Jeff Park is a Partner and Chief Investment Officer at ProCap BTC. In this episode, we unpack why Bitcoin isn’t the bubble — it’s the pin. Jeff breaks down the rotation from gold into Bitcoin, how whales are contributing spot BTC to ETFs, and what Coinbase’s acquisition of Echo signals for both retail and institutional investors.

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Timestamps:

0:54 - Intro
1:54 - Is bitcoin a bubble or the pin?
4:15 - Can bitcoin still see major drawdowns?
10:00 - Gold vs bitcoin rotation
15:15 - Rotation from spot bitcoin to ETFs and why whales are contributing
19:41 - Benefits of ETF wrapper vs spot bitcoin
27:46 - Coinbase’s acquisition of Echo and what it means moving forward

Why Bitcoin Will Pop the Everything Bubble | Jeff Park

The Pomp Podcast