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Bill Miller IV: “They’re Not Printing More Bitcoin”
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:
00:00 Why Bill Miller IV Is Still Bullish on Bitcoin
01:20 Bitcoin Is More Scarce Than Gold
02:04 The Only Path Out Is Printing Money
02:24 Strategy and the MSCI Exclusion
04:06 Hot Inflation and a Bigger Fed Hike
06:06 Jensen Huang’s Exit and the AI Bubble
07:52 Value Stocks vs the AI Capex Bill
08:31 NVIDIA at Its Lowest Multiple in a Decade
09:43 Catalysts for a Bitcoin Price Pop
12:15 What Bitcoin Investors Need From the Clarity Act
13:46 AI and Bitcoin Competing for Capital
15:19 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.
This post Bill Miller IV: “They’re Not Printing More Bitcoin” first appeared on Bitcoin Magazine and is written by Patrick Green.