Let’s talk about #Bitcoin in 2026!
0:00 – NFA LIVE 1/8/26 – INTRO
1:18 Q&A prompt for audience
1:29 Bear market blues question
1:42 Adoption strong, price diverges
2:34 Institutional phase begins in earnest
3:46 Regulation double-edged sword (MiCA, US)
4:17 Stablecoins, ETFs, RWAs mainstream
5:57 Clarity Act, SEC exemption ahead
6:25 Sentiment and “number go up” reality
6:48 Adoption vs price apathy
7:38 Zcash dev team resigns example
8:22 Wealth distribution and staying power
9:20 Bull vs bear news effect
9:37 Lessons learned this cycle
10:08 Rob: whales sell, take profits
11:48 Supercycle talk and profit-taking
12:42 Guy: beware consensus narratives
15:13 Gen Z disenfranchisement and memes
19:08 ALTs vs metals rotation analysis
21:12 Are people tired of promises?
21:57 Gold/silver macro context
23:43 Tokenization and easier access
25:11 ALTs lost edge, underdelivering
26:29 Momentum, retail, and AI focus
28:18 What have ALTs been used for?
29:01 AI is the bigger play
29:46 AI market report app demo
30:59 Dog shelter site and tools
32:18 Biggest alt use: stack BTC
33:03 “Vibe coding” banter interlude
35:58 Narratives they want back (unlikely)
36:03 GameFi hopes vs reality
37:01 Metaverse jokes and Zuck spend
38:24 Decentralized compute/storage needs
39:31 BTC.D brief mention
39:46 Dumb vs smart moves reflection
40:05 Guy: ALTs dumb, BTC felt dumb
40:47 Early Coinbase transfer anxiety
41:32 Ben: buying late-2018 BTC
42:33 Rob: micro-DCA mistake in 2022
43:07 Profits into real estate payoff
44:25 Q&A: Creation over extraction
44:36 Build useful things, avoid grifts
45:38 Long-term horizon, reputation matters
46:23 Purpose, improve and help others
47:23 Dynamic DCA and risk levels
48:34 Q&A: Macro catalysts and outlook
48:59 Tariffs decision and unemployment
49:39 Strike-down bump, short-lived
50:47 Admin bargaining implications
51:03 Could 2026 be green?
51:43 Where to keep dry powder
52:40 Institutions: own chains vs existing
53:44 – OUTRO
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