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September 11, 2025 44 mins

Jeff Park is a Partner and Chief Investing Officer of ProCap BTC. In this conversation we talk about what’s going on with bitcoin, S&P500 rejecting Strategy, why bitcoin is lagging gold, should lower interest rates push bitcoin higher, how we are thinking about the bull market, evaluating Gemini & Figure IPOs, and why retail investors can’t be ignored. 

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TimeStamps:

  • 0:00- Intro

  • 2:04 - Thoughts from S&P 500 rejecting Strategy

  • 11:25 - Relationship between gold and bitcoin

  • 19:27 - How high could bitcoin go this bull market?

  • 29:58 - Evaluating Gemini, Figure, & crypto IPOs

  • 33:16 - “We can’t ignore retail investors”

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