Bitcoin & the Winner-Take-All Game with Rapha Zagury | EP 159
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Sam sits down with Swan CIO Rapha Zagury, to discuss the recent regulatory, political and institutional focus on Bitcoin, the risk and volatility profile of Bitcoin vs Bonds, and how the game theory of Bitcoin is playing out before our very eyes.

Connect with Sam: https://twitter.com/samcallah)Connect with Rapha: https://x.com/alphaazeta)

Timestamps:00:00:00 - Swan $10k00:01:43 - Shift in Sentiment in Washington, DC00:02:16 - Governments Changing Their Tune on Bitcoin00:03:08 - Bitcoin and Politics: Embracing Scarcity00:04:12 - Political Debate on Bitcoin00:05:17 - Bitcoin vs. Altcoins: Monetary Policy Predictability00:07:41 - SEC Approval Discrepancy: Bitcoin vs. Ethereum ETFs00:10:32 - Bonds Volatility and Misconceptions00:17:30 - Pension Funds and Bitcoin Adoption00:30:23 - Pension Fund Game Theory00:43:27 - Biden Veto and Custodianship Challenges00:58:13 - How to Connect with Rapha Zagury00:58:46 - Swan Signal Outro

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