Podcasts about ordinals

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Best podcasts about ordinals

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Latest podcast episodes about ordinals

Jake Gallen's Guest List Podcast
283 | The Hustle Show | Chris and Jake

Jake Gallen's Guest List Podcast

Play Episode Listen Later Aug 29, 2025 61:09


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

Jake Gallen's Guest List Podcast
282 | The migration wave is coming | IQ6900

Jake Gallen's Guest List Podcast

Play Episode Listen Later Aug 24, 2025 55:22


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

Late Confirmation by CoinDesk
BITCOIN SEASON 2: The Tornado Cash Trial, Explained

Late Confirmation by CoinDesk

Play Episode Listen Later Aug 20, 2025 53:25


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?-

Jake Gallen's Guest List Podcast
281 | Unlocking the Time Markets | Pedro

Jake Gallen's Guest List Podcast

Play Episode Listen Later Aug 19, 2025 47:42


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

Hashr8 Podcast
We're in a Recession on TikTok, But Not in the Market

Hashr8 Podcast

Play Episode Listen Later Aug 17, 2025 41:22


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? -

Late Confirmation by CoinDesk
BITCOIN SEASON 2: We're in a Recession on TikTok, But Not in the Market

Late Confirmation by CoinDesk

Play Episode Listen Later Aug 16, 2025 41:22


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?-

Jake Gallen's Guest List Podcast
280 | Project 89 announces Migration | Parzival

Jake Gallen's Guest List Podcast

Play Episode Listen Later Aug 14, 2025 60:58


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

Late Confirmation by CoinDesk
BITCOIN SEASON 2: The Economic Case for Bitcoin Treasury Companies

Late Confirmation by CoinDesk

Play Episode Listen Later Aug 13, 2025 54:19


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-

Hashr8 Podcast
Comply or Die: Privacy vs Palantir

Hashr8 Podcast

Play Episode Listen Later Aug 11, 2025 28:12


"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! -

Late Confirmation by CoinDesk
BITCOIN SEASON 2: Comply or Die: Privacy or Palantir

Late Confirmation by CoinDesk

Play Episode Listen Later Aug 9, 2025 28:12


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!-

Jake Gallen's Guest List Podcast
279 | Migrations might be the next hit narrative | Adam. Chris, and Jake

Jake Gallen's Guest List Podcast

Play Episode Listen Later Aug 9, 2025 70:14


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

Late Confirmation by CoinDesk
BITCOIN SEASON 2: Can Bitcoin Go Negative? How Bitcoin Futures Contracts Work

Late Confirmation by CoinDesk

Play Episode Listen Later Aug 6, 2025 59:07


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-

Jake Gallen's Guest List Podcast
278 | Did somebody say alt season? | Adam, Chris, and Jake

Jake Gallen's Guest List Podcast

Play Episode Listen Later Aug 5, 2025 62:42


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

Late Confirmation by CoinDesk
BITCOIN SEASON 2: How Bitcoin Treasuries Will Cause The Next Bear Market

Late Confirmation by CoinDesk

Play Episode Listen Later Aug 2, 2025 35:08


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!-

Jake Gallen's Guest List Podcast
277 | The DeFAI Show | Adam, Chris, and Jake

Jake Gallen's Guest List Podcast

Play Episode Listen Later Jul 31, 2025 71:21


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

Late Confirmation by CoinDesk
BITCOIN SEASON 2: Bitcoin Needs Self Custody To Survive

Late Confirmation by CoinDesk

Play Episode Listen Later Jul 30, 2025 36:22


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-

The Bitcoin Matrix
Stephan Livera - Paper Bitcoin or not, Bitcoin is going to $10 Million

The Bitcoin Matrix

Play Episode Listen Later Jul 28, 2025 75:00


In this episode, I chat with Stephan Livera, Bitcoin educator, host of the Stephan Livera Podcast, and advisor at Bold Bitcoin. We explore his journey of escaping the lockdowns in Australia to build a new life in Dubai, and how his libertarian values and understanding of Bitcoin economics shaped that decision. Stephan also shares his thoughts on cycles, proof of reserves, the role of stablecoins, and the long-term outlook for hyperbitcoinization. ––– 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 ––– • Stephan Livera on X: https://x.com/stephanlivera ––– 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 01:09 - Escaping Australia and the Birth of a New Life in Dubai 06:34 - How Bitcoin and Libertarianism Shaped Stephan's Exit 12:09 - Feeling Disconnected from Home and Becoming a Global Citizen 16:24 - The Allure of Dubai and Its Strategic Advantages 18:54 - Bitcoin Core vs. Knots, Ordinals, and Relay Filters 23:09 - Consensus vs. Policy and Mining Centralization Risks 28:09 - Core Development, Multiple Implementations, and GitHub Controversy 32:34 - Bitcoin Core Funding and Developer Incentives 35:54 - Bitcoin Treasury Companies and Fiat Arbitrage Opportunities 40:09 - Understanding Risk and the Premium to NAV Debate 45:29 - Global Perspectives: Trapped Capital, Arbitrage, and Institutional Flows 49:49 - The Future of Treasury Companies and Their Evolution 55:09 - Nation-State Adoption and Libertarian Reflections 58:24 - Market Cycles, Future Peaks, and Drawdowns 01:04:49 - Is It Too Late to Stack? Advice for Friends and Family 01:07:54 - Inflation, Recess from the Rulers, and the Tether Debate 01:11:03 - Seven Years of Bitcoin Podcasting: What Keeps Stephan Going 01:12:28 - Aha Moments, Power Laws, and the Path to Hyperbitcoinization DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors. Produced by nilli studio (https://x.com/nillistudio) 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!

Late Confirmation by CoinDesk
BITCOIN SEASON 2: Saylor Is Lapping The Bitcoin Treasury Competition

Late Confirmation by CoinDesk

Play Episode Listen Later Jul 26, 2025 36:44


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-

Jake Gallen's Guest List Podcast
276 | HUSTLE migration nearing completion | Adam, Chris, and Jake

Jake Gallen's Guest List Podcast

Play Episode Listen Later Jul 26, 2025 67:14


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

Late Confirmation by CoinDesk
BITCOIN SEASON 2: Bitcoin Isn't Changing And That's A Bad Thing

Late Confirmation by CoinDesk

Play Episode Listen Later Jul 23, 2025 59:17


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-

Jake Gallen's Guest List Podcast
275 | AI make me money NOW | Flagship

Jake Gallen's Guest List Podcast

Play Episode Listen Later Jul 23, 2025 48:08


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

Hashr8 Podcast
The US Government Is Hiding Its Bitcoin Stash

Hashr8 Podcast

Play Episode Listen Later Jul 20, 2025 23:47


FILL OUT THE SURVEY BY CLICKING HERE: https://forms.gle/DFpR9MyhWo1NQ8T39 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 data Timestamps: 00:00 Start 00:47 Lola investigates 05:27 29k BTC 11:03 Politicians enter the chat 17:47 Government custody providers -

Late Confirmation by CoinDesk
BITCOIN SEASON 2: The US Government Is Hiding Its Bitcoin Stash

Late Confirmation by CoinDesk

Play Episode Listen Later Jul 19, 2025 23:47


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-

Jake Gallen's Guest List Podcast
274 | The DeFAI Show | Adam, Chris, and Jake

Jake Gallen's Guest List Podcast

Play Episode Listen Later Jul 19, 2025 68:09


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

Late Confirmation by CoinDesk
BITCOIN SEASON 2: Where Does Bitcoin Peak This Cycle?

Late Confirmation by CoinDesk

Play Episode Listen Later Jul 15, 2025 39:52


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)-

Jake Gallen's Guest List Podcast
273 | Bitcoin Wallet's as a Service | Oviato

Jake Gallen's Guest List Podcast

Play Episode Listen Later Jul 15, 2025 52:06


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

Hashr8 Podcast
Why tokens don't work (except for Bitcoin)

Hashr8 Podcast

Play Episode Listen Later Jul 13, 2025 59:13


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 -

Late Confirmation by CoinDesk
BITCOIN SEASON 2: Who Moved 80,000 BTC?

Late Confirmation by CoinDesk

Play Episode Listen Later Jul 12, 2025 34:13


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-

Jake Gallen's Guest List Podcast
272 | Migrate.fun Launch | Adam, Chris, and Jake

Jake Gallen's Guest List Podcast

Play Episode Listen Later Jul 11, 2025 63:02


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

Late Confirmation by CoinDesk
BITCOIN SEASON 2: Why tokens don't work (except for Bitcoin)

Late Confirmation by CoinDesk

Play Episode Listen Later Jul 9, 2025 59:13


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-

Late Confirmation by CoinDesk
BITCOIN SEASON 2: The Average American Bitcoin Owner Is Not Who You'd Expect

Late Confirmation by CoinDesk

Play Episode Listen Later Jul 7, 2025 47:28


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-

Jake Gallen's Guest List Podcast
271 | Announcing Migrate.Fun | Adam, Chris, and Jake

Jake Gallen's Guest List Podcast

Play Episode Listen Later Jul 7, 2025 52:37


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

Jake Gallen's Guest List Podcast
270 | The DeFAI Show | Adam, Chris, and Jake

Jake Gallen's Guest List Podcast

Play Episode Listen Later Jul 4, 2025 66:46


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

Late Confirmation by CoinDesk
BITCOIN SEASON 2: Bitcoin Was Always Political w/ Casey Rodarmor

Late Confirmation by CoinDesk

Play Episode Listen Later Jul 2, 2025 26:28


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-

Jake Gallen's Guest List Podcast
269 | The Inscription Show | Adam, Chris, and Jake

Jake Gallen's Guest List Podcast

Play Episode Listen Later Jun 30, 2025 56:06


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

Late Confirmation by CoinDesk
BITCOIN SEASON 2: Michael Saylor Wants You to Go Into Debt to Buy Bitcoin (Plus, BTC Mortgages)

Late Confirmation by CoinDesk

Play Episode Listen Later Jun 28, 2025 35:59


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!-

Bitcoin Takeover Podcast
S16 E31: Andrew Camilleri ”Kukks” on Ark, BTCPay Server & Open Source Bitcoin Software

Bitcoin Takeover Podcast

Play Episode Listen Later Jun 27, 2025 202:36


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

Jake Gallen's Guest List Podcast
Vault 268 | The DeFAI Show | Adam, Chris, and Jake

Jake Gallen's Guest List Podcast

Play Episode Listen Later Jun 26, 2025 68:11


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

Hell Money
Bitcoin Core Dev Walks Away… to Battle The Great Firewall of China (with Carl Dong)

Hell Money

Play Episode Listen Later Jun 26, 2025 101:36


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

Late Confirmation by CoinDesk
BITCOIN SEASON 2: Putting Music On Chain w/ 0xBunzy

Late Confirmation by CoinDesk

Play Episode Listen Later Jun 25, 2025 23:20


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-

Late Confirmation by CoinDesk
BITCOIN SEASON 2: The Great Bitcoin Treasury Bubble

Late Confirmation by CoinDesk

Play Episode Listen Later Jun 21, 2025 36:15


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-

Late Confirmation by CoinDesk
BITCOIN SEASON 2: Bitcoin Has Stockholm Syndrome

Late Confirmation by CoinDesk

Play Episode Listen Later Jun 18, 2025 48:49


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-

Late Confirmation by CoinDesk
BITCOIN SEASON 2: All Your Bitcoin Models Are Broken (But Really)

Late Confirmation by CoinDesk

Play Episode Listen Later Jun 14, 2025 36:53


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-

Late Confirmation by CoinDesk
BITCOIN SEASON 2: The NFT Market is Broken, Here's How To Fix It

Late Confirmation by CoinDesk

Play Episode Listen Later Jun 11, 2025 49:15


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-

Late Confirmation by CoinDesk
BITCOIN SEASON 2: Bitcoin Has a Wrench Attack Problem

Late Confirmation by CoinDesk

Play Episode Listen Later Jun 7, 2025 36:51


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-

Late Confirmation by CoinDesk
BITCOIN SEASON 2: Bitcoin Jesus 2.0: Saylor Era

Late Confirmation by CoinDesk

Play Episode Listen Later Jun 4, 2025 34:39


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-

Late Confirmation by CoinDesk
BITCOIN SEASON 2: JD Vance & Suitcoiners in Vegas

Late Confirmation by CoinDesk

Play Episode Listen Later May 31, 2025 37:45


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

Late Confirmation by CoinDesk
BITCOIN SEASON 2: The Bitcoin Attack You Haven't Heard About

Late Confirmation by CoinDesk

Play Episode Listen Later May 28, 2025 77:43


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-

Late Confirmation by CoinDesk
BITCOIN SEASON 2: The REAL Bitcoin Pizza Day Story

Late Confirmation by CoinDesk

Play Episode Listen Later May 24, 2025 31:15


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?-

Late Confirmation by CoinDesk
BITCOIN SEASON 2: We Need Bitcoin For State Pensions, Not Treasuries

Late Confirmation by CoinDesk

Play Episode Listen Later May 21, 2025 57:20


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-