Jeff Walton - How MicroStrategy Will Hit $1 Trillion in 2025
Release Date: 01/19/2025
American Hodl - More Bullish Than Ever
The Bitcoin Matrix
In this episode, I chat with American HODL, a legendary voice in the Bitcoin space. He opens up about how Bitcoin helped secure his family’s financial future, and why most of us underestimate the radical transformation $100 million Bitcoin will bring. ––– Offers & Discounts ––– ⭐ Get 10% OFF Blockhunters — the ultimate Bitcoin board game. Visit https://blockhuntersgame.com/ and use code btcmatrix at checkout! Get 10% off your ticket for the Bitcoin Conference 2025 in Vegas! Use the promo code MATRIX at Theya is the world’s simplest Bitcoin self-custody solution....
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Jeff Booth - The Greatest Game
The Bitcoin Matrix
In this episode, I sit down with Jeff Booth to dive deep into the mathematics behind a $43M Bitcoin, the economic contradictions of inflation, and much more. ––– Offers & Discounts ––– ⭐ Get 10% OFF Blockhunters — the ultimate Bitcoin board game. Visit https://blockhuntersgame.com/ and use code btcmatrix at checkout! Get 10% off your ticket for the Bitcoin Conference 2025 in Vegas! Use the promo code MATRIX at 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...
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Eric V Stacks - He Fought Big Pharma With Cannabis, Then Everything Changed...
The Bitcoin Matrix
In this episode, I chat with Eric V. Stacks, a cannabis producer, consultant, and proud Bitcoin Maxi, about his incredible journey from the underground cannabis scene in to embracing Bitcoin as a form of hard money. ––– Offers & Discounts ––– Get 10% off your ticket for the Bitcoin Conference 2025 in Vegas! Use the promo code MATRIX at 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...
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Why Everyone’s Wrong About the Lightning Network with Graham Krizek
The Bitcoin Matrix
In this episode, I chat with Graham Krizek, the founder and CEO of Voltage Cloud. We break down the Lightning Network’s speed, scalability, capital efficiency, and the groundbreaking Fidelity Digital Assets report created in collaboration with Voltage. ––– Offers & Discounts ––– Get 10% off your ticket for the Bitcoin Conference 2025 in Vegas! Use the promo code MATRIX at 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...
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Josh Mandell’s $84K Prophecy: Genius, Luck, or Something Else? We Debate
The Bitcoin Matrix
This episode is a recording of an X Space I had the pleasure of hosting on March 24th. It features a compelling debate between Kevin Brent Cook and Grain of Salt on Josh Mandell’s precise and publicly stated prediction that Bitcoin would hit $84,000 on Pi Day, March 14th. Kevin argues that many are being fooled by randomness. Grain believes Josh is simply an elite trader — and maybe even tapped into something unconventional. Memories, multiverses, time loops? Who knows. ––– Offers & Discounts ––– Get 10% off your ticket for the Bitcoin Conference 2025 in Vegas! Use the...
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Jimmy Song - Fiat Ruins Everything
The Bitcoin Matrix
In this episode, I sit down with Jimmy Song to explore the decline of education, and how fiat money corrupts institutions and distorts incentives throughout every layer of society. If you’re looking for a hard-hitting discussion on why Bitcoin matters beyond just price, this episode is for you. ––– Offers & Discounts ––– Get 10% off your ticket for the Bitcoin Conference 2025 in Vegas! Use the promo code MATRIX at 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...
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Inside Josh Mandell’s Beautiful Mind: The Future of Bitcoin & MicroStrategy
The Bitcoin Matrix
In this episode of the Bitcoin Matrix Podcast, I sit down with Josh Mandell, a seasoned options trader with a background as a quant analyst at Salomon. Josh shares his unique perspective on financial engineering, trading strategies, and why MicroStrategy could become one of the top five companies in the S&P 500. You’ll love diving into the thoughts of this new bitcoin sensation that everyone’s talking about. ––– Offers & Discounts ––– Get 10% off your ticket for the Bitcoin Conference 2025 in Vegas! Use the promo code MATRIX at Theya is the world’s simplest...
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James Lavish - Did the Government Just Crash Bitcoin? (James Explains the REAL Story)
The Bitcoin Matrix
In this episode, James Lavish breaks down hedge fund strategies in Bitcoin, the Warren Buffett Indicator, and the potential inclusion of Strategy in the S&P 500. If you're looking to understand the financial landscape and how Bitcoin clearly fits into it, this episode is for you. ––– Offers & Discounts ––– Get 10% off your ticket for the Bitcoin Conference 2025 in Vegas! Use the promo code MATRIX at 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...
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The U.S. Bitcoin Reserve Is Here - Why This Changes Everything
The Bitcoin Matrix
In this episode, I bring together Joe Burnett, Vijay Boyapati, and Jesse Myers for the world’s first Bitcoin Matrix Group Therapy session. We dive into Bitcoin’s recent volatility, its cyclical nature, and the broader macroeconomic forces at play—including the role of gold and the emergence of nation-state Bitcoin reserves. ––– Offers & Discounts ––– Get up to $100 in Bitcoin on River at river.com/Matrix Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric The best Team Bitcoin merch is at HodlersOfficial.com. Use the code...
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The Fight For Freedom: Prepping for the End of Fiat with Paul Tarantino, Chris Sullivan and John Burnett
The Bitcoin Matrix
In this episode, I'm joined by Paul Tarantino, Chris Sullivan and John Burnett to dive into Bitcoin’s potential to either liberate or enslave us, and whether it’s already being captured by the very forces we’ve been fighting against. ––– Offers & Discounts ––– Get up to $100 in Bitcoin on River at river.com/Matrix Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric 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: ––– Get To Know...
info_outlineIn this episode, Cedric sits down with digital capitalist Jeff Walton to explore the intricate connections between financial markets, Bitcoin, and MicroStrategy’s game-changing strategies for the future.
––– Offers & Discounts –––
Get up to $100 in Bitcoin on River at river.com/Matrix
Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric
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/
––– Socials –––
Check out our new website at https://TheBitcoinMatrix.Com
Follow on X: @PunterJeff
Follow Cedric Youngelman on X: x.com/cedyoungelman
Follow The Bitcoin Matrix Podcast on X: x.com/_bitcoinmatrix
––– Chapters –––
00:00 - Intro
01:26 - Jeff Walton’s Introduction
03:30 - College and Career Path
05:19 - Origin of “Punter Jeff”
07:07 - Market Architecture
09:15 - Bitcoin and MicroStrategy
12:41 - Risk Management Insights
14:49 - Reinsurance Market Overview
17:17 - Equity Market Design
19:43 - S&P 500 Dynamics
23:45 - Valuation Challenges
25:20 - Indexing Impacts
27:48 - Metrics Traders Use
32:51 - Volatility and Options
39:14 - Trading Strategies
45:11 - Tax Implications
48:47 - Future of Collateral
53:04 - Strategic Bitcoin Reserves
57:18 - Price Discovery Dynamics
01:01:50 - Financial Innovations
01:06:29 - Lessons from Amazon
01:09:25 - Bitcoin and Programmability
01:11:08 - Closing Thoughts
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!