What podcasts say about Alex Thorn
Every statement, with the speaker, the exact quote and the moment it was said.
What Alex Thorn has said on podcasts
47 statements · 33 positive · 14 negative
Historical and market evidence makes this an attractive time to buy Bitcoin.
“in my view, they all point to both empirically on a historical basis and when you look at the market dynamics, this being a very attractive time to buy Bitcoin.”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 2:24
Bitcoin is currently an attractive asset to buy.
“this being a very attractive time to buy Bitcoin”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 2:32
Multiple weekly closes above Bitcoin’s 50-week average historically preceded no lower bear-market bottom.
“multiple weekly closes above the 50, 100 percent of the time basically meant that there was no further lower bottom to come in the bear market.”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 3:54
Bitcoin’s bear-market bottom occurred by late June.
“if history is any guide at all then the bear market bottom is in”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 4:29
Bitcoin’s bear-market bottom has occurred.
“the bear market bottom is in”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 4:31
Bitcoin’s bear market ended around the current period.
“the end of the bear market happened”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 4:44
Bitcoin’s ownership has become more mature as its market has grown.
“It speaks to the maturity of Bitcoin's ownership.”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 5:28
Bitcoin is now a more mature and stable asset.
“Bitcoin's a much more mature and stable asset”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 5:50
Morgan Stanley Wealth Management, Mubadala, and Abu Dhabi sovereign funds increased Bitcoin ETF exposure in Q2.
“the biggest gainers and uh and adders of bitcoin spot etf exposure in q2 or morgan stanley wealth management uh mubadala and abu dhabi the sovereign wealth funds”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 9:15
People concerned about the AI trade generally lack Bitcoin positions to sell.
“none of the people freaking out about ai own bitcoin it's not in their inventory to sell”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 10:00
Bitcoin’s bottom occurred months earlier.
“the bottom happened months ago we think”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 10:32
Bitcoin’s bottom occurred months ago, reducing the risk of substantial further decline.
“the bottom happened months ago we think and so you're de-risked from it going like substantially lower in that spot”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 10:32
Bitcoin’s current positioning makes this historically a favorable entry point.
“now is a good time historically, and the positioning is favorable.”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 11:59
Bitcoin’s current positioning makes this historically a favorable entry point.
“now is a good time historically, and the positioning is favorable”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 11:59
Large-scale awakenings of dormant Bitcoin typically indicate sales.
“the data that that on-chain dormant awakenings typically mean sales”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 15:25
2026 dormant-Bitcoin awakenings will be less than half 2025’s level.
“26 will be less than half the awakening of 25.”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 15:50
AI infrastructure expansion is effectively funded by monetary debasement.
“AI's build-out is effectively funded by debasement”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 18:41
AI infrastructure expansion is effectively funded through monetary debasement.
“AI's build-out is effectively funded by debasement.”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 18:41
The AI build-out will likely lead to further monetary debasement either way.
“whether it goes well or not, it also likely ends in further debasement”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 19:17
The AI build-out will likely lead to further monetary debasement either way.
“whether it goes well or not, it also likely ends in further debasement.”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 19:17
Bitcoin’s debasement thesis is stronger than previously.
“if that was a reason you liked Bitcoin, the thesis is better than it was.”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 19:40
Bitcoin’s debasement thesis is stronger than previously.
“the thesis is better than it was”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 19:42
Bitcoin is a credible store of money outside an expanding surveillance state.
“something like Bitcoin is a credible alternative in place to store your money”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 20:49
The case for agentic blockchain use is strengthening.
“I think that part of the case also is only getting stronger in terms of agentic use of blockchains.”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 21:55
AI agents will use programmable on-chain money.
“there's no doubt at all that agents will use programmable money on chain”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 22:29
Bitcoin will likely be available in every brokerage account within one or two years.
“it's probably a year or two away from you being able to buy Bitcoin in every single brokerage account”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 25:40
Bitcoin will likely become available in every brokerage account within one or two years.
“it's probably a year or two away from you being able to buy Bitcoin in every single brokerage account”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 25:40
Extreme focus on permissioned blockchains historically created good entry points for Bitcoin or Ether.
“Each of those times when the sentiment shifted so far, think of it like a pendulum, it was a great time to actually belong the other side and to get into the Bitcoin trade or the Ether trade.”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 26:20
Tokenized assets will eventually be adopted.
“those i think will finally happen”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 27:11
Periods favoring blockchain over Bitcoin have historically offered good Bitcoin buying opportunities.
“Each time the pendulum swung this far, it was a great time to buy Bitcoin.”
Open the episode · Bitcoin's Price May Have Bottomed. One Reason Is the AI Debasement TradeListen at 27:14
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.