Thorne of Wellington-Altus: Bitcoin's supercycle has arrived

“The next run in Bitcoin is going to be one for the ages,” according to economist James Thorne, Chief Market Strategist at Wellington-Altus Private Wealth. Thorne joins Grace Remington and Sean Hagan to discuss why he thinks Bitcoin is entering a generational supercycle. Citing his experience with the commodities supercycle, he argues that a shifting market structure makes this cycle different. He adds that the four-year cycle is finished.

Chapter markers:
0:00 – Thorne on hot core CPI, and why shelter rather than energy drove it
1:30 – Could the Fed be making a policy error by hiking?
5:35 – Why hedge funds now resemble the New Bond Vigilantes
6:42 – Might AI bring a Greenspan moment, and Warsh's miss at Jackson Hole
10:22 – The case for Bitcoin entering a generational supercycle
14:11 – The end of the four-year cycle, and who buys Bitcoin next
18:45 – Bitcoin's answer to the settlement problem
21:15 – Strategy, pristine collateral, and extracting Bitcoin volatility
24:59 – Tokenization, and an end to innovation lag
27:04 – Bitcoin versus gold: Can Bitcoin's market cap overtake gold's?

Disclaimer: The views and opinions expressed in this program belong to the participants and do not necessarily match the official stance of BTC Inc., Bitcoin Magazine, or their affiliates. This material is offered for informational and educational purposes only and should not be interpreted as investment, legal, tax, or accounting advice. Nothing in this program is a solicitation, recommendation, endorsement, or offer to purchase or sell any securities or financial instruments. Viewers should seek advice from their own advisors before making financial or business decisions.