BTC Sessions

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1. No One Alive Has Seen What's About to Happen to the Bond Market | Johnson & Dicker

   3 november 2026 · 1 uur 4 min

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   Mentor Sessions EP 108: Brent Johnson & Keith Dicker on the Bond Market, the Dollar, Gold & the Next Money Rotation Lees meer

   The rest of the world owes an estimated $110 trillion in US-dollar debt they can't print, and a rising dollar is what could force the defaults. Brent Johnson of Santiago Capital and Keith Dicker of IceCap Asset Management lay out why a strong dollar and higher Treasury yields can coexist, what actually causes de-dollarization, and how to position before the next liquidity shock.

   In this conversation you'll learn why Johnson reads October's sharp Treasury rally as a snapback after record-short positioning, why Dicker warns the bond market peak is behind us and bonds may be a brutal long-term hold, and why a falling dollar index is actually re-dollarization, not the collapse everyone expects. You'll see why both managers treat gold as portfolio insurance that gets sold first in a crisis, why energy could become the next crowded trade if the Middle East stays hot, and how a closer Fed-Treasury 'shotgun wedding' could reshape dollar policy as great-power competition heats up. You'll walk away with a concrete way to stress-test your exposure to bonds, equities, gold bullion, and cash against a range of outcomes.

   ⏱️ Timestamps:

   0:00 - Intro

   1:05 - October Treasury Rally And Dollar Strength

   2:33 - Is The Bond Peak A Bear Trap?

   4:36 - Why Higher US Rates Are Not Catastrophic

   6:35 - Defining Inflation As Rising Prices

   7:13 - Rising Yields And Dollar Strength Explained

   9:08 - Global Government Debt Financing Crisis

   11:07 - Will Sovereign Bond Markets Force Central Bank Intervention?

   13:18 - Why Global Chaos Favors The United States

   15:03 - The 110 Trillion Dollar Global Debt Problem

   17:01 - What Could Actually Break The Dollar System

   17:46 - Dollar Index As De-Dollarization Gauge

   24:23 - Gold Bitcoin And Oil Underperforming Amid Chaos

   27:05 - Iran Nuclear Risk And Market Signals

   33:57 - Gold As Portfolio Insurance And Core Holding

   37:29 - Ene…

2. It's Not Just A Fourth Turning, Every Cycle In History Is About To Collide | Quittem & Walker

   29 oktober 2026 · 1 uur 30 min

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   Mentor Sessions EP 107: Brandon Quittem & Walker America on the Convergence of Historic Cycles Lees meer

   History has only lined up like this twice in 300 years: 1776 and 1914. Walker America tracked 12 major historical cycles and found that in both eras nearly all of them turned at once. Today, 7 of 12 have turned, and the count is climbing.

   Brandon Quittem and Walker break down where we really sit in the Fourth Turning, why every Fourth Turning in American history has ended in war, how the long term debt cycle points to a soft default on the dollar, and what the rise and fall of empires tells us about the years ahead. They also dig into generational amnesia, the strongman phase, the Gray Champion, and whether Bitcoin and AI make this time genuinely different.

   Brandon makes the case for Bitcoin as a pressure release valve on a system under strain. They close with practical steps to prepare: managing debt, protecting savings, building community, and staying high agency through turbulent years.

   ⏱️ Timestamps:

   0:00 - Intro

   1:04 - Where Are We In The Fourth Turning?

   1:38 - The Fourth Turning Explained

   5:21 - Every Fourth Turning Has Ended In War

   6:06 - The Economic And Tech Cold War

   7:47 - Walker's Super Cycle Theory

   11:17 - History Has Only Lined Up Like This Twice

   12:11 - Ordinary Families Pay First

   15:25 - Bitcoin And AI: Is This Time Different?

   19:57 - The Long Term Debt Cycle And Soft Default

   21:48 - Why This Time Is Not Different

   25:04 - How Generations Repeat The Cycle

   40:56 - Polybius And The Cycle Of Governments

   46:07 - Generational Amnesia

   50:06 - The Strongman Phase: El Salvador

   51:33 - The Gray Champion And Republic Renewal

   56:57 - What Could Disrupt The Cycles

   57:40 - Bitcoin As A Pressure Release Valve

   1:08:02 - Which Cycles Have Turned And What's Next

   1:19:12 - How To Prepare: Wealth, Debt, Income

   1:21:50 - Build Your Community

   1:27:33 - The Astrological Cycles

   🔗 Guests:

   Brandon Quittem on X: https://x.com/Bquittem

   Brandon's essays: ht…

3. "Not One Thing Has Gotten Better" | Canada Is Rotting In Real Time

   27 oktober 2026 · 1 uur 30 min

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   Mentor Sessions EP 106: Broken Country Filmmakers Mira Metter & Mike Werry on Canada's Collapse, Healthcare, Housing, Taxes and Government Control Lees meer

   Canada used to be the envy of the world. Now people are asking whether they can survive here, let alone raise a family. Mira Metter and Mike Werry, the director and producer of the documentary Broken Country, spent months traveling the country to find out what broke and when. Their verdict a year later: not one thing they covered in the film has gotten better.

   They break down why Canadian hospitals run at 100 to 120% occupancy when 80% is considered safe, why roughly 20% of Canadians have no family doctor, and how a country of 40 million ended up with fewer MRI machines than Pennsylvania. On housing, prices have climbed about 375% in 20 years, going from roughly 2.5 times annual income in the '90s to 9 times nationally and 19 times in Toronto and Vancouver.

   We also get into rising taxes, immigration policy, censorship bills and cameras turned off in Parliament, the federal government's own 2040 social mobility scenario, Alberta and Quebec separatism, and why this is a warning for Americans watching the same policies at home.

   Chapters:

   0:00 - Intro

   0:52 - Canada From Envy Of The World To Survival

   3:33 - What's Wrong With Canadian Healthcare

   4:00 - Hospitals Running At 100-120% Capacity

   5:29 - 20% Of Canadians Have No Family Doctor

   6:42 - Fewer MRI Machines Than Pennsylvania

   7:20 - Hospitals Funded On Last Year's Patients

   10:03 - Healthcare Worked Until The Early 90s Cuts

   12:37 - Canada's Hidden Two-Tier Healthcare

   15:43 - Rural ER Closures Costing Lives

   20:31 - Can Canadian Healthcare Be Saved

   24:08 - ER Doctors Abused And Burned Out

   26:12 - Addiction, Homelessness And Housing

   27:03 - Housing From 2.5x To 19x Income

   27:55 - Housing Up 375% In 20 Years

   29:03 - How Housing Got Dumped On Cities

   31:01 - Rent Eating Half Your Paycheck

   33:49 - The Five-Year Mortgage Renewal Shock

   35:12 - The Money Printin…

4. Every Way To Outsmart Hackers, Big Tech And The Government | Max Hillebrand & Ben Perrin

   20 oktober 2026 · 1 uur 34 min

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   Mentor Sessions EP 105 | Max Hillebrand & Ben Perrin on GrapheneOS, White Noise, Local AI, KYC-Free Bitcoin and Privacy Guerrilla Warfare Lees meer

   If you click next, next, next on mainstream tech, your privacy is fucked. But Max Hillebrand (White Noise, Marmot protocol, author of The Praxeology of Privacy) and Ben Perrin (BTC Sessions, Sovereign Sessions) argue the tools to route around surveillance have never been better. With an old laptop, an AI agent, Nostr and Zapstore, you can now build and ship a freedom tech app without knowing how to code.

   From there, they walk through a practical privacy stack: Pixel phones running GrapheneOS (8, 9 or 10, not the 11), Linux laptops, password managers, paying privately with gift cards and prepaid cards, Wasabi Wallet and peer-to-peer Bitcoin, Zapstore, Tor VPN, Amber and White Noise for encrypted messaging, local AI and trusted execution environments, self-hosting on an old laptop, quantum risk to encryption, and why privacy matters for honest price discovery.

   Timestamps:

   0:00 Cold Open

   0:41 Privacy Guerrilla Warfare: Can We Route Around the Grid?

   2:37 Build an Anonymous App Without Coding

   6:19 Why Your Data Is So Valuable

   7:38 Google Maps and Your Location Data

   9:40 GrapheneOS, Organic Maps and Linux

   10:53 Is the Privacy UX Gap Closing?

   15:23 Moving the Cultural Needle on Privacy

   20:12 Starting a Private Device Setup

   24:46 OS-Level ID Verification

   25:41 Best Pixels for GrapheneOS: 8, 9, 10, Not the 11

   27:05 Linux Laptops and Operating Systems

   28:54 Face Scan vs PIN

   30:27 Passwords and Password Managers

   32:19 Paying Privately With Gift Cards and Prepaid Cards

   35:07 Spending Bitcoin Through Friends

   37:13 Wasabi Wallet and On-Chain Privacy

   38:21 Getting Bitcoin Without KYC

   41:38 Zapstore, Tor VPN, Amber and White Noise

   48:00 How the Marmot Protocol Works

   55:52 How Disappearing Messages Work

   57:57 Private AI and Running Local Models

   1:01:29 Talking to Your AI Agents Through White Noise

   1:07:37 Private Cloud …

5. CIA & Wall St. Insider Confirms the Plan to Freeze Your Money | Dixon & Rickards

   15 oktober 2026 · 1 uur 34 min

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   Mentor Sessions EP 104 | Jim Rickards & Simon Dixon on the petrodollar, who runs the world, the AI bubble, dollar collapse, gold vs Bitcoin, stablecoin bank runs and frozen bank accounts. Lees meer

   Two wars, a quiet Russian diesel deal, and a $2 trillion AI build-out that one of these guests calls the greatest bubble in history. James Rickards and Simon Dixon sit down to map who is actually calling the shots in the Iran and Ukraine conflicts, and what it means for the dollar, gold, and your Bitcoin.

   Rickards war gamed finance as a weapon for the Pentagon, advised the CIA on financial threats, and was general counsel at Long Term Capital Management when the Fed stepped in. In this conversation you'll learn why he argues the debasement trade is nonsense and the dollar is getting stronger, why China's yuan can't become a reserve currency, and why he believes an unregulated stablecoin bank run could trigger a panic in the Treasury market.

   Simon Dixon pushes back with the view that war is the product, that the petrodollar is being quietly renegotiated as China becomes Saudi Arabia's main oil buyer, and that both gold and Bitcoin matter in the programmable control grid he sees coming. You'll also hear a sharp breakdown of the AI bubble, why superintelligence won't be achieved, and the latest supply-chain attacks on hardware wallets.

   ⏱️ Timestamps:

   0:00 - Intro

   0:33 - Who Is Calling The Shots In These Wars

   2:33 - Who Really Controls Ukraine's Leadership

   3:38 - Why Iran Has No Exit Strategy

   6:46 - US-Russia Deal That Could End Two Wars

   9:25 - Why Only China Russia And US Matter

   12:16 - Simon Dixon: War Serves The Power Structure

   15:13 - Midterms Weapons Shortages And Trump Agenda

   18:46 - Seventy Years Of Petrodollar Monetary History

   23:47 - Bigger Picture Above Trump And World Orders

   26:19 - Why The Debasement Trade Is Nonsense

   29:05 - China's Gold Reserves And Yuan Limitations

   32:08 - Using Inflation To Solve The Debt Problem

   33:09 - Petrodollar Shift From Saudi A…

6. If You Don't Get Global Liquidity, You Don't Get The Everything Bubble | Michael Howell

   13 oktober 2026 · 1 uur 5 min

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   Mentor Sessions EP 103: Michael Howell on Global Liquidity, the Everything Bubble & When Bitcoin Rallies Lees meer

   Global liquidity is still rising in absolute terms, but the momentum is cracking fast, and that shift is already bending bond markets, credit spreads, and Bitcoin. Michael Howell breaks down exactly what's moving underneath the surface.

   In this episode you'll see why Howell calls Bitcoin a "liquidity sponge," how the debt maturity wall forces old debt back into the system, and why roughly 80% of all financial market transactions are really just debt refinancing. You'll learn how to read the four indicators Howell watches before every crisis, why the euro system has no safe asset, how Japan quietly devalued its debt through a weaker yen, and why China is "basically Japan ten years later" buying gold for 23 straight months. You'll also hear his specific call: Bitcoin may struggle for three months, then do quite well into 2027 as Treasury QE monetizes government spending.

   ⏱️ Timestamps:

   0:00 - Intro

   1:06 - Is Global Liquidity Expanding Or Contracting?

   2:33 - Momentum Indicator Signals Liquidity Rollover

   3:25 - Why This Is a 5-6 Year Debt Refinancing Cycle

   4:28 - The Debt Maturity Wall Explained

   5:59 - Debt-To-Liquidity Ratio And Crisis Thresholds

   7:20 - Where Liquidity Shifted: CapEx And AI Data Centers

   8:54 - Treasury QE: The New Hidden Liquidity Conduit

   12:54 - Fed September Hike And Liquidity Management

   13:17 - Why 80% Of Lending Is Collateral Backed

   14:12 - MOVE Index And Rising Bond Volatility Risk

   15:42 - Bessent Buybacks Targeting Off-The-Run Treasuries

   16:26 - Fed Managing Repo Spreads And Bank Reserves

   17:30 - What The Repo Market Actually Is

   20:05 - SOFR Spreads And The Danger Line

   24:20 - What Really Drives The MOVE Index Higher

   25:49 - Are We Heading Into A Financial Crisis?

   26:53 - Two-Year Yields vs SOFR: Rates Rising

   29:24 - Where Interest Rates Could Peak

   33:25 - Bitcoin As A Liquidity Sponge: The Framework

   34:17 - Howell's M…

7. 12 Bitcoin Charts, One Painfully Obvious Conclusion | Rational Root

   8 oktober 2026 · 1 uur 1 min

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   Mentor Sessions Ep 102: Rational Root breaks down Bitcoin on-chain data, the 2026 cycle bottom, ETF cost basis, the four year cycle and his macro outlook. Lees meer

   The Bitcoin bottom looks like it's already in, and the on-chain data says this was the least retail driven cycle in history. Rational Root joins the show with a stack of charts to explain exactly why price held at $60K through the Cold Card hack, the chain split, and the biggest ETF outflows ever recorded.

   You'll see how the short-term holder cost basis breakout flipped the market bullish, why the ETF cost basis rejected price twice before the breakout, and how the four year spiral chart is behaving at this bottom compared to every prior cycle. You'll learn why Rational Root bought STRC at a 25% discount during the panic, what the digital credit stress test revealed, and why he thinks an all-time high could land before June 2027. You'll also get his candid macro read on AI, ISM manufacturing, interest rates, and the midterm cycle, plus why diminishing returns are likely moving forward even as the cycle keeps chugging along.

   This is a practical, data-first conversation for holders trying to decide whether to keep stacking or wait for a lower low that may never come.

   ⏱️ Timestamps:

   0:00 - Intro

   0:36 - Meet Rational Root and What's Top Of Mind

   1:27 - Price Action And The Short-Term Holder Cost Basis Breakout

   3:21 - Why This Bottom Looks Like Every Prior Cycle

   5:05 - Why We Never Got The Blow-Off Top This Cycle

   8:19 - The Momentum Indicator And Mild Capitulation Explained

   9:04 - How Institutional Buyers Dampened The Drawdown

   11:24 - The Four Year Spiral Chart And Diminishing Returns

   13:04 - Will The Spiral Chart Eventually Break?

   18:05 - The ETF Cost Basis And The Second Leg Up

   20:56 - ETF Inflows, Outflows And The Digital Credit Stress Test

   22:39 - The On-Chain Value Map And Fair Value

   25:57 - Buying STRC At A 25% Discount During The Panic

   28:07 - Cold Card Hack, Chain Split And Price That Wouldn't…

8. "The Most Bullish Market Structure In History For Bitcoin" | Carlasare, Ross, HODL

   6 oktober 2026 · 1 uur 18 min

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   Mentor Sessions Ep 101: Joe Carlasare, Dr. Jeff Ross, and American HODL break down why Bitcoin at $85K is poised to break $100K, the dead four year cycle, and AI's economic impact in 2026. Lees meer

   Nation states now hold more Bitcoin on a percentage basis than individuals do, and Joe Carlasare and Jeff argue that single fact rewrites the entire bull case heading into 2026. With Bitcoin sitting around $85,000, this conversation makes the case that $100K is the starting bell, not the ceiling.

   You'll learn why Carlasare calls the recent sell-off a self-fulfilling prophecy, why both guests believe the traditional four year cycle is finally dead, and how the walk from $100K to $1 million could happen faster and easier than most holders expect. You'll hear why long-term hodlers above $100K are already gone, why the Cold Card capitulation felt like the real bottom, and how liquidity, manufacturing, and speculation (the "three burners") tell the macro story right now. You'll also get a frank breakdown of AI's economic impact, the fight over compute governance, the IP and legal battles facing OpenAI and Anthropic, and the FinCEN rules on self-hosted wallets that were just rescinded.

   ⏱️ Timestamps:

   0:00 - Intro

   0:40 - Calling The Bottom At $58K And Where Bitcoin Sits Now

   1:17 - P(Doom) Zero, P(BTC) 100

   2:34 - Nation States Own More Bitcoin Than Individuals

   3:23 - The Entire Sell-Off Was A Self-Fulfilling Prophecy

   4:36 - Why Flipping Green In 2026 Breaks The Four Year Cycle

   6:44 - The Cold Card Capitulation And The Double Bottom

   8:19 - Covid Distorted Every Economic Cycle

   11:03 - Bitcoin Trades On Macro Now, Not The Cycle

   13:14 - Junk Bonds At 14% And Broken Correlations

   14:25 - Only 2.5% From A Green Year, 20% From $100K

   15:30 - Why $100K Unlocks $200K, $300K, $400K

   16:17 - The Walk From $100K To $1 Million

   24:01 - The Michael Saylor Prophecy And Follow-On Buyers

   27:31 - James Check: There's No Narrative, Just Demand

   30:08 - Strategy Survived The Stress Test

   34:26…

9. Everyone Waiting For A Bitcoin Dip Is About To Get Left Behind | James Check

   1 oktober 2026 · 1 uur 4 min

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   Mentor Sessions Episode 100: James Check breaks down Bitcoin market cycles, on-chain data, the bull market transition, and his end-of-year $100K price target for 2026 Lees meer

   Bitcoin just flipped from bear to bull and the on-chain data proves it: more than half of all invested wealth is now in profit, up from just 8% at the $58K lows. James Check returns to break down exactly what changed and where the cycle goes next.

   You'll learn why James called the bottom back in July and what the run from the low $60s to $86K revealed on-chain. You'll see his four-phase market cycle model, how short-term and long-term holder cost basis acts as resistance, and why 90% of ETF buyers were underwater before $8 billion in outflows hit the bottom. You'll also hear his honest end-of-year outlook, his left/mid/right curve scenarios, and why he believes dips will most likely be bought from here.

   This is a measured, data-first conversation for anyone navigating the transition out of a bear market without getting chopped up.

   ⏱️ Timestamps:

   0:00 - Intro

   0:42 - Confirming the Bull Market

   1:24 - On-Chain Data Reveals Human Emotion

   1:36 - Price Pain Versus Time Pain Capitulation

   2:13 - Macro Trends Begin on One-Second Charts

   3:13 - Two Legs Up and Short Squeezes

   4:27 - Wealth in Profit Jumps From 8% to 55%

   5:27 - Bear Market PTSD and Transition

   6:25 - Will Old Buyers Sell at Break-Even?

   7:22 - Who Bought Bitcoin at $64K?

   8:04 - Four Seasons of Holder Behavior

   9:39 - Volume Rising Across Exchanges

   10:24 - Anything Missed in the Bear Market?

   11:42 - ETFs Bought Tops and Sold Bottoms

   13:07 - How 20% of Coins Drive 55% Drawdowns

   15:11 - What a True Catastrophic Event Looks Like

   15:48 - $100K Resistance and Silent IPO

   18:09 - Why the Next All-Time High Feels Special

   19:46 - Low-Fee ETF Flows Gaining Traction

   21:19 - Why Companies Avoid Bitcoin on Balance Sheets

   23:01 - Housing Markets Push Rotation Into Bitcoin

   24:00 - Bitcoin Is Not Set and Forget

   28:18 - Personal Signals Conf…

10. "If Our Entire Economy Depends On Data Centers, We Are F*cked" | Dave Collum

    29 september 2026 · 2 uur 46 min

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    Mentor Sessions Ep 099: Dave Collum on the AI bubble bursting, the bond market at 6%, boomer asset liquidation, and why gold and Bitcoin win as valuations regress. Lees meer

    The AI bubble has the life expectancy of a soufflé, the 30-year Treasury is being drawn to 6% like a magnet, and Dave Collum thinks the whole thing reprices within a year. This is the macro conversation most people are too polite to have.

    In this episode, chemistry professor and macro commentator Dave Collum breaks down why the decades-long credit cycle is over, why the inverse correlation between gold and interest rates is about to break, and why boomer asset liquidation guarantees a repricing no dip-buyer can stop. You'll learn why he calls Jensen Huang's share buybacks a bell-ringing top, why he puts the AI capex build-out on a one-year clock, and why he thinks a rare double bear market in bonds AND equities is teeing up — the setup where 60/40 offers no protection. You'll also hear his contrarian take that AI will make the world worse without destroying civilization, plus his read on Warsh, the Fed, and why gold and Bitcoiners could be the ones left standing.

    ⏱️ Timestamps:

    0:00 - Intro

    0:50 - Gold Silver Recent Price Action

    1:27 - End of the Long Credit Cycle

    1:49 - Central Bankers Driving Rates to Zero

    4:50 - Treasury Rates Pulled Toward Six Percent

    6:32 - Seven Percent Mortgages Housing Trap

    9:46 - Kevin Warsh Rate Hikes and Collapse

    11:55 - Economy Needs Real Assets Not Data Centers

    12:48 - Jensen Huang Nvidia Buyback Signal

    14:17 - AI Threat to Civilization Examined

    17:46 - Sneaky Behaviors Observed in AI

    20:48 - Bitcoin Proof of Work Constrains AI

    25:59 - Nuclear Risks Middle East Conflict

    27:47 - Putin Iran Restraint in Geopolitics

    40:52 - Israel Palestine Historical Context

    45:11 - Iran Nuclear Strike Questions Raised

    50:40 - Yen Carry Trade Stability Analysis

    59:06 - Boomers Driving Boom and Bust

    59:33 - Median Boomer Retirement Savings Shortfall

    1:03:19 - Boomer Wealt…

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