Bitcoin Has Never Seen What’s Coming Next | André Dragosch | BFM281

André Dragosch is Head of Research at Bitwise in Europe. He holds a PhD in financial history and is author of the book "Exponential Gold".

› https://x.com/Andre_Dragosch

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🕑 TIMESTAMPS

00:00 - André’s Bitcoin story

5:31 - Why TradFi still dismisses Bitcoin

12:17 - Trust in institutions blocks adoption

19:18 - Why financial history beats theory

22:40 - China, credit, overcapacity, deflation exports

29:29 - US debt, margin call, treasury interventions

36:33 - Bitcoin sniffing liquidity and decoupling

45:59 - Industrialization, AI bubble parallels

53:44 - Dollar downtrend thesis, Bitcoin implications

01:00:21 - Supercycle case, commodities and inflation

01:08:16 - When the dam breaks for adoption

01:14:32 - Real estate as fiat savings vehicle

01:26:25 - What consensus misses: AI, cycle lows

01:30:30 - Core belief

ℹ️ EPISODE SUMMARY

Bram Kanstein and Dr. André Dragosch discuss why Bitcoin adoption moves on social proof, not rational arguments. Dragosch shares his Bitcoin aha moment after The Bitcoin Standard, plus early Dogecoin mistakes. They confront how banks create money, why trust in institutions blocks Bitcoin, and what financial history teaches that models miss. The conversation ties BlackRock ETFs, Treasury buybacks, and a potential dollar downtrend to a Bitcoin supercycle. It ends on proof of work, conviction, and sovereignty.