E2394 - $100T Bitcoin Disconnect - Adoption Is Accelerating
Published: July 10, 2026
Duration: 16:56
Bitcoin adoption can accelerate. Bitcoin's supply can't. The global stock market is worth roughly $154 trillion, the global bond market is worth $143 trillion, and global real estate is worth more than $600 trillion. Bitcoin doesn't need to absorb all of it to create a supply problem the world has never seen before.
Today we break down the $100 trillion disconnect between accelerating adoption and a permanently fixed supply of 21 million Bitcoin. Plus Brazil's largest stock exchange expanding Bitcoin access, the permanent U.S. CBDC ban, Strategy's $16 billion Bitcoin-backed financial machine, and everything else moving the Bitcoin market today.
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