Bill Miller IV, Chairman and CIO of Miller Value Partners, joins Grace Remington and Sean Hagan on BMTV to explain why he is still bullish on Bitcoin with sentiment near FTX-era lows. He points out that Bitcoin went from 63K to 87K and back to 68K in a matter of months, and argues that volatility is the price of owning great-performing assets. Using the gold analogy, he lays out why Bitcoin’s addressable value is far above its current market cap, and why a supply growing at 80 basis points a year makes it more scarce than gold.
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Chapters:
Why Bill Miller IV Is Still Bullish on Bitcoin
Bitcoin Is More Scarce Than Gold
The Only Path Out Is Printing Money
Strategy and the MSCI Exclusion
Hot Inflation and a Bigger Fed Hike
Jensen Huang’s Exit and the AI Bubble
Value Stocks vs the AI Capex Bill
NVIDIA at Its Lowest Multiple in a Decade
Catalysts for a Bitcoin Price Pop
What Bitcoin Investors Need From the Clarity Act
AI and Bitcoin Competing for Capital
Modeling Bitcoin’s Monetization
DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.
