
cbspears ◉|Apr 16, 2025 16:13
Bitcoin OG @BitcoinPierre explains how his Bitcoin Bond Company is the continuation of the Bitcoin speculative attack thesis that he wrote about over a decade ago. Only on @BTCSZN2 🚀
Pierre talks Bitcoin adoption trends, trade-offs between on-chain vs custodial, and why he's more open to soft forks than many Bitcoin maximalists.
Notes:
- Bitcoin bonds enable borrowing weak currencies
- MicroStrategy uses convertible bonds for Bitcoin
- Transaction fees crashed during bear markets
- ETFs reduce on-chain Bitcoin footprint
- Corporate adoption mainly from struggling companies
- Pierre has cataloged 22 soft fork proposals
Timestamps:
00:00 Start
01:36 Who's Pierre Rochard?
03:27 What's a speculative attack?
09:24 Current market outlook
11:48 Starkware interview reaction
20:45 Priced out of on-chain access
26:40 Arch
27:14 Corporate influence over protocol development
36:39 Corps buying BTC
39:34 Degens & speculation
46:05 Religion & faith
49:44 The virtues of soft forks
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