EPISODE · Aug 14, 2025 · 1H 3M
Institutions Are Coming for Bitcoin — UTXO’s Loren Asmus Explains How
from The New Barbarians Podcast · host The New Barbarians Podcast
In this episode of The New Barbarians Podcast, Mark Connors and Bill Mann sit down with Loren Asmus, Head of Capital Formation at UTXO Management, to break down how institutional investors and corporate treasuries are accelerating Bitcoin adoption.From Bitcoin’s 13-year record as the best-performing asset, to the rise of Bitcoin Treasury companies like MicroStrategy and MetaPlanet, Loren explains why large pools of capital are now a critical driver of BTC’s next phase — and how UTXO is positioning to capture that growth.We also explore:Why Bitcoin beats gold as a store of value in the 21st centuryThe macro backdrop: USD weakness, Fed policy & market leadershipSpot BTC vs. ETFs — control vs. convenienceGlobal proof of concept & Japan’s unique market dynamicsRisks like premium-to-NAV compression in bear marketsThe “signal” that draws investors into Bitcoin from all corners of the market🎙 Episode highlights include the BTC Inc. growth story, global conference strategy, and why corporate balance sheets could be the “valve” that takes Bitcoin from $100K to millions.Timestamps:00:00 – Intro & Podcast Mission02:05 – Bitcoin’s Track Record vs. Other Asset Classes05:15 – From Institutional Consulting to UTXO Management08:40 – BTC Inc., Bitcoin Magazine & Global Conferences14:10 – The “Signal” That Draws People to Bitcoin17:35 – Spot Bitcoin vs. ETFs — Control vs. Convenience21:55 – Bitcoin vs. Gold: The Digital Store of Value Case26:42 – The Corporate Bitcoin Playbook32:08 – Risks & Premium-to-NAV Compression36:55 – Global Proof of Concept & Japan’s Unique Market42:18 – Macro Backdrop & Market Leadership47:30 – The Next Phase: Large Pools of Capital & Corporate Adoption#Bitcoin #BTC #InstitutionalInvesting #BitcoinTreasury #DigitalAssets #Macro #CryptoInvesting #FinancePodcast
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Institutions Are Coming for Bitcoin — UTXO’s Loren Asmus Explains How
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