Mike Novogratz: Bitcoin’s Escape Velocity, Bond Market Crisis, Crypto x AI, & the Genius Act

Mike Novogratz returns to Bankless to unpack Bitcoin’s surge to new all-time highs and what it means in a world grappling with fiscal uncertainty. We dive into the unfolding bond market crisis, why the Genius Act marks a new chapter for stablecoins, the tokenization of traditional finance, and how Galaxy is uniquely positioned at the crossroads of crypto and AI. This is a front-row seat to the changing macro tides and crypto’s place in the new financial order. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE https://bankless.cc/binance ------ TIMESTAMPS 0:00 Intro 0:18 Bitcoin Hitting All-Time High 1:57 Trump’s Tariffs' Effect on Bitcoin 5:56 Liz Truss Moment 2.0? 7:33 US Liz Truss’s Effect 8:49 Bitcoin, Gold, and the US Dollar 12:11 BTC as a New World Asset 15:29 Treasuries in Decline 18:05 Galaxy Going Public 21:26 The Genius Act 24:32 Anti-Crypto Army Gone? 27:03 US Consumer Crypto Market 31:22 Tokenizing Galaxy Assets on ETH 34:08 A Roadmap From SEC in the Future? 36:53 Year of Crypto IPOs? 38:30 TradFi Fades, Crypto Rises 39:46 The Terra Luna Case 44:05 Future of Galaxy and Crypto 50:48 Building and Scaling Data Centers 55:18 Closing & Disclaimers ------ RESOURCES Mike Novogratz https://x.com/novogratz Galaxy Digital https://www.galaxy.com/ Tokenization & RWAs (Galaxy Report) https://www.galaxy.com/research/insights/tokenization-and-the-future-of-finance/ ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠