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My guest this week is Paula Pendley, a partner at Nelson Mullins who defends data centers and Bitcoin miners in court, and she joins us as the fight over where these facilities get built is spreading across the country. Towns are passing moratoriums, politicians are campaigning on power bills, and the coverage so far has mostly come from one direction. She brings a case she couldn't fully discuss last time, when 37 neighbors in a small Texas county sued MARA over the facility next door and claimed the noise was damaging their health. We get into what happened when that case reached discovery, and then into the bigger question of how any of us are supposed to coexist with the infrastructure behind the technology we all use every day: • What the plaintiffs were asked to produce, and which claims vanished first • The difference between a legal nuisance and something you simply don't want nearby • What changes when a Bitcoin mine becomes an AI data center • Why the places saying no may be the ones that fall behind Follow Paula Pendley on X https://x.com/paulapendleyLAW ----Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU ----Borrow against your Bitcoin without selling it. Ledn offers Bitcoin-backed loans built for serious holders, with rates that get lower as your loan size increases. With Ledn's custodied loan product, your Bitcoin is held in custody and not lent out. Ledn has operated through multiple market cycles without a loss of client assets and publishes Proof of Reserves so you can verify what they hold.Get 0.25% off your first loan at ledn.io/natalie. Terms apply — see the site for details.----Bitdeer Technologies Group (NASDAQ: BTDR) powers AI and Bitcoin mining infrastructure with 3 GW of secured global energy — and owns the entire stack, from equipment manufacturing to data centers to proprietary orchestration software. Learn more at https://www.bitdeer.com.----Explore Bitcoin mining as part of your tax and alternative investment strategy. Own the equipment. Keep 100% of the Bitcoin it produces. Fully managed in the U.S. Learn more and get 1 month of free hosting: AbundantMines.com/Natalie----Bitgo is the digital asset infrastructure company trusted by institutions worldwide for regulated, insured custody, trading, settlement, and liquidity. BitGo now offers that same institutional-grade, insured qualified custodian to individuals—completely free! Learn more at https://www.bitgo.com/natalie ----Learn about multisig self-custody without a seed phrase. Download Bitkey Today and use my promo code STORIES to get 10% off the new Bitkey. This episode has been sponsored by Bitkey: https://bitkey.world/STORIES ----Master Bitcoin self-custody and gain peace of mind with 1-on-1 training: https://www.thebitcoinway.com/natalie?utm_source=partner-natalie&utm_medium=podcast----With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie ----Natalie's Upcoming Events:The Sovereign Summit is coming to Miami in February 2027. Get discounted passes using code HODL: https://thesovereignsummit.com The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL ----Extra Services to Consider:One of the best decisions I made for both my heath and my bank account was joining CrowdHealth years ago. I never spend more than $200 on health coverage through my CrowdHealth plan and all my health events have been crowd-funded. Get started with a discounted plan at my link. : www.joincrowdhealth.com/natalie ABOUT COIN STORIES & THE NEWS BLOCKNatalie Brunell's content features conversations with leading voices in Bitcoin, economics, finance, and technology, exploring the future of money and how it impacts our lives. CONNECT WITH NATALIERead Bitcoin is for Everyone: https://www.talkingbitcoin.com/freechaptersSubscribe to the free newsletter: https://thenewsblock.substack.comWatch on YouTube: https://www.youtube.com/nataliebrunellWatch on Rumble: https://rumble.com/NatBrunellFollow Natalie on X: https://www.x.com/natbrunellWebsite: https://www.talkingbitcoin.com PARTNERSHIPS & INQUIRIESInterested in sponsoring Coin Stories? Contact info@talkingbitcoin.com DISCLAIMERThis podcast is for informational and educational purposes only and does not constitute financial or investment advice. Guest views are their own and do not necessarily reflect those of Natalie Brunell or the show. Paid partnerships, sponsorships, and affiliate relationships are disclosed where applicable. Natalie Brunell may earn commissions from purchases or sign-ups through certain links, at no additional cost to you. Always conduct your own research before making financial decisions.
In this episode of The Bitcoin Podcast, I sit down with Cory Klippsten, CEO of Swan Bitcoin, to talk about where Bitcoin stands today. Cory explains why he thinks most Bitcoin treasury companies fell short of what they promised, and why he now recommends keeping at least 90% of your Bitcoin exposure in the real thing rather than stocks, ETFs, or other proxies. He also pushes back on the idea that AI agents will drive Bitcoin payments, arguing they'll mostly pay in digital dollars, and that the stronger use case is censored humans who need money that can't be stopped. He also explains why his advice has hardened to keeping 90% or more of your exposure in real Bitcoin. PARTNERS & DISCOUNTS: LEDN: Bitcoin-backed lending. Go to ledn.io/walker and unlock liquidity WITHOUT selling your bitcoin. BLOCKSTREAM JADE: BLOCKSTREAM JADE HARDWARE WALLET: Head to https://store.blockstream.com/ and use coupon code WALKER for 10% off! CASA MULTI SIG COLLABORATIVE CUSTODY: Get 3 FREE MONTHS off your membership when you use my referral link to sign up for your Casa membership: https://casa.io/pricing?ref=311d0b0f or use my code at checkout: 311d0b0f Buy Bitcoin with River: http://partner.river.com/walker GET FOLD ($10 in bitcoin): https://use.foldapp.com/r/WALKER GUEST LINKS: X: https://x.com/CorySwan SUBSTACK: https://dailybitcoiner.substack.com/ If you enjoy THE Bitcoin Podcast you can help support the show by doing the following: FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram | YouTube | Everywhere else
Welcome to Kayfabe University. Class is in session. Rod Palmer and Richard Greaser of The Bitcoin Bugle return for a conversation about the performance, propaganda, satire, and manufactured reality shaping life online. We discuss fake audiences, bot-driven influence, political theater, Gen Z's ability to monetize everything, and what happens when kayfabe produces real-world consequences. We also explore how to find signal in the noise, why authenticity is becoming a superpower, and the simple white pill of turning off your phone and living your life. Join the substack to get new episodes delivered straight to your inbox: https://walkeramerica.substack.com/ FOLLOW BUGLE NEWS: X: https://x.com/bitcoin_bugle THE BUGLE WEEKLY PODCAST: https://fountain.fm/show/lxGTDDEMKkUGn2EN3YRi FOLLOW ROD: X: https://x.com/rodpalmerhodl FOLLOW RICHARD: X: https://x.com/GreaserRichard PARTNERS & DISCOUNTS: LEDN: Bitcoin-backed lending. Go to ledn.io/walker and unlock liquidity WITHOUT selling your bitcoin. BLOCKSTREAM JADE: BLOCKSTREAM JADE HARDWARE WALLET: Head to https://store.blockstream.com/ and use coupon code WALKER for 10% off! CASA MULTI SIG COLLABORATIVE CUSTODY: Get 3 FREE MONTHS off your membership when you use my referral link to sign up for your Casa membership: https://casa.io/pricing?ref=311d0b0f or use my code at checkout: 311d0b0f MINING: Own Bitcoin Miners. Keep 100% Of The Bitcoin. Get 1st month of free hosting with https://abundantmines.com/walker Buy Bitcoin with River: http://partner.river.com/walker GET FOLD ($10 in bitcoin): https://use.foldapp.com/r/WALKER If you enjoy THE Bitcoin Podcast you can help support the show by doing the following: FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram | YouTube | Everywhere else
Sander Andersen is the Executive Chairman and Co-Founder of H100 Group, the largest European bitcoin treasury company. They recently went through a series of mergers and acquisitions, bringing their total BTC holdings to 3,506 on the balance sheet. In this conversation with Relai CEO Julian Liniger, Sander talks about his journey into Bitcoin, why he decided to co-found the H100 Group, why family offices should be orange-pilled, and where he sees Bitcoin heading in Europe. You can follow Sander on X: https://x.com/Sanderandersenn And visit H100 Group's website here: https://www.h100.group/ — ⏱ Timestamps: 00:00 - Intro 06:03 - Family offices and Bitcoin adoption 11:10 - Bitcoin, neutrality, and generational wealth 16:00 - Why Bitcoin needs financialization 21:05 - From self-custody to Bitcoin equity 26:08 - H100's transformation into a Bitcoin treasury company 30:55 - Bitcoin-for-Bitcoin acquisitions and deal-making 36:20 - Earning more Bitcoin per share 41:05 - The future of Bitcoin treasury companies in Europe 44:25 - Sander's personal Bitcoin allocation and closing thoughts — Prefer to enjoy this show in audio format?
Ben Justman is the founder of Peony Lane Wine, a Colorado winemaker, farmer, Bitcoiner, and one of the most entertaining voices in the Bitcoin space. In this episode, Walker sits down with Ben to discuss the very real story of bears destroying his vineyard's grape crop, the harsh economics and uncertainty of small-scale farming, and why building a business around real products changes your perspective on money, risk, and time preference. Ben explains why independent farmers face far more than weather risk—from frost and wildlife to thin margins and broken incentives—and why supporting local producers matters. The conversation also explores Bitcoin adoption, dollar-cost averaging, monetary debasement, Bitcoin versus stocks, and why Bitcoin can improve a person's life long before it delivers the financial outcome they originally expected. This is a conversation about resilience, sovereignty, entrepreneurship, agriculture, Bitcoin conviction, and continuing to build through difficult cycles. Follow Ben Justman and support Peony Lane Wine: Website: https://peonylanewine.com X: https://x.com/BenJustman & https://x.com/peonylanewine Nostr: https://primal.net/benjustman PARTNERS & DISCOUNTS: LEDN: Bitcoin-backed lending. Go to ledn.io/walker and unlock liquidity WITHOUT selling your bitcoin. BLOCKSTREAM JADE: BLOCKSTREAM JADE HARDWARE WALLET: Head to https://store.blockstream.com/ and use coupon code WALKER for 10% off! CASA MULTI SIG COLLABORATIVE CUSTODY: Get 3 FREE MONTHS off your membership when you use my referral link to sign up for your Casa membership: https://casa.io/pricing?ref=311d0b0f or use my code at checkout: 311d0b0f MINING: Own Bitcoin Miners. Keep 100% Of The Bitcoin. Get 1st month of free hosting with https://abundantmines.com/walker Buy Bitcoin with River: http://partner.river.com/walker GET FOLD ($10 in bitcoin): https://use.foldapp.com/r/WALKER If you enjoy THE Bitcoin Podcast you can help support the show by doing the following: FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram | YouTube | Everywhere else
The last day. Brady opened with the count, 37 shows in 50 days, and the campaign's frame: political independence 250 years ago, monetary independence now. Yan Pritzker, Frank Corva, Suze and Alec on stage; Unseen Finance returned at the end.The Liquid hack, plainly. On Sunday somebody sent 4,000 L-BTC to SideSwap's peg-out and the Liquid Federation paid out real Bitcoin. The L-BTC had been created from nothing. Blockstream paused the sidechain and 3,400 Bitcoin came back Monday.⭐ Yan on what broke: a caching bug, not anyone's keys. "The only two hard problems in computer science are naming and cache invalidation." Two transactions shared one cache key, so validators mistook a fake for one already checked.Why it is not Bitcoin. Yan: Liquid is an 11-of-15 federation of companies with its own database and rules. "This is a separate thing, this is not Bitcoin itself." Lightning is built on Bitcoin script; Liquid is not.⭐ Frank on the 15%. The hackers returned 85% and kept about 600 Bitcoin. His question: will anyone be made whole, and if they keep it, "they're surely not white hats." A Bitcoin Policy Institute lawyer offered to talk.Yan's verdict on the hat color: gray. Taking everything to beat a black hat is arguable. Keeping a cut is not. "You don't just return a wallet and take a bunch of stuff out of it."Suze's question: Bitcoiners are ruthless about added trust assumptions, so why did Liquid get a pass? "Were we discerning enough?" Leave the base layer and you take on another code base and another set of failure points.⭐ Yan on open source in the AI era: it stays because every open project gets red-teamed by the whole internet. Closed systems get hacked too, "we just don't hear about them." The base chain is "the ultimate boss" nobody has beaten.Yan's bank numbers, read live from the Identity Theft Resource Center: 3,332 reported data compromises in 2025 affecting 280 million people, 739 of them in financial services. "Bank-grade security" is not a standard anyone actually meets.⭐ Frank's hard question: must the layers be as bulletproof as Bitcoin? Yan: nothing is, and the only path is slow growth. Bitcoin was attacked at $1, then $10,000, then a billion. Early adopters carry the risk.Yan's rocket-ship rule. Bitcoin Core engineering is closer to launching a spacecraft than shipping web software. "Years of careful review, study, simulations on other chains." Test new tech on other coins for two years first.Suze asked whether ossification risks losing the skills to change Bitcoin in 50 years. Frank and Yan: no. Ossification is no new features, not no developers, and AI has widened who can work on cryptography and game theory.Yan on open-weight versus hosted AI: the same debate as open source versus closed, and open source won the internet. His advice to companies: externalize memory, skills and harness so you can swap models. Swan built its own.Unseen Finance returned with a proposal: these incidents are a credibility problem for the services on top of Bitcoin, not for Bitcoin. His fix, borrowed from banking: a self-regulatory body plus an insurance pool that service providers pay into.Brady's tally at the close: Cory, Yan, Steve, Alec, Isaiah, Matt and Brandon from Swan; Larry Lepard three times; Parker Lewis, Daniel Batten, Tom and Callum, Guy Swann, Ryan MacLeod, Alana, Bob Burnett, Roxana. Suze made 35 of 37.The close. "We have the tools, we have the knowledge, we have the culture, we have the determination." The half-price buy fee ends today; limit orders placed today keep it. Yan's last word: take security seriously, "go play with AI."
The January 2019 Zack Voell crossover (he was hosting The Coin Pod) is now remastered: featuring opt-in money, gridlock as a feature, FDR's gold grab, Russia rumors & dating as a Bitcoiner in NYC. The audio has been enhanced too! Time stamps: 0:00 - Intro 0:46 - Remaster Notes: This Show Was Almost Called "Bitcoin & Politics" 2:12 - Sponsor Shoutout: Helen's Pizza in Jersey City 3:30 - The Crossover Episode Zack Never Published 4:41 - The Original Recording: January 2019 5:42 - Bitcoin as a Tool of International Affairs 7:49 - Bitcoin Obituaries, Silk Road Curiosity & Getting Rekt 11:39 - The Opt-In Economy: Voting With Your Money 13:26 - "You Only Ever Experience One Bear Market: Your First" 16:54 - The US Dollar's Outlaw Origins 17:55 - Colonial Currency Disasters & Tobacco Money 20:27 - Thirty Years of Failed Internet Money 21:51 - Gridlock Is a Feature: Congress & Nakamoto Consensus 22:37 - Bitcoin: A Very American Invention 24:47 - Why Americans Seem to Own the Narrative 27:18 - The White Paper's American Pedigree 30:44 - Could Bitcoin Have Come Out of China or Russia? 31:35 - Liberty Arbitrage & the Two Foundational Freedoms 35:15 - FDR's Gold Confiscation 37:43 - Jefferson, Madison & the Hard Money Founders 39:10 - Voltaire's Zero & the Fiat Inertia 43:08 - Rousseau, Property & Money as a Token of Trust 48:02 - Rational Ignorance: The Questions We Never Ask 50:55 - The Bitcoin Crash Course & Why Money Creates Community 55:36 - The Bitcoin Noob Moniker 58:52 - Dating as a Bitcoiner in New York City 1:02:58 - "But That's Not Real Money" 1:04:15 - Paying Your Half of the Date in Bitcoin (2017 Edition) 1:09:48 - The Russia Bitcoin Reserve Rumor 1:13:48 - Bernie Madoff Is Not Satoshi Nakamoto 1:17:19 - Who Adopts First: The Unbanked or the Privileged? 1:20:18 - Deplatforming, Gab, Patreon & Money as Speech 1:23:07 - The Four Freedoms of Money 1:26:05 - The Inconvenience of Freedom 1:29:20 - Your Own Single Point of Failure 1:31:09 - If You're Glad, Then I'm Vlad
A mining show, and the Space crashed midway. Bob Burnett, elected chairman of OCEAN two days earlier, joined Tom French and Callum Wheeler of RenewaBlox, with Suze and Swan's Alec on stage.⭐ Burnett's hashrate taxonomy now has three animals: rabbits (home miners, maybe 1 to 2% of hash), wild horses (miners who produce their own power), and captive elephants (industrial miners on someone else's grid).His definition of the risk: "captive means you are dependent on somebody else to provide you with the power. Wild means you produce your own energy, and so therefore you have freedom."⭐⭐ His target, said plainly: if wild horses reach roughly a third of the network, "we have a great deal of resistance to hash centralization." His own read is that the elephants have shrunk as public miners pivoted toward AI.⭐⭐ Asked whether mining stabilizes the grid, he conceded what the industry rarely does: "we overstate our ability to have impact." Bitcoin uses half a percent of world electricity, and "we cannot stabilize the world's grids. We're not big enough."The scale he put on it: roughly 160 terawatt-hours a year against about 30,000 globally, and a block-reward industry of "roughly $10 billion" in 2026. Local and regional cooperation, yes. Macro stabilization, no.Barefoot Mining's own model is the wild horse in practice. The company owns gas wells in Pennsylvania, runs engines Burnett says burn nearly emission-free, and is investing heavily in stranded natural gas over the next six to twelve months.⭐ RenewaBlox brought the UK version. Callum described two run-of-river hydro projects in Scotland, one roughly a megawatt and fully off-grid after the network operator made a connection uneconomic.⭐ Tom's small-site example was the one that made the economics concrete: a 200-kilowatt hydro site with export capped at 150, leaving 50 kilowatts of headroom and, by his figures, around 18 to 19 pence per kilowatt-hour on the table.The Space dropped right there, mid-sentence. The recording picks up with "Are we back?" and the room reassembled within a minute.The heat lane: a distillery in Annandale is piloting a sand battery, turning excess electricity into stored heat through a resistor. RenewaBlox's first thought was that the resistor could be an ASIC.Suze relayed a listener's challenge that Burnett had said mining doesn't stabilize the grid. He confirmed it, which is how the concession above got made.Tom on where efficiency gains come from: today's rooftop solar is bounded by the Shockley-Queisser limit, and stacking perovskite tandem layers could lift panel output roughly 10% per layer, with five or six layers as a plausible ceiling.Burnett on AI: he uses it daily to run operations and won't put constraints on what it might unlock, but for his lifetime the energy story stays gas and renewables.The campaign is in its last days. No show Monday. Tomorrow is the last episode of the week, and the final episode is Tuesday, September 8, also the last day for the half-price buy fee.
A Friday hang that took a turn. Tomer Strolight, Suze, Swan Private's Alec and Matt, then Brandon Quittem and Dirty Coin director Alana. The surprise came from the audience: an anonymous 40-year IMF and central-bank veteran, @UnseenFinance.Brady opened on a viral Instagram video, described on air and unverified at air time: Meta AI's suggested questions on a mother's post surfaced her child's name, her location and a deleted photo. "Breadcrumbs for stalkers laid out nice and neat."Tomer called it the new reality and a double-edged sword: the panopticon that erodes privacy also finds a missing child after an Amber Alert. Every recorded word now has "perfect recall," which he called "a metaphysical change in how reality works."Brady's frame: decades of data on a public network, then phones with microphones and cameras, then AI to stitch it together. "Orwell was right. Maybe it didn't play out exactly the same way, but we all opted into it."Suze went further: worse than Orwell, who never predicted programmable money. Her point was aggregation, a phone number, an employer, a public record: "once data gets copied, leaked, sold and ends up on the dark web, it is impossible to claw back."⭐ The surprise guest: 40 years across the IMF, development banks and central banks, "what often Bitcoiners call the enemy." KYC scope creep brought him to Bitcoin: rules for big criminals now "attacking single mothers. How dare you brought in $300?"Alana argued most people don't value privacy. Her rule, from a Spanish saying: closed mouths, flies don't fly in. Her forecast: "it's going to get worse before it gets worse," then regulation arrives "for the safety of the children."⭐ Tomer pushed back on the doom: technology is unstoppable, so use it morally and defend yourself with it. Embracing coal led to gas and electricity; fearing nuclear for 70 to 80 years left the world with worse energy and worse governments.⭐⭐ Suze asked the ex-IMF guest whether institutions understand the surveillance they build. His answer: the people at the top are excellent and well-intentioned; the damage happens in the "telephone game" downward, ending with a bank clerk blocking a payment from fear.Suze quoted Carstens on CBDC control; the guest said central banks "100%" believe CBDCs expand access and reduce poverty. Brady disagreed: security, poverty and children are window dressing; the Patriot Act and KYC/AML show how narrow mandates become mass surveillance.Brady's hope story: Snowden broke his faith in government; Bitcoin and the cypherpunks restored it. His ask now: Bitcoiners should learn open-weight AI models the way they learned nodes and wallets, as personal defence against deep fakes and scrapers.⭐ Brandon brought Kevin Kelly's What Technology Wants: technology is an extension of evolution and every technology carries a bias. A CBDC wants control and reduced privacy; Bitcoin wants individual sovereignty. One panelist's summary: Promethean versus Faustian technology.Brandon raised Gladstein's structural-adjustment critique. From the inside, the guest said, "that's not true": governments come to the IMF, then blame it for the conditions while "the IMF sits back and takes that black eye." Brandon: bad outcomes, bad program.Tomer's reconciliation: there is no parallel universe to test the counterfactual, so fallible people with incentives argue over outcomes. Technology's biases compound objectively; human biases compound with incentives. He credited Erik Cason's "oath of the machines" from Cryptosovereignty.The guest closed on a "eulogy for Bitcoin" he published in January: too much price pumping and Wall Street, contrary to self-sovereignty. Tomer's counter: the players who exploited fiat are arriving, but "bailouts are still impossible in Bitcoin."Close: no show Monday, the finale is Tuesday, September 8, the last day of the half-price buy fee. Brady thanked the surprise guest: "it's fun when we do these spaces to get surprises like that from the audience."
The Coldcard vulnerability became the catalyst for one of the largest AI-powered security efforts in Bitcoin's history. Walker America sits down with Rob Hamilton (AnchorWatch) to unpack Bitcoin's volunteer "Red Team," the future of Bitcoin security and self-custody, AI-powered vulnerability research, open-source software security, Kimi K3 vs. OpenAI, responsible disclosure, collaborative custody, and why the emerging AI arms race could fundamentally reshape cybersecurity far beyond Bitcoin. In this episode: The Coldcard vulnerability and what actually happened Bitcoin's volunteer Red Team and AI-powered security audits Kimi K3 vs. OpenAI and Anthropic for cybersecurity research The future of Bitcoin security, self-custody, and multisig Open-source AI, responsible disclosure, and software security Why AI is transforming cybersecurity—and why Bitcoin was only the beginning JOIN THE SUBSTACK TO GET NEW EPISODES DELIVERED STRAIGHT TO YOUR INBOX: https://walkeramerica.substack.com/ FOLLOW ROB: X: https://x.com/Rob1Ham ANCHOR WATCH: https://www.anchorwatch.com/ DONATE TO RED TEAM OPENSATS FUND: https://opensats.org/funds/red PARTNERS & DISCOUNTS: LEDN: Bitcoin-backed lending. Go to ledn.io/walker and unlock liquidity WITHOUT selling your bitcoin. BLOCKSTREAM JADE: BLOCKSTREAM JADE HARDWARE WALLET: Head to https://store.blockstream.com/ and use coupon code WALKER for 10% off! BDIC™ is building an insurance marketplace on the bitcoin standard. Sign up for the waitlist at: http://bdic.io/walker Own Bitcoin Miners. Keep 100% Of The Bitcoin. Get 1st month of free hosting with https://abundantmines.com/walker Buy Bitcoin with River: http://partner.river.com/walker GET FOLD ($10 in bitcoin): https://use.foldapp.com/r/WALKER If you enjoy THE Bitcoin Podcast you can help support the show by doing the following: FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram | YouTube | Everywhere else
Larry Lepard's third appearance, and his position has sharpened each time. Days 6 and 21 asked whether the Big Print was coming. This one was about the mechanism, and his answer is the bond market. His central claim: yield curve control is the destination. "It has to be. There's no other choice." The open questions he named are what they call it, how they justify it, and what the politics look like. The mechanism, in his words: once the Fed formally caps a rate, "the entire bond market is going to look at the Fed and say, sold to you. And their balance sheet explodes. And that's the big print." The doom loop, with a number. The average rate across all outstanding US debt is about 3.45%, and every maturity on the curve today prices above it. Each rollover raises interest cost, widening the deficit, forcing more issuance. He pointed at the whole world, not just Treasuries. US, German, French, Italian and Japanese 10-year yields all near multi-year highs. His read: "the bond markets are telling us, we don't believe you." On Warsh: painted into a corner. The speech was hawkish enough that absent very soft data he has to hike on September 16, and Lepard doubts he will. His prediction: Warsh's credibility is gone within six months. Why he thinks the choice is already made: given a trapped chair, "he'll always choose the inflationary path versus the collapse-the-economy path." Brady asked what happens to the institutions legally required to hold bonds. Lepard went to insurers first, flagged private equity buying up insurance businesses, and questioned whether annuity holders get paid what they expect. The World War II precedent was his template. Debt-to-GDP around 120% after the war, a year of roughly 18% inflation in the early 1950s, and yield curve control running through 1952. Inflating out is the historical answer. He drew a careful distinction with Lyn Alden's gradual-print view and conceded her case: absent a crisis, a slow grind is what policymakers prefer. His note: Powell already reversed tightening and called it reserve management, not QE. Asked what would change his mind, he gave a real answer: governments behaving responsibly. Cutting defense, narrowing the footprint, means-testing Social Security and Medicare. He does not expect it. He owned the cost of being early. He compared himself to Michael Burry being right about housing too soon and said plainly that he has suffered stretches of this trade since 2008 and expects more. The close was not doom, and he said so directly. He argued the absence of sound money has cost millions of lives, that his forecast is arithmetic and not pessimism, and that sound money leaves his grandkids better off.
The Core Lightning security story, told responsibly. Maintainers found critical vulnerabilities and told CLN operators to shut down until the emergency release. No reported loss of funds, patch within 48 hours, source held back to slow attackers. The part that connects everything: AI found the bugs. Multiple AI-generated vulnerability reports reached the maintainers within days, the exact defending-bots era Lyn Alden described on Tuesday's show. Red teaming worked, disclosure worked, funds stayed safe. The quantum demo got covered with caveats attached. A post-quantum resistant Bitcoin transaction was mined this week, no fork required, though it takes serious compute and a direct path to a pool. Multiple approaches now exist in public. Alec's take on the institutional side of quantum: the perceived risk matters more than the technical one right now, and it surfaces at the end of client conversations whenever quantum makes headlines. Public demos shrink that perceived risk. Jackson Hole opened with Warsh's keynote ahead, and the stage read stablecoins through the debt lens. Alec's framing: dollar tokens backed by Treasuries, interest kept, amount to zero-percent financing for a debt headed multiples higher by 2050. Suze took apart the new Bank of England mandate, a stablecoin-support duty while lawful Bitcoin purchases stay blocked: "I don't think they understand how to keep financial stability, and doing it via stablecoins is not going to do that." Her receipts ran deep: Bitcoin Policy UK's consultation asked for Bitcoin to get stablecoins' payments treatment, since Bitcoin is 22% of UK digital-currency payments. Plus the Sunak flashback: a "crypto hub" speech the week the FCA made buying harder. The Flock camera conversation became the heart of the show. AI-analyzed camera networks tying databases into precrime-style profiles, up tenfold in a year, and Suze's lived version: London systems where "computer says no" and nothing can be challenged. The China comparison landed hard: social credit as the endpoint where surveillance meets behavioral scoring, and the room's point that humans' evolutionary need for social standing is exactly the lever such systems pull. The open-source answer got its due: local, self-run software, from routers to LLMs, as the household-level defense, the same architecture argument as running your own node. Brady closed with the Snowden-to-Bitcoin arc: post-2013 pessimism about digital tyranny, and Bitcoin as the discovery that made optimism rational again. "Bitcoin is hope. And we need to stay optimistic so we can do the work effectively."
Her read on the Treasury story: the market was orderly and the interventions premature. The selloff was rational, the curve is not even steep, and surprise announcements draw attention to a controlled problem. Her phrase: the Streisand effect. She called the buyback program "a super soft form of yield curve control" and said the reaction in gold and Bitcoin is understandable, because surprise dovish anxiety from the Treasury has historically been good for hard money. On Druckenmiller's op-ed, she partially disagreed with a man she calls "the goat." The long yield as fiscal disciplinarian is the optimistic case. In practice, she argued, politics makes debasement and financial repression the realistic path. Her 1940s comparison cut both ways. Yield curve control once pinned yields at 2.5% while inflation hit 19%, and it worked because society was young and productive. Today's version arrives with peaking demographics and inflation-linked liabilities. On the bull question, she answered with structure instead of a target. Seller exhaustion, spot-driven flows, and the chartist-to-momentum cycle: "what does it need a reason to go up, it just can't really go down anymore." The Fed, in her framework, is "a periphery actor" under fiscal dominance. Her base case is zero to one rate hikes this year, since rate hikes address lending-driven inflation and today's inflation is fiscal and geopolitical. Her stablecoin frame: they compress the overhead of an offshore bank account down to a smartphone. Powerful for payments and working capital across Africa's forty-plus currencies, while holders eat the full debasement and permission stays with the issuer. On the viral Vance reserve-currency clip, she noted it actually dates to 2023, then walked the argument: the issuer's currency stays overvalued, exports suffer, and the industrial base hollows out while benefits flow to the government. Suze's question on AI inside UK government drew the segment of the show. From aircraft-simulator systems engineering to white-hat AI: "you just have to hope that your defending bot is as good or better than the attacking bots." Her novel, The Stolguard Incident, closed the hour. Surveillance piles up until a civilization-scale breach forces partial rollback, with a sequel in progress. Fiction, she said, lets people learn lessons without living them.
Bitcoin pushed into the high $70,000s and held there. Friday closed near $78,300 and the room watched it cross $79,900 live. Cory's read on why it stuck: the move was spot driven, not leveraged. The ETFs took in $1.92 billion last week per Farside, the strongest week since October 2025. BlackRock accounted for $1.3 billion of it, across five consecutive positive days. Treasury may tap roughly $950 billion from its general account to buy back long bonds. Cory walked through selling short bills to buy the long end, and read it as pressure on traders to stop selling. Answering Nic Carter's essay, Cory rejected the frame before the argument, then offered a narrower definition in its place. Not that other assets disappear. That Bitcoin is the sole uniquely credible form of digital monetary scarcity, settled at inception. Nat offered the cleanest reframe of the hour. You are either a Bitcoin maximalist or a fiat maximalist. Suze added the distinguishing test: no issuer, no CEO, no company, a fixed supply. The real disagreement was dollar tokens on Bitcoin rails. Nat argued it puts people one step from Bitcoin. Cory argued it perpetuates dollars using Bitcoin to do it, and invites government attention. Cory's read on the GENIUS Act: it built a dollar machine. A regulated dollar token can now appear simply as USD inside banking and payment apps, turning fintechs into marketers of dollars at scale. Store of value comes first, and the timeline is long. Cory posted a 2021 chart of his own to argue the framing held up and the timing did not. One guest made the case for AI agents driving payments. Suze's sharpest point was regulatory. The UK's Financial Conduct Authority applies one "same risk, same regulation" standard across the board, so its own rules cannot distinguish Bitcoin from a token spun up in thirty seconds. The hosts closed against trading. Conviction through the cycle rather than timing it, and Brady flagged the 200-week moving average near $64,000 as the level Bitcoin bounced from this summer.
Alex Thorn joins THE Bitcoin Podcast to discuss whether the Bitcoin bottom is in, the next Bitcoin bull market, changing market cycles, institutional adoption, Bitcoin price analysis, the Coldcard exploit, self-custody, multisig, AI-powered cybersecurity, hardware wallets, and why Bitcoin may be entering a fundamentally new era. JOIN THE SUBSTACK TO GET NEW EPISODES DELIVERED STRAIGHT TO YOUR INBOX: https://walkeramerica.substack.com/ FOLLOW ALEX: X: https://x.com/intangiblecoins PARTNERS & DISCOUNTS: LEDN: Bitcoin-backed lending. Go to ledn.io/walker and unlock liquidity WITHOUT selling your bitcoin. BLOCKSTREAM JADE: BLOCKSTREAM JADE HARDWARE WALLET: Head to https://store.blockstream.com/ and use coupon code WALKER for 10% off! BDIC™ is building an insurance marketplace on the bitcoin standard. Sign up for the waitlist at: http://bdic.io/walker Own Bitcoin Miners. Keep 100% Of The Bitcoin. Get 1st month of free hosting with https://abundantmines.com/walker Buy Bitcoin with River: http://partner.river.com/walker GET FOLD ($10 in bitcoin): https://use.foldapp.com/r/WALKER If you enjoy THE Bitcoin Podcast you can help support the show by doing the following: FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram | YouTube | Everywhere else
John Haar, back for his first Café appearance since leaving Swan for Blockware, opens on the 55th anniversary of the Nixon Shock. His argument: gold's own physical properties, the time, trust, and armed transport required to settle in it, are what let the 1971 dollar-gold break happen and stick. No one could credibly refuse. Asked whether the US might literally "back" the dollar with Bitcoin, John pushes back on the framing. He doesn't see explicit convertibility returning; more likely a sovereign-wealth-fund-style holding that supports confidence in the currency without any fixed exchange rate. Confiscation history, and 1971 counted as one. Executive Order 6102 in 1933, a little-known 1959 Australian law forcing gold surrender to the Reserve Bank, and a 1966 UK law capping residents at four gold coins. John's read: severing convertibility was itself an indirect seizure, since dollar holders lost access to the metal without a single coin being confiscated. The confiscation trade-off, stated plainly: Bitcoin can vanish in an instant through a mistake; fiat vanishes slowly through inflation. John argues neither risk profile is fully solved, which is why he expects Bitcoin and fiat to coexist for a long time, and why he points listeners toward collaborative multisig self-custody (Vault, Unchained, Casa) over solo cold storage. The debt numbers, from three directions at once. US debt crossed $40 trillion this week; annual interest has passed defense spending and sits behind only Medicare and Social Security. Suze: UK debt interest is running around £109 billion a year, more than the entire education and defence budgets combined, about £3,220 per working person. Roxana adds a year-by-year US/UK comparison back to 2021, the pandemic as the shock that reset the baseline. ⭐ A genuinely sharp MMT critique from John, anchored to a receipt: Larry Summers, a mainstream economist with no sound-money priors, posted in 2022 that 2022's CPI would have peaked near 18% under the old inflation methodology instead of the reported 9%. John's broader point: Modern Monetary Theory's post-2008 "QE doesn't cause inflation" claim was really about QE backfilling a contracting money supply, and MMTers overextended that into a general rule that collapsed against 2022's numbers. Frank Corva's field report from a 2023 screening of the MMT documentary "Finding the Money": a viral clip of establishment economist Jared Bernstein fumbling a question on how money is created was cut by MMT advocates to claim the mainstream doesn't understand money either, while, per Frank, the film's own thesis pushes further left than the Keynesian it mocks. His two go-to informed politicians on this material: Nick Begich (introduced the Bitcoin Act) and Warren Davidson. Frank's number of the day: minimum wage measured in gold. Federal minimum wage has gone from $1.60/hour in July 1971 to today's rate; priced in gold instead of dollars, that 1971 wage would be roughly $198/hour, about $8,000 a week now. Cory joins from Istanbul to argue the dollar remains "the cleanest shirt in the dirty laundry" globally, that gold has again overtaken Treasuries as the top central-bank reserve asset, and that today's AI capex bubble likely resolves in a Bitcoin-negative risk-off phase before capital rotates back in, on a multi-year timeline. ⭐ Mining block: John lays out five reasons Bitcoin's 2021-2025 hashrate growth won't repeat, tied throughout to the AI buildout competing for the same capital, chips, and power contracts: the unrepeatable 2021 mining economics, public miners pivoting to AI/HPC data centers, slowing ASIC development as chipmakers prioritize AI silicon, AI's ability to lock long-duration power contracts miners can't match, and the sheer physical scale needed to double an already-large network. At current ~920 exahash, he estimates a nation-state attack would require roughly 2 million frontier ASICs and $10 billion in capex, still a high bar.
Yan Pritzker, Swan's cofounder and CTO, walks his new essay on Bitcoin fork history, from the 2015 block size debates through the hard fork scheduled for September 1. Published on the Swan blog and posted to X during the show. His own entry point was Ethereum, not Bitcoin. The 2016 DAO rollback split the chain and created Ethereum Classic, and watching that taught him what a fork actually is before he lived through one in Bitcoin. Soft fork versus hard fork, explained without jargon. A soft fork produces blocks old nodes still accept. A hard fork produces blocks every existing node rejects, which means everyone must upgrade or the new chain is invisible to them. The asymmetry that decides every hard fork. Doing nothing rejects it by default. The forker has to convince every exchange, business, and holder to change software, including people asleep, on vacation, or gone. Brady's summary: they said if you're not with us you're against us, but the truth is if you're not with us, you ignored us. The block size wars were about governance, not block size. The big blockers had 58 companies, 22 countries, 83% of hash power. They still lost, because Bitcoin is not decided by a vote but by whether the blocks you produce get accepted. A 2010 forum post Yan found while researching. Jeff Garzik proposed a few lines of code to match PayPal's throughput, and 13 minutes later theymos and then Satoshi told him it would fork him off the network. The idea and the answer are both sixteen years old. The SegWit2x futures market as free-market polling. Exchanges let people trade the forked coin before the fork existed, it priced below Bitcoin, and miners used that signal. Brady: you are risking capital to vote, not answering a question on the telephone. Why every fork coin bleeds out. Holders receive it at a cost basis of zero, so selling at any price above zero is profit. Brady recounts selling his Bitcoin Cash near the intraday top around 0.4 to 0.45 BTC on Thanksgiving week 2017, watching a Telegram group call the biggest red candle in Bitcoin's history. Suze sat through six days of Craig Wright's cross-examination and describes supporters leaving court convinced he was winning. Yan's read: each splinter selects for the most willing to believe, producing what Brady calls mini cults. ⭐ The practical warning, and the reason to listen: do nothing. Replay attacks mean a transaction signed to move fork coins can be rebroadcast on Bitcoin and move your real Bitcoin. Never type a seed phrase into fork software, and treat any urgent instruction as a scam. On tail emissions: Yan grants that if Bitcoin had launched with 0.1% inflation nobody would object, because the point of the monetary policy is that it is fixed and predictable. Introducing it now is different, and he points at Ethereum changing its policy as the demonstration. His closing thought turns the whole story around. Every failed fork has proved Bitcoin cannot be changed, and the price rose after each one. He suggests this fork may mark the bear market bottom.
Brady breaks down the Bitcoin community's open letter to Anthropic: red team researchers report over a thousand serious vulnerabilities found across Bitcoin's open source ecosystem, and by their account not one was surfaced by an American frontier model Rob Hamilton's line lands hardest: getting locked out of a US cyber program mid-investigation "guts him as a patriotic American," but he uses the models that work, and so do the attackers Isaiah reaches for the crossbow: medieval bans on easy-to-use weapons never held, and hobbling defenders while attackers ignore the rules is the same losing proposition A viral Sam Altman clip about AI watching your screen and hearing your calls prompts the show's sharpest frame: take the Bitcoin ethos to intelligence itself, and control your own model like you control your own money The debt reality check: Trump told Bob Woodward in 2016 the $19 trillion debt could be erased in eight years through trade; a decade later the US approaches $40 trillion and interest payments have passed defense spending Groceries tell the story the CPI smooths over: food prices up roughly a third since 2019 by the AP's chart, quality quietly falling, and full-time employment down millions from its early-2025 peak Japan shrank its debt-to-GDP from 229 to 204 without repaying a dime through financial repression, a roundabout tax nobody voted on, and the gap savers should have earned is exactly what the government kept The catch: Japan owes itself, with the Bank of Japan holding 48% of its own debt, while foreigners hold 31% of America's, so when Washington tried the same trick, foreign holders sold and yields broke five percent Bear market check-in: Brady's third, Isaiah's second, and the shared lesson that conviction is earned in the first winter, while the 200-week moving average and cost-of-production zone mark where Bitcoin sits now The week's rare good news: FinCEN permanently ends beneficial ownership reporting for US companies and deletes the collected data, days after Liechtenstein's equivalent register leaked 31,000 entities ► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide ✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your Bitcoin with Swan Vault ✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Download the all-new Swan Bitcoin App ✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour! ✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Connect with Swan Bitcoin: ✔ Twitter: https://twitter.com/Swan ✔ Instagram: https://instagram.com/SwanBitcoin ✔ LinkedIn: https://linkedin.com/company/swanbitcoin ✔ Threads: https://www.threads.com/@swanbitcoin ✔ Facebook: https://www.facebook.com/SwanBitcoin/ ✔ TikTok: https://www.tiktok.com/@realswanbitcoin
A museum for things that aren't gone yet. Roxana Nasoi of Logos walks through the Museum of Civil Liberties: five halls, twenty major events, a record kept where it can't be quietly edited. Phase one of a past, present, and future campaign. "Liberties, not rights." Roxana explains the word choice: rights imply something that can be granted and revoked. The halls cover control of money, the surveillance state, censorship, the failure of voice, and systems of control. The timing writes itself. The show aired August 14. The museum's centerpiece entry is August 15, 1971, when Nixon suspended the convertibility of the dollar into gold: fifty-five years ago, to the day after recording. Why a civil liberties project starts with money. Quoting Logos cofounder Jarrad Hope: the state offers money, property, law, identity, and governance. Bitcoin fixed the money. The other four are still hanging. Suze's Euston station moment. Talk of the surveillance state stayed abstract until a delayed train left her people-watching under what felt like hundreds of cameras. The room digs into why invisible threats only become real through shocks. KYC that doesn't stop crime. Suze lays out her case: by the Chainalysis figures she cites, under 1% of illicit activity moves through "crypto" and just 0.14% through Bitcoin, while illicit flows in traditional finance hold at 2 to 5% of global GDP, unchanged across decades of FATF rules. A rare rollback. The room welcomes this week's Treasury move to permanently end Corporate Transparency Act ownership reporting for US companies and delete the filed data: the opposite ending from the breached Liechtenstein register discussed yesterday. The freedom tech field guide. Roxana's practical stack: Umbrel home servers, mesh networks like Meshtastic that carried protests through internet shutdowns in India, mixnets like Nym versus VPNs, Faraday bags, offline second devices, and local AI. A chess app as a philosophy lesson. She built one in a weekend on Logos: Stockfish engine, real-time play, and an ephemeral chat that leaves no record anywhere once the game ends. Private by architecture, not by promise. Who adopts freedom tech before it's necessary? Brandon Quittem returns to his Myers-Briggs survey: analysts are ten times overrepresented among Bitcoiners, and maybe everyone wired to get obsessed is already here. The next wave joins by social consensus, not rabbit holes.
Suze takes us inside the UK's debanking inquiry. A director and co-founder of Bitcoin Policy UK, she's submitting evidence to Parliament's cross-party inquiry this week, and explains what an APPG can and can't do about banks blocking lawful transactions. The numbers are staggering. The Locked Out report found roughly 40% of payments to exchanges blocked or delayed by UK banks, with one exchange reporting a billion pounds in declined transactions in a single year. All legal transactions. Even the advocates got debanked. Suze's organization goes by BPUK partly because a name containing "Bitcoin" risked losing banking services. A survey found only 14% of firms successfully opened and kept an account with one of the nine largest UK banks. Nick Neuman of Casa surprises the room with a report from inside the Coldcard response: all hands taking calls for a week, helping people rotate keys, and his estimate that far more Bitcoin moved to safety than was stolen. Why multisig held up. Neuman explains why wallets requiring multiple keys haven't been swept: attackers go after single-key wallets first, and unrevealed public keys make paired devices dramatically harder to crack. The takeaway from both hosts: upgrade to multisig. Casa has been debanked twice. When Silicon Valley Bank failed, the company's Bitcoin treasury meant it could keep operating no matter what happened to the account. His advice: keep a backup bank and self-custodied Bitcoin as a stopgap. Does Bitcoin in an ETF still count? The room digs into BlackRock lowering conversion minimums into IBIT, why the conversion mostly runs one direction, and whether Bitcoin keeps its fundamental value if real coins stop circulating. Why self-custody matters to the network, not just to you. Brady walks through the block size wars: holders running nodes are who kept Bitcoin's rules intact, and concentrated custody would hand that influence to a few large institutions. Selling freedom instead of fear. Alec raises the "sovereignty multiple," the positive case for holding your own money, and Suze describes orange-pilling her beautician by paying in Bitcoin: adoption through use, not through warnings. Lebanon, El Salvador, and Liechtenstein. Suze's reporting tour: what a country looks like after banking trust dies, holding two ideas at once about El Salvador, and a breached ownership register as the case against data honeypots.
Greg Foss is back. After stepping away from Twitter and spending time on Nostr, the veteran credit analyst explains what pulled him back: young people reaching for socialism, and credit markets he sees as far less healthy than equities. The credit default swap thesis. Foss walks through his method: take the CDS spread on U.S. government debt, multiply by total obligations including unfunded liabilities, then compare that to Bitcoin's market cap. He flagged his spread number as from memory. Why insurance, not a risk asset. Most holdings are short volatility: when volatility rises, they fall. Foss argues Bitcoin should do the opposite, and credits BlackRock's Larry Fink as one of the few in traditional finance framing it that way. The rate the Fed does not control. Warsh has suggested AI productivity gains leave room to cut. Foss points instead to the 10-year Treasury, set in the open market, which could rise if investors demand more for U.S. credit risk. Credit markets are flashing before equities. A listener asked about widening CDS spreads across AI infrastructure names. Foss compared NVIDIA's vendor financing to Nortel and Lucent in 2000, and pointed to CoreWeave's tight debt service covenant. Banking is a leveraged business. From inside an insolvent Bank of Boston in 1992, Foss saw the math up close: roughly $5 of equity behind every $100 loaned. He argues Bitcoin can act as a safety net against that fragility. Bitcoin mining versus AI data centers. Miners can switch off in seconds and chase stranded energy; AI workloads cannot. Suze raised UK curtailment spending and ERCOT's grid balancing record, and asked whether mining gets built into AI sites. What the ETFs changed. Foss says a Wall Street wrapper was necessary for institutional allocation, while raising the paper Bitcoin question. He runs a 5% of global assets thought experiment, stressing he is not certain it happens. Treasury companies as an evolution, not an endpoint. Foss says he admires Michael Saylor without admiring every lever pulled, notes the premium to underlying Bitcoin has collapsed toward parity, and expects these vehicles to matter less over time. Bitcoin as collateral, and pensions inching in. Foss calls Bitcoin pristine collateral and a natural extension of lending. Dom described recommending it to pension boards years ago and pointed to a Michigan 13F filing adding to its position.
Samson Mow joins Walker to break down the escalating controversy surrounding BIP 110, Bitcoin Core, OP_RETURN, spam filtering, and the difference between node relay policy and Bitcoin's consensus rules. Samson explains why he believes BIP 110 attempts to force a rushed and contentious soft fork onto the network, lowers the threshold for future consensus changes, and could produce a short-lived minority chain with insufficient hash rate to survive. Samson also compares the emotional arguments behind BIP 110 with those used during the Blocksize War, arguing that a desirable objective does not justify a dangerous technical solution. He discusses Bitcoin's economic majority, miner signaling, the limits of node counts, the risks facing Lightning users and other network participants during a chain split, and why Bitcoin consensus must emerge slowly rather than being imposed through arbitrary deadlines. Beyond BIP 110, Samson shares his bullish outlook for Bitcoin, explains why belief in the four-year cycle may have created a self-fulfilling selloff, and argues that exhausted sellers could set the stage for God candles and Omega candles. He also discusses the inevitability of large-scale fiat money printing, the upcoming rebuild of Aqua Wallet, and JAN3's new nation-state Bitcoin adoption report and B20 country rankings. JOIN THE SUBSTACK TO GET NEW EPISODES DELIVERED STRAIGHT TO YOUR INBOX: https://walkeramerica.substack.com/ FOLLOW SAMSON: NOSTR: https://primal.net/excellion X: https://x.com/Excellion FOLLOW JAN3: https://x.com/JAN3com PARTNERS & DISCOUNTS: LEDN: Bitcoin-backed lending. Go to ledn.io/walker and unlock liquidity WITHOUT selling your bitcoin. BLOCKSTREAM JADE: BLOCKSTREAM JADE HARDWARE WALLET: Head to https://store.blockstream.com/ and use coupon code WALKER for 10% off! BDIC™ is building an insurance marketplace on the bitcoin standard. Sign up for the waitlist at: http://bdic.io/walker Own Bitcoin Miners. Keep 100% Of The Bitcoin. Get 1st month of free hosting with https://abundantmines.com/walker Buy Bitcoin with River: http://partner.river.com/walker GET FOLD ($10 in bitcoin): https://use.foldapp.com/r/WALKER If you enjoy THE Bitcoin Podcast you can help support the show by doing the following: FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram | YouTube | Everywhere else
Lyn Alden joins Walker to discuss where Bitcoin may be in the current market cycle, why today's “peak apathy” could represent an accumulation zone, and how the massive flow of capital into AI has affected Bitcoin and crypto markets. Lyn also breaks down Orange Juice, her new permanent-capital company designed to acquire durable, cash-flowing businesses and retain part of their earnings in Bitcoin. They explore why this model differs from pure-play Bitcoin treasury companies and traditional private equity, the coming generational transfer of small businesses, and how AI can make established companies more efficient without simply replacing workers. The conversation also covers the Federal Reserve under Kevin Warsh, inflation and interest rates, AI as a long-term deflationary force, China's open-source AI strategy, the geopolitical AI arms race, and why decentralized and open-source AI could ultimately empower individuals. FOLLOW LYN: NOSTR: https://primal.net/lyn X: https://x.com/LynAldenContact CHECK OUT ORANGE JUICE: https://orangejuice.com/ LISTEN TO "THE STOLGUARD INCIDENT": https://www.audible.com/pd/The-Stolguard-Incident-Audiobook/B0H2BHLNKV PARTNERS & DISCOUNTS: LEDN: Bitcoin-backed lending. Go to ledn.io/walker and unlock liquidity WITHOUT selling your bitcoin. BLOCKSTREAM JADE: BLOCKSTREAM JADE HARDWARE WALLET: Head to https://store.blockstream.com/ and use coupon code WALKER for 10% off! BDIC™ is building an insurance marketplace on the bitcoin standard. Sign up for the waitlist at: http://bdic.io/walker Own Bitcoin Miners. Keep 100% Of The Bitcoin. Get 1st month of free hosting with https://abundantmines.com/walker Buy Bitcoin with River: http://partner.river.com/walker GET FOLD ($10 in bitcoin): https://use.foldapp.com/r/WALKER JOIN THE SUBSTACK TO GET NEW EPISODES DELIVERED STRAIGHT TO YOUR INBOX: https://walkeramerica.substack.com/ If you enjoy THE Bitcoin Podcast you can help support the show by doing the following: FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram | YouTube | Everywhere else
In this episode of the The Code Confession (TCC) series, we sit down with Thomas Jay Rush to explore the revolutionary potential of Bitcoin and the decentralization movement. We dive deep into the philosophy behind "You Say You Want a Revolution" book, examining how blockchain technology isn't just about finance, it's about a fundamental shift in how we organize society and value.
Cafe Bitcoin returns for 50 Days for Bitcoin — Day 1 of 50. Cory Klippsten reboots the daily Cafe Bitcoin show to kick off Swan's 50 Days for Bitcoin campaign: 50 basis point buy fees for 50 days (July 21 to September 8), daily weekday Spaces at 10:00 AM ET, and a return to the education-first roots that built the Bitcoin community on Clubhouse in 2020-2021. In this episode: 50 Days for Bitcoin launch: Swan cuts its buy fee in half to 50 bps for 50 days, the lowest-cost way to buy Bitcoin into self-custody in the US. Over 80% of the Bitcoin ever bought on Swan is in self-custody. "The Battle for Monetary Independence": Cory's new essay, woven around his grandfather's war journal from the USS Yorktown in the Pacific Theater. Political independence was the founders' great work; monetary independence is ours. Read it at swan.com/battle. The Clubhouse origin story: how Cafe Bitcoin started, the invite tree that flooded Clubhouse with thousands of Bitcoiners, how Swan Private and Anchor Watch grew out of those rooms. The freedom backslide: UK under-16 social media ban, the Utah VPN ban, age verification for AI chatbots, EU chat control, and the digital euro. Why the counter to all of it is self-custody. Dollar merchants: how stablecoins turned more than half the industry into dollar salesmen, and why the dollar is not a gateway drug to Bitcoin. Saifedean's cocktail party problem: why socialism is winning arguments right now, and why the answer is opting out of politics entirely and building on Bitcoin. Self-custody, the full stack: free auto-withdrawal with locally derived addresses, Swan Sovereign guided self-custody, Swan Vault collaborative custody, and Swan Safe segregated custody. Community: Pacific Bitcoin memories, BIP-47 paynyms explained, Bobby Burnett's new show for the older generation, the no-BIP-fights house rule, and the Snow Crash reading club pick.
Is the Bitcoin bottom in—or could another major selloff be coming? Joe Consorti joins Walker to break down the macro forces driving Bitcoin, including the Iran conflict, the Strait of Hormuz, rising oil prices, inflation, Federal Reserve policy, and the prospect of an inflationary recession. Joe explains why an oil supply shock cannot be solved by higher interest rates, why the Fed may ultimately cut rather than hike, and how political pressure ahead of the midterms could shape markets. They also examine Strategy's controversial Bitcoin sales and dismantle claims that the company, MSTR, or its STRC preferred equity is caught in a “death spiral.” Joe explains Strategy's debt structure, the risk of forced Bitcoin liquidation, its push for inclusion in the S&P 500, and how the company can sell BTC to fund dividends while remaining a net buyer over time. Finally, Joe shares why monetary debasement sustains his long-term Bitcoin conviction—and how his Christian faith keeps him grounded amid political, economic, and geopolitical uncertainty. FOLLOW JOE: X: https://x.com/JoeConsorti Website: https://www.joeconsorti.com/ YT: https://www.youtube.com/@JoeConsorti PARTNERS & DISCOUNTS: LEDN: Bitcoin-backed lending. Go to ledn.io/walker and unlock liquidity WITHOUT selling your bitcoin. BLOCKSTREAM JADE: BLOCKSTREAM JADE HARDWARE WALLET: Head to https://store.blockstream.com/ and use coupon code WALKER for 10% off! BDIC™ is building an insurance marketplace on the bitcoin standard. Sign up for the waitlist at: http://bdic.io/walker Own Bitcoin Miners. Keep 100% Of The Bitcoin. Get 1st month of free hosting with https://abundantmines.com/walker Buy Bitcoin with River: http://partner.river.com/walker GET FOLD ($10 in bitcoin): https://use.foldapp.com/r/WALKER JOIN THE SUBSTACK TO GET NEW EPISODES DELIVERED STRAIGHT TO YOUR INBOX: https://walkeramerica.substack.com/ If you enjoy THE Bitcoin Podcast you can help support the show by doing the following: FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram
Max Keiser and Stacy Herbert join THE Bitcoin Podcast for a fiery, wide-ranging conversation on Bitcoin's Wall Street problem, El Salvador's renaissance, and the culture Bitcoin lost. We discuss how President Nayib Bukele transformed El Salvador from a country defined by violence and despair into a global symbol of security, optimism, and Bitcoin-powered possibility. Max and Stacy explain why they see El Salvador as the leading example of a new freedom model built around Bitcoin, AI, education, energy, and strong governance. The conversation also dives deep into Bitcoin's financialization: Strategy/MSTR, Wall Street, ETFs, treasury companies, self-custody, “number go up” thinking, and the danger of reducing Bitcoin to just another asset on a brokerage screen. Along the way, we explore memes, cypherpunk culture, circular economies, AI, sovereignty, civilization, and why Bitcoin must remain rooted in freedom—not fiat nihilism. Plus: Bitcoin Historico, Coco Max, fake chocolate bars, and why it's all Matt Odell's fault. PARTNERS & DISCOUNTS: LEDN: Bitcoin-backed lending. Go to ledn.io/walker and unlock liquidity WITHOUT selling your bitcoin. BLOCKSTREAM JADE: BLOCKSTREAM JADE HARDWARE WALLET: Head to https://store.blockstream.com/ and use coupon code WALKER for 10% off! BDIC™ is building an insurance marketplace on the bitcoin standard. Sign up for the waitlist at: http://bdic.io/walker Own Bitcoin Miners. Keep 100% Of The Bitcoin. Get 1st month of free hosting with https://abundantmines.com/walker Buy Bitcoin with River: http://partner.river.com/walker GET FOLD ($10 in bitcoin): https://use.foldapp.com/r/WALKER JOIN THE SUBSTACK TO GET NEW EPISODES DELIVERED STRAIGHT TO YOUR INBOX: https://walkeramerica.substack.com/ FOLLOW MAX: X: https://x.com/maxkeiser FOLLOW STACY: X: https://x.com/stacyherbert If you enjoy THE Bitcoin Podcast you can help support the show by doing the following: FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram
Demetrick, Dr. Corey Petty, and Jesse are back for an episode where the regulated players finish moving in and the outsiders start getting shown the door.BlackRock, Google, Visa, Stripe, MasterCard, Coinbase, and DBS just announced Open Standard USD. It is called open the same way OpenAI is called open. The reserve yield goes to the participating institutions instead of holders, minting and redemption fees get scrapped, and governance sits under a company collectively owned by the biggest financial players on the planet. The guys break down what happens when the payment rails, the asset managers, and the ad tech giants all agree on the same stablecoin at the same time.Meanwhile Tether is done in Europe. USDT trading pairs are gone from Coinbase, Kraken, Binance, and Crypto.com in the EEA because Tether refused to seek MiCA e-money authorization. Demetrick reveals he has an open short on Tether somewhere on the internet and would very much like to find it.The guys also cover the ENS drama that turned out not to be drama at all when the king of the castle stepped in and killed the privacy committee vote from the top. Plus Michael Saylor selling more Bitcoin, and the theory that this is less about strategy and more about staying out of jail.The back half of the show goes philosophical when Corey lays out an essay he wrote called the paradox of democratizing access. When you lower the barrier of entry to a specialized field, you do not get innovation. You get an army of newcomers who confidently reinvent things the experts already figured out, other people throw money at them because money attracts money, and eight moon markets later you are still watching the same cycle. Cue the pitch for Corey to play the Architect from The Matrix explaining this to a young crypto enthusiast in a gray suit.Drop questions in the YouTube comments. Join the Discord.
American Hodl and Erik Cason return to THE Bitcoin Podcast for a wide-ranging conversation on Bitcoin, AI, cryptography, surveillance, socialism / communism, and the future of human freedom. We explore whether AI is fundamentally communist and centralizing, why Bitcoin may be one of humanity's greatest tools for preserving individual liberty, and how advances in AI are reshaping the economics of censorship, surveillance, and political power. Along the way, we examine the resurgence of socialism and communism, America's founding ideals, the growing crisis of trust in Western institutions, open-source AI, privacy, faith, family, and why building parallel systems may matter more than fighting over existing ones. A philosophical, provocative, and often humorous conversation about the defining ideas shaping the future. PARTNERS & DISCOUNTS: LEDN: Bitcoin-backed lending. Go to ledn.io/walker and unlock liquidity WITHOUT selling your bitcoin. BLOCKSTREAM JADE: BLOCKSTREAM JADE HARDWARE WALLET: Head to https://store.blockstream.com/ and use coupon code WALKER for 10% off! BDIC™ is building an insurance marketplace on the bitcoin standard. Sign up for the waitlist at: http://bdic.io/walker Own Bitcoin Miners. Keep 100% Of The Bitcoin. Get 1st month of free hosting with https://abundantmines.com/walker Buy Bitcoin with River: http://partner.river.com/walker GET FOLD ($10 in bitcoin): https://use.foldapp.com/r/WALKER JOIN THE SUBSTACK TO GET NEW EPISODES DELIVERED STRAIGHT TO YOUR INBOX: https://walkeramerica.substack.com/ FOLLOW ERIK: NOSTR: https://primal.net/erikcason X: https://x.com/Erikcason FOLLOW HODL: NOSTR: https://primal.net/hodl X: https://x.com/americanhodl8 If you enjoy THE Bitcoin Podcast you can help support the show by doing the following: FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram Subscribe to THE Bitcoin Podcast (and leave a review) on Fountain | YouTube | Spotify | Rumble | EVERYWHERE ELSE
Demetrick, Dr. Corey Petty, and Jesse for an episode about two forks, a fat node, and what happens when three guys who have been doing this for eleven years start asking whether the system can fix itself.Satoshi is about to get forked. The community is talking about it like it is optional. Corey is not so sure. If it has to happen, it has to happen, and the guys break down what that actually means for a protocol that was supposed to be set in stone.Meanwhile Ethereum is heading toward its own fork, and the guys translate the spec into plain English: the nodes are getting fat. Pretty hot and tempting, sure, but also a meaningful shift in what running infrastructure on the network looks like.The middle of the show goes off the rails in the best way. Demetrick got promoted to the AI integration lead at his firm and is now putting vibe coded tools straight into client production environments, replacing the Excel sheets nobody under thirty knows how to maintain. Corey explains why the real bottleneck in AI right now is not the model. It is the human attention required to write a good specification. The guys riff on what it would take to shrink that interface down to something you could actually scale.Then the gloves come off on the economy. Demetrick offers a working definition (an economy gives the most to the most), Corey calls the premise faulty under crony capitalism, and Jesse holds the line that you cannot use the system to fix the system. The takeaway lands on tax fairness, who actually uses the infrastructure, and why disruption has to come from outside.Plus Jesse pitches a sponsorship ask to Colossus Pay, the L2 looking to gut payment processor fees on point of sale terminals, because he is actively building gym software trying to do exactly that.Drop questions in the YouTube comments. Join the Discord.
In this episode, I sit down with Matt Odell for a wide-ranging conversation on the state of Bitcoin, Nostr, and freedom tech in an era of accelerating AI surveillance. Matt opens up about why he returned to X after two years on Nostr only, what he got wrong about adoption timelines, and why he still believes open protocols are the only credible path forward. We get into the tension between self-custody and custodial convenience, the surveillance threat posed by AI-powered data harvesting, and how Odell thinks about building resilient, censorship-resistant systems from his own self-hosted stack at home. FOLLOW ODELL: NOSTR: https://primal.net/odell X: https://x.com/ODELLXYZ PARTNERS & DISCOUNTS: LEDN: Bitcoin-backed lending. Go to ledn.io/walker and unlock liquidity WITHOUT selling your bitcoin. BLOCKSTREAM JADE: BLOCKSTREAM JADE HARDWARE WALLET: Head to https://store.blockstream.com/ and use coupon code WALKER for 10% off! BDIC™ is building an insurance marketplace on the bitcoin standard. Sign up for the waitlist at: http://bdic.io/walker Get a FREE MONTH of Bitcoin miner hosting via https://abundantmines.com/walker/ Buy Bitcoin with River: http://partner.river.com/walker GET FOLD ($10 in bitcoin): https://use.foldapp.com/r/WALKER JOIN THE SUBSTACK TO GET NEW EPISODES DELIVERED STRAIGHT TO YOUR INBOX: https://walkeramerica.substack.com/ If you enjoy THE Bitcoin Podcast you can help support the show by doing the following: FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram Subscribe to THE Bitcoin Podcast (and leave a review) on Fountain | YouTube | Spotify | Rumble | EVERYWHERE ELSE
Kyle Olney joins THE Bitcoin Podcast to discuss Bitcoin policy, open-source software, AI, privacy, and the growing battle between freedom technology and government control. We examine the Clarity Act and BRCA, what they mean for Bitcoin developers and privacy tools, and why developer protections are critical fight for the future of open-source innovation in America. Kyle also explores the parallels between Bitcoin and AI, the risks of restricting access to advanced models (e.g. Anthropic's Fable), and why open-source technology is essential for preserving competition, privacy, and individual liberty. Finally, we zoom out to discuss technological acceleration, generational leadership, the Fourth Turning, and the case for a modern cypherpunk revival. If you're interested in Bitcoin, AI, privacy, and the future of freedom technology, this episode is for you. FOLLOW KYLE: X: https://x.com/KyleOlney PARTNERS & DISCOUNTS: LEDN: Bitcoin-backed lending. Go to ledn.io/walker and unlock liquidity WITHOUT selling your bitcoin. BLOCKSTREAM JADE: BLOCKSTREAM JADE HARDWARE WALLET: Head to https://store.blockstream.com/ and use coupon code WALKER for 10% off! BDIC™ is building an insurance marketplace on the bitcoin standard. Sign up for the waitlist at: http://bdic.io/walker Get a FREE MONTH of Bitcoin miner hosting via https://abundantmines.com/walker/ Buy Bitcoin with River: http://partner.river.com/walker GET FOLD ($10 in bitcoin): https://use.foldapp.com/r/WALKER JOIN THE SUBSTACK TO GET NEW EPISODES DELIVERED STRAIGHT TO YOUR INBOX: https://walkeramerica.substack.com/ If you enjoy THE Bitcoin Podcast you can help support the show by doing the following: FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram Subscribe to THE Bitcoin Podcast (and leave a review) on Fountain | YouTube | Spotify | Rumble | EVERYWHERE ELSE
Privacy isn't about having something to hide. It's about preserving the freedom to act, communicate, and coordinate without coercion. In this episode of THE Bitcoin Podcast, Walker sits down with privacy advocate, cypherpunk, and Freedom Tech builder Max Hillebrand to discuss his new book, The Praxeology of Privacy. Max explains how Austrian economics and cypherpunk philosophy intersect, why privacy is a natural consequence of self-ownership and property rights, and how surveillance distorts economic calculation in much the same way that money printing distorts markets. The conversation explores: Why privacy is fundamentally tied to freedom The economic consequences of surveillance CBDCs and the future of financial control Why corporations and governments increasingly operate as surveillance partners The role of Bitcoin in creating a parallel economy Tor, VPNs, encryption, and network-level privacy Nostr's growing ecosystem and why developer adoption matters more than user counts Operational security (OpSec) in both the digital and physical world Signal's limitations and the future of decentralized private communications White Noise, Marmot, and the next generation of unstoppable encrypted messaging How Freedom Tech can make coercion more expensive and liberty more accessible Max also shares his vision for a future where money, communication, identity, and publishing are all decentralized, permissionless, and resistant to censorship. Whether you're new to privacy or already deep down the cypherpunk rabbit hole, this conversation provides a powerful framework for understanding why privacy matters—and what practical steps you can take to reclaim it. FOLLOW MAX: NOSTR: https://primal.net/maxhillebrand Try White Noise Chat: https://www.whitenoise.chat/ https://towardsliberty.com/ GET HIS BOOK: The Praxeology of Privacy on Amazon: https://tinyurl.com/2xn9bs8y Read on Nostr: https://tinyurl.com/4b42kb7d PARTNERS & DISCOUNTS: LEDN: Bitcoin-backed lending. Go to ledn.io/walker and unlock liquidity WITHOUT selling your bitcoin. BLOCKSTREAM JADE: BLOCKSTREAM JADE HARDWARE WALLET: Head to https://store.blockstream.com/ and use coupon code WALKER for 10% off! BDIC™ is building an insurance marketplace on the bitcoin standard. Sign up for the waitlist at: http://bdic.io/walker Buy Bitcoin with River: http://partner.river.com/walker GET FOLD ($10 in bitcoin): https://use.foldapp.com/r/WALKER JOIN THE SUBSTACK TO GET NEW EPISODES DELIVERED STRAIGHT TO YOUR INBOX: https://walkeramerica.substack.com/ If you enjoy THE Bitcoin Podcast you can help support the show by doing the following: FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram Subscribe to THE Bitcoin Podcast (and leave a review) on Fountain | YouTube | Spotify | Rumble | EVERYWHERE ELSE
The full crew is back (Demetrick, Dr. Corey Petty, and Jesse) for an episode that earns its title. AI plus crypto equals meh, and the guys are not pretending otherwise.The headline: Corey is selling a chunk of his crypto. And this time it is different. Every previous sell signal from him has been triggered by the market getting too frothy. This one is not. He is selling because Bitcoin is officially boring. The technology is not delivering the kind of utility that justifies sitting on a speculative asset for another cycle, and the Petty House Index is flashing (he is not buying a house, he is buying a workshop the size of one). The guys debate Hodl Plus versus loans against collateral, and whether the upside math still works when nothing exciting is shipping.From there it gets spicy. SpaceX needs exit liquidity. The AI IPO musical chairs game is in full swing. The guys break down the theory that Elon needs the SpaceX listing to succeed so he can eventually merge it with a Tesla that cannot survive on its own.Then the real fight starts. Demetrick argues AI is a weapon, the military is already three to seven years ahead of what the public sees, and every CEO with a leather jacket walks into the Pentagon before they ship. Corey pushes back hard on the logistics: the chips did not exist until recently, the power capacity did not exist, and you cannot conjure frontier models out of thin air no matter how big the black budget is. Jesse plays referee. Nobody fully agrees, and the conversation gets cut short on purpose to pick up next week.Plus: Corey's book teaser on the death of institutions, why democratized information speed means all gas no brakes, and a callback to last week's conversation with Joe about whether crypto is only ever about the trade.Drop questions in the YouTube comments or Spotify comments. Join the Discord.
IS THE BOTTOM IN? In this episode, I sit down with on-chain analyst James Check (Checkmate) and sentiment researcher Michael Sullivan to dig into their joint report "Peak Apathy" and what it really means when nobody gives a damn about Bitcoin. We go deep on why this bear market feels different, how language data and on-chain metrics are converging on some of the clearest accumulation signals since 2022, and why the most dangerous thing you can do right now is let the herd talk you out of stacking. "IT'S TIME TO DOUBLE DOWN." If you've been feeling the vibe weirdness and want the data behind it, this one's for you. PEAK APATHY: https://open.substack.com/pub/checkonchain/p/peak-apathy FOLLOW JAMES: X: https://x.com/_Checkmatey_ WEBSITE: https://www.checkonchain.com/ FOLLOW MICHAEL: X: https://x.com/SullyMichaelvan Michael's website: https://linktr.ee/sullywrites PARTNERS & DISCOUNTS: LEDN: Bitcoin-backed lending. Go to ledn.io/walker and unlock liquidity WITHOUT selling your bitcoin. BLOCKSTREAM JADE: BLOCKSTREAM JADE HARDWARE WALLET: Head to https://store.blockstream.com/ and use coupon code WALKER for 10% off! BDIC™ is building an insurance marketplace on the bitcoin standard. Sign up for the waitlist at: http://bdic.io/walker Buy Bitcoin with River: http://partner.river.com/walker GET FOLD ($10 in bitcoin): https://use.foldapp.com/r/WALKER JOIN THE SUBSTACK TO GET NEW EPISODES DELIVERED STRAIGHT TO YOUR INBOX: https://walkeramerica.substack.com/ If you enjoy THE Bitcoin Podcast you can help support the show by doing the following: FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram Subscribe to THE Bitcoin Podcast (and leave a review) on Fountain | YouTube | Spotify | Rumble | EVERYWHERE ELSE
Demetrick and Jesse hold down the fort (Corey ditched the show to chase what turned out to be a cardinal in North Carolina) for an episode about cracks forming in every direction at once.Michael Saylor just sold Bitcoin. Only thirty two coins, but the symbolism is louder than the size. The diamond hands era of MicroStrategy may be ending, and the bear is getting cozy on the couch.Meanwhile the AI IPO machine is sucking the life out of every other market. SpaceX is reportedly skipping the traditional IPO path and getting listed directly into the S&P 500, which would route retirement and 401k money straight into the company. The guys break down why that looks less like innovation and more like a setup for a future bailout, and what xAI, Anthropic, and OpenAI hitting the public markets at the same time means for liquidity everywhere else.From there it gets real. Demetrick's algorithm has stopped showing him reverse seared filet mignon and started feeding him cheese crusted liver and gourmet PB&J recipes. His luxury car uncle just posted a Hyundai Sonata. The Great Depression cosplay is in full swing, and the guys compare rice and bean stockpiles.Plus Corey calls in to explain the Y2K38 bug from first principles, with Demetrick finally understanding binary after a lifetime of bad teachers, and a fully unhinged closing segment about why Black Widow is secretly a wildcard and why Avengers Doomsday is going to print money.Drop questions in the YouTube comments. Join the Discord.
"Bitcoin is being embraced by the U.S. and the U.S. financial system and it is it being embraced by Iran and the Iranian regime at the exact same time and both of them know that they can use it without the other one threatening it. And that puts it in an insanely unique place in a world where there are no monies that work like that anymore." ~ Guy Swann We live in a world where global money printers are silently bleeding your savings out the back door. But the real threat isn't only the U.S. dollar. China's money supply is huge right now, and nobody asked your permission before letting international policy dilute the value of your hard work. We are watching an incredible shift happen in real-time. Powerhouse nations and heavily sanctioned regimes are suddenly eyeing the exact same monetary network, proving that true, neutral money works whether you are allies or sworn enemies. I recently sat down with Walker America to pull the curtain back on this whole financial illusion. We talked about the completely made-up nonsense of the Federal Reserve's inflation targets, and how the legacy system lets financial giants buy up the world with free fiat, just so they can rent it back to us. But the biggest paradox we explored is why the United States dollar actually cannot hyperinflate right now. A total currency collapse requires a giant release valve, and you might be surprised by what has to happen to the Bitcoin network before that pressure can finally escape. A huge thank you to Walker for hosting this conversation on RoxomTV. We had such a great back-and-forth about our breaking financial system that I had to drop this episode straight into your feed. Guest Links Walker on X (Link: https://twitter.com/WalkerAmerica) Walker on Nostr (Link: https://primal.net/walker) Walker's YouTube channel (Link: https://www.youtube.com/@walkeramerica) The Bitcoin Podcast's Website (Link: https://bitcoinpodcast.net/podcast) Affiliate Links Become sovereign, hold your keys, be censorship resistant with the Bitbox hardware wallet. Get 5% off everything in the store with code GUY (Link: https://bitbox.swiss/) Get 10% off the best Bitcoin board game in the world, HODLUP! Or any of the other great games from The Free Market Kids! Use code GUY10 at checkout for 10% off your cart! (Link: https://www.freemarketkids.com/collections/games-1) (Under construction) Check out the list of products and services I use and recommend on BitcoinAudible.com (Link: https://bitcoinaudible.com/) Host Links Guy on Nostr (Link: http://tinyurl.com/2xc96ney) Guy on X (Link: https://twitter.com/theguyswann) Guy on Instagram (Link: https://www.instagram.com/theguyswann) Guy on TikTok (Link: https://www.tiktok.com/@theguyswann) Guy on YouTube (Link: https://www.youtube.com/@theguyswann) Chapters (00:00:00) - Introduction(00:05:49) - Global M2 money supply and China fiat printing(00:08:19) - Historical monetary transitions and hard money adoption(00:14:02) - Bitcoin radical neutrality and money for enemies(00:21:08) - Early Bitcoin culture and The Good Wife television episode(00:28:05) - Economic necessity driving everyday Bitcoin adoption in Iran(00:34:34) - The Federal Reserve arbitrarily manipulating public inflation metrics(00:38:08) - Why the United States national debt constantly doubles(00:41:53) - Free rent for the rich and fake interest rates(00:48:55) - How fiat credit allows corporations to buy real estate(00:53:35) - The dollar endgame and prerequisites for fiat hyperinflation(00:57:43) - Why Bitcoin needs massive liquidity to replace fiat systems(01:01:10) - Closing thoughts and Pear Drive update
Demetrick, Dr. Corey Petty, and Jesse are joined by founder and investor Joe for a conversation that cuts through sixteen years of crypto noise with one provocative thesis: crypto is only about trading.Joe walks the guys through all five hype cycles, from Silk Road to Mt. Gox to the 2017 ICO mania to NFTs to today, and shows how the top of every cycle has been defined by a single dominant trading narrative. Everything else, he argues, is undercurrent. The conversation traces how he arrived at this conclusion after the chaos of ETHDenver 2023 sent him back to first principles, including the poker code buried in the original Bitcoin commit.From there the guys get into where the next hype cycle is forming. Joe demos a tap trading app he is building that strips away every chart, button, and knob until trading feels closer to a mobile game than a Bloomberg terminal. Green for good, red for bad, prediction markets baked in. The crew riffs on PVP tournaments, head to head trading streams on Twitch and Kick, and why apps optimized for volatility win when traditional markets get quiet.Plus: Anatoly's legendary bag working of Hyperliquid on Solana, why a normal person will never love a candlestick chart, and Corey announces he is winding down Archivist and open sourcing the IP.Drop questions in the YouTube comments. Join the Discord. The Pope conversation got pushed to next week.
In this episode of THE Bitcoin Podcast, Walker sits down with coinjoined Chris for a wide-ranging conversation covering Bitcoin security, privacy, memes, AI propaganda, self-custody, and the future of freedom tech. They discuss the rise in violent “$5 wrench attacks” against Bitcoiners, operational security best practices, and why privacy tools and self-custody matter more than ever in an increasingly surveilled world. They also dive deep into Bitcoin scaling debates, covenant proposals, quantum computing fears, and whether Bitcoin should continue evolving or ossify over time. Along the way, they explore AI-generated media, the changing culture of Bitcoin, the rise of institutional “Suitcoiners,” and why memes remain one of the most powerful forms of modern propaganda. The conversation closes with reflections on sovereignty, CBDCs, the future of money, and a philosophical speed round on plebs, voting, podcasts, and the fall of Rome. FOLLOW CHRIS: X: https://x.com/coinjoined PARTNERS & DISCOUNTS: LEDN: Bitcoin-backed lending. Go to ledn.io/walker and unlock liquidity WITHOUT selling your bitcoin. BLOCKSTREAM JADE: BLOCKSTREAM JADE HARDWARE WALLET: Head to https://store.blockstream.com/ and use coupon code WALKER for 10% off! BDIC™ is building an insurance marketplace on the bitcoin standard. Sign up for the waitlist at: http://bdic.io/walker Buy Bitcoin with River: http://partner.river.com/walker GET FOLD ($10 in bitcoin): https://use.foldapp.com/r/WALKER JOIN THE SUBSTACK TO GET NEW EPISODES DELIVERED STRAIGHT TO YOUR INBOX: https://walkeramerica.substack.com/ If you enjoy THE Bitcoin Podcast you can help support the show by doing the following: FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram Subscribe to THE Bitcoin Podcast (and leave a review) on Fountain | YouTube | Spotify | Rumble | EVERYWHERE ELSE
In this episode, I sit down with Michael Sullivan, author of Blood of the Bourgeoisie, to explore his groundbreaking Bitcoin sentiment analysis work that goes far beyond the fear and greed index, tracking individual high-signal Bitcoiners' language at a granularity most hedge funds only use behind closed doors. We also go deep on Blood of the Bourgeoisie, the Bitcoin thriller I had the honor of narrating, which captures the inner conflict every Bitcoiner knows between wanting to burn the system down and finding the more constructive path forward. The conversation dives into language, narrative formation, Bitcoin culture, the psychology of markets, AI-assisted creativity, and the tension many Bitcoiners feel between revolutionary anger and peaceful opt-out through freedom technology. FOLLOW MICHAEL: X: https://x.com/SullyMichaelvan Order the book! (or audiobook) https://a.co/d/09Z5WnyA PARTNERS & DISCOUNTS: LEDN: Bitcoin-backed lending. Go to ledn.io/walker and unlock liquidity WITHOUT selling your bitcoin. BLOCKSTREAM JADE: BLOCKSTREAM JADE HARDWARE WALLET: Head to https://store.blockstream.com/ and use coupon code WALKER for 10% off! BDIC™ is building an insurance marketplace on the bitcoin standard. Sign up for the waitlist at: http://bdic.io/walker Buy Bitcoin with River: http://partner.river.com/walker GET FOLD ($10 in bitcoin): https://use.foldapp.com/r/WALKER JOIN THE SUBSTACK TO GET NEW EPISODES DELIVERED STRAIGHT TO YOUR INBOX: https://walkeramerica.substack.com/ If you enjoy THE Bitcoin Podcast you can help support the show by doing the following: FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram Subscribe to THE Bitcoin Podcast (and leave a review) on Fountain | YouTube | Spotify | Rumble | EVERYWHERE ELSE
Allen Farrington returns to THE Bitcoin Podcast to discuss his latest essay “Number Go Down,” the myths surrounding deflation, why fiat economics gets causation backwards, and how inflationary monetary systems distort society itself. Walker and Allen explore the “paradox of thrift,” why central banking is fundamentally incompatible with free markets, and how fiat money fuels wealth inequality while convincing people capitalism is to blame. They also dive into socialism, Bitcoin as a savings technology, lowering time preference, and the future of Bitcoin scaling technologies like Lightning and ARK. The conversation also covers Bitcoin Is Venice, the upcoming second edition of the book, and why Bitcoin adoption may happen not through ideology — but through people slowly rediscovering common sense. FOLLOW ALLEN: https://x.com/allenf32 PARTNERS & DISCOUNTS: LEDN: Bitcoin-backed lending. Go to ledn.io/walker and unlock liquidity WITHOUT selling your bitcoin. BLOCKSTREAM JADE: BLOCKSTREAM JADE HARDWARE WALLET: Head to https://store.blockstream.com/ and use coupon code WALKER for 10% off! BDIC™ is building an insurance marketplace on the bitcoin standard. Sign up for the waitlist at: http://bdic.io/walker Buy Bitcoin with River: http://partner.river.com/walker GET FOLD ($10 in bitcoin): https://use.foldapp.com/r/WALKER JOIN THE SUBSTACK TO GET NEW EPISODES DELIVERED STRAIGHT TO YOUR INBOX: https://walkeramerica.substack.com/ If you enjoy THE Bitcoin Podcast you can help support the show by doing the following: FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram Subscribe to THE Bitcoin Podcast (and leave a review) on Fountain | YouTube | Spotify | Rumble | EVERYWHERE ELSE
Demetrick and Dr. Corey Petty fly solo this week (Jesse missed the memo) to break down the regulatory squeeze tightening around crypto.The new U.S. ruling banning native yield on stablecoins is the headline. The guys unpack what it actually means: stablecoins are getting institutionalized, the barrier to entry just got a lot taller, and only players with deep legal benches will route around the rules. Surveillance, control, or both?Corey explains how USDC dependency quietly de-decentralized DAI, and Demetrick raises the bigger question: with foreign nations buying less U.S. Treasury debt, stablecoin issuers are stepping into that role. What happens when crypto companies become the dollar's biggest buyers?Also covered: Stripe's new agentic wallet infrastructure for AI agents, the latest bill targeting crypto payment rails, and why the no middlemen dream keeps colliding with human nature. Plus Demetrick's weekend speaking to financial advisors who are finally opening up to crypto.Eleven years of The Bitcoin Podcast in three weeks. Over one thousand episodes. Thanks for sticking around.Drop questions in the YouTube comments. Join the Discord (QR in the video).No financial advice. Just the conversation.
In this episode, I sat down with Josh Hendrickson, BPI Senior Fellow and Chair of Economics at the University of Mississippi, to dig into the uncomfortable truth that Bitcoin's success has made political engagement unavoidable, not optional. We covered why the normalization of socialist ideas in America is both predictable and dangerous, why the "just leave me alone" mentality always loses to those who refuse to leave you alone, and how the proof-of-work ethos connects Bitcoin's rabbit hole to the kind of first-principles thinking America desperately needs right now. FOLLOW JOSH: X: https://x.com/RebelEconProf PARTNERS & DISCOUNTS: LEDN: Bitcoin-backed lending. Go to ledn.io/walker and unlock liquidity WITHOUT selling your bitcoin. BLOCKSTREAM JADE: BLOCKSTREAM JADE HARDWARE WALLET: Head to https://store.blockstream.com/ and use coupon code WALKER for 10% off! BDIC™ is building an insurance marketplace on the bitcoin standard. Sign up for the waitlist at: http://bdic.io/walker Buy Bitcoin with River: http://partner.river.com/walker GET FOLD ($10 in bitcoin): https://use.foldapp.com/r/WALKER JOIN THE SUBSTACK TO GET NEW EPISODES DELIVERED STRAIGHT TO YOUR INBOX: https://walkeramerica.substack.com/ If you enjoy THE Bitcoin Podcast you can help support the show by doing the following: FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram Subscribe to THE Bitcoin Podcast (and leave a review) on Fountain | YouTube | Spotify | Rumble | EVERYWHERE ELSE
Why does everything feel harder right now—and why does Bitcoin feel so frustrating at the same time? In this episode, I sit down with James Check (Checkmate) to break down the reality behind the “cost of living” crisis, why the system no longer seems to work for younger generations, and what Bitcoin is telling us about where we are in the market cycle. We explore the deeper forces driving rising costs, inequality, and financial stress—before diving into Bitcoin's current phase: who's actually selling, who's buying, and whether this painful stretch is setting up the next move. If it feels like the math doesn't add up anymore, this conversation explains why. CHECKMATE'S LINKS: Nostr: https://primal.net/p/npub1qh5sal68c8swet6ut0w5evjmj6vnw29x3k967h7atn45unzjyeyq6ceh9r X: https://x.com/_Checkmatey_ Web: https://www.checkonchain.com
This week on The Bitcoin Podcast, Jessie pulls back the curtain on the gym software he's been quietly building, an MRO (maintenance, repair & operations) platform designed to give gym owners something they've never had: real data. Every piece of equipment gets a digital record, like a VIN number for a car, maintenance history, repair logs, and predictive analytics that can save small gym owners thousands per year. It's the unglamorous infrastructure play hiding inside a billion-dollar industry that private equity hollowed out.Then Dr. Corey Petty and Demetrick cut through the legislative noise on two bills reshaping U.S. crypto:The GENIUS Act brings stablecoins into a real regulatory framework, opening the door for banks and institutions, protecting users from algorithmic collapses (think Luna), and creating a state-level pathway for smaller issuers. The catch? No yield on stablecoins, no FDIC insurance, and Big Tech gets to issue them without full banking standards.The CLARITY Act is the one builders have been waiting for, it ends regulation-by-enforcement, draws a clean line between CFTC and SEC jurisdiction, and has rare bipartisan support. But it's stalled in the Senate while the banking lobby actively fights it, and every month it drags, more crypto innovation moves offshore.Honest, unfiltered, and always building.
What happens when the hurricane hits and every cell tower goes dark? For one father working the night shift at a hospital during Hurricane Helene, that was not a hypothetical. It was eleven hours of silence with no way to reach his family.Kenneth and Josh from the Georgia Statewide Mesh Coalition join Dee and Jesse to break down mesh networking, the decentralized communication technology that keeps working when everything else fails. No cell towers. No ISP. No single point of failure. Just a resilient, self-routing network built by the community, for the community.Learn what mesh actually is, how Meshtastic works, and why this technology might be the most important thing you have never set up yet.When the grid goes down, will you still be able to communicate?
Kristian Csepcsar is the Chief Propaganda Officer at Braiins: the first Bitcoin mining pool and also the oldest Bitcoin company in existence. In this episode, he talks about the role that Braiins plays in the Bitcoin world (inside and outside of mining) and the moments that shaped the Proof of Work industry. Time stamps: 00:01:09 Introducing Kristian Csepcsar, Chief Propaganda Officer at Braiins 00:02:13 Brains Company Overview & Mining Book Promotion 00:03:33 Audiobooks & Free Resources 00:05:22 Mining Videos & Norway Whale Salami Story 00:07:42 Brains/Slush Pool History & Name Origin 00:10:32 Short History of Bitcoin Mining 00:10:53 Zcash Mining & Cake Wallet Giveaway 00:12:59 Brains Hardware & Braiins Dock Device 00:15:38 HashPower Marketplace & Solo Mining 00:17:40 Solo Mining Odds & Use Cases 00:23:31 AI Pivot in Mining Industry 00:25:35 Brains' Giveaway & Newsletter Challenge 00:27:52 Braiins Mini Miner (BMM101) & Mining Software Flexibility 00:29:10 Brains' Mining Pool Size & Decentralization 00:29:46 Early Bitcoin Mining: CPUs, GPUs, Pools 00:32:07 Slush Pool's Impact on Prague Bitcoin Scene 00:33:11 Mining Hardware Evolution: GPUs, FPGAs, ASICs 00:34:15 First Mining Pools & Fee Structures 00:36:16 ASIC Era & Bitmain Dominance 00:43:16 Slush Pool Hack & Trezor Creation 00:48:12 Brains' Growth & Key Bitcoin Mining Events 00:52:17 Brains' Political Stance & Protocol Upgrades 00:59:11 Mining Pool Centralization & Governance 01:04:07 Brains' No-KYC Policy & Lightning Payouts 01:07:17 Brains Firmware & Machine Management 01:12:38 ASIC Manufacturing Competition & Challenges 01:17:22 Jack Dorsey's Bitcoin Investments Critique 01:22:06 Open Source, Feedback, and Community Criticism 01:24:00 Mining Centralization Beyond Pools 01:31:14 Miners' Role in Bitcoin Governance 01:34:32 Brains' Business Strategy & Pool Size: Why Isn't Braiins Number 1? 01:40:13 Outro & Final Promotions
Jeff Booth, Jack, and Nick explore a year-long paper linking Bitcoin to fundamental physics, framing Bitcoin blocks as discrete, quantized units of time. They connect concepts from quantum mechanics and entropy to Bitcoin's design, argue that its finite, discrete structure may be incompatible with quantum computing threats, and close with plans to experimentally test a Bitcoin miner's interaction with zero-point energy in a physics lab in Chamonix. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:02:46 - Bitcoin blocks as quantized units of time challenging the continuous-time assumption in modern physics 00:07:26 - The self-referential problem of time in physics and why time cannot be tested outside of itself 00:13:34 - Parallels between Bitcoin's mempool and quantum superposition as pre-measurement potential states 00:14:43 - How Bitcoin's UTXO model separates measurement from observation in a way physics cannot 00:31:13 - Bridging Boltzmann entropy and Shannon entropy through Bitcoin's finite state space and mining process 00:37:47 - Bitcoin's 21 million supply cap as a physical boundary analogous to Planck temperature 00:42:26 - Why Bitcoin's discrete time model may be fundamentally incompatible with quantum computing attacks 01:02:32 - Plans to test a Bitcoin miner's interaction with zero-point energy at a physics lab in Chamonix Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Jack and Nick's paper: Bitcoin - The Architecture of Time. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Simple Mining Netsuite Shopify Plus500 Vanta Masterworks Fundrise References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Parker and Preston explore the implications of the Clarity Act on Bitcoin's legal protections and public understanding. They examine how AI could both distract from and inform Bitcoin adoption, unpack the foundational economic value of Bitcoin, and delve into the "ribeye index" as a real-world inflation measure. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:19 – Why the Clarity Act may pose risks to Bitcoin developers and self-custody 00:08:21 – How Texas is strategically investing in Bitcoin 00:13:26 – How AI could both mislead and inform the public on Bitcoin 00:21:43 – The economic interplay between AI and Bitcoin energy consumption 00:24:49 – Three core reasons behind Bitcoin's long-term opportunity 00:29:56 – Why Bitcoin's success is viewed as binary and what that means 00:35:16 – What the "ribeye index" reveals about real inflation 00:39:52 – Why understanding Bitcoin is crucial to protecting against hyperinflation 00:40:35 – The relationship between changing health perceptions and financial awakening 00:51:10 – How accepting Bitcoin as payment reflects deeper conviction in its value Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Parker's book: Gradually, Then Suddenly. Bitcoin is the Greatest Asymmetry. Zaprite. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Linkedin Talent Solutions Human Rights Foundation Simple Mining Vanta Netsuite Fundrise Masterworks Shopify References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
The Bitcoin mastermind group explores geopolitical tensions, including a potential U.S. response to Taiwan's defense and Venezuela's strategic oil reserves. They analyze the revolutionary impact of AI on economic models, employment, and national security, while diving into crypto regulation, Bitcoin predictions, and market dynamics. A mix of serious insights and entertaining AI-generated music rounds out the session. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:00:03 - Why the Venezuela raid could signify a new global power alignment 00:00:20 - The debate on whether the U.S. would defend Taiwan from a Chinese invasion 00:05:02 - Strategic importance of semiconductors in global power dynamics 00:17:58 - Elon Musk's prediction about deflation and AI-driven economies 00:25:27 - Why “bullshit jobs” might emerge in an AI-dominated future 00:32:04 - Insights from Microsoft's AI Economy Institute on global AI adoption 00:37:10 - How AI could disrupt white-collar work and content credibility 00:41:03 - Forecasts on Bitcoin's price trajectory through 2026 00:44:07 - The Clarity Act's potential impact on stablecoins and crypto markets 00:53:39 - How treasury yields, Powell investigations, and Bitcoin interconnect Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Related Episode: Bitcoin Mastermind Q3 2025. Related Episode: Bitcoin Mastermind Q2 2025. American Hodl on Nostr. Jeff Ross on Nostr. Joe Carlasare on X (Twitter), Nostr. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Masterworks Linkedin Talent Solutions Simple Mining Plus500 Shopify Fundrise Netsuite References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm