What Bitcoin Did

Bitcoin Is Not Private. Can This Fix It? | Misha Komarov & Clara Shikhelman

160 views · 34m ago · 1:11:56

“Imagine tomorrow you hear that the US government started putting Bitcoin on their balance sheet. Guess what happens next? Everybody tries to front-run it. Everybody and their mother tries to front-run it.” Misha Komarov and Clara Shikhelman of [[alloc] init] join me to discuss Shielded Bitcoin, their plan to make Bitcoin private.

Topics: Bitcoin Privacy Without a Fork · Beyond CoinJoin and Mixers · PIPES and Witness Encryption Explained · Essential Upgrades vs. Optional Changes · What’s Built and the Road to Launch · How Shielded Bitcoin Transactions Work

The Fed Can’t Hike Its Way Out of This | James Lavish

40K views · 4d ago · 1:24:25

Guest: James Lavish

“You have inflation, you better own assets.” James Lavish returns to discuss why America’s $40 trillion debt problem limits the Fed’s ability to fight inflation, and why Bitcoin still isn’t ripping. We get into Kevin Warsh’s latest rate decision, how the war in Iran is feeding higher energy prices, and why raising rates could make the debt problem worse while cutting them could push borrowing costs higher.

Topics: Why Young Investors Are Turning to Gambling · Why Bitcoin Is Stuck at $80,000 · Is Bitcoin the Purest Debasement Trade? · Why Institutions Limit Their Bitcoin Allocations · The Power Law and Bitcoin’s Changing Cycles · What Happened During October’s Deleveraging?

Bitcoin Will Eat the World’s Biggest Asset | Leon Wankum

16K views · 6d ago · 1:04:35

Guest: Leon Wankum

“Your house isn’t getting more valuable. Your dollar’s becoming worthless.” What happens when people stop treating houses as investments? We discuss the housing crisis, the difference between buying a home and saving in real estate, and how much of the wealth held in property could move into Bitcoin.

Topics: Saving vs. Spending Bitcoin · The Digital Real Estate Thesis · How Housing Became a Savings Account · Are We in a Housing Bubble? · How Much Should a House Really Cost? · Can Governments Afford a Housing Crash?

Bitcoin Has a Centralisation Problem | Nacho Pauls

8.1K views · 1w ago · 1:26:17

Guest: Nacho Pauls

“Our vision was one, his vision was different. Why would he stay?” Nacho Pauls, Chief Commercial Officer at OCEAN, joins me to discuss why Luke Dashjr and Mechanic left the company, the fallout from BIP110, and how the controversy cost the pool nearly half its hashrate. He gives his account of the internal disagreements, the painful split and what comes next.

Topics: Why Luke and Mechanic Left Ocean · Bitcoin’s Civil War and Community Divide · Ocean’s Plan to Rebuild and Grow · The Risks of Mining Centralization · How AI Is Reshaping Bitcoin Mining · Why AI Could Help Decentralize Bitcoin

Bitcoin Is Under Attack | Rob Hamilton

16K views · 1w ago · 1:32:00

Guests: Rob Hamilton, Bitcoin Is Under Attack

“This doesn’t stop, it accelerates from here.” Rob Hamilton returns to discuss the AI attacks on Bitcoin, the fallout from the Coldcard hack and the volunteers racing to find vulnerabilities before hackers do. He explains how the Bitcoin Red Team scanned around 650 codebases, flagging more than 10,000 potential issues, including 1,500 rated high or critical.

Topics: The Coldcard Hack · Building the Bitcoin Red Team · Is Bitcoin Itself Still Secure? · AI vs Traditional Security Audits · The Cybersecurity Threat Beyond Bitcoin · What “Don’t Trust, Verify” Really Means

Why Bitcoin Won't Save You From The Coming Debt Crisis

17K views · 2w ago · 1:53:03

“The people who bet right by being early to Bitcoin are the ones who get blamed.” Avik Roy returns to discuss why he believes America’s debt crisis is far worse than official forecasts suggest, and why Bitcoiners shouldn’t assume they’ll be safe. We get into his 15-year warning, the risk of bank failures and inflation, and how governments could restrict access to Bitcoin or target those who hold it.

Topics: Why Government Policy Matters for Bitcoin · America's Debt Problem & the 15-Year Warning · Capital Controls & Financial Berlin Walls · Could Governments Stop You Buying Bitcoin? · Why Bitcoiners Could Become Political Targets · KYC, Surveillance & Financial Privacy

The Truth About Bitcoin’s Next Rally | Eric Yakes

17K views · 2w ago · 1:14:34

Guest: Eric Yakes

“The worst thing is to not own any of it.” Eric Yakes returns to discuss why he believes Bitcoin’s four-year cycle is breaking, why diminishing returns may not be inevitable, and how institutional and nation-state demand could change the next rally. He explains why Bitcoin needs to become bigger and more liquid before its largest potential buyers can make meaningful allocations.

Topics: Bitcoin’s Heroes & Villains · Is Bitcoin Money or Just Digital Gold? · What Really Drives Bitcoin’s Price? · Is Bitcoin Risk-On or Risk-Off? · Rising Yields & the Debasement Trade · The Institutional Money Still to Come

AI Will Change How The World Uses Bitcoin | Dhruv Bansal

15K views · 2w ago · 1:26:54

Guest: Dhruv Bansal

“Bitcoin feels alive, but not intelligent. And AI feels intelligent, but not alive.” Dhruv Bansal joins to discuss why AI may need Bitcoin to survive, why autonomous agents could choose Bitcoin over dollars and stablecoins, and how earning Bitcoin to pay for their own resources could align them with human needs.

Topics: Why We Need Optimistic Stories · The Bitcoin and AI Connection · What Would Make AI Alive? · Rebuilding the Internet With Bitcoin · Lightning’s Potential Beyond Payments · Why AI Would Choose Bitcoin Over Dollars

Was Silvergate Killed for Banking Bitcoin? | Alan Lane

11K views · 3w ago · 1:30:08

Guest: Alan Lane

“We experienced, as a percentage of deposits, the biggest bank run in history.” Alan Lane joins to discuss the fall of Silvergate, the bank run that followed FTX’s collapse, and how his team kept meeting withdrawals as 70% of deposits left. He explains why he believed the bank could rebuild and what changed between surviving the run and deciding to close.

Topics: Alan Lane and Silvergate’s Early Days · Discovering Bitcoin · Silvergate’s Early Bitcoin Growth · Building the Silvergate Exchange Network · Managing Deposits in a 24/7 Market · Going All In on Bitcoin

The Macro Shift That Could Send Bitcoin to $500K | Matt Cole

37K views · 3w ago · 1:39:02

Guest: Matt Cole

“You actually have the president and the Treasury working for Bitcoin because they’re working for a weaker dollar.” Matt Cole joins to discuss why he believes America’s debt crisis leaves the government with few good options, how rising bond yields could force the Treasury and Fed to intervene, and why a weaker dollar could fuel Bitcoin’s next bull market.

Topics: Why Washington Can’t Fix the Debt · The Bond Market and Fiscal Dominance · Treasury Buybacks and Yield Curve Control · Why AI Won’t Solve America’s Debt Crisis · Why a Weaker Dollar Could Fuel Bitcoin · When Will the Government Intervene?

How AI Could Take Bitcoin to $1 Million | Jordi Visser

86K views · 1mo ago · 1:19:42

Guest: Jordi Visser

“I think everyone is underestimating the speed of AI.” Jordi Visser joins the show to discuss why he believes AI could trigger a major shift in global wealth, weaken the investment appeal of stocks and real estate, and create a new bull case for Bitcoin. He explains why wealthy investors haven’t needed Bitcoin yet, and how AI’s deflationary effects could change that.

Topics: What Michael Saylor Saw in Bitcoin · Why the Wealthy Haven’t Needed Bitcoin · AI, Tokenization & the Redistribution of Wealth · AI Agents & the Future of Payments · What Could Bring Wall Street Into Bitcoin? · How AI Could Disrupt the Stock Market

America’s Debt Problem Is Bitcoin’s Bull Case | Andy Constan

25K views · 1mo ago · 1:13:05

Guest: Andy Constan

“The things they need to do to bring inflation down are just too painful for them.” Andy Constan returns to discuss why he thinks politicians will keep running large deficits, how inflation can shift the cost of America’s debt onto savers and future generations, and why that creates a bull case for Bitcoin.

Topics: How Institutions Evaluate Bitcoin · Does Bitcoin Belong in a Long-Term Portfolio? · Are Bonds Worth Owning Again? · Gold, Bitcoin & the Debasement Trade · Why Inflation Is So Hard to Fix · Why Policymakers Keep Avoiding Pain

The Biggest Lie in Economics | Peter St Onge

15K views · 1mo ago · 1:11:45

Guest: Peter St Onge

“You don’t need inflation for anything whatsoever. It’s essentially a counterfeiting cartel.” Peter St Onge returns to discuss why he believes 2% inflation is a scam, how central banks transfer wealth from savers to governments and Wall Street, and why technological progress should be making life cheaper.

Topics: How Government Captured Economics · The 2% Inflation Lie · Why Everything Should Be Getting Cheaper · Is Deflation Really Dangerous? · Does Saving Hurt the Economy? · Why Austrian Economics Is Ignored

Capitalism Is Dead: The Rise of the AI Surveillance State | Erik Cason

12K views · 1mo ago · 1:11:05

Guests: Erik Cason, Capitalism Is Dead

“I think the primary product that they’re the most interested in selling is AI psychosis.” Erik Cason returns to discuss why he believes American capitalism has already ended, how AI could accelerate the rise of the surveillance state, and why owning your own AI could become as important as holding your own Bitcoin.

Topics: AI: Utopia or Dystopia? · Should Governments Control AI? · Surveillance & the Loss of Identity · Can Cryptography Protect Us From AI? · AI Weapons & Government Power · The End of Capitalism

AI Came for Bitcoin First | Jameson Lopp

20K views · 1mo ago · 1:15:55

Guest: Jameson Lopp

"The rest of the world, of course, should always have been paying attention to Bitcoin, but they should be paying attention to it for a very different set of reasons now because they’re next.” Jameson Lopp returns to discuss how AI is accelerating the race between hackers and defenders, what the Coldcard and Liquid hacks reveal about Bitcoin security, and why he sees Bitcoin as the canary in the coal mine for other industries.

Topics: How AI Is Changing Bitcoin Security · The Liquid Hack · Why You Can’t Blindly Trust AI · Fighting AI Hackers With AI · Can Code Ever Be Truly Secure? · Coldcard & the Limits of “Don’t Trust, Verify”