Mark Yusko - Bitcoin To $150,000: Understanding Mankind's Most Valuable Computing Network
Mark Yusko of Morgan Creek explains why this Bitcoin halving was different, why he sees $150,000 as possible, and how banking history shapes his view of blockchain.
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Chapters
3:27 Welcome back to London Real
4:24 The halving and why this cycle is different
11:50 ETF demand, Ordinals and fair value
14:13 Paper Bitcoin and CME derivatives
20:11 First they ignore you, then they fight you
22:14 838 years of banking
29:57 Trust, banks and self-custody…
The skinny
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