This month, the Cantilever team tackles the macro forces shaping Bitcoin’s trajectory—starting with the newly passed GENIUS Act, which legalizes regulated stablecoin issuance backed by U.S. Treasuries. Brendan and Jon break down how this law is more than crypto-friendly—it’s geopolitically strategic.

We also explore:

• Why stablecoins are superior payment technology and a “Trojan horse” for dollar dominance
• The symbiotic relationship between stablecoin growth and Bitcoin demand
• How ETFs, in-kind redemptions, and treasury market fragility intersect
• The market’s misunderstanding of Bitcoin’s rise during high-interest rate environments
• A speculative but plausible future: BTC growth → stablecoin growth → treasury demand

This show is for informational purposes only. Nothing presented here constitutes legal and/or financial advice.