Why Bitcoin Could Still 20x | Vijay Boyapati

<p>Vijay Boyapati, author of *The Bullish Case for Bitcoin*, joins me to discuss why Bitcoin may be in the “boring low” of its cycle, why he still sees a path to gold parity and ~20x upside, and what could drive the next bull market.</p><p><br></p><p>We also discuss AI and Bitcoin security, self-custody, Bitcoin price models, ETFs, treasury companies, and what a future Bitcoin standard could look like.</p><p><br></p><p>Timestamps:</p><p>00:00 Introduction</p><p>00:19 What Vijay Got Right About Bitcoin</p><p>06:03 Is Vijay More Bullish Today?</p><p>08:07 How Vijay Values Bitcoin</p><p>10:36 What Stands Between Bitcoin and Gold Parity?</p><p>11:31 Understanding the Current Bitcoin Cycle</p><p>16:48 Is AI Sucking Capital Away From Bitcoin?</p><p>20:49 AI, Coldcard and Bitcoin Security</p><p>27:14 Will AI Make Bitcoin Software Stronger?</p><p>28:04 Stock-to-Flow, Power Law and Bitcoin Price Models</p><p>31:49 What Could Trigger the Next Bitcoin Bull Market?</p><p>34:13 Where Will the Next Wave of Capital Come From?</p><p>37:22 What Would a Bitcoin Standard Look Like?</p><p>39:55 Why Bear Markets Create Opportunity</p><p>41:39 Where to Follow Vijay</p>