In this episode of Galaxy Brains, Alex Thorn interviews Udi Wertheimer from Taproot Wizards about his bullish Bitcoin thesis, predicting a rise to $400k this year, driven by a supply shock as institutions and treasury companies accumulate Bitcoin, while many crypto natives are underweight. They also discuss the quantum threat to Bitcoin, the debate over OP_RETURN, and the cultural shift in Bitcoin towards institutional adoption. Additionally, Alex checks in with Beimnet Abebe from Galaxy Trading to discuss the Fed's recent FOMC meeting, market reactions, and potential future market movements, highlighting the hawkish stance of the Fed and the possibility of one last leg higher in markets before a stall.
Part 1: Episode Introduction and Market Analysis
Part 2: Udi Wertheimer's Bitcoin Thesis
Part 3: Bitcoin Security and Community
Part 4: Conclusion and Resources
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