Podcasts about ordinals

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Best podcasts about ordinals

Show all podcasts related to ordinals

Latest podcast episodes about ordinals

Jake Gallen's Guest List Podcast
289 | The HUSTLE Show | Adam, Chris, and Jake

Jake Gallen's Guest List Podcast

Play Episode Listen Later Sep 19, 2025 52:03


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: Astrology Tells Us What Bitcoin Is Going To Do in 2026

Late Confirmation by CoinDesk

Play Episode Listen Later Sep 17, 2025 46:49


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 -

Jake Gallen's Guest List Podcast
288 | Make my Money Private | Zera Labs

Jake Gallen's Guest List Podcast

Play Episode Listen Later Sep 15, 2025 73:18


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 Bitcoin Matrix
Samson Mow - KNOTS vs CORE

The Bitcoin Matrix

Play Episode Listen Later Sep 15, 2025 60:28


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.

Late Confirmation by CoinDesk
BITCOIN SEASON 2: How Nepal Used Discord to Elect its Next PM

Late Confirmation by CoinDesk

Play Episode Listen Later Sep 13, 2025 26:41


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 -

Jake Gallen's Guest List Podcast
287 | The HUSTLE Show | Adam, Chris, and Jake

Jake Gallen's Guest List Podcast

Play Episode Listen Later Sep 12, 2025 75:05


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

Hell Money
FILTERS DON'T WORK: Creator of Ordinals Says Knots is Doomed

Hell Money

Play Episode Listen Later Sep 12, 2025 77:04


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

Late Confirmation by CoinDesk
BITCOIN SEASON 2: How To Beat Coinbase On-chain w/ Flashnet's Ethan Marcus

Late Confirmation by CoinDesk

Play Episode Listen Later Sep 10, 2025 34:44


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 -

Jake Gallen's Guest List Podcast
286 | The HUSTLE Show | Adam, Chris, and Jake

Jake Gallen's Guest List Podcast

Play Episode Listen Later Sep 8, 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: Filters Are Futile

Late Confirmation by CoinDesk

Play Episode Listen Later Sep 6, 2025 44:04


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.. -

Jake Gallen's Guest List Podcast
285 | The Hustle Show | Adam, Chris, and Jake

Jake Gallen's Guest List Podcast

Play Episode Listen Later Sep 5, 2025 66:49


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: Bears Are Wrong About Strategy's Bitcoin Play

Late Confirmation by CoinDesk

Play Episode Listen Later Sep 3, 2025 37:58


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 -

Edge of NFT Podcast
Ordinals LA: Anime Reborn — Co-Creating Identity, Lore & IP in the Web3 Multiverse

Edge of NFT Podcast

Play Episode Listen Later Sep 3, 2025 33:09


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! ☕

Jake Gallen's Guest List Podcast
284 | The Hustle Show | Adam, Chris, and Jake

Jake Gallen's Guest List Podcast

Play Episode Listen Later Sep 1, 2025 72:19


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: Tether on RGB, finding UAE's $700mm in btc, and USGox data on Bitcoin

Late Confirmation by CoinDesk

Play Episode Listen Later Aug 30, 2025 17:10


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 -

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

Late Confirmation by CoinDesk
BITCOIN SEASON 2: 5 Essential Privacy Tips For Bitcoin

Late Confirmation by CoinDesk

Play Episode Listen Later Aug 28, 2025 33:39


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 -

Late Confirmation by CoinDesk
BITCOIN SEASON 2: Nobody Is Using Bitcoin Right Now

Late Confirmation by CoinDesk

Play Episode Listen Later Aug 27, 2025 32:43


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 -

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

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

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-

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!-