Episode
$1M Bitcoin Is Already Locked In | Nik Bhatia
- Podcast
- The Bitcoin Way Podcast
- Published
- Apr 29, 2026
- Duration seconds
- 3597
- Processing state
not_requested- Canonical source
- https://fountain.fm/episode/2wxKQtRDRqfKIAKEIk9m
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Summary
📞 Schedule a FREE call: https://www.thebitcoinway.com/contact?utm_campaign=podcast&utm_medium=social&utm_source=fountain 📖 Subscribe to our newsletter: https://www.thebitcoinway.com/resources/newsletter?utm_campaign=podcast&utm_medium=social&utm_source=fountain 🔑 Learn about our self-custody services: https://www.thebitcoinway.com/services/bitcoin-self-custody-training?utm_campaign=podcast&utm_medium=podcast&utm_source=fountain In episode #114 of The Bitcoin Way Podcast, Nik Bhatia (founder of The Bitcoin Layer, former US Treasuries trader) joins to break down why $1M Bitcoin isn’t a prediction — it’s already locked in. We cover the power law model that puts Bitcoin at $1,000,000 in the 2030s, MicroStrategy’s STRC vs US Treasuries, why bond yields could stay low past $40T debt, the 400x capital gap to BlackRock and Fidelity’s target allocations, how AI is forcing investors to recategorize Bitcoin, and why hyperbitcoinization isn’t coming. You can follow Nik on X at https://x.com/timevalueofbtc , subscribe to his Substack at https://thebitcoinlayer.substack.com , and visit his website at https://thebitcoinlayer.com . ⏱️ TIMESTAMPS: 00:00 - Guest Introduction 01:14 - The Role of STRC in Investment Strategies 06:13 - Understanding Risks in Bitcoin Investments 08:53 - The Landscape of U.S. Treasuries and Bitcoin 12:07 - Bitcoin as a Long-Term Investment 14:55 - The Power Law and Bitcoin's Growth 24:08 - Revisiting Bitcoin's Trajectory and Market Dynamics 29:54 - Bitcoin's Resilience and Market Behavior 31:25 - Macro Trends Impacting Bitcoin 34:46 - The Role of AI in Bitcoin's Future 46:59 - Energy Markets and Bitcoin Mining 52:01 - Hyper Bitcoinization vs. Gradual Adoption 🎧 LISTEN TO OUR POD & OTHER EPISODES: YouTube: https://www.youtube.com/@thebi…