The Fundamental Bull Case for Bitcoin Explained in 29 Minutes Timestamps: 00:00 The fundamental bull case for Bitcoin 00:41 Why saving pushes us into investing 01:39 Barter and the emergence of money 04:24 The 5 properties of good money 05:43 Rai stones and glass beads 07:03 Rome: silver content falls from 94.5% to 5% 07:29 Gold’s 5,000-year monetary history 08:15 How credit becomes money 09:18 2% inflation vs. 6.7% money supply growth 10:43 Who gets the new money first? 11:38 Government debt and the interest-rate trap 13:13 Stocks, real estate, and the scarcity problem 15:35 Homes, gold, and stocks priced in Bitcoin 16:00 Bitcoin’s 21 million supply limit 16:41 Supply growth: dollars vs. gold vs. Bitcoin 17:08 Why more mining can’t increase issuance 18:31 Copying Bitcoin’s code and its network effects 19:26 Self-custody and verifying your Bitcoin 20:18 How credit expands demand for assets 21:20 Bitcoin as 24/7 collateral 22:11 AI, abundance, and absolute scarcity 23:06 Institutional adoption is getting started 24:00 Bitcoin volatility: 170% to 44% 24:43 Digital credit: income and amplified Bitcoin 25:42 Could quantum computing threaten Bitcoin? 26:44 Could AI break Bitcoin’s cryptography? 27:22 Energy, government bans, and intrinsic value 27:53 Bitcoin’s potential share of global wealth