&quot;.</p><p>› <a href="https://x.com/Andre_Dragosch">https://x.com/Andre_Dragosch</a></p><p><br></p><p><strong>PARTNERS</strong></p><p>🔐 The Bitcoin Way is your personal Bitcoin security team. Schedule a free, 30-minute consult: <a href="http://www.thebitcoinway.com/bram?utm_medium=podcast&utm_source=partner-bram-kanstein">http://www.thebitcoinway.com/bram?utm_medium=podcast&amp;utm_source=partner-bram-kanstein</a></p><p>⚡ Stack Bitcoin faster with Invity Turbo Buy: <a href="https://invity.onelink.me/yIY4/BRAM">https://invity.onelink.me/yIY4/BRAM</a> — use code BRAM to get €50 after 10 completed transactions</p><p>🗓️ Join The Bitcoin Way&#39;s &quot;Future of Self-Custody&quot; free webinar on September 30: <a href="http://thebitcoinway.com/webinars/the-future-of-self-custody?utm_source=partner-bram">thebitcoinway.com/webinars/the-future-of-self-custody?utm_source=partner-bram</a></p><p><br></p><p><strong>PRODUCTS I ENDORSE</strong></p><p>› Get 10% off a Bitaxe open-source Bitcoin home miner using code <strong>BRAM</strong> at <a href="https://shop.powermining.io/?ref=BRAM">https://shop.powermining.io/?ref=BRAM</a></p><p>› Heat your home and Earn Bitcoin with Heatbit - Get 5% off with code <strong>BRAM</strong> <a href="https://heatbit.com/?ref=BRAM">https://heatbit.com/?ref=BRAM</a></p><p>› Blockstream Jade Plus: The simplest and most secure hardware wallet on the planet - Get 10% off with code <strong>BRAM</strong> at <a href="https://store.blockstream.com">https://store.blockstream.com</a></p><p>› Stamp Seed: The safest way to backup your hardware wallet - Get 15% off with code <strong>BRAM</strong> at <a href="https://stampseed.com">https://stampseed.com</a></p><p><br></p><p>🔔 <strong>SUBSCRIBE TO GET NOTIFIED</strong></p><p>› <a href="https://youtube.com/@bramk%E2%81%A0%E2%81%A0">https://youtube.com/@bramk⁠⁠</a></p><p>› <a href="https://x.com/bramk">https://x.com/bramk</a></p><p><br></p><p>🕑 <strong>TIMESTAMPS</strong></p><p>00:00 - André’s Bitcoin story</p><p>5:31 - Why TradFi still dismisses Bitcoin</p><p>12:17 - Trust in institutions blocks adoption</p><p>19:18 - Why financial history beats theory</p><p>22:40 - China, credit, overcapacity, deflation exports</p><p>29:29 - US debt, margin call, treasury interventions</p><p>36:33 - Bitcoin sniffing liquidity and decoupling</p><p>45:59 - Industrialization, AI bubble parallels</p><p>53:44 - Dollar downtrend thesis, Bitcoin implications</p><p>01:00:21 - Supercycle case, commodities and inflation</p><p>01:08:16 - When the dam breaks for adoption</p><p>01:14:32 - Real estate as fiat savings vehicle</p><p>01:26:25 - What consensus misses: AI, cycle lows</p><p>01:30:30 - Core belief</p><p><br></p><p>ℹ️ <strong>EPISODE SUMMARY</strong></p><p>Bram Kanstein and Dr. André Dragosch discuss why Bitcoin adoption moves on social proof, not rational arguments. Dragosch shares his Bitcoin aha moment after The Bitcoin Standard, plus early Dogecoin mistakes. They confront how banks create money, why trust in institutions blocks Bitcoin, and what financial history teaches that models miss. The conversation ties BlackRock ETFs, Treasury buybacks, and a potential dollar downtrend to a Bitcoin supercycle. It ends on proof of work, conviction, and sovereignty.</p>