Navigating Bitcoin's Noise

Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the clearest insights on Bitcoin. I'm your host, Kane McGukin, and today I'm joined by Sina from 21st Capital.In this episode, we dive into the power law dynamics driving Bitcoin's growth and the critical inflection points ahead. I sit down with Sina from 21st Capital to explore why Bitcoin's network behaves like a black hole for monetary value, how power laws explain acceleration and collapse, and why innovation beyond "store of value" is essential for Bitcoin's future. We unpack the risks of centralization, the role of data in navigating volatility, and what history teaches us about unstoppable systems.If you're looking to better understand Bitcoin's past, and its future as a global economic network, you're in the right place. So, sit back, relax, and let's get started.Kane McGukinX: https://x.com/kanemcgukin Substack: kanemcgukin.substack.comSinaX: https://x.com/sina_21st21st Capital: https://21stcapital.com/bi/

Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the clearest insights on Bitcoin. I'm your host, Kane McGukin, and today I'm joined by fellow investor, Bitcoiner, and soon to be author Lawrence Lepard. In this episode, I talk with Larry about his upcoming book, The Big Print. We dive into his motivation for sharing the story of sound money, the importance of truth in financial assets, and how he believes Bitcoin offers a solution to our shared view of a broken monetary system. Plus, we explore how these ideas shape our modern world and how you can protect your wealth. If you're looking to better understand Bitcoin's past, and its future as a global economic network, you're in the right place. So, sit back, relax, and let's get started.Kane McGukinX: https://x.com/kanemcgukin Substack: kanemcgukin.substack.comTwitter: https://twitter.com/LawrenceLepardhttps://www.ema2.com/Quarterly Letters: https://www.ema2.com/quarterly-letters

Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the clearest insights on Bitcoin. I'm your host, Kane McGukin, and today I'm joined by fellow financial advisor Morgen Rochard. In this episode, we dive into Bitcoin's role in traditional portfolios, the importance of balancing long-term and short-term investment perspectives, and how the principles of faith shape both Bitcoin and our relationship with money. If you're looking to better understand Bitcoin's past, and its future as a global economic network, you're in the right place. So, sit back, relax, and let's get started. Kane McGukinX: https://x.com/kanemcgukin Substack: kanemcgukin.substack.comMorgen RochardX: https://x.com/MorgenRochardOrigin Wealth Advisors: https://www.originwa.com/

Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. I'm your host, Kane McGukin, and today we will be discussing using Bitcoin in conjunction with the traditional ACH network with Brian Harrington of Fold.In our conversation, we discussed the advantage of having access to Bitcoin and dollars side by side. Allowing users to enjoy the benefits of Bitcoin and the ease of paying for everyday life with dollars. If you want to better understand Bitcoin's past and future potential as an economic network, this is the episode for you. So, sit back, relax, and let's dive in. Kane McGukinX: @kanemcgukinkanemcgukin.substack.comBrian HarringtonX: @BrainHarringtonFold: https://foldapp.com/

Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. I'm your host, Kane McGukin, and today we will be discussing Multisig with Svrgnty.In our conversation, we discussed the value and security of a multisig setup and how it can be done at the individual level.If you're looking to better understand Bitcoin's past and future potential as an economic network, this is the episode for you. So, sit back, relax, and let's dive in. Kane McGukinX: https://twitter.com/kanemcgukinkanemcgukin.substack.comSvrgntyX: https://x.com/svrgntyhttps://svrgnty.com/Bitcoin Node post: https://x.com/svrgnty/status/1713977979766780201

Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. I'm your host, Kane McGukin, and today we have Riley Edmunds, co-founder of Stride Labs.In our conversation, we discuss Riley's time at Bridgewater Associates, DeFi protocols, the choices and tradeoffs staking creates, and why Venture Capitalists find comfort in these models. Additionally, we discuss how regulation could help provide clarity for this part of the marketIf you're looking to gain a better understanding of Bitcoin's past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let's dive in. Kane McGukinX: https://twitter.com/kanemcgukinkanemcgukin.substack.comRiley EdmundsX: https://twitter.com/stride_zonehttps://www.stride.zone/

Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. I'm your host, Kane McGukin, and today we have a fascinating conversation with Timothy Peterson, founder of Cane Island Digital Research.In our conversation we dissect the upside and downside of Bitcoin, explore the Kelly Criteria, and the secrets behind real wealth. Additionally, we delve into the application of MetCalfe's Law as a Bitcoin valuation tool and we discuss the influential power of large networks. If you're looking to gain a better understanding of Bitcoin's past, and its future potential as an economic network, then this is the episode for you. Kane McGukinX: https://twitter.com/kanemcgukinkanemcgukin.substack.comTimothy PetersonX: https://twitter.com/nsquaredcryptohttps://www.cane-island.digital/

Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. I'm your host, Kane McGukin, and today is a monthly Bitcoin update with Trey Sellers from Unchained. In this month's brief, we discuss the fundamental keys from this past year and we cover Bitcoin's 2024 outlook.If you're looking to gain a better understanding of Bitcoin's past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let's dive into the world of Bitcoin.Kane McGukinTwitter: https://twitter.com/kanemcgukin kanemcgukin.substack.comTrey SellersTwitter: https://twitter.com/ts_hodlUnchained: https://unchained.com/https://treysellers.com/

Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.I'm your host, Kane McGukin, and today I have special guest, Jogi for an update on Bitcoin's adoption curve.In this episode, we explore Jogi's Bitcoin Price to Trend metric, a valuation tool for Bitcoin. We delve into Bitcoin's exponential growth and its correlation with statistics power law. Additionally, Jogi draws parallels between Bitcoin's doubling pattern and his past experience with bacteria growth.If you're looking to gain a better understanding of Bitcoin's past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let's dive into the world of Bitcoin with Trey Sellers on Navigating Bitcoin's Noise. Kane McGukinTwitter: https://twitter.com/kanemcgukin kanemcgukin.substack.com JogiTwitter: https://twitter.com/proofofjogihttps://www.bitcoinpricetrend.com/

Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.I'm your host, Kane McGukin, and today I have special guest, Trey Sellers from Unchained. In this episode, we dive deep into the recent Financial Standard Board's (FASB) accounting update for Bitcoin held on the balance sheet. With this ruling, Bitcoin can be accounted for in a similar manner to other assets. Additionally, we get an update from Trey on current Bitcoin hashrate.If you're looking to gain a better understanding of Bitcoin's past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let's dive into the world of Bitcoin with Trey Sellers on Navigating Bitcoin's Noise.Kane McGukinTwitter: https://twitter.com/kanemcgukin kanemcgukin.substack.comTrey SellersTwitter: https://twitter.com/ts_hodlUnchained: https://unchained.com/https://treysellers.com/

Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.I'm your host, Kane McGukin, and today I have a special guest, Eric Yakes, author of The 7th Property.In this episode, we dive deep into the intriguing intersection of Bitcoin, banking, and politics as we try to unravel the potential value Bitcoin holds for the future. We explore options for a more independent monetary system that offers greater financial freedom and choice, with less government control.In the discussion, we also look at custody options, pinpoint where centralization is and isn't needed, and seek to understand what an optimal monetary ecosystem could look like. There are shades of trust, ideals of free banking, and aspects of FinTech all bundled into one.If you're looking to gain a better understanding of Bitcoin's past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let's dive into the world of Bitcoin with Eric Yakes on Navigating Bitcoin's Noise.Kane McGukinTwitter: https://twitter.com/kanemcgukinSubstack: https://kanemcgukin.substack.com/Eric YakesTwitter: https://twitter.com/ericyakesWeb: https://yakes.io/7th Property: https://yakes.io/book/

Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.I'm your host, Kane McGukin, and today I have special guest, CEO of Barefoot Mining, Bob Burnett.In this episode, we draw intriguing parallels between the early stages of base layer innovations like Bitcoin and the advent of computers. Bob sheds light on the intricacies of being a public company and shares valuable insights into the challenges public miners may encounter. Additionally, we steer our discussion towards block space and its potential impact on Bitcoin fees. We explore the nuances of how it could shape the landscape of transactions. If you're looking to gain a better understanding of Bitcoin's past, and its future potential as an economic network, then this is the episode for you. Kane McGukinTwitter: https://twitter.com/kanemcgukinSubstack: https://kanemcgukin.substack.com/Bob Burnetthttps://www.barefootmining.com/https://twitter.com/boomer_btc

Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.In this monthly update, we discuss the flurry of ETF filings led by Blackrock, Coinbase's role as the surveillance arm, and the potential impact of locking up Bitcoin in Trusts and ETFs. We also get an update on HODL Waves, how this bear market compares to the typical, and TD Ameritrade's report and positive words on Bitcoin.If you're looking to gain a better understanding of Bitcoin's past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let's dive into the world of Bitcoin with Trey Sellers on Navigating Bitcoin's Noise.Kane McGukinTwitter: https://twitter.com/kanemcgukin kanemcgukin.substack.comTrey SellersTwitter: https://twitter.com/ts_hodlUnchained: https://unchained.com/https://treysellers.com/

Welcome to Navigating Bitcoin's Noise, the podcast where we bridge the gap between traditional finance and Bitcoin. I'm your host Kane McGukin and today I'm joined by Bitcoin speaker and entrepreneur Aleksandar Svetski. In this episode, we dive into appreciating that Bitcoin is bigger than we realize meaning that adoption likely takes longer than we think. We also discuss the psychology of winning the Bitcoin game, the maturation of Bitcoin's ecosystem, and Aleksander's Bitcoin Times which is an annual collection of Bitcoin essays. If you're looking to gain a better understanding of Bitcoin's past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let's dive into the world of Bitcoin.Kane McGukinTwitter: https://twitter.com/kanemcgukin kanemcgukin.substack.com Aleksandar SvetskiTwitter: https://twitter.com/SvetskiWriteshttps://linktr.ee/svetski

Welcome to Navigating Bitcoin's Noise, the podcast where we bridge the gap between traditional finance and Bitcoin.I'm your host Kane McGukin and today I'm joined by Jesse Myers, COO at Onramp Bitcoin. In this episode, we dive deep into the lessons free market money and gold can teach us about Bitcoin, the importance of protocols for creating standards and rules for delivering value and the power of scarcity.If you're looking to gain a better understanding of Bitcoin's past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let's dive into the world of Bitcoin with Jesse Myers on Navigating Bitcoin's Noise. Kane McGukinTwitter: https://twitter.com/kanemcgukin kanemcgukin.substack.comJesse MyersTwitter: https://twitter.com/Croesus_BTChttps://www.onceinaspecies.com/www.onrampbitcoin.com

Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.I'm your host Kane McGukin and today is our monthly roundup of all things Bitcoin with Trey Sellers from Unchained. In these episodes we dive deep into the ever-evolving world of Bitcoin and cover the most crucial topics that you need to know. We'll discuss the US Debt situation, SEC lawsuits against Binance and Coinbase, plus we couldn't leave you hanging without discussing the bull and bear case for Bitcoin as it relates to the current Macro Environment.If you're looking to gain a better understanding of Bitcoin's past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let's dive into the world of Bitcoin with Trey Sellers on Navigating Bitcoin's Noise.Kane McGukinTwitter: https://twitter.com/kanemcgukin kanemcgukin.substack.comTrey SellersTwitter: https://twitter.com/ts_hodlUnchained: https://unchained.com/https://treysellers.com/

Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.Today on the show I have Ryan DeMattia from Coindex Capital and we'll be discussing, arbitrage, leverage, and the risks related to overcollateralization in Bitcoin and crypto markets.Alright, enjoy the show!Kane McGukinTwitter: https://twitter.com/kanemcgukin kanemcgukin.substack.comRyan DeMattiaTwitter: https://twitter.com/ryandematCoindex Capital

Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. I'm your host, Kane McGukin, and today I have special guest, Trey Sellers from Unchained. In this episode, we look to start a monthly series where we talk selectively about the few things that matter. This month we look a the fundamental drivers of Bitcoin. The few things we keep on the radar to give us better insight as to the growth and adoption of Bitcoin. If you're looking to gain a better understanding of Bitcoin's past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let's dive into the world of Bitcoin with Trey Sellers on Navigating Bitcoin's Noise. Kane McGukinTwitter: https://twitter.com/kanemcgukin kanemcgukin.substack.comTrey SellersTwitter: https://twitter.com/ts_hodlUnchained: https://unchained.com/https://treysellers.com/

Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.I'm your host, Kane McGukin, and today I have a special guest, Guy Swann, The Guy who's read more about Bitcoin than anyone else.In this episode, we delve into the importance of re-architecting the internet around people, rather than computers, and how this is crucial for the future of Bitcoin. We also explore the rise of Nostr, a platform that seeks to decentralize the power and control that is currently held by social media giants.As we dive deeper, we discuss the challenges of the fiat mindset and the incredible opportunities that Bitcoin presents, as we continue to witness the movement's one step forward, two steps back dance.If you're looking to gain a better understanding of Bitcoin's past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let's dive into the world of Bitcoin with Guy Swann on Navigating Bitcoin's Noise.Kane McGukinTwitter: https://twitter.com/kanemcgukin kanemcgukin.substack.comGuy SwannTwitter: https://twitter.com/TheGuySwannhttps://guyswann.com/

Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.I'm your host, Kane McGukin, and today I have a special guest, Guy Swann, The Guy who's read more about Bitcoin than anyone else.In this episode, we delve into the importance of re-architecting the internet around people, rather than computers, and how this is crucial for the future of Bitcoin. We also explore the rise of Nostr, a platform that seeks to decentralize the power and control that is currently held by social media giants.As we dive deeper, we discuss the challenges of the fiat mindset and the incredible opportunities that Bitcoin presents, as we continue to witness the movement's one step forward, two steps back dance.If you're looking to gain a better understanding of Bitcoin's past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let's dive into the world of Bitcoin with Guy Swann on Navigating Bitcoin's Noise.Kane McGukinTwitter: https://twitter.com/kanemcgukin kanemcgukin.substack.comGuy SwannTwitter: https://twitter.com/TheGuySwannhttps://guyswann.com/

Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. I'm your host, Kane McGukin, and in this episode, we have a special guest, Trent Dudenhoeffer, a Bitcoiner and Financial Planner at Watchdog Capital. Today, Trent will share the importance of having your own keys and how to protect and manage your seed phrase in the event something were to happen to you. He will discuss his views on the future role of financial advisors as Bitcoin adoption continues, and we'll also discuss the trade-offs involved in Bitcoin. If you're looking to gain a better understanding of Bitcoin's past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let's dive into the world of Bitcoin with Trent Dudenhoeffer on Navigating Bitcoin's Noise.Kane McGukinTwitter: https://twitter.com/kanemcgukin kanemcgukin.substack.com Trent DudenhoefferTwitter: https://twitter.com/_tdudenhoeffer

Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.I'm your host, Kane McGukin, and in this episode, we have a special guest, Peruvian Bull, a FinTech and PE analyst who is also an expert when it comes to understanding how monetary systems work.Today he'll be sharing his knowledge of the complexities of our financial system and how the different components have interacted throughout our modern history. Peruvian Bull will lay out his thesis for how cracks in our capitalistic system lead to The Dollar End Game. We'll discuss the downside of econometrics, Triffin's Dilemma, the risks of derivatives, and removing human subjectivity from money. If you're looking to gain a better understanding of Bitcoin's past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let's dive into the world of Bitcoin with Peruvian Bull on Navigating Bitcoin's Noise. Kane McGukin Twitter: https://twitter.com/kanemcgukin kanemcgukin.substack.com Peruvian Bull Twitter: https://twitter.com/peruvian_bull The Dollar Endgame: Hyperinflation Is Coming Book: https://www.amazon.com/Dollar-Endgame-Hyperinflation-Coming/dp/B0BVPKSHPF https://thedollarendgame.com/YouTube: https://www.youtube.com/@peruvian_bullMedium: https://peruvianbull.medium.com/Reddit: https://www.reddit.com/user/peruvian_bull/

Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin.I'm your host, Kane McGukin, and in this episode, we have a special guest, Peruvian Bull, a FinTech and PE analyst who is also an expert when it comes to understanding how monetary systems work.Today he'll be sharing his knowledge of the complexities of our financial system and how the different components have interacted throughout our modern history. Peruvian Bull will lay out his thesis for how cracks in our capitalistic system lead to The Dollar End Game. We'll discuss the downside of econometrics, Triffin's Dilemma, the risks of derivatives, and removing human subjectivity from money. If you're looking to gain a better understanding of Bitcoin's past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let's dive into the world of Bitcoin with Peruvian Bull on Navigating Bitcoin's Noise. Kane McGukin Twitter: https://twitter.com/kanemcgukin kanemcgukin.substack.com Peruvian Bull Twitter: https://twitter.com/peruvian_bull The Dollar Endgame: Hyperinflation Is Coming Book: https://www.amazon.com/Dollar-Endgame-Hyperinflation-Coming/dp/B0BVPKSHPF https://thedollarendgame.com/YouTube: https://www.youtube.com/@peruvian_bullMedium: https://peruvianbull.medium.com/Reddit: https://www.reddit.com/user/peruvian_bull/

Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of #Bitcoin. I'm your host, Kane McGukin, and in this episode, we have a special guest, Joe Consorti, from The Bitcoin Layer. Today Joe will be sharing his macro views and theories on why Bitcoin has been trading as a risk asset. He'll be diving deep into the impact of Bitcoin's small liquidity profile and how that translates to its heavy correlation with equities. But that's not all - Joe's insights go beyond just Bitcoin. He'll be providing valuable knowledge on cross asset correlations, Bitcoin's informational arbitrage, and the unique circumstance of a long volatility asset trading as a short vol asset. If you're looking to gain a better understanding of Bitcoin's past, and its future potential as an economic network, then this is the episode for you. So, sit back, relax, and let's dive into the world of Bitcoin with Joe Consorti on Navigating Bitcoin's Noise. Additional topics covered:Getting Comfortable with Risk takingBitcoin: the ability to opt-outThe power of an infinitely scarce assetBitcoin and the impact of liquidity facilitiesJoe ConsortiTwitter: https://twitter.com/JoeConsortiThe Bitcoin Layer: https://thebitcoinlayer.substack.com/Kane McGukinTwitter: https://twitter.com/kanemcgukin kanemcgukin.substack.comApple Podcast: https://podcasts.apple.com/us/podcast/navigating-bitcoins-noise/id1583424361Be sure to like and leave a rating. Thanks for listening!

In this episode of Navigating Bitcoin's Noise, I am joined by Namcios who is a writer and reporter for Bitcoin Magazine. In our conversation, we unwrap Bitcoin basics, wallets, exchanges, and self-custody. We discuss the trade-off between security and convenience that comes with storing Bitcoin. Additionally, we discuss the recent Brazilian Bitcoin Bill that was fast tracked because of the FTX fallout.If you're looking to better understand bitcoin's past and its future potential as an economic network, then join us and listen in. Kane McGukinTwitter: https://twitter.com/kanemcgukin kanemcgukin.substack.comNamcioshttps://twitter.com/namcios https://bitcoinmagazine.com/authors/namcios

In this episode of Navigating Bitcoin's Noise, Bobby Shell from Voltage shares his views on the opportunity of providing Lightning infrastructure to businesses to further the adoption of Bitcoin. Bobby and I discuss the value of understanding our relationship with money, his entrepreneurial background, and the case for business owners holding Bitcoin on the balance sheet.If you're looking to better understand bitcoin's past and its future potential as an economic network, then join us and listen in. Kane McGukinTwitter: https://twitter.com/kanemcgukin kanemcgukin.substack.comBobby Shellhttps://twitter.com/ibobbyshellhttps://voltage.cloud/

In this episode of Navigating Bitcoin's Noise, Mark Moss and I discuss the opportunity Bitcoin offers, Crypto scams, and his book The UnCommunist Manifesto. In episode two we focus more on the uncomfortable reality of how money has added to the slow rise of socialism and Communism. Our October conversation was pre-FTX's collapse. However, we discussed why and how venture capitalists used platforms like SBF's to launch crypto scams and create Ponzi pools of capital.Additionally, we covered the opportunity of merging the traditional internet, Bitcoin rails, and banking. We chatted about the power behind major revolutions like this digital one, the legal plunder of wealth, the incentives of fiat, and the unfortunate comfort found by constantly hearing the message of, “you are the victim.”If you're looking to better understand bitcoin's past and its future potential as an economic network, then join us and listen in.For this podcast, we skipped the traditional intro and jumped right into the conversation. I hope you enjoy!Kane McGukinTwitter: https://twitter.com/kanemcgukinkanemcgukin.substack.comMark MossTwitter: https://twitter.com/1MarkMosshttps://www.1markmoss.com/optin1638987532388The Uncommunist Manifesto: https://www.amazon.com/s?k=uncommunist+manifesto+mark+moss&sprefix=uncommunist%2Caps%2C87&ref=nb_sb_ss_ts-doa-p_1_11Tragedy and Hope audiobook: https://www.audible.com/pd/Tragedy-and-Hope-101-Audiobook/B0798WR5WQ

In this episode of Navigating Bitcoin's Noise, Mark Moss and I discuss the opportunity Bitcoin offers, Crypto scams, and his book The UnCommunist Manifesto. In episode two we focus more on the uncomfortable reality of how money has added to the slow rise of socialism and Communism. Our October conversation was pre-FTX's collapse. However, we discussed why and how venture capitalists used platforms like SBF's to launch crypto scams and create Ponzi pools of capital.Additionally, we covered the opportunity of merging the traditional internet, Bitcoin rails, and banking. We chatted about the power behind major revolutions like this digital one, the legal plunder of wealth, the incentives of fiat, and the unfortunate comfort found by constantly hearing the message of, “you are the victim.”If you're looking to better understand bitcoin's past and its future potential as an economic network, then join us and listen in.For this podcast, we skipped the traditional intro and jumped right into the conversation. I hope you enjoy!Kane McGukinTwitter: https://twitter.com/kanemcgukinkanemcgukin.substack.comMark MossTwitter: https://twitter.com/1MarkMosshttps://www.1markmoss.com/optin1638987532388The Uncommunist Manifesto: https://www.amazon.com/s?k=uncommunist+manifesto+mark+moss&sprefix=uncommunist%2Caps%2C87&ref=nb_sb_ss_ts-doa-p_1_11Tragedy and Hope audiobook: https://www.audible.com/pd/Tragedy-and-Hope-101-Audiobook/B0798WR5WQ

In this episode of Navigating Bitcoin's Noise, I am joined again by Timothy Peterson from Cane Island Research. Tim and I discuss a few of his recent charts. One compares past Bear Markets to today's market and another looks into the Leading Economic Index, the LEI. Tim shares how he looks at the LEI and what it signals about recession probabilities. Additionally, we discuss the potential for Bretton Woods 2.0 with Bitcoin acting as a form of reserve for smaller nations and we unpack why a Fed pivot may not be the best thing for markets. High rates for longer may be uncomfortable, but history tells us that lowering rates is likely not the best solution for this Fed conundrum.If you're looking to better understand bitcoin's past and its future potential as an economic network, then join us and listen in.Kane McGukinTwitter: https://twitter.com/kanemcgukinhttps://kanemcgukin.substack.comTimothy PetersonTwitter: https://twitter.com/nsquaredmacroCane Island Research: https://www.cane-island.digital/ | https://www.cane-island.com/

In this episode of Navigating Bitcoin's Noise, I am joined by Pablo Fernandez, who is a software developer and Head of R&D at Swan Bitcoin. Pablo shares why coding is a powerful and an important modern skill to learn. In our chat, we talk about Lightning basics, on-chain and off-chain transactions, as well as the choices and sacrifices devs face when dealing with blockchains and second layers.If you're looking to better understand bitcoin's past and its future potential as an economic network, then join us and listen in.Kane McGukinTwitter: https://twitter.com/kanemcgukinkanemcgukin.substack.comPablo FernandezTwitter: https://twitter.com/pablof7z

In this episode of Navigating Bitcoin's Noise, I am joined by Pablo Fernandez, who is a software developer and Head of R&D at Swan Bitcoin. Pablo shares why coding is a powerful and an important modern skill to learn. In our chat, we talk about Lightning basics, on-chain and off-chain transactions, as well as the choices and sacrifices devs face when dealing with blockchains and second layers.If you're looking to better understand bitcoin's past and its future potential as an economic network, then join us and listen in.Kane McGukinTwitter: https://twitter.com/kanemcgukinkanemcgukin.substack.comPablo FernandezTwitter: https://twitter.com/pablof7z

In this episode of Navigating Bitcoin's Noise, I am joined by David Foley, partner at Equity Management Associates. David shares what he learned in his career on Wall Street working with collateralized debt, leverage, and securitized product structures. We covered the similarities between the 2007 CDO collapse and the leverage unwind during the recent crypto crash. David articulates the value sound money assets hold and why it's important to invest with an understanding of the probability of future outcomes in mind.If you're looking to better understand bitcoin's past and its future potential as an economic network, then join us and listen in.Kane McGukinTwitter: https://twitter.com/kanemcgukinkanemcgukin.substack.comDavid FoleyTwitter: @DAAF17https://www.ema2.com/

In this episode of Navigating Bitcoin's Noise, I am joined by David Foley, partner at Equity Management Associates. David shares what he learned in his career on Wall Street working with collateralized debt, leverage, and securitized product structures. We covered the similarities between the 2007 CDO collapse and the leverage unwind during the recent crypto crash. David articulates the value sound money assets hold and why it's important to invest with an understanding of the probability of future outcomes in mind.If you're looking to better understand bitcoin's past and its future potential as an economic network, then join us and listen in.Kane McGukinTwitter: https://twitter.com/kanemcgukinkanemcgukin.substack.comDavid FoleyTwitter: @DAAF17https://www.ema2.com/

In this episode of Navigating Bitcoin's Noise, I am joined by Sam Callahan who is an analyst at Swan Bitcoin. In our conversation, we discuss The Bank For International Settlements' recent paper, The Future Monetary System. Sam shares his deep central banking knowledge as we dive deeper into their views on central bank digital coins, digital money, and the role they believe central banks should play in the build out of the crypto ecosystem. The paper contends that crypto markets are inadequate and unsafe because Bitcoin and crypto are not managed at the central bank level. Sam and I offer counters to these points, while also acknowledging that in the era of central banking we've witnessed 208 currency crises.If you're looking to better understand bitcoin's past and its future potential as an economic network, then join us and listen in.Bank For International Settlements (BIS): The Future Monetary System - https://www.bis.org/publ/arpdf/ar2022e3.htmKane McGukinTwitter: https://twitter.com/kanemcgukinkanemcgukin.substack.comSam CallahanTwitter: https://twitter.com/samcallahSwan Bitcoin: https://www.swanbitcoin.com/

In this episode of Navigating Bitcoin's Noise, I am joined by Sam Callahan who is an analyst at Swan Bitcoin. In our conversation, we discuss The Bank For International Settlements' recent paper, The Future Monetary System. Sam shares his deep central banking knowledge as we dive deeper into their views on central bank digital coins, digital money, and the role they believe central banks should play in the build out of the crypto ecosystem. The paper contends that crypto markets are inadequate and unsafe because Bitcoin and crypto are not managed at the central bank level. Sam and I offer counters to these points, while also acknowledging that in the era of central banking we've witnessed 208 currency crises.If you're looking to better understand bitcoin's past and its future potential as an economic network, then join us and listen in.Bank For International Settlements (BIS): The Future Monetary System - https://www.bis.org/publ/arpdf/ar2022e3.htmKane McGukinTwitter: https://twitter.com/kanemcgukinkanemcgukin.substack.comSam CallahanTwitter: https://twitter.com/samcallahSwan Bitcoin: https://www.swanbitcoin.com/

In this episode of Navigating Bitcoin's Noise, I am joined by Jogi to discuss a viral Twitter post where he depicted Bitcoin's adoption price based on its adoption curve. In our discussion, we talk about the importance of understanding s-curves and how new technologies are adopted at an exponential rate and in a non-linear fashion. We talk about regressions and how they can help us figure out where we are today relative to past adoption rates. Additionally, we cover the importance of the average buyer, what price miners have to sell at, and how to justify owning the alternative.If you're looking to better understand bitcoin's past and its future potential as an economic network, then join us and listen in.Kane McGukinTwitter: https://twitter.com/kanemcgukinkanemcgukin.substack.comJogiTwitter: https://twitter.com/proofofjogiBitcoin and Risk Assets: https://twitter.com/proofofjogi/status/1527243338159738881?s=20&t=_HDYSpoeqJZf_yf7ShClJw

In this episode of Navigating Bitcoin's Noise, I am joined by James Lavish, a reformed hedge fund manager turned Bitcoin educator through The Looking Glass Education. In our discussion, we talk about big institutions and their appetite for Bitcoin, why and how hedge funds are using Bitcoin to hedge high beta stocks, and the unfortunate downside of the existing system incentivizing profit over people. James also shares his knowledge of repo markets, bond yields, and what they really tell you, along with his views on the possibilities of a recession. Additionally, we cover why Bitcoin offers citizens and small countries an opportunity to opt out of historically bad financial situations.If you're looking to better understand bitcoin's past and its future potential as an economic network, then join us and listen in.Kane McGukinTwitter: https://twitter.com/kanemcgukinkanemcgukin.substack.comJames LavishTwitter: https://twitter.com/jameslavishhttps://substack.com/profile/14066787-james-lavishhttps://lookingglasseducation.com/Repo and Reverse Repo: https://lookingglasseducation.com/repos-reverse-repos-and-the-mystery-of-the-overnight-lending-market/

In this episode of Navigating Bitcoin's Noise, I am joined by James Lavish, a reformed hedge fund manager turned Bitcoin educator through The Looking Glass Education. In our discussion, we talk about big institutions and their appetite for Bitcoin, why and how hedge funds are using Bitcoin to hedge high beta stocks, and the unfortunate downside of the existing system incentivizing profit over people. James also shares his knowledge of repo markets, bond yields, and what they really tell you, along with his views on the possibilities of a recession. Additionally, we cover why Bitcoin offers citizens and small countries an opportunity to opt out of historically bad financial situations.If you're looking to better understand bitcoin's past and its future potential as an economic network, then join us and listen in.Kane McGukinTwitter: https://twitter.com/kanemcgukinkanemcgukin.substack.comJames LavishTwitter: https://twitter.com/jameslavishhttps://substack.com/profile/14066787-james-lavishhttps://lookingglasseducation.com/Repo and Reverse Repo: https://lookingglasseducation.com/repos-reverse-repos-and-the-mystery-of-the-overnight-lending-market/

In this episode of Navigating Bitcoin's Noise, I am joined by Ben Hunt founder of Epsilon Theory. In our discussion, we cover two of Ben's articles, In Praise of Bitcoin and The MacGuffin. Ben shares his unique views on Bitcoin TM and the broader crypto ecosystem. We discuss his approach to the world and how he's able to navigate the many narratives that dictate cycles in today's economy and markets. We also discuss the numerous profiteering games Wall Street enjoys playing and how the solution may lie within individuals themselves. If you're looking to better understand bitcoin's past and its future potential as an economic network, then join us and listen in.Kane McGukinTwitter: https://twitter.com/kanemcgukinkanemcgukin.substack.comBen HuntTwitter: https://twitter.com/EpsilonTheoryhttps://www.epsilontheory.com/In Praise of Bitcoin: https://www.epsilontheory.com/in-praise-of-bitcoin/The Macguffin: https://www.epsilontheory.com/the-macguffin-part-1/

In this episode of Navigating Bitcoin's Noise, I am joined by Ben Hunt founder of Epsilon Theory. In our discussion, we cover two of Ben's articles, In Praise of Bitcoin and The MacGuffin. Ben shares his unique views on Bitcoin TM and the broader crypto ecosystem. We discuss his approach to the world and how he's able to navigate the many narratives that dictate cycles in today's economy and markets. We also discuss the numerous profiteering games Wall Street enjoys playing and how the solution may lie within individuals themselves. If you're looking to better understand bitcoin's past and its future potential as an economic network, then join us and listen in.Kane McGukinTwitter: https://twitter.com/kanemcgukinkanemcgukin.substack.comBen HuntTwitter: https://twitter.com/EpsilonTheoryhttps://www.epsilontheory.com/In Praise of Bitcoin: https://www.epsilontheory.com/in-praise-of-bitcoin/The Macguffin: https://www.epsilontheory.com/the-macguffin-part-1/

In this episode of Navigating Bitcoin's Noise, I am joined by Jeff Ross of Vailshire Capital to discuss the macro drivers of our current markets. In our discussion, we cover Jeff's value tilted view and what role Bitcoin might play in the economy going forward. Jeff shares his view of Bitcoin as money and its future potential as a major asset class. We dig in on Jeff's economic outlook on the changing financial landscape due to inflation, potential stagflation, leverage, and how Bitcoin fits into the challenges within the broader macroeconomic system. Kane McGukinTwitter: https://twitter.com/kanemcgukinkanemcgukin.substack.comJeff RossTwitter: https://twitter.com/VailshireCaphttps://vailshire.com/

In this episode of Navigating Bitcoin's Noise, I am joined by Checkmate, lead on-chain analyst at Glassnode. In our discussion, Check shares the importance of taking an engineer's approach to truly understand what drives and supports a market below the surface. We cover how on-chain analytics allows one to monitor value flowing through the Bitcoin network and what this tells us about the behavioral characteristics of various investor types that make up markets. We dive into Bitcoin Bear markets, what metrics define them, what role memes play, and what factors separate a Bull from a Bear.If you're looking to better understand bitcoin's past and its future potential as an economic network, then join us and listen in.Kane McGukinTwitter: https://twitter.com/kanemcgukinkanemcgukin.substack.comCheckmateTwitter: https://twitter.com/_checkmatey_Checkmate's On-Chain Masterclass: https://www.readyset.vision/landing/plans/214719

In this episode of Navigating Bitcoin's Noise, I am joined by Checkmate, lead on-chain analyst at Glassnode. In our discussion, Check shares the importance of taking an engineer's approach to truly understand what drives and supports a market below the surface. We cover how on-chain analytics allows one to monitor value flowing through the Bitcoin network and what this tells us about the behavioral characteristics of various investor types that make up markets. We dive into Bitcoin Bear markets, what metrics define them, what role memes play, and what factors separate a Bull from a Bear.If you're looking to better understand bitcoin's past and its future potential as an economic network, then join us and listen in.Kane McGukinTwitter: https://twitter.com/kanemcgukinkanemcgukin.substack.comCheckmateTwitter: https://twitter.com/_checkmatey_Checkmate's On-Chain Masterclass: https://www.readyset.vision/landing/plans/214719

In this episode of Navigating Bitcoin's Noise, I am joined by Mark Jeftovic, CEO of easyDNS. In our discussion, we cover the similarities between the early days of domains and hosting, and how that intersects with the evolving Bitcoin Network and broader cryptocurrency ecosystem. Mark also shared what it's like being an early adopter of holding sound money on the balance sheet, decentralized domains, his newsletter The CryptoCapitalist, and the budding interest in Bitcoin infrastructure as a way to bring back productivity into local economies. If you're looking to better understand bitcoin's past and its future potential as an economic network, then join us and listen in.Kane McGukinTwitter: https://twitter.com/kanemcgukinkanemcgukin.substack.comMark JeftovicTwitter: @StuntPopehttps://thecryptocapitalist.com/ | https://bombthrower.com/

In this episode of Navigating Bitcoin's Noise, I am joined by Mark Jeftovic, CEO of easyDNS. In our discussion, we cover the similarities between the early days of domains and hosting, and how that intersects with the evolving Bitcoin Network and broader cryptocurrency ecosystem. Mark also shared what it's like being an early adopter of holding sound money on the balance sheet, decentralized domains, his newsletter The CryptoCapitalist, and the budding interest in Bitcoin infrastructure as a way to bring back productivity into local economies. If you're looking to better understand bitcoin's past and its future potential as an economic network, then join us and listen in.Kane McGukinTwitter: https://twitter.com/kanemcgukinkanemcgukin.substack.comMark JeftovicTwitter: @StuntPopehttps://thecryptocapitalist.com/ | https://bombthrower.com/

In this episode of Navigating Bitcoin's Noise, I am joined by Joe Burnett who is an analyst with Blockware Solutions. In our discussion, we cover Bitcoin's mining properties, its volatility, and how that leads to an endless number of investors going down the rabbit hole for the first time. We also discuss Bitcoin's hashrate, institutional mining operations, and the cash flow potential of Bitcoin mining. We look into why hedge funds and other institutional players see mining as a means to creating a mathematically defined set of cash flows on an asset that otherwise doesn't naturally offer this mechanism.If you're looking to better understand Bitcoin's past and its future potential as an economic network then join us and listen in.Kane McGukinTwitter: https://twitter.com/kanemcgukinkanemcgukin.substack.comJoe BurnettTwitter: @IIICapitalLinkedIn: https://www.linkedin.com/in/joe-burnett-ba6530a0/

In this episode of Navigating Bitcoin's Noise, I am joined by Andy Edstrom a financial advisor and author of Why Buy Bitcoin. In our discussion, we cover the efforts it takes to get Bitcoin added as a position in the modern portfolio, how clients react to Bitcoin's volatility, and we cover the recent Presidential Executive Order on Digital Assets.If you're looking to better understand bitcoin's past and its future potential as an economic network, then join us and listen in.Kane McGukinTwitter: @kanemcgukinSubstack: https://kanemcgukin.substack.com/LinkedIn: https://www.linkedin.com/in/kanemcgukin/Andy EdstromTwitter: @edstromandrewLinkedIn: https://www.linkedin.com/in/andrew-edstrom-cfa-cfp-2b369616/

In this episode of Navigating Bitcoin's Noise, I am joined by Timothy Peterson of Cane Island Alternative Advisors. To discuss the power and importance of network effects in cryptocurrencies. As the economy has transitioned to a digitized world driven by math, Metcalfe's Law has become a very important component of financial modeling and understanding its relationship to investor psychology. Tim has spent years researching and understanding Metcalf's work and how it applies to Bitcoin, financial markets, and money. If you're looking to better understand bitcoin's past and its future potential as an economic network, then join us and listen in.Resources:Noise by Fisher Black - https://onlinelibrary.wiley.com/doi/epdf/10.1111/j.1540-6261.1986.tb04513.xThe Signal and the Noise by Nate Silver - https://www.amazon.com/Signal-Noise-Many-Predictions-Fail-but/dp/0143125087Finance: The History of Money - https://youtu.be/YCN2aTlocOwNarrative Economics by Robert Shiller - https://www.amazon.com/Narrative-Economics-Stories-Economic-Events/dp/0691182299Kane McGukinTwitter: https://twitter.com/kanemcgukinkanemcgukin.substack.comTimothy PetersonTwitter: https://twitter.com/nsquaredmacroResearch: https://papers.ssrn.com/sol3/cf_dev/AbsByAuth.cfm?per_id=2848613Cane Island Research: https://www.cane-island.digital/ | https://www.cane-island.com/

In this episode of Navigating Bitcoin's Noise, I am joined by Timothy Peterson of Cane Island Alternative Advisors. To discuss the power and importance of network effects in cryptocurrencies. As the economy has transitioned to a digitized world driven by math, Metcalfe's Law has become a very important component of financial modeling and understanding its relationship to investor psychology. Tim has spent years researching and understanding Metcalf's work and how it applies to Bitcoin, financial markets, and money. If you're looking to better understand bitcoin's past and its future potential as an economic network, then join us and listen in.Resources:Noise by Fisher Black - https://onlinelibrary.wiley.com/doi/epdf/10.1111/j.1540-6261.1986.tb04513.xThe Signal and the Noise by Nate Silver - https://www.amazon.com/Signal-Noise-Many-Predictions-Fail-but/dp/0143125087Finance: The History of Money - https://youtu.be/YCN2aTlocOwNarrative Economics by Robert Shiller - https://www.amazon.com/Narrative-Economics-Stories-Economic-Events/dp/0691182299Kane McGukinTwitter: https://twitter.com/kanemcgukinkanemcgukin.substack.comTimothy PetersonTwitter: https://twitter.com/nsquaredmacroResearch: https://papers.ssrn.com/sol3/cf_dev/AbsByAuth.cfm?per_id=2848613Cane Island Research: https://www.cane-island.digital/ | https://www.cane-island.com/

In this episode of Navigating Bitcoin's Noise, I am joined by Sawyer Miller. Sawyer is a tenured software executive that decided to journey into at home Bitcoin mining in his spare time. In this episode we discuss the process, pain points, learning, and joy that goes into setting up your own Bitcoin mining rig at home. Stay tuned until the end to find out the unexpected power and surprise of having the ability to mine monetary value.If you're looking to better understand bitcoin's past and its future potential as an economic network, then join us and listen in.Kane McGukinTwitter: @kanemcgukinSubstack: https://kanemcgukin.substack.com/LinkedIn: https://www.linkedin.com/in/kanemcgukin/Sawyer MillerLinkedIn: https://www.linkedin.com/in/sawyermiller/

In this episode of Navigating Bitcoin's Noise, I am joined by Erfan Parvini who is founder of DEPS Capital. Erfan and I discuss how working in the hedge fund industry helped him understand the importance of thinking for himself. From this, he's learned that success requires a process for building a framework around the sentiment and never-ending narratives in Crypto.If you're looking to better understand bitcoin's past and its future potential as an economic network, then join us and listen in.