Tyler Evans says Bitcoin has moved beyond its bear-market phase and that the recovery in U.S. ETF flows, from highly negative levels to strong accumulation, signals renewed institutional interest. He also discusses the Federal Reserve, the bond market, JPMorgan naming Bitcoin its best-performing asset class and the potential of VanEck’s all-in-one ETF. He believes the 2026 U.S. midterm elections could be pivotal for Bitcoin’s trajectory through 2027. The episode also examines Bitcoin’s competition with artificial intelligence, its use by autonomous agents, the daily dividends approved by Strategy shareholders and the challenges facing Bitcoin treasury companies.
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