Episodes
As you may know, at the recent Bitcoin++ conference, there was a ‘meeting of the minds’ and Brandon Black aka reardencode rejoins me on the show to discuss. We talk about:
The state of various covenant proposals
What has shifted now in thinking
The promise of Great Script Restoration
Could it have bad side effects?
Doing good engineering
Links:
X: @reardencode
Bitcoin++: btcplusplus.dev
Rusty’s talk: https://www.youtube.com/watch?v=rSp8918HLnA
Sponsors:
Swan.com...
Published 05/10/24
Miljan from Primal joins me to talk about why Bitcoiners should not sleep on Nostr. We chat:
Why he’s bullish on nostr
What the experience is like nowadays
Network effects for creators and devs
Dealing with spam and sybil
Why Openness is the killer feature
Links:
X: @mbraticevic
Site: Primal.net
Miljan’s Nostr npub: npub16c0nh3dnadzqpm76uctf5hqhe2lny344zsmpm6feee9p5rdxaa9q586nvr
Miljan’s Nostr:
[email protected]
Sponsors:
Swan.com (code LIVERA)
CoinKite.com (code...
Published 05/08/24
Peruvian Bull, a macro writer and commentator joins me to explain what’s happening with the Japanese economy and how it all ties in with the dollar end game. We discuss:
The impossible trinity for Japan
Japanese government debt
The global JPY carry trade
The impact on the US financial system
Links:
X: @peruvian_bull
Nostr: npub1xwmyzp64xx03kw9ecd7fzsj3e9dgwah6an0rdng0cc6ux4dswwjs28pyyc
Newsletter: https://substack.com/@peruvianbull
Sponsors:
Swan.com (code LIVERA)
...
Published 05/05/24
Parker Lewis of Zaprite rejoins me on the show to discuss recent updates in the space and what’s happening with Zaprite and merchant adoption.
“Then they fight you” ?
Chilling Effect
Zaprite
Getting Bitcoin Payment Rails Ready
Gradually, Then Suddenly
Why hope should not be lost
Links:
X: @parkeralewis
Site: Zaprite.com
Get Parker’s Book: thesifhouse.com
Sponsors:
Swan.com (code LIVERA)
CoinKite.com (code LIVERA)
Mempool.space
Stephan Livera links:
Follow me on X:...
Published 05/03/24
A lot of people talk about Bitcoin Ossification. Today Steve Lee, Lead @ Spiral rejoins me to expand on why this is the wrong idea. We also talk about the recent situation with bitcoin mining pool centralisation and what is driving it.
Links:
X: @moneyball
AJ Town’s ‘Slow and Steady’ post mentioned:
Earlier episode also mentioned: SLP433 : v2 P2P Transport Protocol for Bitcoin (BIP324)
Sponsors:
Swan.com (code LIVERA)
CoinKite.com (code LIVERA)
Mempool.space
Stephan Livera...
Published 04/29/24
Jeff Booth, author, entrepreneur and founding partner of Ego Death Capital rejoins me on the show to talk about his bitcoin advocacy at various levels:
Speaking to politicians about bitcoin
The system you give energy to
“Staying and fighting” in Canada vs supporting alternatives e.g. Madeira
‘Coincidental’ attack on Bitcoin?
Links:
X: @JeffBooth
nostr: npub1s05p3ha7en49dv8429tkk07nnfa9pcwczkf5x5qrdraqshxdje9sq6eyhe
Site: Ego Death Capital
Sponsors:
Swan.com (code...
Published 04/26/24
How do you think about investing as a bitcoiner? Preston Pysh of TIP rejoins me on the show to talk about a range of related ideas:
HODL vs invest in companies
Microstrategy and other public companies
VC and early stage investment
Realistic investment hurdle rates
Technical realities as bitcoin grows
Links:
X: @PrestonPysh
TIP: theinvestorspodcast.com
nostr: npub1s5yq6wadwrxde4lhfs56gn64hwzuhnfa6r9mj476r5s4hkunzgzqrs6q7z
Sponsors:
Swan.com (code LIVERA)
CoinKite.com...
Published 04/23/24
Dmitry Nedospasov is a PhD in Chip Security, also known for his hardware wallet exploits in 2018 with the wallet.fail talk. Dmitry joins me to talk about hardware security in the world of bitcoin and how it compares with hardware chip security in other domains. We discuss:
The 2018 wallet.fail talk
Bitcoin compared with other industries
Realistic hardware wallet attack types
The cost of attacking a hardware device
Backups and Shamir’s Secret Sharing
Links:
X: @nedos
LinkedIn:...
Published 04/22/24
Steve Lee and Matt Corallo of Spiral rejoin me on the show to talk about a range of topics. Firstly we discuss the Great Consensus Clean Up which relates to fixing some long standing bugs in Bitcoin. Secondly we talk about MEV and why it’s the wrong term, instead we should be talking about MEVil and the implications for Bitcoin miner centralisation. Finally we address the rumours of Lightning Network being dead or not useful.
Links:
X: @moneyball
X: @TheBlueMatt
BlueMatt's Blog:...
Published 04/18/24
Andrew Henderson rejoins me to discuss his story renouncing US citizenship, and whether the price was worth it. We discuss whether you should “stay and fight” as well as considerations relevant for Bitcoiners on pursuing their options in other countries. We also discuss Nomad Capitalist Live 2024, coming in KL Malaysia. Listen in to learn and stay up to date on global tax, investing and lifestyle strategies.
Links:
X: @nomadcapitalist
Sponsors:
Swan.com (code LIVERA)
CoinKite.com...
Published 04/16/24
Kevin Loaec of wizardsardine joins me to talk about bitcoin security and vaults. We get into a discussion about:
Vaults and what’s possible today
Timelocking and using them as part of self custody
Inheritance scenarios
Business use cases
Covenant soft forks
Links:
X: @KLoaec
X: @Wizardsardine
X: @revaultdev
Site: Wizardsardine
Sponsors:
Swan.com (code LIVERA)
CoinKite.com (code LIVERA)
Mempool.space
Stephan Livera links:
Follow me on X: @stephanlivera
...
Published 04/12/24
Have you wondered about the role design and UX plays in Bitcoin apps? Christoph and Mogashni join me from the Bitcoin Design Community to share insights on:
What most people are getting wrong about design
How you can leverage design principles in your bitcoin product
Bitcoin specific design challenges
Types of user
Tools available by the Bitcoin Design community
Links:
Site: Bitcoin.design
Site: bitcoindesignfoundation.org
X: @MogashniNaidoo
X: @GBKS
Sponsors:
Swan.com...
Published 04/09/24
Peter St Onge rejoins me on the show to share some insight into how bad the US government fiscal situation is getting. We talk:
How much debt there is and what’s next here
The impact on the people
Japanese interest rates rising
Japanese economic impacts
AI and where the jobs will come from
Bitcoin outlook
Links:
X: @profstonge
Site: Profstonge.com
Sponsors:
Swan.com (code LIVERA)
CoinKite.com (code LIVERA)
Mempool.space
Nomadcapitalist.com
Stephan Livera links:
...
Published 04/03/24
Thomas Fahrer, co-founder of Apollo joins me to talk about the Bitcoin ETFs. We talk:
Analysing the Bitcoin ETFs
What further institutional adoption looks like
How much capital could flow into Bitcoin
The Bitcoin FOMO scenario
Disagreements on the power law model
MSTR and Bitcoin
Links:
X: @thomas_fahrer
Site: Heyapollo.com
Sponsors:
Swan.com (code LIVERA)
CoinKite.com (code LIVERA)
Mempool.space
Stephan Livera links:
Follow me on X: @stephanlivera
...
Published 03/30/24
My friend Vijay Boyapati (Author of the Bullish Case for Bitcoin, and part of the Swan team) rejoins me on the show to talk about HODLing, share his analysis on things, and offer some tips on how to HODL. We talk:
What phase of the cycle we’re in
HODLer psychology
Does Bitcoin get captured?
Is Bitcoin for Everyone?
Self custody tech
GBTC and Bankruptcies
Common traps and how to avoid them
Links:
X: @real_vijay
Genesis thread...
Published 03/26/24
Mi Primer Bitcoin (My First Bitcoin) has grown since I last spoke with them on the show. John from the team rejoins me to talk about how things have developed. The team has now taught over 25,000 students in El Salvador and they are now expanding internationally.
Links:
X: @jdennehy_writes
Site: Miprimerbitcoin.io
SLP381 John Dennehy & Gloriana Solano – Bitcoin Diploma in El Salvador
Sponsors:
Swan.com (code LIVERA)
CoinKite.com (code LIVERA)
Mempool.space
Stephan Livera...
Published 03/23/24
How do we interact with Bitcoin in a multi layer world? What cost savings and trade offs are necessary here? What even counts as a layer? Kilian from boltz.exchange joins me to talk about swapping across Bitcoin on-chain, Lightning and Liquid. We discuss:
How swapping works
What makes it atomic and non-custodial
What counts as layer 2
Fee savings and trade offs
Links:
X: @kilrau
Site: boltz.exchange
X: @boltzhq
Taproot feature blog post: Introducing Taproot Swaps: Putting...
Published 03/15/24
Patrick van der Meijde, founder of BitKassa and co founder Arnhem Bitcoin City joins me to talk about his experience with co-founding one of the earliest Bitcoin ‘circular economy’ communities in 2014.
How he got started
Taking payments pre-lightning
Are there enough people spending?
Resurgence in circular economies
Adopting Bitcoin Arnhem City
Links:
X: @PatrickvdMeijde
Site: adoptingbitcoinarnhem.com
Site: arnhembitcoinstad.nl
Cofounder @BitKassaNL
Cofounder Arnhem...
Published 03/13/24
While in Madeira for Bitcoin Atlantis, I did some interviews on a range of topics with Lyn Alden, James Lavish, Tomer Strolight, Francis Pouliot, Steven Roose and Peter Todd. We discussed:
is Macro mid curve?
USG debt
Using analogies to teach bitcoin
librerelay
MEV concerns
Self custodial and scaling
Links:
Lyn Alden X: @LynAldenContact
Site: lynalden.com
James Lavish X: @jameslavish
Site: jameslavish.substack.com
Site: bitcoinopportunity.fund
Tomer Strolight...
Published 03/06/24
What applications exist for Bitcoin self custodial finance? Philipp Hoenisch, founder of 10101 (pronounced ten-ten-one) joins me on the show to talk about bitcoin trading without counterparty risk. We discuss:
DLC overview and basics
DLC channels and lightning
10101 walkthrough
“Funding rate”
Synthetic stablecoins
For individuals or business?
Risks and things can break down
Prior Episodes:
SLP349 Chris Stewart Bitcoin DLCs & Stablechannels
SLP219 Nadav Kohen – What...
Published 03/02/24
Eric Yakes, author of The 7th Property, joins me to talk about the future of Bitcoin Banking, LN and ecash. We discuss:
Chaumian mints and ecash
Interaction with LN
Credit markets in the future
How does the system remain Full Reserve?
Regulatory roadblocks
Will there be a role for passive index funds?
Links:
X: @ericyakes
axiombtc.capital/bank
Site: Yakes.io
Sponsors:
Swan.com (code LIVERA)
CoinKite.com (code LIVERA)
Mempool.space
Stephan Livera links:
...
Published 02/27/24
Brian Morgenstern, Head of Public Policy of Riot Platforms joins me to talk about the latest attack on Bitcoin miners:
Is Bitcoin mining a partisan issue?
The EIA “Survey”
Falsehoods on grid stability and emissions
False Emergency
What to do about it
Links:
X: @MorgensternNJ
Thread https://twitter.com/MorgensternNJ/status/1754634147232977246
X: @TXblockchain_
Sen. Lummis declares the survey to be ‘absurd’
Joint statement by the Chamber of Digital Commerce &...
Published 02/22/24
Ben Carman of Mutiny Wallet rejoins me on the show to talk about what’s coming next for Bitcoin. We talk about scaling Bitcoin and contrast the different mindsets, discuss different soft fork proposals and directions Bitcoin could go. We also talk about what impact covenants will have and the latest with Mutiny Wallet.
Bitcoin’s biggest challenges
Taxonomy of Bitcoin development culture
Soft forks and covenants
What ‘counts’ as a Bitcoin L2?
What are the big benefits of...
Published 02/19/24
Do the lies about Bitcoin frustrate you? Join us in this episode as we discuss the ways to dispel and debunk some of the most egregious false climate narratives on Bitcoin with Daniel Batten, Managing Partner at CH4 Capital. We discuss:
The biggest bitcoin climate myths
Dishonest portrayal in the media
“Per transaction” fake methodology
Where Cambridge CCAF is wrong
Bitcoin’s PoW and ‘ideological intransigence’
ESMA submission
How Bitcoiners can help
Links:
X: @DSBatten
...
Published 02/16/24