DiscoverTHE ₿ROADCASTThe Institutional Bitcoin Capitulation Nobody's Talking About | ₿ROADCAST 019
The Institutional Bitcoin Capitulation Nobody's Talking About | ₿ROADCAST 019

The Institutional Bitcoin Capitulation Nobody's Talking About | ₿ROADCAST 019

Update: 2025-12-06
Share

Description

In episode 019, we dissect the gap between the intellectual "slop" attacking Bitcoin and the undeniable reality of institutional adoption. While critics try to rebrand neutral money as a "lie" or "fascist," the world’s largest pools of capital—from Harvard endowments to BlackRock—are quietly securing their positions. We analyze why the "smart money" is moving in silence, why the legacy financial system is flashing red from Tokyo to Main Street, and why the thesis hasn’t changed—it’s only accelerated. We cover:


🤥 The "Lie" Narrative: Deconstructing Mike Brock’s viral article linking Bitcoin to fascism?

🎓 Silent Accumulation: Why university endowments like Harvard are tripling their Bitcoin allocations in secret while public skeptics like Michael Burry remain stuck in the past.

🦅 "Not a Trade": Larry Fink’s admission that Bitcoin is a structural shift rather than a trade

🏳️ Institutional Pivot: Vanguard’s 180-degree turn and Bank of America’s 4% allocation recommendatio

🇯🇵 The Japan Signal: Why spiking yields on Japanese bonds amidst a demographic collapse offer a terrifying preview of the global sovereign debt endgame.

💳 The Consumer Cliff: From financed Black Friday sales to "Buy Now, Pay Later" burritos, the data proving the U.S. consumer is tapping out despite market highs.


Like, subscribe, and join us every two weeks for fresh Bitcoin content, charts, reflection, and signal.


🎧 https://open.spotify.com/show/0fxhdQeEXYwAvXvOz9jZux


FOLLOW US

https://twitter.com/bramk // https://twitter.com/mtanguma // https://twitter.com/backslashbtc

Also check out https://www.youtube.com/playlist?list=PLD5SRi3OArxPIzRSTEuHIeqDuxdz1yZ9b


POWERED BY ONRAMP

🌳 Gain peace of mind with *Onramp*’s Multi-Institution Custody solution. Sign up with code BRAM to receive $150 in Bitcoin after your first deposit: https://onrampbitcoin.com/bram


SUPPORT THIS CHANNEL

Tip via Lightning: https://strike.me/bramk

On-chain Bitcoin: bc1qzltz8t9l5d9zln9j00genvwxr9hylhn2cegcgc

Dollars via Paypal: https://paypal.me/bramk


ABOUT THE ₿ROADCAST

⚡️ Bitcoin culture meets Business & Finance. We catch up on news, tweets, videos, charts, trends, and other Bitcoin related content that stood out to us in the past two weeks.

📆 Published on Saturday at 9AM EST / 3PM CET

🔔 SUBSCRIBE TO GET NOTIFIED: https://youtube.com/@bramk


TIMESTAMPS

00:00 - Intro: The $90k Vibe Shift

01:53 - Deconstructing the "Bitcoin is a Lie" Narrative

10:56 - Harvard's Secret Bitcoin Allocation

13:06 - Michael Burry vs. The Smart Money

19:25 - Larry Fink: "This isn't a Trade, It's a Structural Shift"

29:00 - Institutional Capitulation (Vanguard & BofA)

41:33 - The Japan Signal: Demographics & Debt Spirals

44:38 - The US Consumer Has Tapped Out

52:25 - Elon Musk on Energy & Bitcoin Mining

01:03:37 - Outro: Ignore the Noise

Comments 
In Channel
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

The Institutional Bitcoin Capitulation Nobody's Talking About | ₿ROADCAST 019

The Institutional Bitcoin Capitulation Nobody's Talking About | ₿ROADCAST 019

Bram Kanstein & Onrampbitcoin.com