Is $100k Bitcoin The New Normal?

Jeff Park is the Partner and Chief Investment Officer at ProCap BTC. In this episode, we break down why bitcoin has been moving sideways and whether investors should actually be concerned. Jeff walks through major forces shaping the market — from 50-year mortgages and government backstops to the surge in AI data-center demand. We also touch on Square’s bitcoin payments rollout, the state of stablecoins, and where sentiment goes next.

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⏰ TimeStamps:
0:00 – Intro
1:01 - Is $100K the new base for bitcoin?
3:47 - Current bitcoin market: 4-year cycle broken?
5:25 - Should the US adopt 50-year mortgages?
9:26 - Global housing models (China, Asia, etc.)
15:58 - “Poor door” debate & why building luxury housing lower rents
20:00 - Stimulus checks & tariff dividends
22:32 - Government backstopping AI data centers
34:08 - Crypto market structure bill
39:18 - Bitcoin vs stablecoins for payments

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