"The adoption at the national level will be the main theme of the future cycle."

Organized & Compiled by: Deep Tide TechFlow

Guest: Brandon Green, Chief of Staff at BTC Inc

Host: Bonnie

Podcast Source: Bonnie Blockchain

Original Title: Market Down! Major Events Coming to Boost Bitcoin! Trump Family and BTC! Brandon Green [Bonnie Blockchain]

Broadcast Date: August 18, 2025

Key Points Summary

This episode of the podcast features Brandon Green, Chief of Staff at BTC Inc and a key planner of the Bitcoin Conference, discussing the future trends of Bitcoin.

What excites people most about Brandon is that he made 10 predictions about the development of Bitcoin in 2025 on social media on the last day of last year, the first of which has basically become a reality and significantly influenced the direction of the crypto industry this year:

The U.S. will establish a Bitcoin strategic reserve. More than 10 other countries will also announce their strategic reserves by the end of the year, marking the start of a new round of competition.

In this episode, Brandon talks about the key forces that may drive Bitcoin prices up next, which could still be MicroStrategy. However, the truly noteworthy signals are not just Michael Saylor buying Bitcoin again, but strategic actions at certain key moments. Additionally, the podcast discusses the Trump family's understanding of Bitcoin and how much Bitcoin one needs to own to truly be considered "wealthy."

Highlights of Insights

• Bitcoin is currently one of the best savings tools in the world; if you can invest a portion of your salary into Bitcoin and not touch it for the long term, you will be surprised by the wealth you accumulate by the time you retire.

• The U.S. has announced a strategic reserve, and I boldly predict that adoption at the national level will be the main theme of the future cycle.

• In the future, we will see not just companies that hold Bitcoin, but excellent enterprises that make Bitcoin a core strategy. These companies will achieve significant market returns by investing profits into Bitcoin. This behavior will also create a "flywheel effect," further driving up Bitcoin prices.

• MicroStrategy being included in the S&P 500 will be a very important moment; this change will happen soon and means that all passive funds investing in the S&P 500 will have to allocate funds to MicroStrategy, potentially becoming a significant driver for Bitcoin price increases.

• Buying Bitcoin in a bear market and selling in a bull market is like picking up pennies in front of a speeding bulldozer; it may not be worth the risk.

• By 2032, owning 0.01 Bitcoin may be enough to achieve millionaire status, as Bitcoin's value relative to the dollar may continue to grow over time.

• In the past, many people would search basic questions like "What is Bitcoin?"; now they search more specific queries, so the decline in Bitcoin search volume on Google Trends does not indicate a waning interest.

• The earliest Bitcoin community actually originated in Asia. Some early Bitcoin veterans and whales are still active in places like Hong Kong, Shenzhen, Shanghai, and Tokyo.

How Much Bitcoin Constitutes Wealth

Bonnie:

For people in their 20s, 30s, and 40s, how much Bitcoin do they need to accumulate now to become millionaires by retirement?

Brandon:

A few years ago, I answered a similar question. "How much Bitcoin does one need to own by 2032 to become a millionaire?" My answer at that time was 0.01 Bitcoin.

I believe that **by 2032, Bitcoin may reach a new peak. Of course, this prediction also needs to consider the impact of *inflation*, and the definition of millionaire may differ from now. But overall, owning 0.01 Bitcoin may be enough to achieve millionaire status. While it sounds like an optimistic estimate during a **bull market, Bitcoin's value relative to the dollar may continue to grow over time.

Most people entering the cryptocurrency space now may not be able to own a whole Bitcoin, but that doesn't matter. Bitcoin itself is a divisible unit, with 1 Bitcoin equal to 100 million satoshis. Even if you own 1 million satoshis, it may hold significant value in the future. Therefore, the key is to develop good financial habits, such as saving a small amount of Bitcoin daily and holding it long-term. If you can stick to this saving method, it is a healthy financial management approach. Bitcoin is currently one of the best savings tools in the world. If you can invest a portion of your salary into Bitcoin and not touch it for the long term, you will be surprised by the wealth you accumulate by the time you retire. This is my advice.

I feel very fortunate to live in this special era and witness the gradual development of an invention like Bitcoin. There will never be another opportunity like this, so don't miss out.

Bonnie:

When you mention a "special era," are you referring to the early stages of Bitcoin's development?

Brandon:

Yes, it is indeed the early stage. Frankly, there may come a time in the future when people can no longer exchange Bitcoin for dollars. Such transactions may be banned or no longer accepted. We witness this happening gradually every day, which is incredibly exciting. Future history books will surely attempt to look back and understand how Bitcoin succeeded. This is a significant moment in human history, and we happen to be part of it.

Bitcoin Asset Companies

Bonnie:

After Michael Saylor implemented a Bitcoin strategy, his company's stock price skyrocketed, and many see it as a perfect case. Then we saw companies like Meta Planet and some smaller Bitcoin companies. However, many companies do not genuinely support Bitcoin; they just found that including Bitcoin on their balance sheets effectively boosts their stock prices. What is your view on these companies?

Brandon:

I believe that the so-called Bitcoin asset companies are one of the most noteworthy phenomena in the current cryptocurrency space and are the core narrative of this cycle. I have a theory: typically, before a cycle begins, we see the main trends of the next cycle emerging from some small-scale or sporadic events. For example, if you look back at the Mastercoin ICO and Ethereum ICO in 2014, these events foreshadowed the explosion of ICOs in 2017. In 2017, the CryptoKitties project emerged as the first major NFT project, and NFTs became a hot topic in the 2021 cycle. Similarly, in 2020, Michael Saylor founded a Bitcoin asset company, which I believe is the main narrative for the 2023 to 2026 cycle.

The U.S. has announced a strategic reserve, and I boldly predict that adoption at the national level will be the main theme of the future cycle.

If we analyze the current market situation, we can see that the stock market is rewarding companies that invest in Bitcoin. This phenomenon is not hard to understand, as the market is very enthusiastic about this behavior, leading to extremely high premiums on these companies' valuations. For example, some companies are valued at two or even ten times the value of the Bitcoin they hold, while their operational business does not match that.

However, I believe this phenomenon will not last long. There is currently an arbitrage opportunity in the market, profiting from comparing stock market values with the actual value of the Bitcoin held by companies. But this situation may only last for a few months, or even shorter. In the future, the market will favor companies with strong profitability that invest their profits in Bitcoin, and the market will reward these companies with more premiums. This trend will give rise to what is called the "fastest horse," meaning those companies that excel in their Bitcoin strategies.

I believe that in the future, we will see not just companies that hold Bitcoin, but excellent enterprises that make Bitcoin a core strategy. These companies will achieve significant market returns by investing profits into Bitcoin. This behavior will also create a "flywheel effect," further driving up Bitcoin prices.

Bonnie:

Do you predict this will happen in this cycle or the next?

Brandon:

That's a great question. In my view, it's just a matter of time. If you had asked me three years ago, I would have said there were several major obstacles hindering this trend. First, institutional trust in Bitcoin was insufficient. But now the situation has changed; we have Bitcoin ETFs, and giants like BlackRock and Bridgewater are involved, so this issue has been resolved. Second, U.S. accounting rules used to classify Bitcoin as an intangible asset rather than a marketable asset, meaning companies could not assess the market value of the Bitcoin they held. However, today MicroStrategy has been allowed for the first time to realize the appreciation of its Bitcoin holdings, which is a huge breakthrough for public companies, as there has been no such opportunity in the past five years.

The third obstacle is the lack of a regulatory environment. But now, many regulatory agencies around the world are working to attract Bitcoin and cryptocurrency companies to operate. Therefore, when combining these three points, we can see that there are currently no substantial barriers preventing the development of this trend. Next, it’s just a matter of how this trend continues to spread and expand.

Impact of Changes in Accounting Standards on Bitcoin

Bonnie:

Can you elaborate on the recent changes in accounting rules? Last year, Michael Saylor mentioned this issue, but we would like to know more details. How will this change help more companies purchase Bitcoin?

Brandon:

That's a great question. First, I want to clarify that I am not a CFO or a professional accountant, so my explanation may not be comprehensive. Public companies typically follow GAAP (Generally Accepted Accounting Principles), which are set by the FASB (Financial Accounting Standards Board). In the past, Bitcoin was classified as an "intangible asset" under accounting rules. This meant that when companies recorded Bitcoin on their balance sheets, they could only use the purchase price as the book value. If the price of Bitcoin fell, companies had to recognize losses at market value (mark to market). However, if the price of Bitcoin rose, companies could not recognize this appreciation on their balance sheets. This rule was very unfavorable for businesses because it limited the market value assessment of Bitcoin as an asset, thereby affecting their financing capabilities and market valuations. It can be said that this rule has long acted like "handcuffs," restricting companies' choices.

In January of this year, this restriction was finally lifted. This change may prompt many previously hesitant companies to start considering incorporating Bitcoin into their balance sheets. An obvious impact is that it will change the composition of major indices like the S&P 500. Previously, due to accounting rule restrictions, companies like MicroStrategy could not be included in the S&P 500 because they did not appear to be profitable. However, with the change in accounting rules, MicroStrategy's book profits can now be reflected, making it likely to join the S&P 500.

Once MicroStrategy is included in the S&P 500, significant changes will occur. Many index funds, such as Charles Schwab, Vanguard, and BlackRock, will passively invest in the components of the S&P 500. This means that investor funds will flow into Bitcoin indirectly through MicroStrategy, as the company converts its balance sheet funds into Bitcoin. This passive inflow of funds will create a "flywheel effect," further driving up Bitcoin prices. This is a very exciting change that could have a profound impact on the entire cryptocurrency market.

Bonnie:

For the average audience, they should pay attention to when MicroStrategy is included in the S&P 500, right?

Brandon:

That's right, this will be a very important observation point. I expect this change to happen soon, although the exact timing is uncertain. Once it occurs, you will see billions of dollars flowing into MicroStrategy, and thus into Bitcoin. This is because all passive funds investing in the S&P 500 must allocate funds to MicroStrategy. This trend could become a significant driver for Bitcoin price increases.

Bitcoin Google Trends Search Volume

Bonnie:

I just checked the Google Trends data and found that while Bitcoin's search volume is close to its historical peak, the current interest index is only 25. In contrast, it reached 100 in December 2017 and was 69 in February 2022, but now it is only 25. Why has people's attention to Bitcoin decreased?

Brandon:

In the past, many people would search basic questions like "What is Bitcoin?" Now, the search content has become more specific and in-depth, such as "How to buy Bitcoin?", "What is a Bitcoin ETF?", "Who is Michael Saylor?", "What is MicroStrategy's role?", and even "Why does Trump support Bitcoin?" This change reflects a deeper understanding of Bitcoin in the market and suggests that the decline in Bitcoin search volume may be more related to changes in search habits rather than a complete waning of interest.

Moreover, we are not currently in a frenzy phase of the Bitcoin market. Looking back at December 2017, almost everyone was talking about Bitcoin, even Uber drivers would chat about it. But the current market seems much calmer and far from that level of widespread discussion. However, I believe that this frenzy may reappear at some point in the future. According to Michael Turpin, we are still in the early "summer" phase of the Bitcoin market, and we may see higher levels of attention and market activity in the future.

Timing for Buying and Selling Bitcoin

Bonnie:

I once spoke with Michael Turpin in Las Vegas, and he proposed a theory called the "Bitcoin Seasons Theory." He believes that buying during Bitcoin's "winter" (bear market) and selling during "summer" (bull market) can effectively accumulate more Bitcoin. This is his strategy. At the same time, some people believe that Bitcoin should never be sold because once sold, you may never be able to buy it back at a low price. What are your thoughts on these two contrasting viewpoints?

Brandon:

This is a very interesting topic. I have been deeply involved in the cryptocurrency industry for eight years, but I must honestly say that I do not believe I can accurately time the market. As someone who operates the largest cryptocurrency media and conferences, if anyone should know when to buy or sell, it should be me. But in reality, accurately timing the market is very difficult.

Historically, Bitcoin has been one of the best assets for humanity. Therefore, trying to time the market, such as buying in the **"winter" and selling in the "summer," is like picking up pennies in front of a speeding bulldozer; it may not be worth the risk.

Bitcoin's Origins in Asia【Important】

Bonnie:

If someone wants to participate in a truly unique and inspiring discussion, they might consider attending the upcoming Bitcoin conference in Hong Kong. So, what can we expect from this conference?

Brandon:

First of all, I am very excited to return to Asia. Many people may not know that the earliest Bitcoin community actually originated in Asia. When I first joined the Bitcoin industry in 2017, almost all important events were concentrated in Shanghai, Japan, and Hong Kong. Many well-known startups, such as Bitmax, FTX, and Three Arrows Capital, developed in Singapore and Hong Kong. It wasn't until 2021 that Bitcoin activities gradually shifted to the West, but that does not mean the influence of Asia has diminished. In fact, some early Bitcoin veterans and whales (individuals or institutions holding large amounts of Bitcoin) are still active in places like Hong Kong, Shenzhen, Shanghai, and Tokyo.

I am particularly looking forward to this conference because it provides an opportunity for members of the OG Bitcoin community to regroup. Especially the miners from Sichuan, China, who became the backbone of global Bitcoin mining due to their abundant hydroelectric resources. This conference will focus on Bitcoin itself, without discussing other altcoins or tokens. This focus makes me feel that Bitcoin remains one of the most exciting innovations in the world today. I feel very honored to participate in such a platform to discuss, learn, and deeply understand Bitcoin.

Currently, Hong Kong's financial industry is undergoing significant changes, with new companies emerging continuously. At the same time, many new enterprises (like Metaplanet) are rising in the cryptocurrency space in Seoul, Japan, and Thailand. This is an exciting time; we are in a Bitcoin bull market, and Bitcoin prices have already surpassed $118,000. This will attract many newcomers to participate, and it will be their first Bitcoin conference.

Additionally, this conference has invited many heavyweight speakers, some of whom have not yet been announced. I believe their insights will be eye-opening for attendees. So, this conference is definitely worth looking forward to and not to be missed.

Trump Family's Close Encounter

Bonnie:

The speakers at this event are really special, and Eric Trump will also be attending. Can you talk about your conversation with him? How did you persuade him to fly to Hong Kong?

Brandon:

I met Eric through our collaboration with President Trump. In 2024, President Trump gave a speech in Nashville, and we were involved in formulating his Bitcoin policies. These policies were later incorporated into the government's formal framework. During this process, we not only met President Trump but also interacted with his son Eric, Donald Trump Jr., and their team members. Particularly, Eric has a deep understanding of Bitcoin and can even be said to have started paying attention to Bitcoin earlier than many others.

When I first communicated with Eric, we opened the discussion with a technical topic: whether his company should adopt multi-signature technology (which requires multiple signatures to complete a transaction) to manage funds or continue using third-party custodial services. We also explored the risk trade-offs between self-custody and multi-signature. I initially thought we would discuss basic topics, such as the differences between Bitcoin and Ethereum, but I was surprised to find that he already had a deep understanding of these technologies.

Recently, he was announced as a member of the advisory board for Metaplanet, further reflecting his expertise in the cryptocurrency field. He not only possesses extensive knowledge but can also bring about positive changes for the entire industry by influencing President Trump's decisions. Therefore, he is a very influential figure, and we are thrilled to have him participate in this event.

During the Las Vegas event, we introduced him to our plans, including the upcoming roadshow in Hong Kong. He asked us if there is an active Bitcoin community in Hong Kong. We replied, of course! Hong Kong has a large Bitcoin community. He was very interested in this and expressed a desire to engage with Bitcoin enthusiasts worldwide, especially because of his collaboration with Metaplanet, hoping to participate in the event in a more meaningful way.

Thus, this event is the best place for him to make a real appearance in Hong Kong. He is very excited about it. I believe there will be many interesting intersections during the event, and different people will have the opportunity to meet Eric, and vice versa.

The "Bitcoin Believer" Label Was Once Negative

Bonnie:

You have been in the Bitcoin space for a long time. Has the definition of being a Bitcoin believer changed for you? Many people, when they first encounter cryptocurrency, usually start with Bitcoin, but they may later be attracted to some altcoins or memes that have skyrocketed in price, such as those that have increased tenfold or even a hundredfold in a short time. Do you consider yourself an "old-timer" in the crypto space?

Brandon:

That's an interesting question. When I entered this field in 2017, Vitalik Buterin wrote for Bitcoin Magazine, and I had a few exchanges with him during the early stages of Bitcoin Magazine. He is the creator of the term "Bitcoin maximalist," but at that time, the term had a negative connotation, specifically referring to those who were not interested in Ethereum. Back then, Ethereum was still in its early development, and the mainstream view in the Bitcoin community was that all attention should be focused on Bitcoin. Vitalik used this term to mock those who only focused on Bitcoin.

When I first entered the cryptocurrency space, "Bitcoin maximalist" was indeed seen as a negative label. At that time, there was no clear trend indicating whether Bitcoin would become the dominant force in cryptocurrency. It wasn't until the bear market of 2018 that this perspective began to shift. At that time, a large number of ICO projects and altcoins were launched through Ethereum, but their values plummeted during the bear market. In contrast, while Bitcoin also dropped by 75% to 80%, many other projects nearly went to zero. This led people to rethink what was the most worthwhile asset to invest in during a bear market.

I believe it was in 2018 that Bitcoin truly demonstrated its value as a safe-haven asset. Since then, the perspective of "Bitcoin maximalism" has gradually been accepted by more people. The so-called Bitcoin maximalism recognizes that there are many different projects and coins in the cryptocurrency space, but Bitcoin's goal of establishing a global decentralized monetary system is unique. Therefore, Bitcoin needs to be viewed separately. While there are other interesting projects in the cryptocurrency space, to me, none are as important as Bitcoin. That is my view.

The Most Astonishing Bitcoin Theory

Bonnie:

You have interacted with many people in the Bitcoin community and heard numerous unique perspectives on Bitcoin. What is your favorite theory? Or has there been any recent discovery related to Bitcoin that has shocked you?

I can share an example first. Michael Turpin once mentioned that in the next 40 years, only 2.5 new Bitcoins will be mined globally. When I heard this data, I was stunned—only 2.5 Bitcoins mined in 40 years! The time span is so long that it is almost unimaginable. This was one of my recent "shock moments."

Brandon:

Yes, we can look at the total supply of Bitcoin; currently, 19.9 million Bitcoins have been mined. The last Bitcoin will be mined in 2140, which means there are about 116 years left from now. In the next 116 years, we need to mine the remaining 1.1 million Bitcoins. This alone is enough to tell you that there aren't many Bitcoins left.

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