Bitcoin’s August Curve is Here - Will This Time Be Different? Matt Hougan

The discussion explores how the Coldcard hack has reignited the debate around self-custody, with participants questioning whether hardware wallets remain the best option as institutional custody solutions continue to mature. The conversation also examines how growing institutional adoption is reshaping Bitcoin ownership, why security and trust are becoming more important than ideology, and how the rise of agentic AI trading could transform markets by enabling autonomous systems to trade, manage capital, and interact with financial infrastructure in real time.

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