The Hidden Bitcoin Bubble No One's Talking About | Jeff Park

Jeff Park is a leading voice in macro investing and Head of Alpha Strategy at Bitwise Asset Management, where he explores how Bitcoin is transforming corporate finance. With a background spanning traditional finance and crypto innovation, Jeff brings deep insight into how Bitcoin is shifting capital markets, corporate treasuries, and the very nature of investing. In this episode, we dive into the rise of Bitcoin treasury strategies—and how they’re reshaping the financial landscape. Jeff unpacks the difference between companies simply holding Bitcoin and those architecting their business models around it. We explore why MicroStrategy’s playbook is being cloned globally, how financial engineering is creating new asset classes, and the role of volatility and transparency in modern capital structures. We also cover the evolution of Bitcoin-backed institutional lending, the tension between legacy credit systems and decentralized finance, and how new investors are aligning with Bitcoin-native values like sovereignty and transparency. Whether you're a macro investor, a Bitcoin believer, or just curious about the future of corporate finance, this conversation is a must-listen.

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