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Nick Payton

Nick Payton

VP of Marketing at BitGo; Co-Founder & COO at Distributional (AI optimization/testing platform). Frequent speaker on bitcoin treasury strategy and institutional adoption.

Jun 29, 2026

The Bitcoin Treasury Podcast

The Bitcoin Treasury Podcast

If You're Bearish On Strategy You're Actually Bearish On Bitcoin — Here's Why

Jun 29 · 1h 18m

Tyler Rowe
Tyler RoweHOST
59:46
Sorry, I stepped on you there, Nick.
Nick Payton
Nick PaytonGUEST
59:48
Oh, no, I was agreeing with Alex in general.
Nick Payton
Nick PaytonGUEST
59:51
I think that's a good point.
Nick Payton
Nick PaytonGUEST
59:52
It's like, you know, naturally, as more companies are coming on board in that space, there's a natural competition.
Nick Payton
Nick PaytonGUEST
60:00
One other thing, too, that's interesting is I know not to get too philosophical, but Bitcoin started out as this like cypherpunk movement.
Nick Payton
Nick PaytonGUEST
60:07
It was kind of like the retail, the little guy or girl against like institutions who have failed us for so long.
Nick Payton
Nick PaytonGUEST
60:13
And I wonder if some of that's coming out.

12 MINS LATER

Alexandre Laizet
Alexandre LaizetGUEST
72:27
So I'd be keen to learn more about that.

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