Episodes
In this episode, Alex Thorn, Head of Research at Galaxy, explores the implications of states attacking bitcoin and discusses how the U.S. can support bitcoin. He analyzes potential catalysts for the U.S. government buying bitcoin and questions if Nvidia and mega-cap tech are in a bubble. The conversation covers bitcoin’s stability and volatility, the prospect of MicroStrategy in the S&P 500, and when more companies might adopt similar strategies. He also addresses another wave of CPI...
Published 06/11/24
In this episode, John Ratcliff, a bitcoin blockchain analytics pioneer and early bitcoin adopter since 2013, explores the extremity of bitcoin scarcity. John shares his extensive background as a game developer and how he initially began to understand bitcoin. He discusses the similarities between early game development and bitcoin's block size limit, as well as the interesting connection between bitcoin and freemasonry. The conversation also covers topics like Modern Monetary Theory (MMT),...
Published 06/04/24
In this episode, Christopher David, a self-taught software engineer with two decades of experience, dives into the future of AI and bitcoin. Christopher offers his expert analysis on OpenAI's GPT-4o model release, the evolving dynamics between humans and AI, and the pivotal question of whether AI will replace or create millions of jobs. He also examines the future landscape of closed-source versus open-source models, the innovative ways software engineers are leveraging LLMs, and the...
Published 05/28/24
In this episode, Bitstein discusses critical aspects of bitcoin's history. We begin with an analysis of the 2015-2017 blocksize war and its implications. Bitstein offers insights on potential future bitcoin fork wars and whether he would ever support any future hard forks. We explore bitcoin's antifragility and why institutions like the Mises Institute haven't fully embraced it. Bitstein also outlines the long-term vision of the Nakamoto Institute. We then examine stock-to-flow and power law...
Published 05/21/24
In this episode, Matt McClintock shares his expertise on managing thousands of bitcoins for ultra-wealthy clients. He discusses the differences between early bitcoin pioneers from 2010 and existing ultra-high-net-worth individuals (UHNWIs) buying bitcoin, the burning questions ultra high net worth bitcoin holders ask, and how bitcoin is transforming wealth inheritance. Matt dives into trust durations, jurisdictions, and tax strategies, revealing whether these UHNWIs are still buying bitcoin...
Published 05/14/24
In this episode, Dr. Jeff Ross shares insights on current macroeconomic trends, including the Federal Reserve's reconsideration of rate cuts, increased market volatility over the past month, and unexpectedly high inflation rates. He discusses the power law model, drawing comparisons with patterns observed during his medical career as a physician and radiologist. Dr. Jeff also explores strategies for constructing the optimal portfolio in 2024 and in the future under a bitcoin...
Published 05/07/24
In this episode, we explore bitcoin skepticism, focusing on topics such as hashrate volatility, potential miner attacks, and Michael Saylor's perspective on bitcoin. Micah provides insights from his bitcoin textbook and uses a chalkboard to clearly illustrate his views on the future of the bitcoin mining industry. We dive into significant issues like transaction censoring and miner collusion, and discuss the potential future risks to bitcoin's cryptographic security.
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Published 04/30/24
In this episode, we compare common hardware wallets with SeedSigner, a DIY bitcoin hardware wallet. We explore the reasons behind building SeedSigner, the process of securely generating seeds, and the considerations for holding a private key on hot devices like an iPhone or cold devices like a Trezor, Ledger, or Coldcard. We also discuss the evolution of bitcoin custody over the last decade, the risks associated with using common hardware like Raspberry Pi, and the advantages of multisig...
Published 04/23/24
In this episode, Fred Krueger reflects on his initial experience of purchasing bitcoin on Mt. Gox and subsequently selling it on Mt. Gox. He dives into detailed explanations of both the Stock-to-Flow (S2F) and power law models, offering his insights on whether the bitcoin power law model should be regarded as a mathematical law or just a pattern. Finally, he discusses potential factors that could disrupt the power law model and addresses the notion proposed by Michael Saylor that all models...
Published 04/16/24
In this episode, Bryan Jacoutot dives into the process leading to the approval of a bitcoin ETF, comparing this journey with the potential pathway for an Ethereum ETF to receive approval. He touches on the Ethereum Foundation investigation, what would happen if ethereum is declared an unregistered security, and how ethereum’s proof of stake consensus mechanism may play a role in the approval process. Last, he suggests what may be the biggest threat to bitcoin and how the United States and...
Published 04/09/24
In this episode, Allen Farrington breaks down the “deflation is bad” narrative in economics. He explains why the deflation paranoia is wrong and what growth may look like under a bitcoin standard. Allen also thinks about how an index like the S&P 500 may perform under a bitcoin standard and he explains his DLCVM paper on bitcoin scaling in detail.
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Published 04/02/24
In this episode, we sit down with Will Reeves to discuss his perspective on what bitcoin scaling will look like in 2026, how there may be future unknown scaling solutions we cannot even comprehend today, the risks to bitcoin failing to scale further, altcoin speculation and unit bias, and the future of Fold in 5 years.
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TIMESTAMPS:
00:00:00...
Published 03/26/24
In this episode, we sit down with Giovanni Santostasi who created the bitcoin power law model. Giovanni explains what power laws are and why they are common in physics and nature. He then expounds on his bitcoin power law model in detail, why there are cycles within the model, and how the model could potentially break in the future.
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Published 03/19/24
In this episode, we sit down with Haris Basit, Chief Strategy Officer at Bitdeer (NASDAQ: BTDR) to talk about a massive potential Bitcoin ASIC breakthrough that could severely disrupt the entire bitcoin mining industry. Haris has been involved with bitcoin ASIC development since 2014, and he has a deep background in semiconductor physics.
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Published 03/12/24
In this episode, we sit down with Bobby Shell to discuss the two major ongoing wealth transfers—bitcoin and small to medium-sized businesses (SMBs). Bobby discusses his history growing a number of SMBs, and he explains how bitcoin holders may be well positioned to begin operating a small-medium business with their newfound wealth. Last, we discuss the impact of bitcoin on corporations, SMBs, and the individual, and how a bitcoin standard will likely lead to more localized entrepreneurial...
Published 03/05/24
In this episode, we sit down with Lyn Alden for an in-depth discussion on her recent presentation at Princeton, evaluating the thresholds at which the academic community might recognize bitcoin's legitimacy in terms of its market valuation or size. We explore if the ETFs have the potential to amplify a potential bull run, and we get her thoughts on self-custody vs ETFs. Last, we explore her opinion on various bitcoin price models and what may mark the top of this coming cycle.
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Published 02/27/24
In this episode, Joe Burnett sits down with Asher Genoot, CEO of Hut 8, and Sue Ennis, Head of Investor Relations at Hut 8. They discuss the groundbreaking merger between Hut 8 and US Bitcoin Corp, marking the largest bitcoin mining merger in history. The conversation also covers the impact of ETF approval on Hut, the strategic shift towards diversifying beyond bitcoin mining, and the anticipation surrounding the upcoming bitcoin halving. Additionally, they tackle the implications of J...
Published 02/20/24
In this episode, James discusses why he started analyzing bitcoin ETF approvals and net-flows. He explains why bitcoin ETFs were denied for so long, how they got approved in 2024, and how individuals should consider holding real bitcoin vs holding an ETF. We cover the SEC X account hack and other surprises since the ETFs began trading. We even contrast the gold ETFs with the bitcoin ETFs, and discuss what may be the end game of GBTC.
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Published 02/13/24
In this episode, Andrew Myers shares his vision of bitcoin revolutionizing global power markets by making them more permissionless and efficient. He explains why entrepreneurship could become easier under a bitcoin standard, evaluates the sustainability of mega mining farms (100+ MW), and looks into the future of global energy production in relation to bitcoin miners.
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Published 02/06/24
In this episode, Drew D’Agostino talks about how the banking system collapses of last year inspired him to bring his 30 employee SaaS company onto a bitcoin standard by adding bitcoin into its treasury and using bitcoin as a tool to make better decisions. Drew’s SaaS company is in the AI industry, so he also touches on the current state of the AI hype cycle and his outlook on the true speed of technology innovation and growth.
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Published 01/30/24
In this episode, Peter and Luke explain why they think $1,000,000 bitcoin is both early and optimistic for the world. They review humanity’s technological progress and discuss why bitcoin is a paradigm shift when it comes to our ability to save and store wealth into the future. Last, they touch on the ETF approval and how it compares to self-custodied bitcoin.
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Published 01/23/24
In this episode, Will talks about potential major catalysts for bitcoin payments, why businesses will ultimately demand payment in bitcoin, society’s trend towards more and more financial censorship, building bitcoin products, and sci-fi books.
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TIMESTAMPS:
00:00:00 Intro
00:01:00 What are you working on now?
00:05:25 Is the timing right for Zaprite...
Published 01/16/24
In this episode, Jimmy Song dives into bitcoin derangement syndrome, his expectations for the speed of bitcoin adoption, how much more productive the world would be under a bitcoin standard, his experience visiting Argentina and more.
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TIMESTAMPS:
00:00:00 Intro
00:01:19 Bitcoin derangement syndrome
00:09:54 Has bitcoin adoption happened faster or...
Published 01/09/24
In this episode, Parker Lewis dives into why his bitcoin is not a hedge presentation was so successful, how he wrote Gradually, Then Suddenly, and the odds of bitcoin and the Dollar coexisting. He addresses common misconceptions, reflects on the evolution of his own writings about bitcoin, and explores why there’s nothing more American than bitcoin and nothing more un-American than the Dollar.
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Published 01/02/24
In this episode, Matt Pirkowski dives into the complex relationship between information, money, and technology. He offers thought-provoking insights on the evolving landscape of bitcoin and its impact on the global financial system and humanity. The discussion traverses various topics, including the philosophical aspects of order and chaos in economics and a deep analysis of proof of work and proof of stake. Pirkowski's expertise shines through as he navigates these intricate subjects with a...
Published 12/26/23