Afleveringen
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âI think in ten years, the financial system and the Bitcoin system are going to collide.â
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 between Bitcoinâs slowing power law growth, a financial system built on exponential credit and whether Bitcoin will force that system to change or ultimately be co-opted by it.
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"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 cover credit card delinquencies hitting 2008 levels, the K-shaped economy, whether the Fed is hoping AI bails them out of the debt problem, the circular AI trade, and why James is confident Bitcoin will be back at all-time highs within 12 months.
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Zijn er afleveringen die ontbreken?
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âMaybe itâs time to kill your heroes again, and Saylor is now the hero to slay in this cycle.â
Fernando Nikolic is the founder of Perception. In this episode, we get into whether Bitcoin has lost its narrative, why Michael Saylorâs messaging has changed, and how narratives can move markets. Fernando breaks down the shift from Saylorâs early Bitcoin maximalist language to the more recent focus on credit, derivatives and Strategy as a financial product.
We also get into whether Bitcoinâs rebel era is over, why the ETF approval may have marked the end of Bitcoin as a countercultural movement, and whether Bitcoin adoption is now becoming more fragmented, boring and inevitable.
We also get into the death of monoculture, the way the internet has broken shared reality, and how AI, Spotify and algorithmic feeds are creating a more homogenised culture.
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âBitcoinâs value prop remains unchanged and a 50% drawdown isnât something that should scare you. It should be viewed as an opportunity.â
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:
â Bitcoin below $60k
â Whether the four-year cycle is still alive
â The role of inflation, oil, midterms, and global liquidity
â Why capital has rotated into the AI trade
â Michael Saylor, Strategy, MSTR, STRC
â Why central banks canât stop printing money
â Why the Bitcoin thesis remains unchanged
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âThe game has changed, itâs very clear.â
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 dollar system built around T-bills, SOFR, regulated stablecoins and a new set of geopolitical incentives.
We discuss why 2022 was such an important inflection point, how the move from LIBOR to SOFR changed the structure of dollar markets, why the GENIUS Act matters for stablecoin rails, and what Treasury dominance means for the Fed, global credit and Bitcoin.
We also get into MicroStrategy and STRC, the risks facing Bitcoin treasury companies, why dollar liquidity still drives Bitcoin markets, how geopolitics is reshaping the financial system, the path to a Strategic Bitcoin Reserve, and why holding real Bitcoin still matters.
Bitcoin is not just another risk asset in this transition. It may become the base layer for a new monetary system, but getting there will be volatile, political and tied to the future of the dollar.
In this episode:
Strategy, STRC and Bitcoin treasury company riskFrom Fed dominance to Treasury dominanceThe end of the petrodollarWhy capital markets are war by another meansThe path to a Strategic Bitcoin ReserveWhy Bitcoin is the endgameTHANKS TO OUR SPONSORS:
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âThe market is trying to find a villain right nowâand Saylor is that guy.â
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 Strategyâs credit risk? Adam explains how STRC works, why its yield has climbed above 13%, whether it can recover to par, and what Strategyâs capital structure means for MSTR shareholders. We also get into dilution, dividend coverage, Strategyâs use of its cash reserve and whether Saylor is now forced to keep accelerating his Bitcoin strategy.
We also get into the Bitcoin bear market, the possibility of a market bottom and why Adam believes the current environment is presenting a major buying opportunity.
In this episode:
Why STRC is trading below parWhether Michael Saylor is trappedThe risks facing MSTR shareholdersBitcoin treasury companies and âdigital creditâBitcoinâs potential market bottomThe Fed, inflation and monetary repressionTHANKS TO OUR SPONSORS:
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âThe whole goddamn thing is a charade⊠finger in the air, wild-ass guess, total gaslighting and bullshit.â
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 Fedâs retreat from forward guidance, why its new playbook gives policymakers cover to change course without warning, and why he believes todayâs hawkish stance will ultimately give way to rate cuts and more money creation.
We also explore his âdecade of inflationâ thesis. He argues that the cycle began in 2020, that double-digit inflation is still ahead, and that a major disruption in the Treasury or bond market could trigger a âbreak-glassâ response from the Fed, sending Bitcoin, gold and other hard assets dramatically higher.
In this episode:
âą Why the Federal Reserve is abandoning forward guidance
âą How the Fed could redefine inflation
âą The sovereign debt problem
âą Why double-digit inflation is coming
âą Lawrence's outlook for Bitcoin and gold
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âThe real battle is not communism versus capitalism. Itâs not the radical left versus the far right⊠Theyâre all a different flavour of the same agenda.â
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 that move capital, concentrate wealth and reshape the global order.
We also discuss where Bitcoin fits into all of this, why Wall Street wants it held in custody, and how leverage is used to separate people from their Bitcoin.
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âThe dollar endgame is still in play, but itâs going to play out much differently than most people think.â
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 Americaâs 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 yen carry trade, QE, yield curve control, zombie companies, and the ways central banks continue to create new tools to kick the can down the road.
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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 the Clarity Act turns the US dollar into a global stablecoin empire, the coming death of all fiat currencies and the 30% property crash heading for Australia.
In this episode:
Why this is the best buying opportunity in Bitcoin's historyThe case for 100X in the next 10 yearsWhy the AI trade will rotate into BitcoinThe Clarity Act: a global dollar takeoverSaylor, Strategy and the S&P500 double standardWhy property is "near uninvestable"THANKS TO OUR SPONSORS:
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"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 silently redistribute wealth from the productive to the state. \The Broken Window Fallacy: Why building things we donât need and destroying wealth through war is the ultimate economic delusion. \The Consumption Trap: How state-manipulated metrics like GDP force us to prioritise over-consumption over the savings required for actual prosperity. \The Minimum Wage Fallacy: A practical breakdown of why state interventions inevitably price the most vulnerable workers out of the market. \The Cypherpunk Solution: Why increasing the cost of state attack and decreasing the cost of private defense is our only path to an unstoppable, parallel economy.THANKS TO OUR SPONSORS:
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The Praxeology of Privacy: https://towardsliberty.com/pop
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âIn the end, itâs the economic majority of users who decide what Bitcoin is.â
Wicked and MrHodl join the show to break down why BIP110 wonât 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 economic majority in defending Bitcoinâs rules.
Is BIP110 a serious proposal, a virtue signal, or an attempted replay of old battles? And if Bitcoin can be changed without broad consensus, what does that mean for decentralisation?
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âWe are in the digital gold rush to acquire as much Bitcoin as humanly possible.â
Jeff Walton joins the show to break down the rise of Bitcoin-backed credit, Striveâs 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 through both bull and bear markets.
We also get into Strategyâs role as the market leader, the shift away from convertible debt, the future of Bitcoin treasury companies, proof of reserves, custody risk, institutional adoption, and whether Bitcoin credit could eventually reprice the entire credit market.
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âWhoever blinks first wins.â
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 Bitcoinâs strength comes from ordinary users enforcing the rules, not corporations, exchanges, or miners.
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âTrust the process. The money will be printed.â
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 inflationary tax is the path of least resistance, and why Bitcoin remains the trade in a world where fiat liquidity keeps expanding.
We also get into the risks ahead: AI-driven job losses, social unrest, energy and commodity shocks, the fragility of the Treasury market, and the possibility of another policy panic.
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âWeâre in an era where the monetary system is changing. The world is going to look very different on the other side of this thing.â
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% bull-market thesis, why bears may be running out of road, and what happens when sentiment flips from selling rips to buying dips.
We also get into rising bond yields, broken fiscal systems, the end of trust in government debt, Bitcoin vs gold, ETF flows, Strategy/MSTR risk, Coinbase custody risk, and why the world is moving towards assets that sit outside the system.
We then get into Australiaâs proposed capital gains tax changes, why Checkmate sees them as a direct attack on savers, builders and young people, and why tax policy may become one of the next major battlegrounds for Bitcoiners.
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âThe alpha is still in Bitcoin. But itâs just by treating Bitcoin as money.â
Brian De Mint is the head of marketing for Club Orange, a real-world social network for Bitcoiners.
In this episode, we discuss why Bitcoinâs 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 stronger economic relationships between Bitcoiners.
We also get into food and health to medicine, nutrition and the incentives behind the institutions weâre told to trust.
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Harry Sudock and Rory Murray from CleanSpark join the show to explain how Bitcoin miners are building entirely new treasury strategy around Bitcoin.
Instead of simply mining Bitcoin and selling it for cash, companies like CleanSpark are now borrowing against it, generating yield from it, using it as collateral, and turning their Bitcoin balance sheet into a tool for expansion.
We get into why Bitcoin may become the best collateral in global markets, how miners are using treasury strategies like covered calls and basis trades to increase returns, why Bitcoin backed lending markets are rapidly maturing, and how these strategies could completely reshape the way companies manage capital.
We also discuss the AI data centre boom, why Bitcoin miners are expanding into AI infrastructure, how Bitcoin and AI are competing for energy, and why the future of Bitcoin mining may actually become more decentralised as AI grows.
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Jonathan Pollock is Product Lead for Bitkey.
In this episode, we get into wrench attacks, why physical coercion is a structural weakness of private key ownership, why seed phrases may be creating more risk than they solve, and why most self custody setups rely too heavily on users never making a mistake.
We talk about the trade offs between security, privacy, recovery, inheritance, and ease of use, alongside BitKeyâs new hardware update and the companyâs plans to build time delayed vaults designed to protect users during violent attacks. We also get into collaborative custody, covenants, insurance, ETFs versus self custody and why permissionless money still matters.
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âBitcoin can change the world because the world canât change Bitcoin.â
Jack Mallers is back on the show to break down his vision for 21, Strike, and the next phase of Bitcoinâs monetisation.
Jack explains why he doesnât want to build another pure Bitcoin treasury company or another crypto casino, but a full-stack Bitcoin business: financial services, lending, custody, infrastructure, mining, capital markets, and a balance sheet built around Bitcoin. We get into the proposed acquisition of Strike, Bitcoin-backed lending, proof of reserves, why profitability matters, and why he thinks the best Bitcoin company wonât simply be the one that owns the most Bitcoin.
We also discuss where Bitcoin fits in a world moving towards war, inflation, energy shocks, multipolarity, and whether fiat can survive another crisis.
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