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cover of episode BTC230: Bitcoin's Political Shift w/ Brian Estes and Perianne Boring (Bitcoin Podcast)

BTC230: Bitcoin's Political Shift w/ Brian Estes and Perianne Boring (Bitcoin Podcast)

2025/4/16
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We Study Billionaires - The Investor’s Podcast Network

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Brian Estes
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Perianne Boring
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Preston Pysh
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Preston Pysh: 我观察到华盛顿特区对数字资产的氛围发生了巨大转变。立法者对稳定币立法和潜在的比特币战略储备法案表现出前所未有的理解。这与几年前的情况大相径庭,当时对加密货币的理解非常有限。 Perianne Boring: 我也注意到这种转变。越来越多的国会议员真正理解并支持比特币,这体现在他们对稳定币立法和比特币战略储备的深入了解上。例如,参议员马里诺对这些议题的掌握令人印象深刻。 Brian Estes: 我认为这种转变反映了政府对比特币和区块链技术对美国在全球竞争中保持领先地位重要性的日益认识。 Preston Pysh: 我同意。美元的主导地位导致美国贸易逆差持续扩大,而新的关税政策旨在扭转这一趋势。政府正在努力降低利率以降低债务再融资成本,关税政策是这一策略的一部分。 Perianne Boring: 稳定币法案即将通过,这将为稳定币发行商(包括银行和非银行)创建一个联邦许可框架。然而,该法案禁止发行商向用户支付收益,这可能会限制稳定币的普及和创新。 Brian Estes: 特朗普总统宣布的比特币战略储备可能导致政府机构抛售比特币,从而导致比特币价格下跌。政府机构可能出于战略考虑或其他原因,对其实际持有的比特币数量保密。 Preston Pysh: 硅谷银行的倒闭暴露了部分准备金银行制度的风险,这使得人们开始关注稳定币作为更安全的选择。稳定币的出现,特别是全额储备的稳定币,可能会挑战传统的银行系统,并改变人们对银行账户的看法。 Brian Estes: Bitbond是一种新的债券发行方式,它将比特币作为奖励添加到传统的债券中,以降低政府的借贷成本。这对于美国政府、债券投资者和纳税人都有利,因为它降低了借贷成本,并为政府提供了更多资金用于其他用途。 Perianne Boring: Bitbond的概念正在美国政府和国会的高层进行讨论,但其立法进程可能在稳定币法案和市场结构法案之后。

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Shownotes Transcript

Perianne Boring and Brian Estes join the show to break down today’s most pressing crypto issues—from rising tariffs and DOJ coin audits to the White House Digital Asset Summit.

They share insights on the evolving market structure, the future of stablecoin legislation, and how Washington is shaping the next phase of digital finance. Plus, a look at Bitbonds, Thank God For Bitcoin, and the under-the-radar trends that could define the next cycle.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

03:29 - Key takeaways from the White House Digital Asset Summit

05:48 - Where the stablecoin bill stands and what’s holding it up

04:12 - Senator Moreno's legislative roadmap on digital assets

10:27 - Why tariffs are making headlines again and how they affect digital assets

15:17 - Market trends that may be flying under the radar

19:54 - What the DOJ coin audits mean for the crypto industry

28:10 - How the market structure is evolving with increased regulation

35:58 - The future of banking post-stablecoin legislation

43:05 - How Bitbonds could play a role in the next wave of crypto innovation

52:20 - Insights from the film Thank God For Bitcoin

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

**BOOKS AND RESOURCES**

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