Tariffs, Treasuries & $100K BTC: Decoding the China-US Deal’s Ripple Effects
Episode description
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Final Settlement is a weekly podcast covering the underlying mechanics of the bitcoin protocol, its ongoing development and funding, and real-world applications of the technology.
00:00 - China-US Trade Negotiations and Tariffs
03:09 - Impact of Treasury Yields on Negotiations
06:07 - Bitcoin's Market Dynamics and Predictions
08:59 - Bitcoin Treasury Companies: Opportunities and Risks
11:49 - Corporate Treasuries and Bitcoin: A New Paradigm
17:08 - Mergers and Acquisitions in the Crypto Space
20:11 - The Future of Bitcoin Derivatives and ETFs
26:50 - Market Sentiment and Institutional Interest
29:05 - The Asymmetry of Bitcoin Understanding
30:01 - Legislative Challenges and Bitcoin Dominance
33:06 - Global Regulatory Landscape and Bitcoin Adoption
36:13 - The Value Proposition of Bitcoin vs. Proxy Assets
38:58 - Retail Interest and Psychological Barriers
42:08 - Building Consumer Applications for Bitcoin
44:51 - Emerging Trends in Bitcoin Legislation
48:03 - On-Ramping New Users to Bitcoin
51:04 - Influencer Impact on Bitcoin Perception
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Links discussed:
https://www.occ.gov/news-issuances/news-releases/2025/nr-occ-2025-42.html
https://www.dlnews.com/articles/markets/coinbase-ceo-on-why-the-exchange-didnt-bet-farm-on-bitcoin/
https://www.bis.org/publ/work1265.pdf?utm_medium
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