Podcasts about ordinals

Bitcoin soars past $122K flipping Amazon's market cap. Charlie and Colin analyze price predictions from $150K-$400K, discuss the Mayer Multiple indicator, boomer ETF flows, and whether the 4-year cycle still holds in this bull market.Charlie and Colin dive deep into Bitcoin's explosive run past $122,000, analyzing what's driving the rally and how high it could go. They break down predictions from Peter Brandt ($150K), Bob Lucas ($175K), and the wild $400K call from Udi. Plus: why boomer ETF flows might be the secret sauce, the Mayer Multiple indicator, and whether we're in for a supercycle.Subscribe to the newsletter! https://newsletter.blockspacemedia.comNOTES:• Bitcoin hit $122K all-time high over weekend• Market cap exceeds $2.4 trillion, flips Amazon• Mayer Multiple at 1.12, well below 2.4 threshold• iShares Bitcoin ETF trades at $67 per share• DXY down 10.7% in 2025, worst since 80s• Gold market cap at $22.3 trillion (10x Bitcoin)Timestamps:00:00 Start03:00 Bitcoin marketcap flips Amazon & Google08:25 Mayer Multiple (it's back baby!)10:27 Analyst: Peter Brandt (parabolic advance)13:54 Analyst: Bob Lucas (4 yr cycle)25:19 Analyst: Udi (just vibes man)-

The Vault is a morning show hosted on Twitter Spaces and YouTube Live on Tuesdays, Wednesdays, and Thursdays at 11:30 am EST. The show focuses on multi-chain communities, emerging protocols, NFTFi, DeFi, Gaming, and, most importantly, collecting digital assets.Adam McBride: https://twitter.com/adamamcbrideJake Gallen: https://twitter.com/jakegallen_Chris Devitte: https://twitter.com/chris_devvEmblem Vault: https://twitter.com/EmblemVaultAgent Hustle: https://x.com/AgentHustleAIMigrate Fun: https://x.com/MigrateFun

FILL OUT THE SURVEY BY CLICKING HERE:https://forms.gle/DFpR9MyhWo1NQ8T39 Gwart joins us to talk about the collapse of crypto's "public goods" era and why the revenue meta is taking over. We dive deep into the fat protocol thesis, why DAOs failed, the difference between Bitcoin and crypto, and how builders are finally focusing on sustainable businesses instead of token hacking. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **NOTES:** • Pump.fun crossed hundreds of millions in revenue • Fat protocol thesis originated 2016-2017 • iPhone example: $1,000 vs theoretical $10,000 • Uniswap has fee switch but hasn't turned it on • Thread guy has 5% Bitcoin portfolio allocation • Bitcoin could 10x in next five years Timestamps: 00:00 Start 01:59 Bitcoin vs Crypto 06:08 What does Gwart "believe" in? 08:33 Revenue Meta & Fat Protocol Thesis 13:36 Interpreting the Fat Protocol Thesis 19:25 Analogies to Linux, etc 27:18 Is the DAO dead? 31:27 Devs 37:35 Creators of the Revenue delusion 40:46 Are stonks the new tokens? 45:01 Solana maxi 50:22 Real World Assets ;P 53:10 Minting new BTC maxis -

80,000 Bitcoin from 2011 moves sparking conspiracy theories. Elon breaks from Trump, announces America Party with Bitcoin focus. BTC hits $117K all-time high amid political drama and market chaos.Charlie and Colin dive deep into the $8 billion Bitcoin whale awakening from 2011, conspiracy theories around legal notices, and the dramatic fallout between Elon Musk and Trump. Plus, Bitcoin smashes through $113K as markets defy doomsday predictions.Subscribe to the newsletter! https://newsletter.blockspacemedia.comNOTES:• 80,000 Bitcoin moved worth $8.1 billion• Bitcoin hits new all-time high at $113K• Funds dormant since 2011 - 13+ years• Elon announces America Party with Bitcoin focus• Markets shed 15% earlier this year• $150B in government waste cuts achievedTimestamps00:00 Start00:52 80k BTC moved06:03 Message in transaction16:21 Elon forms political party22:29 BTC @ $113k28:28 WW3 with Iran-

The Vault is a morning show hosted on Twitter Spaces and YouTube Live on Tuesdays, Wednesdays, and Thursdays at 11:30 am EST. The show focuses on multi-chain communities, emerging protocols, NFTFi, DeFi, Gaming, and, most importantly, collecting digital assets.Adam McBride: https://twitter.com/adamamcbrideJake Gallen: https://twitter.com/jakegallen_Chris Devitte: https://twitter.com/chris_devvEmblem Vault: https://twitter.com/EmblemVaultAgent Hustle: https://x.com/AgentHustleAIMigrate Fun: https://x.com/MigrateFun

Gwart discusses the death of the fat protocol thesis, why DAOs became dysfunctional, and crypto's shift from public goods delusion to revenue-focused businesses. Plus thoughts on Bitcoin maximalism and Solana's pragmatic approach.You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 7,000 Bitcoiners: https://newsletter.blockspacemedia.comGwart joins us to talk about the collapse of crypto's "public goods" era and why the revenue meta is taking over. We dive deep into the fat protocol thesis, why DAOs failed, the difference between Bitcoin and crypto, and how builders are finally focusing on sustainable businesses instead of token hacking.Subscribe to the newsletter! https://newsletter.blockspacemedia.com**NOTES:**• Pump.fun crossed hundreds of millions in revenue• Fat protocol thesis originated 2016-2017• iPhone example: $1,000 vs theoretical $10,000• Uniswap has fee switch but hasn't turned it on• Thread guy has 5% Bitcoin portfolio allocation• Bitcoin could 10x in next five yearsTimestamps:00:00 Start01:59 Bitcoin vs Crypto06:08 What does Gwart "believe" in?08:33 Revenue Meta & Fat Protocol Thesis13:36 Interpreting the Fat Protocol Thesis19:25 Analogies to Linux, etc27:18 Is the DAO dead?31:27 Devs37:35 Creators of the Revenue delusion40:46 Are stonks the new tokens?45:01 Solana maxi50:22 Real World Assets ;P53:10 Minting new BTC maxis-

Deep dive into the Nakamoto Project's survey of 3,500 Americans reveals surprising demographics about Bitcoin ownership, political leanings, and moral foundations of crypto holders vs non-holders.You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 12,000 Bitcoiners: https://newsletter.blockspacemedia.comColin and Charlie dive deep into the Nakamoto Project's groundbreaking survey revealing what the average American really thinks about Bitcoin. From surprising ownership demographics to political shifts and moral foundations, this data challenges everything you think you know about who owns Bitcoin and why.Subscribe to the newsletter! https://newsletter.blockspacemedia.com**Notes:**• 48 million Americans own Bitcoin (18.6% surveyed)• 11 million hold their own keys (4.21%)• Hispanic/Latino ownership leads at 24.2%• 58.8% keep Bitcoin on exchanges• Political shift right since 2024• 4 in 5 support gold-to-Bitcoin conversionTimestamps:00:00 Start02:14 Highlights05:12 Who holds Bitcoin?08:35 How do people hold Bitcoin?12:02 Ethnicity of Bitcoin holders16:32 Politics20:38 Changes in ownership from 202422:22 Sentiment27:26 Moral Foundations39:00 Crypto Reserve43:12 Policy-

The Vault is a morning show hosted on Twitter Spaces and YouTube Live on Tuesdays, Wednesdays, and Thursdays at 11:30 am EST. The show focuses on multi-chain communities, emerging protocols, NFTFi, DeFi, Gaming, and, most importantly, collecting digital assets.Adam McBride: https://twitter.com/adamamcbrideJake Gallen: https://twitter.com/jakegallen_Chris Devitte: https://twitter.com/chris_devvEmblem Vault: https://twitter.com/EmblemVaultAgent Hustle: https://x.com/AgentHustleAIMigrate Fun: https://x.com/MigrateFun

The Vault is a morning show hosted on Twitter Spaces and YouTube Live on Tuesdays, Wednesdays, and Thursdays at 11:30 am EST. The show focuses on multi-chain communities, emerging protocols, NFTFi, DeFi, Gaming, and, most importantly, collecting digital assets.Adam McBride: https://twitter.com/adamamcbrideJake Gallen: https://twitter.com/jakegallen_Chris Devitte: https://twitter.com/chris_devvEmblem Vault: https://twitter.com/EmblemVaultAgent Hustle: https://x.com/AgentHustleAIMigrate Fun: https://x.com/MigrateFun

Casey Rodarmor discusses Bitcoin politics, ordinals/runes development, stablecoins, and his wild new project adding Chinese numerology and divination features to Bitcoin ordinals protocol.You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 7,000 Bitcoiners: https://newsletter.blockspacemedia.comCasey Rodarmor, creator of Bitcoin Ordinals and Runes protocols, joins us to talk about his frustration with Bitcoin politics, why he thinks Bitcoiners are becoming too cozy with politicians, the future of ordinals and runes adoption, his thoughts on stablecoins, and his fascinating new project to integrate Chinese numerology and divination systems into Bitcoin through SAT-based fortune telling.Subscribe to the newsletter! https://newsletter.blockspacemedia.com**NOTES:**• Bitcoin currently trading at $110,000• Runes has built-in 4-year hype cycle for names• One-letter rune names unlock in final phase• Casey blames lack of creativity for runes adoption• Stablecoins expand dollar demand globally• Chinese numerology integration planned for ordinalsTimestamps:00:00 Start00:55 Tired of Ordinals & Runes?03:25 Bitcoin is feeling weird06:41 Politicians10:02 Arch Network10:34 Bitcoin & politics12:02 Stablecoins14:02 Hell Money Podcast15:20 Numerology22:04 Vaporware?23:35 Interesting stuff right now-

The Vault is a morning show hosted on Twitter Spaces and YouTube Live on Tuesdays, Wednesdays, and Thursdays at 11:30 am EST. The show focuses on multi-chain communities, emerging protocols, NFTFi, DeFi, Gaming, and, most importantly, collecting digital assets.Adam McBride: https://twitter.com/adamamcbrideJake Gallen: https://twitter.com/jakegallen_Chris Devitte: https://twitter.com/chris_devvEmblem Vault: https://twitter.com/EmblemVaultAgent Hustle: https://x.com/AgentHustleAIMigrate Fun: https://x.com/MigrateFun

For this week's Bitcoin Season 2 Writer's Room, a news roundup that includes some terrible advice from the gigachad himself, and why bitcoin may soon count as an asset when you apply for a mortgage. You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 16,000 Bitcoiners: https://newsletter.blockspacemedia.comWelcome back to Bitcoin Season 2! Today, Charlie and Colin break down Michael Saylor's Bitcoin Prague keynote where he tells people to leverage it all for bitcoin - including borrowing from family members (what could go wrong?). Plus, the FHFA's directive ordering Fannie Mae and Freddie Mac to recognize crypto as legitimate assets for mortgages, a new Bitcoin stablecoin launch, and the weird on-chain "clocking in" game that's creating the only regular fees on Bitcoin right now.NOTES:• Bitcoin trading at $107,000-$108,000• Michael Saylor's BTC Prague Keynote: Debt for BTC• FHFA order for recognition of crypto as an asset for mortgages• Transaction fees only 2 sats per byte • Tether market cap at $157 billion• Crypto market cap over $3 trillion total• Bitcoin market cap over $2 trillion• People clocking in 30+ days straightTimestamps:00:00 Start02:10 Saylor says leverage = good11:37 Bill Putle BTC as loan backing20:18 Stablecoins on BTC29:16 Make sure you clock in!-

Andrew Camilleri, better known as Kukks, is one of the most prolific contributors to BTCPay Server & an advocate for using bitcoin as money. Recently, he started building Bitcoin Layer 2 applications for Ark Labs & believes in conservative improvements. Time stamps: (00:00:49) Introduction & Andrew's Background (00:01:46) Getting Into Bitcoin & Altcoin Integrations (00:03:02) Focusing on Bitcoin & Monero Plugin (00:04:04) BTCPay Plugins & Community (00:04:22) Bitcoin's Imperfections & Altcoin Use Cases (00:04:55) Pessimism & Stagnation in Bitcoin Development (00:05:16) Introduction to Ark & Its Evolution (00:06:10) Ark's Technical Evolution (00:07:31) Ark's Impact on Developer Morale (00:07:36) What is Ark? (00:09:08) Ark's Virtual Ledger & Dust Problem (00:09:59) Off-Chain Payments & User Experience (00:11:07) Lightning Network vs. Ark (00:13:21) Custodial Lightning & Ark's Broader Goals (00:15:13) Escrow & Multisig Use Cases (00:16:09) Bitcoin's Usability & Fee Volatility (00:16:51) Miners & Second Layer Economics (00:19:08) Drivechains & Network Fragmentation (00:21:38) Rollups, ZK Proofs, and Simplicity (00:25:53) CTV, Musig2, and Soft Forks (00:28:12) OP_CAT, Collider Script, and Efficiency (00:32:38) Cost, Privacy, and Coinjoin (00:36:12) Stablecoins, Payments, and Swapping (00:38:14) Privacy, TumbleBit, and Ark's Superiority (00:41:03) Expiry, Operators, and User Experience (00:44:14) Becoming an Ark Operator (00:47:31) Fedimints, Liquid, and Privacy (00:49:41) Security Against Operator Theft (00:51:31) HODLing, Expiry, and Automation (00:53:37) Payment Finality & Pre-Confirmation (00:57:49) Government Attacks & Decentralization (01:02:51) Ark's User Experience & Wallet Integration (01:05:11) Lightning Interoperability & Partnerships (01:07:48) Arkade OS & Arcade Script (01:13:06) Underrated Use Cases: Escrow & Synthetic Assets (01:18:29) BTCPay Server's Impact & Bitcoin Payment Adoption (01:22:23) Speculation, Regulation, and Medium of Exchange (01:24:20) Litecoin, Extension Blocks, and Privacy (01:26:01) Coinjoin, Amounts, and Privacy Pools (01:29:09) Bitcoin Upgrades, CTV, and Developer Frustration (01:34:27) Soft Fork Politics & Overselling Upgrades (01:41:53) Payments, Credit Cards, and Onboarding (01:44:11) Stablecoins, Speculation, and Fiat Mindset (01:48:48) Taproot Assets, Altcoins, and Control Tokens (01:52:17) Early Bitcoin Days & Escrow (01:54:53) Gaming, Digital Money, and Bitcoin Adoption (01:59:15) Speculative Attack & Fiat Demand (02:00:01) Supercycle Skepticism & Price Predictions (02:02:22) Hard Forks, Big Blockers, and Research Value (02:24:40) NFTs, Ordinals, and Free Market Transactions (02:36:28) BTCPay Plugins & Comparison to LNBits (02:43:14) Zero Conf, RBF, and Payment Risks (02:47:41) Ark's Future: Liquidity & Decentralization (02:49:25) Testing Ark & Reference Wallet (02:51:00) Browser Wars & Internet Evolution (02:56:26) Scaling Bitcoin Payments & Libra Comparison (02:58:10) Tipping, Custodial Wallets, and Ark's SDK (03:02:12) HODL Culture vs. Spending (03:06:07) Optimism, Pessimism, and User Adoption (03:08:13) Lightning's Complexity & Ark's Simplicity (03:11:18) Competition Among Layer 2s (03:14:13) Ark's Launch, Operators, and Liquidity (03:16:08) Ark Operator Incentives & Fee Structure (03:17:08) Testing, Following, and Final Thoughts

The Vault is a morning show hosted on Twitter Spaces and YouTube Live on Tuesdays, Wednesdays, and Thursdays at 11:30 am EST. The show focuses on multi-chain communities, emerging protocols, NFTFi, DeFi, Gaming, and, most importantly, collecting digital assets.Adam McBride: https://twitter.com/adamamcbrideJake Gallen: https://twitter.com/jakegallen_Chris Devitte: https://twitter.com/chris_devvEmblem Vault: https://twitter.com/EmblemVault

We sat down with Carl Dong — former Bitcoin Core contributor, now founder of Obscura VPN focused on real-world censorship resistance.In this episode, we dive into:- Why Carl walked away from Bitcoin Core development to tackle privacy head-on- What sets Obscura apart from other VPNs- Lessons from the Great Firewall and routing traffic through hostile networks- Chinese numerology- Carl & Casey's long and storied shared historyFOLLOW CARL: https://x.com/carl_dongGet bonus content by subscribing to @hellmoneypod on X: https://x.com/hellmoneypod/creator-subscriptions/subscribeOr support the podcast by sending a BTC donation: bc1qztncp7lmcxdgude4px2vzh72p2yu2aud0eyzys ORDINALS PROTOCOL SHIRT: https://shop.inscribing.com/products/ordinals-protocol-shirtTIMESTAMPS:0:00 Intro & Carl's journey to Bitcoin development11:59 Hard problems in Bitcoin16:00 Binaries, compliers, and reproducible builds37:30 Transitioning from Bitcoin core to working on Obscura VPN1:05:00 Advice for current Bitcoin core contributors1:10:00 Ordinals numerology1:39:00 Outro

0xBunzy discusses how Bitcoin's limitations drive innovation in developer tools and censorship-resistant art storage.You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 16,000 Bitcoiners: https://newsletter.blockspacemedia.comWelcome back to Bitcoin Season 2! Today, @0xBunzy, Bitcoin developer and creator of foundational tools, joins us to talk about Laser Eyes, the open source wallet connection library that's become essential infrastructure; Beat Blocks, an inscription tool for putting music on Bitcoin's blockchain; and why Bitcoin's constraints spark the most creative innovations in art and developer tooling.Subscribe to the newsletter! https://newsletter.blockspacemedia.comNOTES:• Opus codec compresses 40% smaller than MP3• Multiple major apps now use Laser Eyes• npm installs track Bitcoin dev growth• Beat Blocks uses recursive inscriptions• P5 library enables high-quality visuals• Bitcoin friction creates better artTimestamps:00:00 Start01:11 How does Bunzy explain his job?02:49 Laser Eyes06:39 Modulat wallet construction08:39 Beat Blocks14:24 Browser UI experience16:41 Art on Bitcoin as culture20:32 Wrap up-

Bitcoin treasury strategies are all the rage, but are they actually sustainable?You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 7,000 Bitcoiners: https://newsletter.blockspacemedia.comWelcome back to Bitcoin Season 2! Today, Colin and Charlie talk about the explosive growth of Bitcoin treasury companies and their financial engineering strategies. They break down Strategy's convertible debt playbook, examine why these companies trade at premiums to their Bitcoin holdings, and debate whether this trend is sustainable or an elaborate house of cards waiting to collapse.Subscribe to the newsletter! https://newsletter.blockspacemedia.com**Notes:**• MicroStrategy holds 592,100 Bitcoin• Q1 2025 revenue: $111 million • Convertible notes have 0-1% interest rates• Bitcoin needs to drop way low for liquidation• Preferred shares pay 8-10% dividends• Annual obligations: $10-20 billionTimestamps:00:00 Start02:59 Strategy (formerly micro)10:42 Types of companies15:13 Preferred stock24:57 Closed end fund dynamics-

Jeremy discusses his Miami Bitcoin office, building a staking platform directly into Bitcoin client, redesigning Bitcoin script entirely, CTV endorsement process, and why Bitcoin should make users feel dramatically more free on the day they start using it.You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 7,000 Bitcoiners: https://newsletter.blockspacemedia.comJeremy Rubin joins us to talk about his secretive Miami Bitcoin office building Polybeam bridge and a Bitcoin staking platform, his controversial ideas for redesigning Bitcoin script entirely using RISC-V instead of the current "crappy programming language," his CTV endorsement process and why CAT proposals fell short, plus his theory on optimal soft fork activation timing to avoid holidays and summer vacations.Subscribe to the newsletter! https://newsletter.blockspacemedia.comNotes:• Building Bitcoin staking platform into core client• Polybeam bridge connects Bitcoin to StarkNet• CTV endorsement process received few submissions• Recommends 10 megabytes memory for new script• Early November best time for soft fork activation• In-person work more effective than remoteTimestamps:00:00 Start01:39 Working from home03:10 Jeremy's secret project04:17 Polybeam05:28 Char & Bitcoin staking07:11 Staking within the client09:58 Whiteboarding at OP_NEXT11:47 64 byte transactions28:49 Drama & Kanye30:52 CTV36:54 Softfork activation (the human version)45:21 Best day of life-

Charlie and Colin demolish every popular Bitcoin price model - stock-to-flow, rainbow charts, power law, and Metcalfe's law. Why they're all wrong and what might actually work this cycle.You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 12,000 Bitcoiners: https://newsletter.blockspacemedia.comCharlie and Colin break down every major Bitcoin price prediction model and explain why they're all fundamentally flawed. From Plan B's broken stock-to-flow to Giovanni's power law obsession, rainbow charts, and Metcalfe's law - we expose the problems with each approach and introduce Charlie's new "institutional structured bid corridor" theory for this cycle.Subscribe to the newsletter! https://newsletter.blockspacemedia.comNOTES:• Stock-to-flow predicted $1M by 2025 - failed• Rainbow chart undefeated since 2013• Power law predicts $100K by 2028 latest • Metcalfe's law broken by ETF adoption• Hyper-bitcoinization chart shows $100B BTC• Institutional money creating price channelsTimestamps:00:00 Start00:34 Price Models02:09 Stock to Flow10:48 Rainbow Chart14:59 Arch Network15:31 Power Law21:40 Metcalfe's Law28:03 Hyperbitcoinization Model30:47 Institutional Structure Bid Corridor Model-

Nick from Gamma explains how Bitcoin ordinals differ from traditional NFTs and introduces Signals - a platform solving the broken price discovery process that forces users to jump through ridiculous hoops just to buy digital collectibles.You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 7,000 Bitcoiners: https://newsletter.blockspacemedia.comNick, co-founder of Gamma, joins us to talk about the broken NFT market discovery process and how their new platform Signals fixes the ridiculous whitelist system. We dive into Bitcoin ordinals vs traditional NFTs, why inscriptions are superior to off-chain storage, and how auction-style price discovery creates fairer markets for creators and collectors.Subscribe to the newsletter! https://newsletter.blockspacemedia.comNotes:• Tens of thousands of Bitcoin nodes store inscriptions• 2021 marked peak NFT hype cycle craze• Most NFT data stored on centralized servers• Signals uses auction clearing price model• Bitcoin inscriptions permanently on-chain• Traditional NFTs just track ownershipTimestamps00:00 Start00:49 Inscribing Vegas conference02:47 NFT market currently05:45 Market participants11:44 Why are Ordinals & Inscriptions interesting?20:36 Arch Network21:08 Price discovery (it's harder than it looks)29:09 Signals Art39:54 Blockspace40:43 Is a market equilibrium possible?45:05 Wrap up47:53 Invite code #BS2-

While Bitcoin 2025 and Inscribing Vegas lit up the Strip, we camped out with a mic and grabbed the builders behind the biggest moves in Ordinals. Episode #1 from Sin City features Nick Sainato —Gamma Co‑Founder, now debuting Signals.art, the platform out to kill the NFT whitelist grind and give everyone a social credit score.We dive into:- Whitelist grind culture & inefficiencies in the market- Price discovery and go-to-market strategies for NFTs- Signals.art walkthrough- Early Ordinals lore & Nick's origin storyFOLLOW NICK: https://x.com/nicksainatoFOLLOW SIGNALS: https://x.com/signalsartCLAIM 300 BARS ON SIGNALS.ART WITH CODE "#HMP": https://signals.art/Get bonus content by subscribing to @hellmoneypod on X: https://x.com/hellmoneypod/creator-subscriptions/subscribeOr support the podcast by sending a BTC donation: bc1qztncp7lmcxdgude4px2vzh72p2yu2aud0eyzys ORDINALS PROTOCOL SHIRT: https://shop.inscribing.com/products/ordinals-protocol-shirtTIMESTAMPS:0:00 Intro & Inscribing Vegas review8:55 Signals.art & where we're at in the market14:00 Fixing the whitelist grind18:30 What is Signals?29:00 Clearing price auction price discovery38:10 Signals is chain-agnostic41:00 Pricing psychology52:00 Mint behavior59:00 Signals walkthrough1:08:15 Nick Sainato origin story1:18:15 Early Ordinals lore1:25:50 Outro

Crypto kidnappings & "wrench attacks" are surging globally. Charlie & Colin break down real cases, from Ledger CEO torture to NYC penthouse hostage drama, plus essential security tips to protect yourself from physical Bitcoin theft.You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 12,000 Bitcoiners: https://newsletter.blockspacemedia.comCharlie and Colin dive deep into the dark side of crypto wealth - the rising amount of physical attacks, kidnappings, and torture targeting Bitcoin holders. From the Ledger co-founder's mutilation in France to wild NYC penthouse hostage situations involving crack cocaine and air fryers, they explore real cases and share Jameson Lopp's security wisdom.Subscribe to the newsletter! https://newsletter.blockspacemedia.com**Notes:**• Ledger co-founder kidnapped 2 days, fingers cut• American tourist lost $125K in London scam• Italian held 17 days, $28M crypto extorted• 90+ officers in French rescue operation• Attacks started with Hal Finney in 2014• Most incidents happen in Europe/AsiaTimestamps:00:00 Start01:08 What is a wrench attack?05:33 Jameson Lopp08:19 3 Types of attacks09:34 Kidnapping (Ledger Case)12:19 Kidnapping (French Father Case)13:03 Attempted Abduction (France Daughter of CEO)14:59 Arch Network15:31 Wrench Attack Tracker19:10 Hostage (American Tourist London)22:08 Different custody setups24:34 Hostage (Kentucky Crypto King)30:58 Best practices-

Vortex returns to discuss Bitcoin's future, soft fork upgrades like CTV, the dangers of cult personalities, and why Bitcoin development must continue despite political resistance in this technical deep dive.You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 7,000 Bitcoiners: https://newsletter.blockspacemedia.comVortex joins us to talk about Bitcoin's unfinished evolution, the critical need for soft fork upgrades like CTV and check sig from stack, parallels between Roger Ver and Michael Saylor's influence, lessons from the block size war, and why technical development can't stop despite growing political resistance within the Bitcoin community.Subscribe to the newsletter! https://newsletter.blockspacemedia.com**Notes:**• Bitcoin at $110,000 feels eerily casual in 2025• CTV has $500k+ bug bounty with no exploits found• Only 3-5% of global population has used Bitcoin• Next cycle could see $2M+ Bitcoin price target• ETFs defined this cycle; governments next• Lightning needs upgrades for high-fee environmentsTimestamps:00:00 Start01:20 The RETURN of Vortex03:47 Blocksize War vs Now08:41 Roger Ver & Micheal Saylor14:56 Why not big blocks?19:38 UASF (user activated soft fork)20:47 CTV + CSFS24:49 Current state of Bitcoin31:50 Protecting your psyche-

PortlandHODL explains Bitcoin's most dangerous vulnerability: poison blocks. These malicious blocks can freeze nodes for 11+ hours on Raspberry Pi devices and 25 minutes on enterprise hardware, creating profitable attack opportunities for miners while exposing how relay policy acts as an accidental guardian of the network. Follow our guests: @PortlandHODL Notes: • Poison Blocks (denial of service) • Raspberry Pi validation: 11 hours for poison blocks • Enterprise hardware: 25 minutes validation time   • Attack gives 20% effective hash rate boost • Fix exists in Great Consensus Cleanup • Bitcoin fees currently under $1 Timestamps: 00:00 Start 00:53 Real threats to Bitcoin 04:55 How is block made? 11:46 Nodes & DOS blocks 20:03 Making DOS blocks 29:33 Arch Network 30:05 Miners & DOS blocks 36:46 Attack response time 40:47 Fixing the problem 43:25 Why not fixed yet? 54:12 Client diversity 1:01:11 Other good soft forks 1:05:12 Are you worried? 1:10:03 "Deep Thoughts" by Portland HODL -

Live from Bitcoin 2025 in Vegas! JD Vance talks Bitcoin as neutral money, corporatization concerns, Lightning yields 9.7% APR, Peter Schiff's NFT saga, conference highlights & the suit invasion of Bitcoin culture.You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 12,000 Bitcoiners: https://newsletter.blockspacemedia.comCharlie and Colin record live from Bitcoin 2025 in Las Vegas to discuss VP JD Vance's nuanced Bitcoin takes, the conference's corporate transformation, Lightning Network's 9.7% APR yields, Peter Schiff's surprising Bitcoin NFT sales, conference security issues, and whether Bitcoin has lost its cypherpunk roots to Wall Street suits.Subscribe to the newsletter! https://newsletter.blockspacemedia.comNOTES:• Bitcoin market cap: $2 trillion, $100k+ price• Lightning routing earned 9.7% APR yields• Conference had 30k attendees, 4k BTC payments• Peter Schiff sold NFTs for 0.01-0.02 BTC each• Vegas conference returning next year• Multiple stages: 6-7 different tracksTimestamps:00:00 Start02:03 Peter Schiff

The Vault is a morning show hosted on Twitter Spaces and YouTube Live on Tuesdays, Wednesdays, and Thursdays at 11:30 am EST. The show focuses on multi-chain communities, emerging protocols, NFTFi, DeFi, Gaming, and, most importantly, collecting digital assets.Adam McBride: https://twitter.com/adamamcbrideJake Gallen: https://twitter.com/jakegallen_Chris Devitte: https://twitter.com/chris_devvEmblem Vault: https://twitter.com/EmblemVault

PortlandHODL reveals how "poison blocks" can paralyze Bitcoin nodes for hours, creating profitable attack vectors for malicious miners while the network relies on policy filters for protection.You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 7,000 Bitcoiners: https://newsletter.blockspacemedia.comPortlandHODL explains Bitcoin's most dangerous vulnerability: poison blocks. These malicious blocks can freeze nodes for 11+ hours on Raspberry Pi devices and 25 minutes on enterprise hardware, creating profitable attack opportunities for miners while exposing how relay policy acts as an accidental guardian of the network.Follow our guests: @PortlandHODLNotes:• Poison Blocks (denial of service)• Raspberry Pi validation: 11 hours for poison blocks• Enterprise hardware: 25 minutes validation time • Attack gives 20% effective hash rate boost• Fix exists in Great Consensus Cleanup• Bitcoin fees currently under $1Timestamps:00:00 Start00:53 Real threats to Bitcoin04:55 How is block made?11:46 Nodes & DOS blocks20:03 Making DOS blocks29:33 Arch Network30:05 Miners & DOS blocks36:46 Attack response time40:47 Fixing the problem43:25 Why not fixed yet?54:12 Client diversity1:01:11 Other good soft forks1:05:12 Are you worried?1:10:03 "Deep Thoughts" by Portland HODL-

In this episode of the Bitcoin Podcast, hosts Dee, Corey, Jessie, and Ahmad cover a wide-ranging discussion about Bitcoin Ordinals, a new protocol for creating non-fungible tokens (NFTs) on the Bitcoin blockchain, highlighting the potential and ongoing debates about their utility. Corey offers a detailed explanation of the concept and its origin, tracing it back to the NFT craze on Ethereum and the broader development in the blockchain ecosystem. The team also touches on the broader implications and challenges of integrating fungibility with non-fungibility in digital assets, drawing parallels with game economies and discussing the nuances of collectibility and community dynamics. Throughout the conversation, they also reflect on the lessons learned from previous ventures in NFTs and digital collectibles, emphasizing the importance of sustainable community support for any token's lasting value.Chapters00:00:00 How Did the Bitcoin Podcast Begin Again?00:00:00 What's New in Season Two and Who's Hosting?00:00:57 Are Bitcoin Ordinals Changing the NFT Game?00:01:46 Is Being Busy Always a Bad Thing?00:03:11 How Does Corey Handle All Hands Meetings?00:03:41 What's the Secret to Dee's Wedding Planning?00:04:12 Should We All Be Eating More Pineapples?00:04:41 How Are Bitcoin Ordinals Similar to NFTs?00:06:05 Are Bitcoin NFTs a Copycat of Ethereum?00:06:47 Why Did Bitcoin Once Dismiss NFTs?00:07:10 What is Fungibility, and How Is Bitcoin Redefining It?00:09:06 Are NFTs Just an Artificial Craze, or Is There More to Them?00:10:11 What's the Connection Between Gaming Skins and NFTs?00:11:47 Could Game Economies and the Black Market Collide?00:13:13 How Do Tokens Resemble an Ecological Balance?00:15:35 Can Different Game Economies Be Unified by Blockchain?00:20:02 What Makes Bitcoin NFTs Unique Compared to Ethereum's?00:22:25 Why Does Rarity Matter in Bitcoin Ordinals?00:24:10 Can the Auditability of UTXOs Affect Bitcoin's Fungibility?00:25:50 Are Certain Physical Items Actually NFTs in Disguise?00:26:22 Why Should We Avoid Cash in Favor of Digital Currencies?00:27:00 How Did the Chicken NFT Craze Take Off?00:31:00 Which Factors Determine the Long-Term Value of Tokens?00:34:06 What Lessons Have We Learned From the Chicken NFT Craze?

Charlie and Colin reveal the shocking truth about Bitcoin Pizza Day that mainstream media got wrong. Laszlo didn't just spend 10,000 Bitcoin on pizza - he spent nearly 80,000 Bitcoin throughout 2010! We dive deep into how his GPU mining discovery revolutionized Bitcoin, why Satoshi sent him a concerned email, and how this "penance" may have actually saved Bitcoin's decentralization in its early days. **Notes:** • Laszlo spent ~80,000 Bitcoin total on pizza in 2010 • GPU mining was 10x more powerful than CPU mining • Bitcoin hash rate increased 130,000% by end of 2010 • Laszlo had 1-1.5% of entire Bitcoin supply 2009-2010 • His wallet peaked at 43,854 Bitcoin • Total wallet flows were 81,432 Bitcoin Timestamps: 00:00 Start 00:28 Lies, damn lies.. and pizza 02:21 What actually happened 05:46 It's actually WAY MORE than you think 11:15 Arch Network 11:47 Laslo "saved" Bitcoin 19:12 Pizza or penance? -

The real Bitcoin Pizza Day story: Laszlo spent nearly 80,000 Bitcoin on pizza in 2010, not just 10,000. Plus how his GPU mining discovery changed Bitcoin forever and why Satoshi wasn't happy about it.You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 12,000 Bitcoiners: https://newsletter.blockspacemedia.comCharlie and Colin reveal the shocking truth about Bitcoin Pizza Day that mainstream media got wrong. Laszlo didn't just spend 10,000 Bitcoin on pizza - he spent nearly 80,000 Bitcoin throughout 2010! We dive deep into how his GPU mining discovery revolutionized Bitcoin, why Satoshi sent him a concerned email, and how this "penance" may have actually saved Bitcoin's decentralization in its early days.**Notes:**• Laszlo spent ~80,000 Bitcoin total on pizza in 2010• GPU mining was 10x more powerful than CPU mining• Bitcoin hash rate increased 130,000% by end of 2010• Laszlo had 1-1.5% of entire Bitcoin supply 2009-2010• His wallet peaked at 43,854 Bitcoin• Total wallet flows were 81,432 BitcoinTimestamps:00:00 Start00:28 Lies, damn lies.. and pizza02:21 What actually happened05:46 It's actually WAY MORE than you think11:15 Arch Network11:47 Laslo "saved" Bitcoin19:12 Pizza or penance?-

Storm Rundd, President of Oklahoma Bitcoin Association, discusses the status of state Bitcoin strategic reserve bills, legislative processes, funding sources, and opportunity costs. The conversation also covers vibe coding and AI's impact on future business models.You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 7,000 Bitcoiners: https://newsletter.blockspacemedia.comStorm Rund, President of the Oklahoma Bitcoin Association, joins us to discuss the state of Bitcoin Strategic Reserve bills across the US. Storm breaks down the complex legislative process, explains why many bills fail despite strong support, and compares treasurer vs. pension fund approaches. He introduces the opportunity cost tracker that shows how much money states have lost by rejecting Bitcoin. The conversation concludes with insights on vibe coding, AI productivity, and how these technologies will reshape business models.Follow our guests: @Storm_R0Notes:- Over half of US states have proposed SBR bills- Oklahoma SBR bill passed 77-15 then died in committee- Pension funds typically 4x larger than state funds- 5% Bitcoin allocation = $500M opportunity cost- Montana SBR had $50M cap with specific fund source- AI changing labor market in big tech companiesTimestamps:00:00 Start01:31 Current Bitcoin Reserve landscape03:31 Bill process07:05 Oklahoma example11:53 Funding these state SBRs12:43 Bill design matters17:55 Bill funding19:54 Treasury vs Pension funds27:03 Crafting better bills33:53 Opportunity cost tool43:50 Vibe coding49:07 AI changing business-

The Vault is a morning show hosted on Twitter Spaces and YouTube Live on Tuesdays, Wednesdays, and Thursdays at 11:30 am EST. The show focuses on multi-chain communities, emerging protocols, NFTFi, DeFi, Gaming, and, most importantly, collecting digital assets.Adam McBride: https://twitter.com/adamamcbrideJake Gallen: https://twitter.com/jakegallen_Chris Devitte: https://twitter.com/chris_devvEmblem Vault: https://twitter.com/EmblemVault

Seth for Privacy, VP at Cake Wallet, joins us to discuss the ongoing Samurai Wallet legal case and its implications for Bitcoin privacy. Seth explains how the DOJ's prosecution of Samurai developers threatens the entire crypto privacy landscape, despite FinCEN's admission that self-custodial wallets shouldn't be regulated as money services. He breaks down Bitcoin's current privacy limitations, highlighting promising technologies like Silent Payments and Payjoin V2, while candidly addressing why Monero offers superior privacy by design. Are we re-living through the same cryptography battle we fought in the 90s? Follow our guests: @Sethforprivacy Notes: - Samurai indicted April 24, 2024, despite self-custody - 98% conviction rate in Southern District of NY - DOJ hid key FinCEN evidence from defense - Silent Payments gives one reusable static address - Payjoin V2 coming to Cake Wallet this week - Bitcoin privacy tools fighting transparent design Timestamps 00:00 Start 01:04 Samurai wallet legal case 06:30 Jurisdiction & charges 11:59 How significant is this case? 16:28 Arch Network 17:00 Current privacy on BTC 19:47 Silent payments 21:54 Payjoin V2 24:43 Privacy tech limits of BTC 27:42 Privacy soft forks 32:51 Future of oh-chain privacy 37:31 OP_RETURN debate -

We explore the Coinbase customer data breach, vulnerabilities in KYC systems, and the increasing risk of physical attacks against crypto holders.You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 12,000 Bitcoiners: https://newsletter.blockspacemedia.comToday, Janusz joins us to dive into the recent Coinbase customer data breach where overseas support agents were bribed to steal user information. We explore the fundamental vulnerabilities in KYC systems, the rising trend of physical attacks targeting crypto holders, and sophisticated phishing operations. Yanis offers practical alternatives to centralized exchanges and discusses how to maintain privacy while navigating regulatory requirements in the crypto space.Notes:- Coinbase hackers demanded $20M in Bitcoin ransom- Less than 1% of Coinbase customers affected- Physical crypto attacks increasing since 2022- Support agents bribed to copy customer data- P2P alternatives avoid additional KYC exposure- Constitutional rights may extend to anonymous paymentsTimestamps:00:00 Start01:15 Easy targets03:09 Coinbase breach timeline04:15 Coinbase CEO Brian Armstrong Video06:58 The pitfalls of KYC15:29 Junseth scam call17:29 Arch Network18:31 Know the risks22:31 Protecting yourself-

Seth for Privacy breaks down the Samurai Wallet legal case, Bitcoin's current privacy limitations, and solutions like Silent Payments and Payjoin V2. He discusses the government's attack on privacy tools and why Monero offers better privacy by default.You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 7,000 Bitcoiners: https://newsletter.blockspacemedia.comSeth for Privacy, VP at Cake Wallet, joins us to discuss the ongoing Samurai Wallet legal case and its implications for Bitcoin privacy. Seth explains how the DOJ's prosecution of Samurai developers threatens the entire crypto privacy landscape, despite FinCEN's admission that self-custodial wallets shouldn't be regulated as money services. He breaks down Bitcoin's current privacy limitations, highlighting promising technologies like Silent Payments and Payjoin V2, while candidly addressing why Monero offers superior privacy by design. Are we re-living through the same cryptography battle we fought in the 90s?Follow our guests: @SethforprivacyNotes:- Samurai indicted April 24, 2024, despite self-custody- 98% conviction rate in Southern District of NY- DOJ hid key FinCEN evidence from defense- Silent Payments gives one reusable static address- Payjoin V2 coming to Cake Wallet this week- Bitcoin privacy tools fighting transparent designTimestamps00:00 Start01:04 Samurai wallet legal case06:30 Jurisdiction & charges11:59 How significant is this case?16:28 Arch Network17:00 Current privacy on BTC19:47 Silent payments21:54 Payjoin V224:43 Privacy tech limits of BTC27:42 Privacy soft forks32:51 Future of oh-chain privacy37:31 OP_RETURN debate-

On this episode of Hell Money, we're locking in on final updates before we take over Las Vegas, Nevada. We're auctioning the first piece from FUN!, the debut collection by Casey Rodarmor and Parker Day, and showing why Bitcoin-native auction tech beats the grift of legacy art houses.We explore:- Why Sotheby's and Christie's can't compete with Bitcoin builders- Launching Megalith.art, the first Ordinals + Bitcoin-native auction platform- The debut piece from FUN! by Casey + Parker- How to use Ordinals Satscards for in-person trading of inscriptions, runes, and more- The OP_RETURN drama: Bitcoin podcasters vs. Bitcoin Core devsGet bonus content by subscribing to @hellmoneypod on X: https://x.com/hellmoneypod/creator-subscriptions/subscribeOr support the podcast by sending a BTC donation: bc1qztncp7lmcxdgude4px2vzh72p2yu2aud0eyzys 10% OFF INSCRIBING VEGAS: https://pretix.eu/inscribing/vegas/redeem?voucher=HELLMONEY10% OFF BITCOIN 2025: https://tickets.b.tc/code/inscribing/event/bitcoin-2025ORDINALS PROTOCOL SHIRT: https://shop.inscribing.com/products/ordinals-protocol-shirtTIMESTAMPS:0:00 Intro and Inscribing Vegas9:12 Megalith.art auction of FUN!27:50 Ordinals Satscards32:00 Ordinals Satscard tutorial42:15 OP_RETURN drama57:00 Outro

What started as a technical proposal has exploded into community division, with accusations of "destroying Bitcoin" flying around. The hosts break down what OP_RETURN is, why some devs want to increase its size limit, and why others view it as enabling "spam" on the blockchain. At its core, this fight reveals deeper tensions about who controls Bitcoin's future and what the network should be used for. Notes: - OP_RETURN limit currently set at 83 bytes - Proposal would increase limit to ~1 megabyte - 30-45% of Bitcoin transactions are "non-financial" - Bitcoin Knots node usage has grown to 7-8% - Out-of-band transactions bypass node relay - Core devs facing diminished community trust Timestamps: 00:00:00:00 Start 00:00:36:16 Why's everyone so mad? 00:02:04:14 Claim your bias 00:04:00:03 The backstory 00:08:27:09 Changing the OP_RETRUN limit 00:11:24:06 Post to relax the limit 00:15:39:23 Out of Band payment 00:17:39:06 Standard vs valid consensus 00:19:52:29 What is spam? 00:28:41:05 Arch Network 00:29:13:14 Cons of increasing the limit 00:32:34:25 That's too "woke" bro! 00:35:56:27 Knots -

Bitcoin developers are clashing over relaxing OP_RETURN limits. This technical debate about arbitrary data on Bitcoin has sparked divisions about what constitutes "spam" and revealed tensions between Bitcoin Core devs and those seeking a "purer" Bitcoin experience.You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 12,000 Bitcoiners: https://newsletter.blockspacemedia.comWhat started as a technical proposal has exploded into community division, with accusations of "destroying Bitcoin" flying around. The hosts break down what OP_RETURN is, why some devs want to increase its size limit, and why others view it as enabling "spam" on the blockchain. At its core, this fight reveals deeper tensions about who controls Bitcoin's future and what the network should be used for.Notes:- OP_RETURN limit currently set at 83 bytes- Proposal would increase limit to ~1 megabyte- 30-45% of Bitcoin transactions are "non-financial"- Bitcoin Knots node usage has grown to 7-8%- Out-of-band transactions bypass node relay- Core devs facing diminished community trustTimestamps:00:00:00:00 Start00:00:36:16 Why's everyone so mad?00:02:04:14 Claim your bias00:04:00:03 The backstory00:08:27:09 Changing the OP_RETRUN limit00:11:24:06 Post to relax the limit00:15:39:23 Out of Band payment00:17:39:06 Standard vs valid consensus00:19:52:29 What is spam?00:28:41:05 Arch Network00:29:13:14 Cons of increasing the limit00:32:34:25 That's too "woke" bro!00:35:56:27 Knots-

Udi Wertheimer discusses Bitcoin Core's controversial OP_RETURN changes, mounting community backlash, and why Core developers are losing social capital with Bitcoiners over technical decisions they can't properly communicate.You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 7,000 Bitcoiners: https://newsletter.blockspacemedia.comUdi Wertheimer, co-founder of the Taproot Wizards and famous Bitcoin provocateur, joins us to talk about the explosive OP_RETURN debate dividing the Bitcoin community. We dive deep into why Bitcoin Core developers are facing unprecedented backlash, how they've lost touch with newer Bitcoiners, and what Greg Maxwell's sudden reappearance signals about Core's weakening position. Udi offers surprising insights on both sides and proposes solutions for rebuilding trust between developers and the community.Follow our guests: @udiwertheimer**Notes:**• OP_RETURN controversy spans over a decade• Greg Maxwell returns after years of silence• Core devs disconnected from 5+ year Bitcoiners• ~50 readers engage with Bitcoin OpTech weekly• 6-month delay suggested for PR merge• JPEGs benefit from controversy attentionTimestamps:00:00 Start03:08 OP_RETURN Debate Summary10:21 SPAM on Bitcoin17:17 Is this a Core blunder?27:26 How SHOULD Core do?34:42 What if Core doesn't communicate better?37:38 What does a pleb do?-

Arizona has taken the lead in the race to establish a strategic Bitcoin reserve, with two bills passing through the legislature and now awaiting the governor's signature. These bills would allow the state to hold and buy Bitcoin and other digital assets with up to 10% allocation. The hosts dissect the different approaches states are taking, from Texas's expert advisory committee structure to New Hampshire and North Carolina's advancing legislation. With 40 strategic Bitcoin reserve bills filed across the US, and states navigating custody options, yield strategies, and political roadblocks, the Bitcoin state race is heating up! Notes: - Arizona passed two SBR bills awaiting governor's signature - 40 SBR bills filed across US states, 6 are dead - Texas bill allows up to 1% of general fund for Bitcoin - Arizona bills allow up to 10% allocation to Bitcoin - $500B minimum market cap requirement in Texas bill - Oklahoma bill failed in committee by one vote (6-5) Follow our guests: @cbspears @asilayhodling @btcszn2 Timestamps: 00:00 Start 00:32 Arizona SBR vote 08:42 State custody 11:50 Arch Network 12:22 Not your keys, not your strategic reserve 15:28 Other states drafting Bitcoin laws 16:51 Texas bill 20:31 Market cap provisions 25:31 Alabama 27:19 Fails: Oklahoma 32:08 Fails: Pennsylvania -

Arizona leads the race to establish a strategic Bitcoin reserve as two bills await the governor's signature. There are 38 other SBR bills, we break it down!You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 12,000 Bitcoiners: https://newsletter.blockspacemedia.comArizona has taken the lead in the race to establish a strategic Bitcoin reserve, with two bills passing through the legislature and now awaiting the governor's signature. These bills would allow the state to hold and buy Bitcoin and other digital assets with up to 10% allocation. The hosts dissect the different approaches states are taking, from Texas's expert advisory committee structure to New Hampshire and North Carolina's advancing legislation. With 40 strategic Bitcoin reserve bills filed across the US, and states navigating custody options, yield strategies, and political roadblocks, the Bitcoin state race is heating up!Notes:- Arizona passed two SBR bills awaiting governor's signature- 40 SBR bills filed across US states, 6 are dead- Texas bill allows up to 1% of general fund for Bitcoin- Arizona bills allow up to 10% allocation to Bitcoin- $500B minimum market cap requirement in Texas bill- Oklahoma bill failed in committee by one vote (6-5)Follow our guests: @cbspears @asilayhodling @btcszn2Timestamps:00:00 Start00:32 Arizona SBR vote08:42 State custody11:50 Arch Network12:22 Not your keys, not your strategic reserve15:28 Other states drafting Bitcoin laws16:51 Texas bill20:31 Market cap provisions25:31 Alabama27:19 Fails: Oklahoma32:08 Fails: Pennsylvania-

The Vault is a morning show hosted on Twitter Spaces and YouTube Live on Tuesdays, Wednesdays, and Thursdays at 11:30 am EST. The show focuses on multi-chain communities, emerging protocols, NFTFi, DeFi, Gaming, and, most importantly, collecting digital assets.Adam McBride: https://twitter.com/adamamcbrideJake Gallen: https://twitter.com/jakegallen_Chris Devitte: https://twitter.com/chris_devvEmblem Vault: https://twitter.com/EmblemVault

Mark Goodwin explains how stablecoins may be yoking Bitcoin to the dollar system, creating a mechanism for the US to maintain global financial dominance while appearing to embrace cryptocurrency. He argues Bitcoiners must fight to keep Bitcoin permissionless.You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 7,000 Bitcoiners: https://newsletter.blockspacemedia.comAuthor of "The Bitcoin Dollar" Mark Goodwin joins us to discuss how stablecoins may be the US government's strategy to maintain dollar hegemony by yoking Bitcoin to the dollar system. He explains how private stablecoin issuers must buy US treasuries, creating artificial dollar demand while enabling surveillance. Mark argues that while Bitcoin pumps, Bitcoiners must fight to preserve its permissionless nature or risk merely empowering the state rather than creating true freedom for individuals.Follow our guests: @markgoodw_in# Notes:- Tether holds ~$145B in US treasuries- PayPal offering 3.7% yield on PYUSD stablecoin- Bitcoin inflation fell below gold in May 2020- US strategically using stablecoins for dollar demand- Stablecoin regulations prioritize treasury backing- Bitcoin scaling solutions needed for privacyTimestamps:00:00 Start01:32 The 21 cabal06:40 Bitcoin as an EXIT14:14 The Bitcoin Dollar29:54 Arch39:27 Stablecoins51:40 Trump's illegal scams1:01:25 What should Bitcoiners do?-

J-Dog is the former maintainer of Bitcoin's Counterparty protocol – a role which he fulfilled for about 8 years. Under his stewardship, XCP witnessed the creation of legendary collections such as Spells of Genesis, Rare Pepes, and Fake Rares – even my Bitcoin Heads and Leftist Tears were created when he was the lead developer and he provided some useful advice. Today, J-Dog builds the FreeWallet.io Counterparty wallet and the TokenScan.io blockchain explorer (formerly Xchain.io). He maintains opinions which diverge from those of current maintainer Adam Krellenstein (who joined the show in S16 E14) and even claims that the Counterparty protocol was forked at block 866000. Time stamps: Introducing J-Dog (00:00:53) Counterparty's Founders (00:02:13) What is Counterparty? (00:03:19) History of Token Platforms (00:04:24) Creation of Dispensers (00:07:57) The Fork Controversy (00:09:50) User Reactions to Changes (00:12:42) Counterparty Classic (00:13:16) Current State of Dispensers (00:13:52) Ongoing FUD in the Community (00:14:41) Recent Developments (00:15:02) Control and Development (00:16:05) Token Scan and Exchange (00:17:25) Counterparty's Early Challenges (00:20:55) The use case for Bitcoin (00:23:16) Counterparty's missed opportunity (00:23:39) Community decision-making challenges (00:24:11) Smart contracts and security (00:25:27) Counterparty's innovative features (00:26:42) Evolution of Counterparty's focus (00:27:40) Concerns about asset transactions (00:28:19) The evolution of meme culture (00:29:26) Collecting Rare Pepes (00:31:03) Geolocation-based token distribution (00:32:04) Comparison to Pokémon Go (00:33:14) Current projects and developments (00:35:50) Citrea's zero-knowledge rollup (00:36:50) Counterparty's future on Layer Two (00:37:53) Current work and future vision (00:38:25) Community-driven development concerns (00:43:07) Consensus measurement in development (00:45:59) Consensus Gathering in Counterparty (00:46:39) Atomic Swaps Explained (00:49:42) Adoption of New Features (00:51:33) Counterparty vs Horizon Market (00:55:05) Impact of Ordinals on Counterparty (00:58:16) Integration of Ordinals with Counterparty (01:00:09) Fallout Among Developers (01:03:21) STAMPs vs Ordinals (01:04:34) Concerns About UTXO Set Bloat (01:07:45) Introduction to the UTXO Set Concerns (01:09:58) Turning Point on Stamps (01:10:48) Pixel Art and Compression Challenges (01:11:07) Nihilistic Moments in Bitcoin History (01:11:47) Innovations in Small Data Graphics (01:12:08) Future of Interoperability Among Protocols (01:13:38) Challenges in Ecosystem Integration (01:14:02) Islands of Unconnected Communities (01:15:35) Historical Significance of Bitcoin Artifacts (01:16:03) Hope for NFT Market Revival (01:17:38) Mixed Feelings on NFT Participation (01:18:37) Sponsor Plug for SideShift.ai (01:20:22) Counterparty Classic and Current Focus (01:22:55) Counterparty's Resilience (01:23:58) Future of Counterparty Protocol (01:24:59) Cultural Acceptance of On-Chain Data (01:27:42) Difference Between Counterparty Assets and Runes (01:28:18) Valuation of Vlad Head Cards (01:29:04) Scams in Low Liquidity Tokens (01:30:39) Concerns Over Domain Squatting (01:31:52) Counterparty Improvement Proposals (01:32:43) Creating an Asset Escrow Service (01:33:44) Resetting Asset Supply (01:34:42) Counterparty Wallet Quirks (01:35:21) Protocol Functionality Improvements (01:36:44) Funding Development through Donations (01:37:31) Betting System Revival (01:41:03) User Feedback on FreeWallet (01:44:24) Creating Exchange Markets (01:47:05) Transaction Fee Issues (01:48:19) Token Description Formatting (01:50:11) Multi-Send Transaction Challenges (01:51:14) User Interface Updates Needed (01:52:58) Mobile Wallet Development (01:53:34) Mobile Free Wallet Update (01:54:51) Free Wallet Confusion (01:55:01) Counterparty's Future (01:56:02) Investment Needs for Counterparty (01:57:18) Competing Visions for Counterparty (01:58:56) Message to Counterparty Team (01:59:46) Community Engagement (02:01:14) Running a Counterparty Node (02:03:37) Hardware Requirements (02:05:06) Importance of Running a Node (02:06:18) Closing Remarks (02:07:39)

The untold story of "Bitcoin Pizza Guy"! Satoshi's wanted POKER in Bitcoin? Bitcoin has bugs? Is 21 million a MYTH?You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 12,000 Bitcoiners: https://newsletter.blockspacemedia.comCharlie and Colin explain 5 things you probably didn't know about Bitcoin. Satoshi's original Bitcoin client included a poker program. Did you know Bitcoin has an off-by-one error in Bitcoin's difficulty adjustment? We debunk the myth that the 21 million cap is mentioned in the whitepaper and explore three critical inflation bugs that threatened Bitcoin. Lastly, we tell the story of how "Bitcoin Pizza Guy" Laszlo Hanyecz was actually a pioneering contributor to Bitcoin's development and mining technology.Notes:- Original Bitcoin client included a poker client- Difficulty adjustment calculation uses 2015 not 2016 blocks- 21M supply cap not mentioned in Bitcoin whitepaper- 2010 inflation bug created 184 billion Bitcoin- Bitcoin Pizza guy spent ~100,000 BTC, not just 10,000Follow our guests: @cbspears @asilayhodling @btcszn2Timestamps:00:00 Start02:05 Bitcoin & Poker09:12 Difficulty Adjustment 2015 Blocks13:02 21M Supply (or not?)17:55 Arch18:28 3 Bugs29:06 Bitcoin Pizza Guilt39:58 BONUS: HFSP-

Matt and Amine, co-founders of Arch Network, discuss their recent $13M Series A led by Pantera Capital, how their technology enhances Bitcoin programmability, and their unique approaches to virtual machine architecture and validator consensus.You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 7,000 Bitcoiners: https://newsletter.blockspacemedia.comMatt and Amine, co-founders of Arch Network, join us to talk about their recent $13M Series A funding round led by Pantera Capital. They explain how Arch differentiates itself from other Bitcoin L2s by enabling programmability on Bitcoin with their custom VM and FROST/ROAST threshold signature schemes. The founders discuss their approach to solving Bitcoin's programming limitations, creating a dynamic validator system that can scale over time, and building applications like DEXs and prediction markets directly on Bitcoin. They also share insights from their testnet phase and outline their roadmap toward mainnet launch.Follow our guests: @0xfinetuned @proofofmud# Notes:- Arch raised $13 million led by Pantera Capital- Uses FROST/ROAST for dynamic validator sets- Custom VM inspired by Solana's architecture- Aims for instant finality vs Bitcoin's 10 minutes- Uses transaction dependency graph for rollbacks- Mainnet launch expected around June/July 2025Timestamps:00:00 Start00:35 Pantera Capital raise01:57 Building Arch last 2 yrs04:04 VC finally funding BTC dev07:37 Arch ecosystem09:07 Arch dev verticals13:25 Distributed validator set15:04 Arch ad read15:36 Arch Virtual Machine17:33 Developer adoption new VM20:19 Builder reception21:50 Testnet learnings24:26 Under the hood of Arch25:51 Bitcoin MEV29:05 Apps for Arch31:14 Migrating L1 assets to Arch33:27 Wen Arch token35:09 The future-

Crypto is now on the offensive in our nation's capital – there are over a dozen crypto lobbyists in DC. Are there too many cooks in the kitchen?You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 12,000 Bitcoiners: https://newsletter.blockspacemedia.comCharlie and Colin dive into the growing presence of crypto lobbying in Washington, D.C., analyzing CoinDesk's coverage and the staggering $119 million spent by the industry in 2024. They contrast national lobbying orgs like the Bitcoin Policy Institute with state-level players like the Satoshi Action Fund, discussing their roles, motivations, and effectiveness. The hosts also reflect on their own grassroots efforts in Oklahoma, the risks of regulatory capture, and the long-term implications of industry money shaping public policy.Follow our guests: @cbspears @asilayhodling @btcszn2Timestamps:0:00 Intro: Are there too many crypto lobbyists?0:42 Offensive lobbying: Crypto enters DC with money and momentum1:50 From defense to offense: Lobbying works3:13 CoinDesk chart: $119M spent by crypto in 20245:20 How past regulatory scares galvanized the industry7:20 Two types of lobbying: Good faith vs regulatory capture10:21 Inside look: Local lobbying efforts in Oklahoma21:20 Arch22:34 National vs state: Satoshi Action Fund vs Bitcoin Policy Institute-

Pierre Rochard discusses Bitcoin bonds, his speculative attack thesis, corporate adoption trends, on-chain vs custodial usage, soft fork proposals, and how Bitcoin led to his spiritual journey. A comprehensive look at Bitcoin's present and future.You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 7,000 Bitcoiners: https://newsletter.blockspacemedia.comPierre Rochard, one of the OG voices in Bitcoin discourse, joins us to discuss his new Bitcoin Bond Company as the continuation of the speculative attack thesis that he wrote about a decade ago. Pierre shares insights on corporate Bitcoin adoption trends, the trade-offs between on-chain transactions vs custodial services, and why he's more open to soft forks than many Bitcoin maximalists. The conversation takes a personal turn when Pierre explains how Bitcoin's shift away from materialism created space for his spiritual journey back to Catholicism.Follow our guests: @BitcoinPierreNotes:- Bitcoin bonds enable borrowing weak currencies- MicroStrategy uses convertible bonds for Bitcoin- Transaction fees crashed during bear markets- ETFs reduce on-chain Bitcoin footprint- Corporate adoption mainly from struggling companies- Pierre has cataloged 22 soft fork proposalsTimestamps:00:00 Start01:36 Who's Pierre Rochard?03:27 What's a speculative attack?09:24 Current market outlook11:48 Starkware interview reaction20:45 Priced out of on-chain access26:40 Arch27:14 Corporate influence over protocol development36:39 Corps buying BTC39:34 Degens & speculation46:05 Religion & faith49:44 The virtues of soft forks-

We compare Bitcoin's recent 30% price drop to previous crashes like COVID, Terra/Luna, and FTX, discussing market sentiment, recovery patterns, and whether Bitcoin behaves as a risk-on or risk-off asset.You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 12,000 Bitcoiners: https://newsletter.blockspacemedia.comHow do previous Bitcoin crashes compare to this week's Tariff Troubles? Colin and Charlie analyze Bitcoin's recent 30% drop from $109K to $76K in context of previous market crashes. We compare the COVID crash of 2020, the Terra/Luna collapse of 2022, and the FTX insolvency in November that same year. We cover how market sentiment in each crash despite similar percentage drops, explore how exogenous and endogenous factors affected declines and recoveries – plus, why the current drawdown, mired in macro turmoil, most resembles the March 2020 COVID crash.Follow our guests: @cbspears @asilayhodling @btcszn2Notes:- Bitcoin down 30% from $109K to $76K- Markets recovered 9.5% in one day- Terra/Luna crash: 35% drop in one week- FTX collapse: only 30% drop but worst sentiment- US fiscal deficit at $36.7 trillion debt- BitMEX "outage" may have saved 2020 crashTimestamps:00:00 Start00:46 Bitcoin crashes, “don't buy it”06:25 Macro lookback14:00 Covid crash (march 2020)23:18 Terra Luna crash (may 2022)32:16 FTX Crash38:43 Stay humble, stack sats-

ReardenCode discusses how we should reframe discussions around Bitcoin soft forks, explaining the capabilities-focused approach to opcodes rather than focusing solely on protocols. The conversation covers SegWit, Taproot, OP_CAT, and MEV concerns.You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 7,000 Bitcoiners: https://newsletter.blockspacemedia.comReardenCode, independent Bitcoin developer and freedom advocate, joins us to talk about reframing how we think about Bitcoin soft forks. Reardon breaks down opcodes, explains why we should focus on capabilities rather than protocols, and explores the historical context of Bitcoin's upgrades from SegWit to Taproot. The conversation goes deep on OP_CAT, CTV, and CHECKSIGFROMSTACK while but tries to make the topics approachable approachable.Follow our guests: @ReardenCodeNotes:- Bitcoin is the first digitally scarce asset- OP_CAT enables five different capabilities- SegWit enabled non-third party malleable txs- Taproot enabled hidden script paths- CTV+CSS combo enables rebindable signatures- MEV concerns can probably be scoped and managedCheck out our Bitcoin scaling conference! Visit opnext.dev to learn more.Timestamps:00:00 Start01:28 What is Bitcoin?02:36 What's an OP code?05:41 How to think about OP codes07:39 Capabilities examples10:17 Explaining OP codes12:03 What do we want?13:24 Why did SegWit NOT do more?15:22 Taproot18:50 Arch19:25 Hidden script paths22:13 CTV31:55 OP_CAT35:11 Check Contract Verify36:33 Introduction of "state" & MEV37:07 MEV40:29 Limiting MEV43:36 The problems of OP_CAT48:26 The current consensus52:22 Wrap up-