Dave Weisberger on Why Bitcoin FOMO Hasn’t Even Started Yet

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CoinRoutes’ Dave Weisberger explains why ending Bitcoin's 100% bank collateral haircut will be bigger for institutions than ETFs or MSTR.

Bitcoin’s biggest remaining unlock isn’t an ETF or a treasury company it’s collateral treatment. Dave Weisberger, co-founder of CoinRoutes, explains that the haircut banks face on Bitcoin is close to 100%, and that once it’s treated like any other asset based on volatility and liquidity, everything changes for lenders and for companies like Strategy Inc (formerly MicroStrategy). He calls it the final boss, and notes the Basel committee and rulemakers have all described it as inevitable without it actually happening yet. In this conversation with Grace Remington and Sean Hagan, he also covers tokenization, Hyperliquid, and the Fed.

Chapters: 00:00 — Why Every Asset Gets Tokenized and Wall Street Is Backing It 02:00 — Bitcoin, Gold, and Equities as One Global Liquidity Pool 03:53 — Hyperliquid’s Rise and the Appeal of Controlling Your Own Assets 05:27 — Perpetual Swaps, Segregated Accounts, and What Liquidations Really Mean 06:39 — Waves of Disruption From Program Trading to Citadel and Jane Street 08:06 — Tokenized Stocks, Walled Gardens, and the Open Source Alternative 10:05 — Why Every 25 Basis Points Adds $100 Billion to the Deficit 13:19 — Why ETF Money Lowered Bitcoin’s Volatility 15:24 — Covered Call Replacement Buying and Why FOMO Hasn’t Started 18:18 — Bitcoin as an Asymmetric Option and the Pristine Collateral Problem

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.

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