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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
Riccardo Spagni (“Fluffypony”), former Monero lead maintainer, says that Bitcoin's filter debate mirrors the blocksize wars, why most nodes don't matter for consensus, and what real Bitcoin privacy looks like. Plus: he accidentally becoming a WorldCoin top influencer. Riccardo Spagni (Fluffypony), former Monero lead maintainer, joins the Bitcoin filter debate and explains why it's following the same playbook as the blocksize wars. Riccardo explains his early studies on Sybil attacking Bitcoin nodes, why filtering is fundamentally broken censorship, the thankless job of being a protocol maintainer. We also discuss his WorldCoin criticism, AI agent commerce, and why stablecoins will likely dominate machine-to-machine payments. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Bitcoin nodes connect to 8 peers by default • Fiber network enabled faster miner-to-miner relay • Filtering OP_RETURN stops only 1 of 6 data methods • Spagni maintained Monero 2014-2019 (5 years) • Lightning privacy requires permanent open channels • AI agents will likely use stablecoins, not Bitcoin Timestamps: 00:00 Start 01:16 Who is Fluffypony? 06:45 Worldcoin influencer? 09:30 Filters (that don't filter anything) 12:53 Why don't "all nodes matter"? 18:35 Knots node count 23:16 OK, define censorship 31:24 Community criticism 38:26 The future of the "filter TM" debate 42:44 On-chain privacy 48:32 The state of Bitcoin privacy 53:23 OP_CTV 56:05 AI + Bitcoin -
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
Bitcoin rallies to $121K as BlackRock's ETF cracks top 20, hash rate hits 1 zettahash milestone, mining stocks surge 624%, and ordinals show signs of life. Uptober is absolutely delivering. “Uptober” is absolutely delivering Bitcoin pushes $121K with BlackRock's iShares Bitcoin ETF breaking into the top 20 ETFs by AUM - a meteoric rise for an asset that was "a scam" according to Larry Fink just two years ago. Hashrate hits the historic 1 zettahash milestone, mining stocks see 624% gains led by AI pivots, and ordinals collections pump double digits. The gang breaks down ETF inflows, network security, and why this cycle's retail is hiding in plain sight. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: • Bitcoin trading at $121K, nearing ATH • BlackRock's ETF entered top 20 ETFs by AUM • Hashrate reached 1 zettahash milestone • US ETFs saw $675M single-day inflow Oct 1st • Mining stocks up 624% since June (Iris leading) • Ordinals collections up double digits on week Timestamps 00:00 Start 00:27 Pump it UP 02:08 IBIT Breaks Top 20 ETFs 09:09 Hashrate 21:18 Ordinals are SO BACK! -
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
Eli Ben-Sasson announces StarkNet's Bitcoin initiative: native BTC staking, 100M STRK token allocation for lending, and why zero-knowledge proofs are essential for Bitcoin to achieve Satoshi's original vision of peer-to-peer transactions without intermediaries. Eli Ben-Sasson, co-founder of StarkNet and Zcash, announces StarkNet's major Bitcoin news: native Bitcoin staking on StarkNet. Starknet has 100 million STRK tokens allocated for competitive Bitcoin lending rates and Bitcoin yield strategies. Eli explains why zero-knowledge proofs are the scalability solution Bitcoin needs, how StarkNet enables self-custodial Bitcoin DeFi, and why OP_CAT could be the nine lines of code that save Bitcoin from becoming just another store-of-value asset for the wealthy. Subscribe to the newsletter! https://newsletter.blockspacemedia.com # Notes: • Bitcoin staking now live on StarkNet • 100M STRK tokens for Bitcoin lending incentives • 500M+ STRK already staked in protocol • 21-day unstaking period for Bitcoin • $1M research fund for OP_CAT development • ZK-STARKs verify million transactions for one cost • RS7 launching Bitcoin yield strategies 00:00 Start 01:46 Bitcoin staking is now live 03:08 What is Bitcoin Staking? 06:07 History of Zero Knowledge Proofs 08:00 ZK & scaling 09:05 How scaling would work 10:57 Covenants (OPCAT, CTV) 11:55 STRK token 14:12 PoW vs PoS 16:09 Practical benefits from staking 20:26 Staking curve & rates 21:57 100M STRK tokens 24:14 Why start with lending? 25:29 Re7 Capital 28:31 Re7 function 36:08 Consensus for covenants -
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
We expose controversial Bitcoin developer Luke Dash Jr, his extreme religious and political views, geocentric beliefs, and how his Bitcoin Knots client reflects his authoritarian ideology while claiming to save Bitcoin. Today we dive deep into the controversial world of Luke Dash Jr, the Bitcoin developer behind Bitcoin Knots who believes the sun orbits the Earth, supports monarchy over democracy, follows an obscure Catholic sect with only 30,000 followers worldwide, and thinks using Bitcoin in ways he disapproves of should be criminal. We expose his authoritarian development practices and why Bitcoiners should know exactly who they're endorsing. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: • Luke's sect has only 30,000 followers vs 1.4B Catholics • Luke was sole BIP editor for a while • Bitcoin Knots filters some lighting & coinjoins • Luke believes violating laws equals immoral behavior • “GitHub doesn't work with Knots” claims disputed Timestamps: 00:00 Start 00:32 Geocentrism is back baby! 06:26 Why Luke is a Bitcoin legend 09:12 UASF 13:52 Knots 16:52 ONE maintainer to rule them ALL 23:06 Luke merge unreviewed code, sounds safe.. 24:34 BIPs repo 28:30 Knots has more maintainers? ahh, what? 35:12 Obscure religious sect -
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
Bitcoin OG Junseth from Bitcoin Uncensored exposes crypto phone scammers by recording conversations with young thieves who target Bitcoin holders, revealing their psychology and methods while discussing Bitcoin culture. Junseth from the legendary Bitcoin Uncensored podcast joins us to talk about his shocking investigation into crypto phone scammers. He recorded dozens of calls with young thieves targeting Bitcoin holders, revealing how 16-17 year olds recruited on Roblox and Minecraft steal millions through social engineering attacks on Coinbase users. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Junseth's scammer interviews: https://soundcloud.com/junsethsworld Notes: • He gets 10+ scam calls/day • Scammers are young: 16-18 years • Recruited primarily on Roblox/Minecraft • One scammer calls back to apologize! • Claims of $60k+ paydays Timestamps: 00:00 Start 03:51 Scammer recording 07:36 The arc of the conversation 12:50 Who are these scammers? 14:51 Arrests 17:06 What do they do with the assets? 20:26 Recruiting scammers from Minecraft 25:04 Bitcoin cultural evolution 28:26 Whay is everyone dumb? 30:21 Non-monetary Bitcoin 37:02 Cultural moments -
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
Kevin Durant forgot his Coinbase password for 11 years, missing out on massive Bitcoin gains. Michael Saylor uses AI to design $6 billion securities. Plus: Monero suffers its deepest reorg attack ever with 18 blocks reorganized. Three wild stories: NBA star Kevin Durant finally remembering his Coinbase password after 11 years of locked Bitcoin gains, Michael Saylor revealing how he uses ChatGPT to design revolutionary $6 billion securities offerings, and Monero experiencing its deepest blockchain reorganization attack in history with 118 invalidated transactions. Subscribe to the newsletter! https://newsletter.blockspacemedia.com NOTES: • Durant bought Bitcoin in 2016 at $300-1000 range • His 2016 salary: $20M, today: $53M • Bitcoin outperformed his net worth by 100x • Saylor designed $6B security with AI help • Monero suffered 18-block reorg attack • 118 transactions invalidated on Sept 15th Timestamps: 00:00 Start 00:26 Kevin Durant's BTC Password 09:26 Blockspace Ad 10:02 Bitcoin for Corps 18:40 Monero chain re-org -
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
Erin Redwin, Bitcoin astrologer, discusses eclipse season chaos, Saturn returns, 2026 predictions, and how planetary alignments influenced Bitcoin's creation. Erin Redwing, Bitcoin astrologer and former astronomer, joins us to talk about eclipse season chaos, Saturn returns for millennials, why 2026 marks the Age of Aquarius, and Bitcoin's astrological DNA from its 2008 Saturn-Uranus opposition birth. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **NOTES:** • Bitcoin hit $18K on winter solstice 2020 • Saturn returns happen ages 27-30 • Eclipse seasons occur every 6 months • 2026 starts new astrological era • Bitcoin created during planetary opposition • Pluto in Aquarius until 2044 Timestamps: 00:00 Start 01:35 Astronomy background 03:37 Erin predicts the 2025 Spring sell-off 05:55 Eclipse Season 12:48 Positive outlook 16:52 Cleanspark 18:11 Themes for the next era? 22:18 Saturn return 26:12 Saturn return applies to everyone 30:19 Bitcoin & Saturn 32:56 Price up or down? 42:47 Bitcoin culture right now -
The Vault is a morning show hosted on Twitter Spaces and YouTube Live on Tuesdays, Wednesdays, and Thursdays at 11:30 am EST. The show focuses on multi-chain communities, emerging protocols, NFTFi, DeFi, Gaming, and, most importantly, collecting digital assets.Adam McBride: https://twitter.com/adamamcbrideJake Gallen: https://twitter.com/jakegallen_Chris Devitte: https://twitter.com/chris_devvEmblem Vault: https://twitter.com/EmblemVaultAgent Hustle: https://x.com/AgentHustleAIMigrate Fun: https://x.com/MigrateFun
In this episode, I chat with Samson Mow, CEO of Jan3, longtime Bitcoiner, and a key voice in nation-state Bitcoin adoption, about the heated Core vs. KNOTS debate. If you want a clear, no-BS walk through the current discourse, plus practical takeaways for node runners, this episode is for you. ––– Support My Work ––– Paypal: https://www.paypal.biz/BitcoinMatrix Strike/Bitcoin: BitcoinMatrix@strike.me Cash App: https://cash.app/$BitcoinMatrix Venmo: https://venmo.com/u/bitcoinmatrix PO Box: The Bitcoin Matrix, P.O. Box 18056, Sarasota, FL 34231 ––– Offers & Discounts ––– Theya is the world's simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric Get up to $100 in Bitcoin on River at river.com/matrix The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order. Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/ ––– Get To Know Today's Guest ––– • Samson Mow on X: https://x.com/Excellion ––– Socials ––– • Check out our new website at https://TheBitcoinMatrix.Com • Follow Cedric Youngelman on X: https://x.com/cedyoungelman • Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix • Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs ––– Chapters ––– 00:00 - Intro 01:10 - Emergency session: Core vs. KNOTS setup 03:20 - Price cycles, “omega candles,” and diminishing returns vibes 04:55 - What is Bitcoin Core? Reference client, dominance, and risks 07:30 - Who counts as a “Core contributor”? Roles and influence 09:45 - Origins of the rift: policy, process, and trust fractures 12:05 - OpReturn explained: what v30 changes could enable 14:20 - Spam or not? Ordinals, data storage, and native Bitcoin use 18:15 - Standards vs. censorship: what filters actually signal 21:50 - Fees as a filter, block weight, and unit-economics after SegWit 29:10 - Ffunding,and the echo-chamber risk 37:20 - Will Core v30 ship? KNOTS growth, and ossification paths 42:15 - Why three major implementations might be healthiest 47:40 - Parting advice: run a node and stay vigilant DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors. I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing. Thank you for listening! The information in all The Bitcoin Matrix Podcast episodes and content is based on hypothetical assumptions and is intended for illustrative purposes only. PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. This video is provided for entertainment purposes only. The information contained herein represents temporary, changing views and subjective impressions and opinions regarding the inherently uncertain and unpredictable issues discussed. The reader, user, and/or viewer must not assume that these contents are accurate, complete, timely, or up to date. Market conditions change rapidly and unpredictably. Nothing herein should be interpreted as any kind of offer, solicitation, commitment, promise, warranty, or guarantee whatsoever relating to any of the contents of these videos. Disclaimer INFORMATION PROVIDED BY THE BITCOIN MATRIX PODCAST IS PROVIDED “AS IS” WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND FREEDOM FROM INFRINGEMENT. The viewer of this video assumes the entire risk of any acting on any information contained herein. No representation is made that any regulatory authority has passed on the merits, adequacy or accuracy of this information. The viewer assumes all liability.
A deep dive into Nepal's protest surge, where BitChat's mesh network and Discord polls helped topple a government, with Bitcoin‑adjacent tools fueling the uprising. Dive into the wild story of how Nepal's government was overthrown using Jack Dorsey's BitChat mesh network app and Discord polls. From social media bans sparking protests to Zoomers coordinating via Bluetooth networks, this episode explores the intersection of crypto technology and political revolution. Plus, Charlie Kirk's thoughts on Bitcoin strategic reserves. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • BitChat downloads jumped from 3K to 50K in one day • 48,000 Nepal downloads = 38% of total installs • 26 social media platforms banned Sept 4th • Bluetooth mesh network max range ~30 meters • Charlie Kirk supports US Bitcoin reserve • Discord poll selected interim leadership Timestamps 00:00 Start 00:25 Citizens rebel in Nepal 03:44 BitChat 05:08 Nepal backstory 06:18 BitChat to the rescue 11:41 Discord voting 21:26 Hot topic of week -
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
This isn't a technical debate — it's a holy war. In this episode of Hell Money, we unpack the Knots drama, spam wars, and why filters don't work, as well as the deeper moral and religious crusade beneath it all.We explore:- Policy vs. consensus, economic weight- The Knots/Ocean Mining fight against spam- Why Bitcoin filters don't work (and never will)- Luke Dashjr's spiritual quest- Jack Dorsey is the real enemy- Spam as moral crusade- An open invitation for Luke Dashjr to join Hell Money and talk Bitcoin spiritualityGet 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 Intro1:40 Not all nodes are created equally, economic nodes, economic weight14:00 Policy and consensus, standard vs. non-standard transactions23:30 Filters, OP_RETURN27:30 Why filters don't work, let the spam free34:30 Revitalization of the spam debate38:10 What is Knots? History of Luke Dashjr45:00 The Holy War for Bitcoin, sedevacantism47:45 How many people are running knots?51:50 Erin's contrarian hot takes on Luke Jr and Jack Dorsey59:20 Spam as moral crusade, non-technical Bitcoiners1:03:00 Callback to the blocksize wars, rational bad faith actors1:10:10 Knots Bible reference, changing hearts and minds
Flashnet CEO Ethan Marcus breaks down Bitcoin's on‑chain trading, fee wars, stablecoin hurdles, and why Spark aims to outpace Lightning—all in under 35 minutes. Flashnet CEO Ethan Marcus joins us to discuss Bitcoin's scaling landscape, on‑chain spot markets, the challenges of stablecoins, and how Spark's signing protocol offers a fast, cheap alternative to Lightning. He also shares candid lessons from a $300 k load test and his vision for Bitcoin‑native finance. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: Coinbase charges ~70 bps per trade. Spark handled $300 k in 9 min during beta. Bitcoin spot volume ≈ $20‑30 trillion yr. Lightning's fee‑free stablecoin rollout deemed “disaster”. Spark's operator model uses threshold signatures. Braille's USD‑BTC stablecoin launches on Spark. Timestamps: 00:00 Start 01:52 Is Flashnet crypto or fintech? 02:23 What is Spark? 03:25 Role of the Operator 05:06 Like a State Chain but different 06:50 Spark idea origins 08:54 Flashnet 11:08 Why not build on Lightning? 12:16 Hyperliquid 15:00 How does Spark fit into BTC scaling? 16:30 Why use a DEX? 18:38 Evolution of on-chain exchanges 20:35 Braille & stablecoins 21:58 RGB & other protocols 24:15 Park launch troubles 26:16 Degens lend a helping hand 28:08 Corporate chains 30:21 Single sequencer = server 32:09 Zero Day 33:08 Innovations in BTC -
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
We're explaining why trying to filter Bitcoin is a fool's errand. We dive into the “filter debate,” dissecting why some Bitcoin purists are demanding JPEG‑free blocks and why their efforts are futile, but harmful to the bitcoin network. Fee economics, block‑size limits, real‑world examples, and the clash between censorship resistance and arbitrary data. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: Block size capped ~4 MB (~250 GB/yr) $600 M+ spent on ordinal fees Knots rose from 5 % to 18 % 30/25 000 nodes filtered in early test 100 % filtered nodes still ineffective Fee market drives transaction inclusion Timestamps: 00:00 Start 02:54 Letter Analogy 05:40 Nations censoring transactions 07:16 Spam 16:16 JPEGS 18:03 Block size 19:12 Death to JPEGS 20:32 IBD (initial block download) 26:11 But we are filtering X transactions! 27:24 First principles 34:36 Oh Luke... so disappointing.. -
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
Ed and Tim from Bitcoin Treasuries break down the corporate bitcoin strategy space, MicroStrategy's dominance, valuation challenges, and what's next for treasury companies in this volatile market. Ed and Tim from Bitcoin Treasuries join us to talk about the explosive growth of bitcoin treasury companies, why traditional metrics don't work anymore, MicroStrategy's continued outperformance versus the Mag 7, mining companies losing narrative appeal, and their upcoming September 17th Bitcoin Treasuries Unconference in NYC. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • MSTR outperformed Mag 7 every day for a year • Traditional PE ratios don't work for BTC cos • MicroStrategy: $500M revenue, $75M profit • Fixed income markets worth $4 trillion • Many treasury cos trade below NAV • Bitcoin gains counted as revenue now Timestamps 00:00 Start 01:17 Conference & podcast 03:01 MSTR price lag 05:20 Market outlook 06:55 Why BTC treasury companies? 09:30 Comparing companies 15:03 Bearish BTC miners? 18:34 Future of treasury companies 22:20 Winner take most or all? 23:27 Attracting capital 26:23 Bitmex Report 28:56 Conference highlights 32:55 Wrap up -
Welcome back to The Edge of Show, your gateway to the Web3 revolution! In this special NFTLA panel, host Josh Kriger dives into the intersection of anime, Web3, and AI with two powerhouse voices from the space: Aez (Head of Web3 Community at Azuki) and William (Chief Strategy Officer at OniForce).Together, they unpack how anime's $28B global industry is evolving with blockchain technology, exploring how NFTs, Ordinals, and AI are reshaping storytelling, fandom, and creative ownership. This episode goes beyond hype to look at how communities, creators, and collectors are actively co-creating the future of anime IP.Key Takeaways: :How Web3 enables dynamic storytelling and real-time community inputThe role of AI in transforming static NFTs into living, evolving charactersThe rise of micro-economies and fan-led creations around anime IPWhy Ordinals and Bitcoin provenance are redefining digital collectiblesWhat long-term success looks like for Azuki, OniForce, and the anime metaverseWhether you're a die-hard anime fan or just curious about how digital culture is being reimagined, this conversation will give you fresh insights into the co-creation economy. Support us through our Sponsors! ☕
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
We dive into the UAE's $700 M Bitcoin mine, the US government's on‑chain data feeds via Chainlink, and Tether's comeback on RGB, plus nation‑state mining drama. Colin Charlie joins us to unpack the UAE's secret $700 million Bitcoin mining operation, the US government's bold move to publish macro data on-chain through Chainlink, and Tether's planned launch on the RGB layer‑2. We also explore nation‑state mining strategies and the quirky characters behind RGB. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: UAE mine valued at $700 M BTC Citadel (UAE) operating the mine US gov posting data on multiple blockchains Chainlink oracle used for Bitcoin L2 Botanics Tether targeting RGB (still pre‑v1) Bhutan holds 12k BTC ($1.3 B) Timestamps: 00:00 Start 00:21 UAE mining BTC 05:55 US data on-chain 11:03 Tether coming back to BTC -
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
Satsie from PayJoin Foundation explains why Bitcoin isn't anonymous, covers essential privacy tools like address management, VPNs, and running nodes, plus discusses PayJoin batching and silent payments for better on-chain privacy. Satsie, board member of PayJoin Foundation joins us to talk about Bitcoin privacy fundamentals. We cover why Bitcoin isn't anonymous, essential privacy practices like avoiding address reuse and hardware wallet shipping risks, the importance of running your own node, and advanced tools like PayJoin transaction batching and silent payments for enhanced on-chain privacy. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Bitcoin requires KYC through exchanges • Address reuse is "really, really bad" • Hardware wallets shipped to homes create risk • PayJoin needs 5% network adoption minimum • Node sync takes "couple days" currently • Silent payments require blockchain scanning Timestamps: 00:00 Start 01:24 Who is Satsie? 04:24 How private is Bitcoin? 06:06 Privacy is hard 07:58 Basic BTC privacy techniques 10:50 VPNs 11:57 Running a node 15:13 You are using somebody's node 17:28 What is Payjoin? 19:59 When would we use Payjoin? 21:10 Payjoin adoption 22:45 Multi-party Payjoin 23:54 Silent Payments 27:16 Current US privacy regulations 29:00 Soft forks 31:06 Resources -
Bitcoin transaction fees have collapsed to near-zero levels despite BTC hitting new highs. Will Owens from Galaxy Digital breaks down the data showing "free blocks" and what this means for miners and the network's long-term sustainability. Will Owens from Galaxy Digital joins us to talk about Bitcoin's shocking transaction fee collapse. Despite BTC ripping to new all-time highs, fees have fallen to historic lows with "free blocks" becoming common. We dive deep into the data showing how custodial adoption and speculative activity moving to other chains is creating a miner revenue crisis. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **NOTES:** • Bitcoin fees at all-time lows despite $120K price • "Free blocks" with 1 sat/vB fees now common • Miners losing 15-20% potential revenue from fees • 1.5M Bitcoin vulnerable to quantum attacks • Hash price hit $35/TH all-time low recently • Coinbase custodies over 1 million Bitcoin Timestamps: 00:00 Start 01:05 Are fees important? 09:09 Free Block 10:37 Do miners care? 13:24 OP_RETURN 18:38 OP_RETURN & Bitcoin Core 21:34 Wallet type -
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
Reporter David Morris breaks down the Tornado Cash trial, Roman Storm's conviction on money transmission charges, and what this means for crypto privacy and open source developers going forward.David Z Morris joins us to talk about his extensive coverage of the Tornado Cash trial. We dive deep into Roman Storm's conviction, the legal precedent for privacy tools, and the chilling effects on open source development in crypto.Subscribe to the newsletter! https://newsletter.blockspacemedia.comNOTES:• Jury hung on 2 charges, guilty on 1 MTB charge• North Korea Lazarus laundered $600M• No direct OFAC-sanctioned wallets used the service• Appeal process could take years to resolveTimestamps:00:00 Start00:41 Why the Tornado Cash Story?05:06 What is Tornado Cash?11:15 What does Tornado Cash Do?14:01 Autonomous Smart Contracts19:34 Run as a Business23:57 Profits24:58 Criminal Charges31:43 Future of Open Source Development37:15 Advice for Privacy Devs42:43 Public Perception46:09 Journalism & Privacy49:10 What Happens 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
We're diving deep into the disconnect between market performance and recession fears. They explore viral TikTok recession indicators, analyze Q2 earnings data, examine job market softening, and discuss whether we're actually heading into recession territory or if it's all just economic anxiety amplified by social media vibes. Subscribe to the newsletter! https://newsletter.blockspacemedia.com ## Notes: - 33% recession probability down from 45% in April - S&P 500 earnings grew 11.8% year over year in Q2 - Only 73,000 jobs added in July vs expectations - May/June job numbers revised down by 258,000 - Energy sector earnings dropped 18-19% in Q2 - 92% probability of September Fed rate cut Timestamps: 00:00 Start 00:32 Wen resesh bruv? 03:54 Recession Pop Music 10:48 White Lady Dasher 12:49 Data nerd time 24:56 Mag 7 earnings 26:49 Unemployment 31:34 Consumer credit 33:44 What's a humble central bank to do? -
Stocks are soaring but TikTok is calling recession. The hosts examine viral recession indicators vs hard economic data to see if we're heading for downturn or if it's just vibes-based panic in 2025.We're diving deep into the disconnect between market performance and recession fears. They explore viral TikTok recession indicators, analyze Q2 earnings data, examine job market softening, and discuss whether we're actually heading into recession territory or if it's all just economic anxiety amplified by social media vibes.Subscribe to the newsletter! https://newsletter.blockspacemedia.com## Notes:- 33% recession probability down from 45% in April- S&P 500 earnings grew 11.8% year over year in Q2 - Only 73,000 jobs added in July vs expectations- May/June job numbers revised down by 258,000- Energy sector earnings dropped 18-19% in Q2- 92% probability of September Fed rate cutTimestamps:00:00 Start00:32 Wen resesh bruv?03:54 Recession Pop Music10:48 White Lady Dasher12:49 Data nerd time24:56 Mag 7 earnings26:49 Unemployment31:34 Consumer credit 33:44 What's a humble central bank to do?-
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
Steven Lubka explains "paper bitcoin summer" - how treasury companies use regulatory arbitrage to efficiently acquire Bitcoin through capital markets, creating leveraged Bitcoin exposure for investors who can't directly buy BTC.Steven Lubka, VP of Investor Relations at Nakamoto, joins us to talk about the "paper bitcoin summer" phenomenon, treasury companies as Bitcoin acquisition vehicles, regulatory arbitrage strategies, international market expansion, and why vibes matter in capital markets. We explore how companies like MicroStrategy pioneered leveraged Bitcoin strategies and what the future holds for Bitcoin financial institutions.Subscribe to the newsletter! https://newsletter.blockspacemedia.com**Notes:**• Treasury companies hold ~60k BTC outside MicroStrategy• MicroStrategy trades at 2x NAV premium currently• Bitcoin has multi-trillion dollar market cap• Preferred shares cost ~9-10% for these companies• MetaPlanet proved model works internationally• Galaxy sold 80k BTC recently absorbed by marketTimestamps:00:00 Start02:19 Paper Bitcoin Summer05:25 Treasury company bull case11:27 Why now?15:12 How many companies can do this?20:22 IPO vs SPAC22:45 Why BTC & not other commodities?26:01 Market liquidity29:01 Marketing as asset34:04 Vibes Capital Markets39:46 Paper Bitcoin Maxi45:57 Nakamoto's future50:34 Amanda & Branden53:17 Wrap up-
"Comply or Die" reality is hitting crypto developers. Roman Storm of Tornado Cash was found guilty of operating an unlicensed money transmitter, while Samurai Wallet devs took plea deals. Meanwhile, Peter Thiel's Founders Fund raised $353M for Plasma - a fully compliant, surveillance-friendly stablecoin sidechain. We explore the stark contrast between privacy developers facing prison time and establishment players launching token sales with regulatory blessing. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Roman Storm faces up to 5 years in prison • Samurai devs face $6.3M in fines each • Plasma raised $353M in oversubscribed round • Only 10% of Plasma tokens for public sale • 25% token allocation goes to investors • Legal defense funds were crowdfunded Timestamps: 00:00 Start 00:20 Is Peter Theil the Antichrist? 03:25 Tornadocash 18:39 Peter Theil goes ICO baby! -
Tornado Cash developer Roman Storm found guilty of operating unlicensed money transmitter. Meanwhile, Peter Thiel's fund raises $353M for surveillance-friendly stablecoin sidechain. Privacy devs criminalized while compliant chains get funded."Comply or Die" reality hitting crypto developers. Roman Storm of Tornado Cash was found guilty of operating an unlicensed money transmitter, while Samurai Wallet devs took plea deals. Meanwhile, Peter Thiel's Founders Fund raised $353M for Plasma - a fully compliant, surveillance-friendly stablecoin sidechain. We explore the stark contrast between privacy developers facing prison time and establishment players launching token sales with regulatory blessing.Subscribe to the newsletter! https://newsletter.blockspacemedia.com**Notes:**• Roman Storm faces up to 5 years in prison• Samurai devs face $6.3M in fines each• Plasma raised $353M in oversubscribed round• Only 10% of Plasma tokens for public sale• 25% token allocation goes to investors• Legal defense funds were crowdfundedTimestamps:00:00 Start00:20 Is Peter Theil the Antichrist?03:25 Tornadocash18:39 Peter Theil goes ICO baby!-
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
Matt Wraith, CTO of Bitnomial, breaks down Bitcoin futures markets, fork futures trading, and quantum computing risks. Deep dive into physical delivery, market mechanics, and how chain splits create unique trading opportunities.Matt Wraith, CTO of Bitnomial, joins us to talk about the intricate world of Bitcoin futures trading. From explaining physical delivery vs cash-settled futures to exploring the wild possibilities of fork futures markets, Matt breaks down complex market mechanics with real-world examples. We dive into how chain splits could be traded, the quantum computing threat to Bitcoin, and why having oil storage matters when futures go negative.Subscribe to the newsletter! https://newsletter.blockspacemedia.comNotes:- Bitnomial founded 2014, launched futures 2020- Oil futures went negative in March 2020- Bitcoin Cash hashrate flipped BTC post-fork- Quantum computer threat "5 years away for 30 years"- Physical delivery requires actual BTC transfer- Fork futures first appeared during SegWit debateTimestamps:00:00 Start01:09 Founding Bitnomial03:32 Regulatory changes05:16 CTO role06:09 Multiple hats07:29 Futures10:08 History of futures12:38 Physical delivery14:48 Storage costs17:25 Clearing house18:27 Cash settled21:22 Bitcoin futures history25:23 Forks & futures37:02 Assets on Bitcoin41:22 Restrictions on futures45:04 Black Swan pricing48:18 Quantum52:52 Presidio Bitcoin Quantum Conference55:36 Futures as governance-
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
Charlie & Colin expose how Bitcoin treasury companies mirror 1929 investment trusts, creating overleveraged positions that could trigger the next bear market through forced selling and debt spirals.Charlie and Colin dive deep into the dangerous parallels between today's Bitcoin treasury companies and the 1929 investment trust bubble. They analyze how companies like MicroStrategy use convertible debt to accumulate Bitcoin, why this creates systemic risk, and how forced selling could trigger a catastrophic unwind. From Ponzi-like dividend structures to the speculative attack strategy, they break down why this leverage-fueled boom might end badly.Subscribe to the newsletter! https://newsletter.blockspacemedia.com**NOTES:**• 98 companies raised $86B in 8 weeks for crypto• MicroStrategy needs $300-400M annually for dividends• Q1 revenue only $111M vs dividend obligations• Public entities hold ~900K Bitcoin total• Investment trusts grew 11x from 1927-1929• 1929 trusts were 1/3 of all capital issuanceTimestamps:00:00 Start02:30 Lessons from 192907:22 Trusts vs BTC treasury companies12:50 Shorting MSTR20:51 Hear me out.. companies that make profits24:34 Don't say the P word!-
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
Casa CEO Nick Neuman argues Bitcoin needs self-custody adoption to survive long-term. Without transaction fees from edge users, mining could become unprofitable, risking network security and potentially forcing protocol changes.Nick Neuman, CEO & co-founder of Casa joins us to talk about why Bitcoin's future depends on self-custody adoption. Neuman argues that without users holding Bitcoin "at the edges" and generating transaction fees, mining incentives could collapse, potentially forcing changes to Bitcoin's 21 million supply cap or pushing institutions toward proof-of-stake alternatives.Subscribe to the newsletter! https://newsletter.blockspacemedia.comNOTES:• Casa founded in 2018 to enable self-custody• Coinbase holds 2.8 million Bitcoin today• Transaction activity lower than 2018 levels• Bitcoin block reward halves repeatedly over time• Mining unprofitable without transaction fees• 2140 deadline for block reward depletionTimestamps:00:00 Start02:38 Self custody & Bitcoin survival07:25 Held at the edges11:26 Fees a& codes changes17:55 Memetic death spiral21:00 layer 226:12 Self custody adoption30:48 Changes to improve self custody33:35 Education-
Analyzing MicroStrategy's new preferred stock strategy that requires $400M in annual dividends while their core business only generates $111M in revenue. Are Bitcoin treasury companies creating a bubble?Michael Saylor's controversial pentagram post and MicroStrategy's pivot to preferred stocks. With 145+ companies now adopting Bitcoin treasury strategies and institutions holding 10% of all Bitcoin, we explore whether this paper Bitcoin summer represents genuine adoption or a dangerous leveraged bubble waiting to burst.Subscribe to the newsletter! https://newsletter.blockspacemedia.com**Notes:**• MicroStrategy owes $400M annually in dividends• Core business only generates $111M revenue• 145 Bitcoin treasury companies now exist • Institutions hold 10% of Bitcoin supply• Daily institutional buying 10x mining rate• Treasury companies bought 39K BTC/monthTimestamps:00:00 Start00:48 Bitcoin's "Defense Dept"03:04 Preferred stock pivot04:40 Where does the yield come from?07:29 Dividends can't come from company profits19:22 MSTR memes-
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
James O'Beirne discusses Bitcoin development challenges, the CTV soft fork controversy, and why protocol upgrades have stalled. He explains the community response to his developer letter and Bitcoin's ossification risks.You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 7,000 Bitcoiners: https://newsletter.blockspacemedia.comBitcoin developer James O'Beirne joins us to talk about the current state of Bitcoin development, the controversial CTV (OP_CheckTemplateVerify) soft fork proposal, and why he organized a letter signed by 66+ prominent Bitcoin developers requesting Bitcoin Core focus on protocol upgrades. We dive deep into Bitcoin's development culture, the post-SegWit era challenges, and the growing concern about Bitcoin's ossification.Subscribe to the newsletter! https://newsletter.blockspacemedia.com**Notes:**• 66 developers signed CTV support letter• 96% of Bitcoin value uses non-taproot outputs• 19% of global hashrate supports CTV proposal• 5+ years of CTV development and testing• 5 Bitcoin bounty offered for CTV bugs found• 16.5 years since Bitcoin's initial releaseTimestamps:00:00 Start01:55 Jame's work08:33 History of BTC development12:37 Culture & the block size war16:34 Code change process24:29 The CTV letter origin33:53 Reception of the letter38:33 Why is there resistance?40:53 Alternative proposal48:20 Upgrade Hooks50:36 Future outlooks for changes54:49 Reasons for optimism-
Investigative journalism reveals US Marshals hold only 29K Bitcoin, not 200K as widely believed. We explore the difference between seized vs forfeited assets and why government Bitcoin tracking is so confusing.Charlie and Colin dive deep into investigative journalism that reveals the US government's Bitcoin holdings are far more complex than anyone realized. After a $10K bounty led to a FOIA request, we discovered the US Marshals Service holds just 29,000 Bitcoin - not the 200,000 widely reported. We explore seized vs forfeited assets, government custody practices, and why Senator Lummis got it wrong.Subscribe to the newsletter! https://newsletter.blockspacemedia.com**Notes:**• US Marshals hold 29,000 Bitcoin worth $3.4B• Arkham shows 198,000 Bitcoin for US government• US sold 195,000 Bitcoin for $366.5M total• Bitfinex hack involved 94,000 seized Bitcoin• Government peak holdings: 237K Bitcoin (2022)• $10K bounty offered for Marshal dataTimestamps:00:00 Start00:47 Lola investigates05:27 29k BTC11:03 Politicians enter the chat17:47 Government custody providers-