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223 afleveringen, van nieuw naar oud
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Who Really Controls Bitcoin? | Bitcoin Mechanic
26 mei 2026 · 1 uur 32 min
“Whoever blinks first wins.” Lees meer
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 miners.
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Arthur Hayes: The Bitcoin Liquidity Wave Is Here
22 mei 2026 · 57 min
“Trust the process. The money will be printed.” Lees meer
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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Bitcoin’s Bull Market Is Back | Checkmate
19 mei 2026 · 1 uur 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.” Lees meer
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 Australia’s 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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Bitcoin’s Parallel Economy Is Starting | Brian De Mint
15 mei 2026 · 1 uur 2 min
“The alpha is still in Bitcoin. But it’s just by treating Bitcoin as money.” Lees meer
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 stronger economic relationships between Bitcoiners.
We also get into food and health to medicine, nutrition and the incentives behind the institutions we’re told to trust.
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The Bitcoin Treasury Machine | Harry Sudock & Rory Murray
13 mei 2026 · 1 uur 9 min
Harry Sudock and Rory Murray from CleanSpark join the show to explain how Bitcoin miners are building entirely new treasury strategy around Bitcoin. Lees meer
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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The Future of Owning Bitcoin | Jonathan Pollock
12 mei 2026 · 57 min
Jonathan Pollock is Product Lead for Bitkey. Lees meer
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 BitKey’s new hardware update and the company’s 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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Jack Mallers | Wall Street Is Rebuilding Around Bitcoin
6 mei 2026 · 1 uur 48 min
“Bitcoin can change the world because the world can’t change Bitcoin.” Lees meer
Jack Mallers is back on the show to break down his vision for 21, Strike, and the next phase of Bitcoin’s monetisation.
Jack explains why he doesn’t 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 won’t 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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The Biggest Lie in Economics | Allen Farrington & Sacha Meyers
4 mei 2026 · 58 min
“If your system can’t survive without inflation, the problem isn’t deflation.” Lees meer
Allen Farrington and Sacha Meyers return to the show to break down one of the most misunderstood ideas in economics: deflation.
Allen & Sacha are the authors of Bitcoin is Venice, in this episode they get into their latest essay, Number Go Down, where they challenge the core assumptions behind modern macroeconomics. They argue that the idea inflation is necessary for a healthy economy is not grounded in reality, but in flawed models, bad incentives, and a fundamental misunderstanding of how growth actually happens.
We get into why the 2% inflation target is arbitrary, how Keynesian economics confuses credit collapse with true deflation, and why falling prices driven by innovation might actually be the most important signal of a functioning economy. We also explore the paradox of thrift, malinvestment, and why distorted price signals lead to systemic fragility.
Allen and Sacha explain why saving is the foundation of real growth, how deflation can drive investment rather than kill it, and why trying to “manage” the economy through measurement and intervention is fundamentally misguided. We also get into debt, why inflation acts as a hidden bailout mechanism, and what a world built on sound money might actually look like.
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The Financial System Is Moving to Bitcoin | David Marcus
1 mei 2026 · 57 min
“Money on the internet is still broken.” Lees meer
David Marcus returns to the show to break down why moving money globally is still slow, fragmented, and expensive and how Bitcoin could fix it.
David explains how the current system is built on disconnected networks that extract fees, delay payments, and capture data. His solution is a new kind of global account built on Bitcoin infrastructure that unifies dollars, Bitcoin, and stablecoins into a single system that works instantly across borders.
We get into why platforms like Uber and YouTube could become financial hubs, how stablecoins might accelerate Bitcoin adoption, and why open networks tend to beat closed systems.
Finally, we discuss the future of AI agents that can hold and move money on your behalf, and what that means for privacy, control, and Bitcoin as the underlying monetary layer.
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Can Bitcoin Save The West? | American HODL & Peter McCormack
29 april 2026 · 1 uur 26 min
“There’s a reality here that you guys are all asleep to… we are the only alternative path.” Lees meer
American HODL & Peter McCormack join the show to break down the growing divide across the West, the collapse of trust in institutions, and whether the current political system is already failing.
We’re moving from a high trust to a low trust society, where incentives are broken, democracy is increasingly unstable, and the middle ground between left and right is disappearing. As countries like the UK decline economically and culturally, the risk isn’t just stagnation, it’s escalation.
We get into whether this leads to conflict or some form of authoritarianism, why freedom is so difficult to sell politically, and whether Bitcoin can realistically act as an alternative system. We also discuss the collapse of the middle class, AI-driven disruption, the role of media in accelerating division, and whether Bitcoin arrives in time or simply becomes a hedge against what comes next.
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AI Is Coming for Bitcoin’s Energy | Michael Dunworth
23 april 2026 · 1 uur 39 min
“Bitcoin has a chance of losing the energy conversation.” Lees meer
Michael Dunworth joins the show to break down what happens when AI and Bitcoin collide over the world’s most important resource: energy.
Michael argues that as AI demand explodes, governments and corporations will prioritise data centres over Bitcoin mining, potentially rationing energy and pushing Bitcoin to the margins. At the same time, AI is set to drive massive job displacement, reshape global infrastructure, and concentrate power into a handful of dominant players.
We get into whether this is an existential threat to Bitcoin or a hidden tailwind for decentralisation, how AI could reshape energy markets, why Bitcoin mining might survive as a balancing layer for AI grids, and whether AI itself ultimately chooses Bitcoin as its native money. We also discuss nation state adoption, the risk of governments seizing Bitcoin, the centralisation of custody, and why Bitcoin’s biggest risk right now might be losing focus.
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Should Satoshi’s Coins Be Frozen? | Rob Hamilton
21 april 2026 · 1 uur 19 min
“Bitcoin’s values are easy to defend until they become inconvenient.” Lees meer
Rob Hamilton returns to the show to get into Bitcoin as a hero’s journey, and why its next great test may already be here.
Rob explains how Bitcoin evolved from a cypherpunk rebellion into an institutional asset, and why that shift is creating a new fault line inside the network. As more Bitcoin moves into ETFs and corporate treasuries, the question is no longer just whether Bitcoin succeeds, but who defines what it is.
We get into the debate around quantum computing, whether vulnerable coins should ever be frozen, and why that decision could trigger a chain split. Rob lays out the tension between protecting the network and preserving Bitcoin’s core principles, and why this may become the most important battle since the block size wars.
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This Is The End Of The Dollar System | Jeff Ross
17 april 2026 · 1 uur 20 min
"The days of imperial America as the global hegemon will be drawing to a close." Lees meer
Dr. Jeff Ross returns to the show to break down why the dollar system is ending and what comes next.
Jeff argues we're already living through the collapse of the post-war financial order, the petrodollar is dying, oil is being traded in yuan, gold, and Bitcoin for the first time since the 1970s, and the US is entering a new era of yield curve control and structural inflation. We get into his three burners framework, why he thinks we're in World War III, the coming civil unrest from AI-driven job displacement, why Trump and Bessent are pushing stablecoins, and what it all means for Bitcoin.
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Why Everyone Is Wrong About Inflation | Ansel Lindner
15 april 2026 · 59 min
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Is the Quantum Threat to Bitcoin Actually Real? | Alex Pruden
9 april 2026 · 1 uur 18 min
“There's a 50% chance that by 2033, quantum computers can break Bitcoin.” Lees meer
Alex Pruden joins me to explain why the threat may be much closer than most Bitcoiners think, what a real quantum attack on Bitcoin would actually look like, and whether bitcoin developers are doing enough to prepare.
We get into the real risk to self custody, exposed public keys, whether Satoshi’s coins could become a target, how a migration to quantum resistant signatures might work, and why this debate could become one of the most important and divisive fights in Bitcoin’s future.
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Jeff Booth: Everything They Told You About Money Is Wrong
7 april 2026 · 1 uur 11 min
“You’ve been deceived your entire life.” Lees meer
Jeff Booth returns to the show to break down Bitcoin, AI, inflation, debt, deflation, and the kind of systemic chaos that could reshape everything people think they know about money. If Jeff is right, we are heading into a period of supply chain shocks, inflation spikes, mass money printing, job destruction from AI, and a brutal repricing of the global economy.
In this episode, Jeff explains why the natural state of the free market is deflation, why Bitcoin is the only real path to agency, why trusting digital credit and custodians could end in disaster, and why most people still cannot see the system they are trapped inside. We also get into whether Strategy and the digital credit thesis are dangerous for Bitcoin, why AI changes everything faster than most people realise, and what a true Bitcoin economy might actually look like.
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The Debt Crisis Is Already Here | Lyn Alden
1 april 2026 · 1 uur 25 min
“This is like DEFCON 5. This is a catastrophe.” Lees meer
The debt crisis is already here. Governments are spending far beyond their means, inflation is quietly eating away at living standards, and the only real escape route is more debasement dressed up as growth. Add in an energy shock, AI driven job losses, and rising social unrest, and the question stops being whether the system is breaking. It becomes how long they can keep it going.
In this episode, I sit down with Lyn Alden to break down the real state of the global economy. We get into why sovereign debt crises are a slow moving process, why the US has already crossed into a new era of fiscal dominance, and why Lyn believes the Strait of Hormuz is the biggest macro risk in the world right now. We also discuss inflation, war, food and energy shortages, AI replacing white collar work, the path toward UBI, and whether this debt cycle could be the one that finally pushes the fiat system to its limit. Plus, Lyn shares the personal story behind her rise, from homelessness as a child to becoming one of the most respected macro thinkers in the world.
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Who Controls Your Mind and Your Money? | Bradley Rettler
31 maart 2026 · 1 uur 37 min
“We’re subject to monetary domination. We can’t do without money because the vast majority of people have absolutely no say over how money works. That’s an injustice.” Lees meer
In this episode, I sit down with philosopher Bradley Rettler in Bedford to explore two questions that are going to define the future: what AI is doing to human thought, and whether our monetary system is fundamentally unjust.
We get into what thinking actually is, whether LLMs are really thinking, and why using AI as a substitute for your own reasoning may make you worse at reasoning for yourself. Bradley explains why this matters, not just for productivity, but for education, moral agency, and the risk that a small number of companies could end up shaping how millions of people think.
We then turn to Bradley’s new paper on monetary justice. He breaks down the idea of monetary domination, how the Fed and the commercial banking system concentrate power over money creation, and why that leaves most people trapped inside a system they have no meaningful say over. We also get into where Bitcoin fits into all of this, whether it offers an escape from monetary domination, and why the divide between Bitcoin as freedom money and Bitcoin as digital gold is becoming harder to ignore.
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The AI Future Is Overhyped. Why Bitcoin Still Matters | Junseth
27 maart 2026 · 1 uur 40 min
"No innovation will ever change the world more than 2%. Even Bitcoin." Junseth is a Bitcoin OG who's been here since a week after pizza day. He returns to challenge every narrative the tech world is selling you, from AI replacing all jobs to the metaverse that never existed. Lees meer
Junseth makes the case that the future is being imagined by people who think the best state of the world is living in your bedroom and never coming out, and that the rest of us don't have to elect to live in that world. He explains why AI adoption will be far slower than anyone thinks, why the people predicting the end of jobs are still hiring programmers, and why the Gell-Mann amnesia effect means you shouldn't trust any of the expert timelines.
We also get into whether Bitcoin has actually done anything yet, why Bitcoin is boring and that's a good thing, the emergence of political factions and BIP 110, whether AI consciousness and belief in God are diametrically opposed, why the agent economy might reshape the internet, and why if you lose your job you should just go start a trash bin cleaning business.
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The Commodity Shift, Credit Crisis & Bitcoin | Eric Yakes
24 maart 2026 · 1 uur 41 min
"If there's going to be printing, it's going to be the hardest printing they've ever done. There isn't another option." Eric Yakes returns to break down the macro landscape as global debt hits historic levels, private credit shows real cracks, and the commodity shift accelerates under geopolitical fracture. Lees meer
Eric explains why the gold rally isn't about one event but a structural inflection point decades in the making, why private credit could be the next financial crisis and how the only path forward likely involves the hardest printing central banks have ever done.
We also get into AI's second-order effects on startups and job markets, why the agent economy could be a major bridge to Bitcoin adoption, the death of proprietary software, the quantum narrative versus the actual threat, and why Bitcoin at $70K is deep value.
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5 Years In Prison For Building A Bitcoin Wallet | Lauren Rodriguez
20 maart 2026 · 1 uur 3 min
At 5am, Lauren Rodriguez woke to laser sights, a drone flying through her house, and 40 armed federal agents raiding their cottage, all because her husband built a Bitcoin wallet. Lees meer
Keonne Rodriguez co-founded Samurai Wallet in 2015, a non-custodial Bitcoin wallet with privacy features including Whirlpool, their CoinJoin implementation. For nearly a decade, the wallet operated openly on the Google Play Store with no issues. Then on April 24th, 2024, the FBI and IRS launched coordinated raids on the Rodriguez home in Pennsylvania and co-founder Bill Hill's home in Portugal.
The charges: conspiracy to operate an unlicensed money service business and conspiracy to money launder. The problem: FinCEN's own guidance stated that non-custodial wallets are not money transmitters. And six months before indictment, prosecutors asked FinCEN directly whether Samurai was a money service business, FinCEN said no. The prosecutors buried that answer, a Brady violation.
Lauren walks through the full story; the raid, the discovery process involving 17 terabytes of evidence, the sudden judicial switch from a neutral judge to a former chief of the SDNY criminal division, the five-minute hearing where every defense motion was denied without explanation, and the impossible math of a plea deal versus a 25-year trial exposure with a hostile judge.
Keonne is now serving a five-year federal prison sentence. Lauren is fighting for a presidential pardon for both Keonne and Bill.
Sign the petition and support their case at BillandKeonne.org.
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This Is The Macro Reset | Nik Bhatia
18 maart 2026 · 1 uur 25 min
"5 to 10% is going to cause immense damage. When cash flows stop at the margin, everything collapses because of leverage." Lees meer
Nik Bhatia returns to break down the macro landscape as war in Iran sends oil to $100, the dollar surges, and volatility clouds the outlook.
Nik explains why he's wiped the slate clean on his macro thesis, why the US economy may still avoid recession despite the chaos, and how the Genius Act could reshape the global dollar system through stablecoins.
We also get into AI job displacement, why treasuries are still the bedrock of global finance, Bitcoin's decoupling signal, and whether the four-year cycle is finally dead.
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Bitcoin is Undervalued, But the Bottom Isn't In Yet | Rational Root
15 maart 2026 · 1 uur 11 min
Is Bitcoin's four-year cycle still intact, and what does that mean for the next six months? Lees meer
In this episode, I sit down with The Rational Root to break down where we are in Bitcoin's cycle, why on-chain data is flashing bear market signals despite Bitcoin holding up through the Iran war, and what the bottom formation could look like from here.
We discuss the shift from retail hype to institutional adoption, why OTC buying from ETFs and treasury companies dampened this cycle's price action, how gold and AI stole Bitcoin's mindshare, and whether passive flows from the likes of Saylor could prevent another leg down. Root walks through his key on-chain charts and explains why he thinks there's still a probability of one more drop before Bitcoin starts its next move up.
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Iran, Oil and the Next Financial Crisis | Luke Gromen
10 maart 2026 · 1 uur 7 min
"Our entire financial system will blow up without their factories, without their oil. And they know that. So they can wait." Lees meer
Luke Gromen is a macroeconomic analyst, investor and founder of FFTT.
In this episode, we get into whether the Iran war exposed a far bigger geopolitical shift than most people realise, why Luke thinks missiles and drones may have changed global power forever, and what all of this means for oil, markets, Bitcoin and the future of the dollar system.
We also get into why Bitcoin held up better than expected during the conflict, why Luke still thinks risk assets face serious danger ahead, and how AI could trigger a major credit event faster than almost anyone expects.
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The Four Year Cycle Is Not Broken | Matthew Mezinskis
5 maart 2026 · 1 uur 16 min
"Statistically, right now, we are basically at the bottom. This is as cheap as Bitcoin gets." Lees meer
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 dig into why Bitcoin's quantile regression is showing we're scraping the absolute floor, why the four-year cycle is completely intact despite everyone calling it dead last year, and what the Fed's balance sheet actually tells us about where Bitcoin goes next.
In this episode:
• The Power Law: Why Bitcoin at $63k represents the cheapest level relative to trend in its entire history, and what the quantile regression is actually showing
• The Four-Year Cycle: How the 2024-2025 price action perfectly follows prior cycles despite the "cycle is dead" narrative.
• The 550k Projection: What the power law projects for Bitcoin by 2029-2030.
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Is This The Start Of A Financial Crisis? | Jeff Snider
3 maart 2026 · 1 uur 6 min
Is this the start of a financial crisis? Lees meer
Jeff Snider is the founder of Eurodollar University and the go-to voice on how the global financial system really works.
In this episode, we discuss why the shadow banking and private credit bubble is bursting right now, the cockroaches emerging across the credit markets that reveal nobody did any due diligence during the bubble years, and Jeff's three-stage financial crisis framework for understanding how bad this could get.
We also get into why the Fed is essentially a political lightning rod with no real control over the monetary system, why bond markets have been pricing in a crisis since 2021 regardless of what the Fed does, and how people should position themselves, including Jeff's take on $60k Bitcoin.
In this episode, we cover:
• The 3 Stages of Financial Crisis: From early outflows (Stage 1) to forced selling (Stage 2) to systemic panic and the domino effect (Stage 3) — and where we are right now
• The Cockroach Problem: Why big banks failed to check if the collateral they were lending against even existed, and what that reveals about the scale of the bubble
• Credit Crisis vs Liquidity Crisis: The critical distinction that determines whether this stays contained or spills into broader markets
• The Fed's Illusion of Control: Why the bond market has been pricing in a crisis since 2021, regardless of what Jay Powell says or does
• Bitcoin & Survival: How to position yourself for a Stage 3 collapse and why wealth preservation is no longer optional in a debasing fiat system
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Was Bitcoin’s Price Suppressed? | Alex Thorn
27 februari 2026 · 1 uur 8 min
Is Bitcoin's worst sentiment ever actually the biggest buying opportunity? Lees meer
Alex Thorn is Head of Firmwide Research at Galaxy Digital. In this episode, we discuss why Bitcoin has dropped nearly 50% from its all-time high, the reality behind the Jane Street manipulation allegations, why sentiment is among the worst it's ever been, and whether the four-year cycle played out after all. We also get into AI's potential to massively disrupt the job market, Alex's thesis on why you need to start building your "fleet of robots" now before it's too late, and why Bitcoin's fundamental value proposition matters more than ever despite the narrative damage.
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Trump's Secret Plan for a US Economic Renaissance | Brent Johnson
25 februari 2026 · 1 uur 15 min
Is the US government preparing to weaponise the dollar like never before? Lees meer
In this episode, Brent Johnson, creator of the Dollar Milkshake Theory, returns to discuss his $5,000 gold call and why the traditional rules of global macro are currently being rewritten.
We get into the Imperial Circle, the exact strategy Soros, Druckenmiller and Scott Besant used to break the Bank of England, and why that same playbook may now be driving US economic policy. Brent explains why gold and the dollar can be strong at the same time, why Bitcoin has underperformed gold this cycle and how stablecoins are reshaping global capital flows in ways most people aren't paying attention to.
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The Breakdown of the Fiat World Order | Parker Lewis
23 februari 2026 · 1 uur 29 min
Has the world order actually broken down? Lees meer
In this episode, I sit down with Parker Lewis to break down Ray Dalio's warning that the global order is collapsing. Parker explains why Dalio is right that things are breaking down, but completely misses the root cause, the currency system.
We get into why the weaponisation of the dollar, from cutting Russia off SWIFT to endless money printing, is what's actually driving the world towards chaos and why Bitcoin is insanely undervalued at $67k. Parker also makes the case that if Bitcoin doesn't eventually become a medium of exchange, something has gone very wrong.
We explore:
• The 5 types of war (and why we are already fighting 4 of them)
• What Ray Dalio missed: The true cause of the global economic collapse
• Monetary warfare: The exact moment the world lost faith in the US dollar.
• Why neutral money is the ultimate defense against global disorder
• The fatal flaw of gold
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Nobody Is Safe From AI Anymore | Mark Suman
19 februari 2026 · 1 uur 5 min
Is AI about to replace your job? And should you be terrified? Lees meer
In this episode, I sit down with Mark Suman to talk about the rapid acceleration of AI, what OpenClaw and agentic AI actually means for the average person, and why the lower rungs of the corporate ladder are about to get sawed off.
We get into the privacy nightmare unfolding as people hand over their most personal data to LLMs, whether Bitcoin becomes the native money of AI agents, and how open-source models are keeping the big tech companies honest.
Mark also brought his AI bot "Cooper" onto the show, and it kicked me off my own podcast.
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Everyone Was Wrong About This Cycle | Andy Edstrom
17 februari 2026 · 1 uur 10 min
"Bear markets are about both price and time. We've had quite a bit of pain on price, we haven't had that much time yet." Lees meer
Andy Edstrom, author of Why Buy Bitcoin, joins the show to discuss capital preservation and portfolio allocation during a downturn. We analyze the structural health of the market, why the "This Time is Different" narrative failed, and why institutional treasury strategies might be creating a drag on Bitcoin's spot price.
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The Epstein Files: What They Reveal About Bitcoin & The Dollar System | Mark Goodwin
13 februari 2026 · 1 uur 50 min
Mark Goodwin is a journalist and author at Unlimited Hangout. In this episode, he breaks down what the Epstein files reveal about Bitcoin's origins and the connections between the Epstein network, the PayPal mafia, and the creation of Tether. We get into whether Bitcoin has been co-opted, the role of stablecoins in extending dollar hegemony, and why the Bitcoin community needs to refocus on building peer-to-peer freedom tools. Lees meer
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Is The Bitcoin Bottom In? | Checkmate
11 februari 2026 · 1 uur 22 min
Checkmate is a Bitcoin analyst known for his on-chain & macro research. In this episode, he breaks down the Bitcoin crash to $60k and why it may have marked a critical inflection point. We get into on-chain data, mean reversion models, and if the bottom is in for this bear market, or we go lower. Lees meer
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Bitcoin Crashed. What Comes Next? | Joe Consorti
9 februari 2026 · 1 uur 19 min
Joe Consorti is a Market Analyst & Head of Growth at Horizon. In this episode, he breaks down one of Bitcoin’s most volatile days since the 2022 bear market. We unpack what’s really driving the selloff, why this isn’t a Bitcoin-native event, and how risk appetite, credit spreads, and Fed policy are shaping the move and the future. We also look at ETF behaviour, the dollar, and why Bitcoin may be deeply mispriced at current levels. Lees meer
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The System Is Broken, the Fed Is Trapped | James Lavish
5 februari 2026 · 1 uur 8 min
James Lavish is a macro investor, former hedge fund manager, and managing partner at the Bitcoin Opportunity Fund. We discuss the emerging debt spiral, why the bond market no longer trusts policymakers, and why rate cuts don’t mean what they used to. James breaks down why the Fed is backed into a corner on money printing, monetary mechanics and the math behind the headlines, and how gold, silver, and Bitcoin are responding to stress in the system. Lees meer
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The Truth About Quantum Computing & Bitcoin | Brandon Black
3 februari 2026 · 1 uur 1 min
Brandon Black is a Bitcoin software engineer. In this episode we discuss why quantum computing is unlikely to threaten Bitcoin in the foreseeable future, how exaggerated claims around qubit scaling and Shor’s algorithm distort the real risk, what concrete evidence would actually force Bitcoin to act, and how questions around soft forks, post quantum cryptography, property rights, and confiscation should be framed if progress ever becomes real. Lees meer
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Gold Is Being Repriced & Bitcoin Is Next | Caitlin Long
29 januari 2026 · 1 uur 26 min
Caitlin Long is the founder and CEO of Custodia Bank, and in this episode we discuss the repricing of gold and its implications for Bitcoin, how derivatives and ETFs suppress price signals, why Wall Street cannot control Bitcoin the way it controlled gold, the strategic role of stablecoins in sustaining dollar demand, and how recent shifts in Treasury and Fed power matter for Bitcoin. Lees meer
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The Tyranny of Permissionlessness in Bitcoin | Amiti Uttarwar
27 januari 2026 · 1 uur 11 min
Amiti Uttarwar is a Bitcoin protocol developer and founder of Waye. In this episode we discuss her path from Bitcoin Core to building support structures for long term open source contributors, the limits of permissionless work, funding and sustainability tradeoffs in Bitcoin development, and why social and human layers now matter as much as technical ones. Lees meer
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The Fed Pivot, Bitcoin vs Gold & The Return Of QE | Lawrence Lepard
22 januari 2026 · 1 uur 15 min
Lawrence Lepard is an investment manager and author of The Big Print. In this episode, he explains why the Federal Reserve has already pivoted back to money printing and why inflation is now structurally embedded in the system. We discuss the growing inevitability of yield curve control, what gold and silver are signaling and why Bitcoin is the most asymmetric response to policy failure and monetary decay. Lees meer
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Bitcoin Is Still Winning | Cory Klippsten
20 januari 2026 · 1 uur
Cory Klippsten joins the show for a conversation on Bitcoin, power, and what is actually happening beneath the surface of the crypto industry. We break down why offshore exchanges are tolerated by governments, how surveillance and enforcement shape market structure, and why much of the crypto economy exists to extract rather than create long term wealth. Cory explains why Bitcoin adoption advanced structurally in 2025 despite a flat price, why tariffs and macro uncertainty weighed on markets, and why the old four year cycle narrative is likely dead. Lees meer
We then get into Bitcoin treasury companies, MicroStrategy, leverage, preferred structures, and why most companies holding Bitcoin are not actually competing in the same game. We also get into self custody risks, education versus attention driven media, prediction markets, macro liquidity, and why Bitcoin is maturing into a real macro asset even if price action has not caught up yet.
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The Bitcoin Cheat Code | Mark Moss
16 januari 2026 · 1 uur 13 min
Mark Moss joins the show to talk about why Bitcoin is not just an asset, but a financial cheat code that exposes how broken the modern system really is. Mark explains why wages can never outrun inflation, why saving harder is a losing strategy, and why wealth has always been built through assets, leverage, and system design rather than hustle culture. We unpack Bitcoin treasury companies, MSTR, leverage, preferreds, and why most criticism of these structures misses how traditional finance actually works. Lees meer
We then get into Bitcoin as the foundation of a new personal and institutional playbook. Mark lays out how individuals can think about building a Bitcoin based treasury, managing risk, liquidity, and leverage without blowing themselves up, and why never selling Bitcoin requires building an engine around it. We also get into macro, global liquidity and the breakdown of the four year cycle.
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Michael Saylor | The Bitcoin Treasury Debate Gets Heated
12 januari 2026 · 2 uur 5 min
Michael Saylor joins the show for a conversation on Bitcoin, power, and the treasury company playbook. We recap 2025 and look forward at 2026 with Michael arguing that Bitcoin’s real progress shows up in institutions, credit markets, accounting rules, and bank adoption, not short term price action. Lees meer
We then get into a confrontational debate on Bitcoin treasury companies, mNAV, and corporate adoption. Michael rejects the criticism outright, arguing that attacking companies buying Bitcoin misses the bigger picture and misunderstands optionality, operating leverage, and risk. We explore his vision of Bitcoin evolving from digital capital into digital credit, why credit rather than price drives power, and why focus and endurance matter more than narratives.
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Only Bitcoin Can Stop Government Corruption | Peter McCormack
8 januari 2026 · 1 uur 43 min
Peter McCormack is back on the show for a conversation on power, the state of the UK, and why the system is broken. We get into how debt, inflation, and centralised government incentives have hollowed out public services, destroyed the middle class, and turned politics into a fight over power rather than outcomes. Peter explains why inflation is the real tax, why asset inflation benefits elites at the expense of everyone else, and why neither the left nor the right is willing or able to fix the underlying problem. Lees meer
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How The Financial System Controls Governments | Simon Dixon
5 januari 2026 · 1 uur 48 min
Simon Dixon joins the show for a conversation on money, power, and why Bitcoin exists at all. Drawing on decades inside investment banking and monetary reform, Simon explains why modern capitalism is not capitalism at all, how debt based money guarantees systemic collapse, and why governments are not the real locus of power. We trace the origins of central banking, fractional reserve lending, and the financial industrial complex, and why attempts at reform were always destined to fail. Lees meer
We then turn to Bitcoin as both an exit and a battleground. Simon lays out the real attack vectors facing Bitcoin today, from Wall Street financialisation and ETFs to corporate treasury centralisation and custody capture. He explains why self custody matters, why elites want different rules for themselves, and why Bitcoin can survive even if it is co-opted at the edges.
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2025: BITCOIN IN REVIEW | HODL & ODELL
2 januari 2026 · 1 uur 29 min
American HODL & Matt Odell join the show for a review of a year that left most Bitcoin narratives exposed. We unpack why expectations ran ahead of reality, why the super cycle never materialised, and how ETFs, treasury companies, and institutional capital quietly changed how this market actually operates. We get into Bitcoin’s underperformance versus gold and equities, the absence of meaningful retail demand, and how leverage distorted outcomes rather than driving real adoption. Lees meer
We discuss what this means long term. From institutional involvement and shifting power structures, to the breakdown of the four year cycle framework. We also get into custody, incentives, freedom, and whether Bitcoin has to pass through the traditional system before it can meaningfully reshape it.
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2026 Macro Outlook and What It Means for Bitcoin | Joe Carlasare
30 december 2025 · 1 uur 17 min
Joe Carlasare joins the show for a breakdown of why Bitcoin’s sideways year has been so widely misread, and why sentiment today is the worst it's been. We get into why 2025 fell below expectations, why Bitcoin’s lack of volatility pushed capital toward AI stocks and gold, and the fall out from the October 10th liquidation event. Lees meer
We get into why the four year cycle narrative no longer fits a market shaped by ETFs, options, and institutional hedging, why calendar based thinking has become a liability, and why a year of consolidation may be working off excess rather than signalling weakness. Joe explains why a new all time high in 2026 would be one of the most bullish developments in Bitcoin’s history, permanently breaking cycle psychology, and lays out what could shift Bitcoin from hard mode back into a structurally bullish macro asset as liquidity, positioning, and confidence come back.
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The Global Financial System Is Structurally Broken | David Dredge
26 december 2025 · 1 uur 14 min
David Dredge joins the show for a deep dive into why risk is being dangerously misunderstood across global markets, and why Bitcoin’s recent underperformance may actually be a symptom of structural stress, not failure. David explains why volatility itself isn’t the risk, why leverage is the real accelerant, and how TradFi risk models quietly manufacture systemic blow-ups. Lees meer
We unpack how suppressed volatility, ETFs, options markets, and structured products are changing Bitcoin’s market structure, why leverage is creeping in through Wall Street rather than native crypto venues, and how max pain dynamics emerge when under-capitalised risk builds up. David breaks down why the four-year cycle narrative is breaking down, why Bitcoin’s muted year isn’t about demand weakness, and how positioning ultimately drives outcomes.
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Bitcoin, Liquidity, And The Coming Inflection Point | Jeff Ross
22 december 2025 · 1 uur 4 min
Jeff Ross joins the show for a breakdown of why the global financial system is cracking and why Bitcoin’s recent weakness may be the setup. Lees meer
We discuss why governments are trapped into monetising debt, why inflation is no longer a policy choice, and how deflation could ultimately kill fiat currencies altogether. Jeff also explains why the four year Bitcoin cycle is effectively dead, how a multi-year U.S. manufacturing recession has quietly dragged Bitcoin lower, and why liquidity and economic reality matter far more than narratives or price models.
We also get into Japan’s bond yield shock and the unwind of the yen carry trade, why rising rates there are sending stress through global markets, and what it signals about the end of the easy-money era. Jeff lays out why the world is slowly moving away from the U.S. dollar as the global reserve asset, why gold is already repricing, and why Bitcoin’s real breakout may come later, driven by structural pressure. We explore the 2026 inflection point, government-picked winners like AI and manufacturing and the risk of global deflation.
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Liquidity, Deficits & the Real Bitcoin Signal | Sam Callahan
19 december 2025 · 1 uur 11 min
Sam Callahan is the Director of Strategy & Research at OranjeBTC. Lees meer
In this episode we discuss why Bitcoin’s fundamentals have never been stronger, why Bitcoin periodically decouples from global liquidity, how internal market dynamics can override macro conditions, and why today’s divergence between improving fundamentals and weak price action may actually be one of the most misunderstood moments in this cycle and why the four-year cycle framework is increasingly unreliable.
We also get into the deeper structural risks facing the global financial system, from fiscal dominance and runaway deficits to the looming insolvency of Social Security and Medicare. Sam walks through why entitlement spending, demographics, and interest expense create a problem that can’t be solved politically, only postponed monetarily.
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Fiat Money, Inflation & the Collapse of Civilization | Saifedean Ammous
16 december 2025 · 1 uur 7 min
Saifedean Ammous joins the show to explain why the real collapse didn’t begin in 1971, but in 1914, and how fiat money quietly rewired civilisation itself. We break down how governments escaped monetary discipline through war finance, why inflation destroys savings, culture, and long-term thinking, and how central banks learned to fund wars, empires, and endless deficits without public consent. Saifedean walks through the hidden monetary history of World War I, the death of the gold standard, and why fiat money wasn’t an accident, but a power grab that reshaped the modern world. Lees meer
We also dig into Bitcoin as the first real alternative to this system, not as an ideology, but as a price technology. He explains why Bitcoin’s price is the only scoreboard that matters, how money itself is a market with a $300T addressable size, and why Bitcoin doesn’t need fiat to collapse in order to win. We explore nation-state adoption, gold vs Bitcoin, why reserve assets reprice suddenly not gradually, and why Bitcoin is still early.
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