Parker Lewis of Zaprite, author of Gradually Then Suddenly, joins Marty Bent to explain why Bitcoin sentiment is at its worst while the macro setup looks stronger than ever. They cover the missing adoption wave, why Bitcoin treasury companies cannibalize demand, the 30-year Treasury at 5.5 percent, credit market stress, Silvergate and Operation Choke Point 2.0, the Coldcard and Ledger incidents, and a live demo of Zaprite Pay.

Parker on X: https://x.com/parkeralewis

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Gradually, Then Suddenly: https://nakamotoinstitute.org/library/gradually-then-suddenly/

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#803: The Long End of the Curve Is Breaking with Parker Lewis

TFTC: A Bitcoin Podcast

#803: The Long End of the Curve Is Breaking with Parker Lewis