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Every episode
What Bitcoin Did
30 episodes
Bitcoin vs Wall Street | American HODL, Junseth & Erik Cason
Aug 16, 2026 · 1 hr 23 min
“We’ve already fucking won.” Bitcoin went from a weird internet experiment to an asset that Wall Street, corporations and governments can no longer ignore. But as the suits pile in, is Bitcoin losing the culture that made it matter? Recorded live at PubKey in New York City, American HODL, Junseth and Erik Cason & Thomas Pacchia are on the show for an unfiltered conversation about Bitcoin’s conquest of Wall Street, why everyone still thinks they’re late, the promise of $100 million Bitcoin and wh…
AI Is About to Split Society in Two | Zack Shapiro
Aug 14, 2026 · 1 hr 15 min
“The people who are truly productive are going to be on a rocket ship.” AI is about to split society in two: those who learn to command it and those whose value it destroys. Zack Shapiro, Head of Policy at the Bitcoin Policy Institute, explains why AI could dismantle the traditional white-collar career ladder while creating millions of millionaires. He argues that judgment, agency and decisive thinking will become exponentially more valuable, while simply working hard may no longer be enough. We…
The $1 Trillion Bitcoin Loan Market Is Coming | Mauricio Di Bartolomeo
Aug 10, 2026 · 1 hr 17 min
“There’s no balance sheet in the world that can cough up a trillion dollars.” In this episode, Mauricio Di Bartolomeo explains why he believes Bitcoin-backed loans could become a $1 trillion market within the next five to ten years, and why traditional lender balance sheets cannot finance that growth alone. Mauricio breaks down Ledn’s $188 million Bitcoin-backed securitisation, the significance of its investment-grade senior notes, and how institutional capital could transform Bitcoin lending in…
The Data Says Bitcoin’s Bottom Is Already In | Mitchell Askew & John Haar
Aug 7, 2026 · 1 hr 28 min
“I would give myself 95% confidence that the bottom is in.” Mitchell Askew and John Haar are on the show to get into whether Bitcoin’s price bottom is already in, and why this drawdown looks different. In this episode we discuss the disconnect between record global liquidity and a Bitcoin price that has fallen 50%, the selling by OG holders, miners pivoting toward AI, and the potentially self-fulfilling nature of the four-year cycle. Selling pressure is becoming exhausted and we're now facing ti…
The Most Bullish Thing About Bitcoin | Alex Thorn
Aug 5, 2026 · 1 hr 20 min
“Who is left now that wants to sell at $65K?” Bitcoin has gone through the price pain. Now comes the time pain. Alex Thorn, Head of Firmwide Research at Galaxy, is back on the show in New York to get into whether Bitcoin has already found its bottom, why sellers may finally be exhausted, and how the next rally could begin before the wider market notices. We discuss the on-chain signals around $58K, the changing shape of Bitcoin’s market cycles, and how the enormous debt funding the AI boom could…
The Fed Can’t Let the AI Bubble Burst | Luke Gromen
Aug 3, 2026 · 1 hr 25 min
“The companies are bubbles, but I don’t think the technology is a bubble.” Luke Gromen is back on the show to explain why the debt-fuelled AI boom may have become too big to fail, why slowing investment and valuations could threaten the wider financial system, and how even a small move from the Fed could trigger the unwind. Luke also explains why he still hasn’t bought back most of the Bitcoin he sold near $96,000. He believes Bitcoin could trade lower alongside tech over the next few months, bu…
EMERGENCY BITCOIN UPDATE: Coldcard Attack Explained | Rob Hamilton
Jul 31, 2026 · 42 min
“This is as code red as it can get for Bitcoin self-custody.” Rob Hamilton joins me for an emergency episode on the catastrophic Coldcard entropy bug that has exposed Bitcoin held in wallets generated on affected firmware. A firmware change introduced in 2021 prevented Coldcard devices from generating the level of randomness users believed they were getting. The result is that attackers may be able to reconstruct seed phrases and drain wallets, even when the device was air-gapped and the seed wo…
Jack Mallers: Why I Left Twenty One
Jul 30, 2026 · 1 hr 45 min
“The company that I co-founded and wanted to build and the company Twenty One was becoming were no longer the same.” Jack Mallers is back on the show for his first interview since stepping down as CEO of Twenty One Capital. Jack explains why he walked away from the Bitcoin treasury company he built with Tether and took public on the New York Stock Exchange. We discuss where his vision began to diverge from the board’s, why merging Strike into Twenty One was never part of the original plan, and t…
Bringing Back The Bitcoin Bull Market | Cory Klippsten
Jul 28, 2026 · 1 hr 10 min
“We don’t need a new narrative. We just need to buy the bear, turn it around and smash it.” Cory Klippsten is back on the show to explain why Bitcoin’s last bull market failed to deliver, why institutional adoption created weak hands rather than conviction, and why the next major move depends on bringing a new wave of people into Bitcoin. In this episode, we discuss Swan’s campaign to bring the energy back to Bitcoin, the return of Café Bitcoin, 50 Days for Freedom and lower buying fees. Cory ex…
The Bitcoin Bear Market Is a Survival Test | Matt Odell
Jul 25, 2026 · 1 hr 57 min
“Bear markets are actually more about survival.” Matt Odell is back on the show to explain why Bitcoin bear markets grind people down, why the fundamentals have not changed, and why he has never been more bullish on Bitcoin. In this episode, we discuss Jack Mallers stepping down from XXI, the risks of Bitcoin treasury companies, and why profitable businesses should save in Bitcoin rather than make financial engineering the product. We also get into Nostr’s failure to replace X, the continued nee…
Global Liquidity Has Peaked: What Happens to Bitcoin? | Michael Howell
Jul 22, 2026 · 1 hr 5 min
“Cycles have no respect for trends.” Michael Howell is on the show to explain why global liquidity, not Bitcoin’s four-year cycle, is the force driving Bitcoin, gold and global markets. Michael argues that the liquidity cycle has already peaked and may not bottom until the second half of 2027. He warns that tighter liquidity could create further downside before the next major monetary expansion begins. We get into the five-to-six-year debt refinancing cycle, why central banks are ultimately forc…
Why MSTR Will Underperform Bitcoin | Parker Lewis
Jul 17, 2026 · 1 hr 19 min
"Bitcoin treasury companies are not the equivalent of altcoins, but there’s a very similar lesson that has to be learned: they’re a great way to get less Bitcoin." Parker Lewis is back on the show to explain why Bitcoin treasury companies such as Strategy (MSTR) may underperform Bitcoin, and why the digital capital narrative gets Bitcoin wrong. Parker argues that investors buying treasury company stocks are often paying a premium to take on more risk: leverage, dilution, corporate expenses, exec…
The Next 10 Years Will Decide Bitcoin’s Future | Brandon Quittem
Jul 15, 2026 · 1 hr 19 min
“In my opinion, not just Bitcoin, but the direction of society for our lifetimes and our kids’ lifetimes will be decided in the next five to ten years.” Brandon Quittem is back on the show to get into whether Bitcoin can survive its transition from a countercultural movement into a global financial asset without losing the qualities that make it revolutionary. We discuss the growing concentration of bitcoin in custodians and ETFs, the threat of paper Bitcoin, the importance of protecting self-cu…
Is The Bitcoin Power Law Broken? | Matthew Mezinskis
Jul 10, 2026 · 1 hr 41 min
“I think in ten years, the financial system and the Bitcoin system are going to collide.” Matthew Mezinskis is a macroeconomic researcher, host of Crypto Voices and one of the leading voices on Bitcoin's power law and global money supply data. In this episode, we get into whether the Bitcoin power law has finally broken, why the four-year cycle still appears intact, and what the data suggests about the current market and a possible $500,000 Bitcoin in 2029. We also explore the coming collision b…
Is The Fed Lying About Inflation? | James Lavish
Jul 8, 2026 · 1 hr 4 min
"They will allow inflation to run hotter than they'll admit to." James Lavish is co-founder of the Bitcoin Opportunity Fund and author of The Informationist newsletter. In this episode, we discuss Kevin Warsh's first months as Fed chair and whether the Fed is about to change how it measures inflation. We get into the inflation task force, the trimmed mean PCE, why the 2% target was always arbitrary, and how the balance sheet is quietly expanding through treasury buybacks and QE light. We also co…
Has Bitcoin Lost Its Narrative? | Fernando Nikolic
Jul 3, 2026 · 1 hr 5 min
“Maybe it’s time to kill your heroes again, and Saylor is now the hero to slay in this cycle.” Fernando Nikolic is the founder of Perception. In this episode, we get into whether Bitcoin has lost its narrative, why Michael Saylor’s messaging has changed, and how narratives can move markets. Fernando breaks down the shift from Saylor’s early Bitcoin maximalist language to the more recent focus on credit, derivatives and Strategy as a financial product. We also get into whether Bitcoin’s rebel era…
The Final Stage Of The Bitcoin Bear Market | Joe Consorti
Jul 1, 2026 · 1 hr 10 min
“Bitcoin’s value prop remains unchanged and a 50% drawdown isn’t something that should scare you. It should be viewed as an opportunity.” Joe Consorti is back on the show to break down why he thinks the Bitcoin bottom may be closer than many people expect, why $50k is the key level to watch, and why October or November could mark the final low before Bitcoin begins moving into its next bull market. We discuss: – Bitcoin below $60k – Whether the four-year cycle is still alive – The role of inflat…
The Dollar Changed. Bitcoin Is the Endgame | Matt Dines
Jun 26, 2026 · 2 hr 35 min
“The game has changed, it’s very clear.” Matt Dines is a fixed-income portfolio manager and host of Mind Print Hash. In this episode, we get into why he believes the dollar system has already changed and why Bitcoin may be the endgame. For decades, global markets have been built around the offshore dollar system: LIBOR, Fed backstops, QE, ZIRP and the assumption that every crisis ends with more liquidity. But Matt argues that world is being replaced by something very different: a Treasury-led do…
Is Michael Saylor Trapped? STRC Explained | Adam Livingston
Jun 24, 2026 · 1 hr 4 min
“The market is trying to find a villain right now—and Saylor is that guy.” Adam Livingston explains the pressure building around Michael Saylor, MicroStrategy and STRC as the preferred stock trades at $88, well below its $100 par value. Is STRC broken, or is the market mispricing Strategy’s credit risk? Adam explains how STRC works, why its yield has climbed above 13%, whether it can recover to par, and what Strategy’s capital structure means for MSTR shareholders. We also get into dilution, div…
The Fed Is Trapped: Why Double-Digit Inflation Is Inevitable | Lawrence Lepard
Jun 22, 2026 · 1 hr 16 min
“The whole goddamn thing is a charade… finger in the air, wild-ass guess, total gaslighting and bullshit.” In this episode, Lawrence Lepard is back on the show to explain why the Fed is trapped between persistent inflation, an accelerating sovereign debt crisis and a financial system that cannot withstand genuinely tight monetary policy. Lawrence breaks down the Fed’s retreat from forward guidance, why its new playbook gives policymakers cover to change course without warning, and why he believe…
The Hidden Battle for Global Power | Simon Dixon
Jun 19, 2026 · 2 hr 20 min
“The real battle is not communism versus capitalism. It’s not the radical left versus the far right… They’re all a different flavour of the same agenda.” Simon Dixon is an entrepreneur & investor. In this episode we get into the decline of American hegemony, the rise of a multipolar world, the petrodollar, China, BRICS, Iran, Venezuela, energy, AI, surveillance and the institutions that operate above elected governments. He explains why he sees war, debt and political polarisation as mechanisms…
The Dollar Endgame Is Not What You Think | Peruvian Bull
Jun 17, 2026 · 1 hr 14 min
“The dollar endgame is still in play, but it’s going to play out much differently than most people think.” Peruvian Bull, is a macro analyst and the author of Dollar Endgame. In this interview, we discuss why the collapse of the dollar is unlikely to play out the way most people expect, why the dollar remains so dominant despite America’s worsening debt problem, and why Japan may be the clearest warning signal for what comes next. We get into the eurodollar system, stablecoins, treasury demand,…
The Best Bitcoin Buying Opportunity In History | Peter Dunworth
Jun 12, 2026 · 1 hr 5 min
I still believe we've got 100X in front of us in the next 10 years… Bitcoin becomes undeniable." Peter Dunworth is the co-founder of The Bitcoin Adviser. Bitcoin is at $62,500, down 50% from the all-time high, and sentiment is the worst it has ever been. So why is the most bullish man in Bitcoin calling this the best buying opportunity in history? We discuss why the bottom is closer than you think, why the next cycle breaks every model, the wall of AI money waiting to rotate into Bitcoin, how th…
How The State Makes Us Poorer | Max Hillebrand
Jun 10, 2026 · 1 hr 32 min
"We are taught that the state builds our economy, but the reality is that every act of intervention is an act of wealth destruction." Max Hillebrand joins the show to tear down the Keynesian fallacies that keep us in a cycle of manufactured poverty and systemic theft. We go deep into the Austrian framework to explain why privacy isn't just a tech feature, it is the bedrock of a free economy. We discuss:\ The Theft Trap: Why taxation and inflation are definitionally coercion, and how they silentl…
Why BIP110 Won’t Change Bitcoin | Mr Hodl & Wicked
Jun 4, 2026 · 1 hr 12 min
“In the end, it’s the economic majority of users who decide what Bitcoin is.” Wicked and MrHodl join the show to break down why BIP110 won’t change Bitcoin. We get into the fight over arbitrary data on Bitcoin, why they believe BIP110 fails to solve the problem it claims to address, and why miner signalling alone does not define consensus. The conversation covers Bitcoin Core, Knots, the blocksize war, SegWit, BIP148, spam, soft forks, hard forks, nodes, miners, exchanges, and the role of the ec…
The Bitcoin Credit Gold Rush | Jeff Walton
May 29, 2026 · 1 hr 42 min
“We are in the digital gold rush to acquire as much Bitcoin as humanly possible.” Jeff Walton joins the show to break down the rise of Bitcoin-backed credit, Strive’s SATA instrument, and why perpetual preferred equity could become one of the most important capital market innovations in Bitcoin. We discuss why SATA is now paying daily dividends, how Strive thinks about risk, reserves, leverage, and Bitcoin coverage, and why these new credit instruments may become a structural buyer of Bitcoin th…
Who Really Controls Bitcoin? | Bitcoin Mechanic
May 26, 2026 · 1 hr 32 min
“Whoever blinks first wins.” Mechanic joins me to discuss the controversial BIP110 proposal, the fight over spam and inscriptions, and whether Bitcoin users can force a consensus change without support from the major mining pools. We get into miner power, node enforcement, UASF game theory, soft forks, and whether Bitcoin is drifting away from its original purpose as money. Mechanic argues that Bitcoin’s strength comes from ordinary users enforcing the rules, not corporations, exchanges, or mine…
Arthur Hayes: The Bitcoin Liquidity Wave Is Here
May 22, 2026 · 57 min
“Trust the process. The money will be printed.” Arthur Hayes returns to the show to explain why he believes the Bitcoin bull market is back on, and why the next move higher will once again be driven by global liquidity. In this episode, we discuss why war, AI, supply chain fragility, rising bond market stress, and political incentives all point in the same direction: more spending, more debt, and more money printing. Arthur explains why governments are not going to choose austerity, why the infl…
Bitcoin’s Bull Market Is Back | Checkmate
May 19, 2026 · 1 hr 27 min
“We’re in an era where the monetary system is changing. The world is going to look very different on the other side of this thing.” Checkmate is back on the show to explain why Bitcoin may already be back in a bull market and why the bigger story is not just the price, but the system beginning to crack. We get into his case that the bottom is likely in, why the $60k flush looked like a real capitulation event, and the levels that matter now. Checkmate breaks down the on-chain data behind his 80%…
Bitcoin’s Parallel Economy Is Starting | Brian De Mint
May 15, 2026 · 1 hr 2 min
“The alpha is still in Bitcoin. But it’s just by treating Bitcoin as money.” Brian De Mint is the head of marketing for Club Orange, a real-world social network for Bitcoiners. In this episode, we discuss why Bitcoin’s next phase may not just be holding the asset, but building a real economy around it: Bitcoin meetups, IRL community, the case for spending sats, merchant adoption, Lightning payments, Bitcoin mining as a free-market energy solution, and why treating Bitcoin as money can create str…
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