2365: SpaceX Bitcoin Reserve Sparks $500 Billion Bitcoin Rotation

SpaceX is now part of the Bitcoin reserve asset conversation after reports around its S-1 IPO filing suggested Bitcoin may be treated as a strategic reserve asset. Strategy CEO Phong Le also told CNBC the SpaceX IPO will trigger a $500 billion rotation into Bitcoin.

In episode 2365, we break down the SpaceX Bitcoin reserve story, the $500 billion Bitcoin rotation thesis, institutional Bitcoin accumulation, BlackRock's IBIT holdings, Strategy's Bitcoin treasury, government BTC holdings, permanently lost supply, and why Bitcoin may be moving from speculation to allocation.

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