Want to create an interactive transcript for this episode?
Podcast: Inflection Point
Episode: Is The Bitcoin Treasury Trade Dead? | John Fakhoury
Description: In this episode, John Fakhoury joins the show to discuss Bitcoin’s “missing bull market,” how Bitcoin is becoming a global macro asset, why institutions can no longer ignore it, and why hype-driven treasury companies and altcoins are facing a harsh reality check. We also explore what could drive the next phase of adoption, what 2026 may bring, and why Bitcoin might reach its next milestone in a far quieter (and more powerful) way than anyone expects. Enjoy!
—
Follow John: https://x.com/PayItForwardDad
Follow Rizzo: https://x.com/pete_rizzo_
Follow Supply S...