~/talk

We Are Still Early

Talkat Bitcoin Amsterdam 2025 · 2025-11-13..11-14· [bitcoin]
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Argument: Bitcoin is still early because concrete constraints and new users, not vibes, matter. The layer has 21 million units and UTXO scarcity means many entities cannot even hold an on‑chain output; about 14M wallets ≥0.01 BTC exists versus ~62M global millionaires, so a million sats is rarer than a million dollars. Central banks (Czech small purchase) and treasuries (hundreds of thousands held by firms) just start accumulating, and Bitcoin mortgages ahead with low fees (<$1) and AI quant tools on public chain data promising new capital products.

AI-written summary · about

  1. 0:00Bitcoin Culture
  2. 0:31We Are Still Early Even at $100K+
  3. 0:57Bitcoin = Wheel/Fire Level Invention
  4. 3:36Timo: Technology Adoption Is Still in Infancy
  5. 5:04Million Sats Rarer Than Million Dollars
  6. 6:42Not Every Company Can Own Even One UTXO
  7. 11:09Central Banks Have Entered the Game (Czech Republic)
  8. 12:24To Stay Relevant, Everyone Must Buy Bitcoin
  9. 23:39Bitcoin Mortgages & Loans: The Real Explosion Ahead
  10. 28:44Quickest Way to Own a Home? Stack 2 Cycles
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