Bitcoin Treasury Companies, Mining & The Slow Grind to $1 Million | Mitchell Askew
What Bitcoin Did
Mitchell Askew is Head of Research at Blockware and author of The Conservative Case for Bitcoin. In this episode, we discuss the growing role of Bitcoin treasury companies, how miners are evolving into treasury plays, and why Blockware is betting on mining as a tool for institutional Bitcoin accumulation. We get into companies choosing ASICs over spot Bitcoin, how tax incentives and cash flow denominated in Bitcoin are changing the landscape, and the emergence of global copycats of MicroStrategy. We also get into the dynamics of hash rate, Bitcoin price, and the impact of ETFs on volatility....
info_outline
The Bull Market & Bitcoin vs Real Estate | CJ Konstantinos
What Bitcoin Did
CJ Konstantinos is the Founder of People’s Reserve. In this episode, we discuss Bitcoin’s rise as digital gold, its role in revolutionising real estate and finance, and why it’s poised to become the ultimate pristine collateral. We get into the maturation of the Bitcoin bull market and the potential for Bitcoin bonds to recapitalise economies. CJ also discusses the importance of free market money, the risks of financialisation, and how Bitcoiners can vote with their money to drive a peaceful financial revolution. We also cover the implications of using Bitcoin as collateral for...
info_outline
UFOs, AI & the Future of Human Consciousness | Matthew Pines
What Bitcoin Did
Matthew Pines is a the Executive Director at Bitcoin Policy Institute and an advisor to Skywatcher. In this episode, we explore the evolving landscape of UAPs, why the U.S. government may be sitting on legacy programs involving non-human intelligence, and how the 2017 New York Times article triggered a wave of official investigations and whistleblower disclosures. We also get into the parallels between Bitcoin and UAPs as epistemic journeys, the UAP Disclosure Act, and why some believe we’re facing a constitutional crisis over secret government programs. Finally, we discuss Skywatcher's...
info_outline
Bitcoin is Winning in DC | Grant McCarty
What Bitcoin Did
Grant McCarty is the Co-President of the Bitcoin Policy Institute. In this episode, we discuss the state of Bitcoin policy in Washington DC, how the Strategic Bitcoin Reserve went from a fringe idea to a real legislative proposal, and why the next 18 months could define Bitcoin’s regulatory future in the United States. We also get into the stablecoin and market structure bills currently moving through Congress, how internal dysfunction could derail progress, and why executive orders aren't enough. Finally, we talk about codifying Bitcoin into law and the quiet support from lawmakers across...
info_outline
Adoption & Corruption w/ Becca Rubenfeld
What Bitcoin Did
Becca Rubenfeld is the co-founder and COO of AnchorWatch. In this episode, Becca tells the story of how she adopted her son from a Ukrainian orphanage, including government corruption, falsified records, and systemic failures. What began as a summer hosting program turned into a two-year battle to rescue her son. Becca also opens up about her recent diagnosis with an aggressive and rare form of cancer—and why she felt now was the time to tell this story. THANKS TO OUR SPONSORS: IREN: RIVER: ANCHORWATCH: BLOCKWARE: Follow: Danny...
info_outline
How Bitcoin Will Destroy the State | Erik Cason & Jesse Posner
What Bitcoin Did
Erik Cason is the author of Cryptosovereignty & co-founder of Vora. Jesse Posner is a an engineer, formally at Coinbase and BitKey & the co-founder of Vora. In this episode, we discuss why Erik and Jesse believe the modern state has already collapsed, why Bitcoin is the only shot at reclaiming sovereignty in the digital age and how philosophy, law, and cryptography intersect. We also get into the rise of Bitcoin treasury companies and how this growing financialization of Bitcoin could lead to a liquidity crisis and reflexive market crash. Finally, we talk about building tools for...
info_outline
Strategy's Trillion Dollar Bitcoin Bet | Jeff Walton
What Bitcoin Did
Jeff Walton is a financial analyst, a former reinsurance broker and the Founder of True North. In this episode, we break down the rise of Bitcoin treasury companies, why Strategy is playing an entirely different game, and how Saylor’s new financial instruments are creating a Bitcoin-native yield curve. We also discuss how these instruments could absorb trillions from the fixed income market and what that means for Bitcoin’s long-term price floor. We get into the risks of corporate treasury models, why some of the new entrants look like the 2017 ICO market, whether these structures could...
info_outline
Inflation, War & $475K Bitcoin w/ Jeff Ross
What Bitcoin Did
Jeff Ross is a macroeconomist, bitcoiner and Founder & CEO of Vailshire Capital Management. In this episode, we discuss why Jeff believes we're entering a new inflationary era that echoes the 1970s, why global capital is rotating out of U.S. assets, and how this sets up Bitcoin and gold for massive outperformance & why he thinks the next Bitcoin cycle could peak in late 2025. We also get into the risks of corporate Bitcoin treasury strategies, the geopolitical impact of war on markets, and why emerging markets and Bitcoin will benefit. THANKS TO OUR SPONSORS: IREN: ...
info_outline
Hyperbitcoinisation by 2032? | Erin Redwing
What Bitcoin Did
Erin Redwing is a former astronomer turned astrologer and the host of the Hell Money podcast. In this episode, we discuss how outer planet astrology can offer insights into macroeconomic and civilisational shifts, why Erin believes Bitcoin's 2032 Saturn-Uranus cycle climax is a make-or-break moment, and how the Age of Aquarius provides a framework for decentralisation. We also talk about the natal chart of Bitcoin, why its inception reflects a structural tension between rebellion and order, and how astrology helps Erin make predictions about markets. THANKS TO OUR SPONSORS:...
info_outline
Is Bitcoin Failing? | Alex Gladstein & Paul Sztorc
What Bitcoin Did
Alex Gladstein is the Chief Strategy Officer at the Human Rights Foundation, Paul Sztorc is Founder and CEO of LayerTwoLabs and the creator or Drivechains. In this episode, we discuss whether Bitcoin is falling behind the innovation curve, if Lightning Network has failed as a project, and if privacy models like eCash are a dangerous compromise or a practical necessity. We also get into whether hard forks should be revived as a path for progress, how censorship resistance is being weighed against usability, and why Paul believes Bitcoin is accumulating “technical scar tissue.” Finally, we...
info_outlineJeff Walton is a financial analyst, a former reinsurance broker and the Founder of True North.
In this episode, we break down the rise of Bitcoin treasury companies, why Strategy is playing an entirely different game, and how Saylor’s new financial instruments are creating a Bitcoin-native yield curve. We also discuss how these instruments could absorb trillions from the fixed income market and what that means for Bitcoin’s long-term price floor.
We get into the risks of corporate treasury models, why some of the new entrants look like the 2017 ICO market, whether these structures could lead to reflexive crashes in a bear market and the future of equity in a Bitcoin-denominated world.
THANKS TO OUR SPONSORS:
IREN: https://www.iren.com/
RIVER: https://river.com/wbd
ANCHORWATCH: https://www.anchorwatch.com/
BLOCKWARE: https://mining.blockwaresolutions.com/wbd
Follow:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Jeff Walton: https://x.com/PunterJeff/