What Bitcoin Did

"The days of imperial America as the global hegemon will be drawing to a close." Dr. Jeff Ross returns to the show to break down why the dollar system is ending and what comes next. Jeff argues we're already living through the collapse of the post-war financial order, the petrodollar is dying, oil is being traded in yuan, gold, and Bitcoin for the first time since the 1970s, and the US is entering...

THANKS TO OUR SPONSORS: ANCHORWATCH BLOCKWARE LEDN BITKEY SWAN CLUB ORANGE CAPE FOLLOW: Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny Ansel Lindner: https://x.com/AnselLindner

“There's a 50% chance that by 2033, quantum computers can break Bitcoin.” Alex Pruden joins me to explain why the threat may be much closer than most Bitcoiners think, what a real quantum attack on Bitcoin would actually look like, and whether bitcoin developers are doing enough to prepare. We get into the real risk to self custody, exposed public keys, whether Satoshi’s coins could become a targe...

“You’ve been deceived your entire life.” Jeff Booth returns to the show to break down Bitcoin, AI, inflation, debt, deflation, and the kind of systemic chaos that could reshape everything people think they know about money. If Jeff is right, we are heading into a period of supply chain shocks, inflation spikes, mass money printing, job destruction from AI, and a brutal repricing of the global econ...

“This is like DEFCON 5. This is a catastrophe.” The debt crisis is already here. Governments are spending far beyond their means, inflation is quietly eating away at living standards, and the only real escape route is more debasement dressed up as growth. Add in an energy shock, AI driven job losses, and rising social unrest, and the question stops being whether the system is breaking. It becomes...

“We’re subject to monetary domination. We can’t do without money because the vast majority of people have absolutely no say over how money works. That’s an injustice.” In this episode, I sit down with philosopher Bradley Rettler in Bedford to explore two questions that are going to define the future: what AI is doing to human thought, and whether our monetary system is fundamentally unjust. We get...

"No innovation will ever change the world more than 2%. Even Bitcoin." Junseth is a Bitcoin OG who's been here since a week after pizza day. He returns to challenge every narrative the tech world is selling you, from AI replacing all jobs to the metaverse that never existed. Junseth makes the case that the future is being imagined by people who think the best state of the world is living in your b...

"If there's going to be printing, it's going to be the hardest printing they've ever done. There isn't another option." Eric Yakes returns to break down the macro landscape as global debt hits historic levels, private credit shows real cracks, and the commodity shift accelerates under geopolitical fracture. Eric explains why the gold rally isn't about one event but a structural inflection point de...

At 5am, Lauren Rodriguez woke to laser sights, a drone flying through her house, and 40 armed federal agents raiding their cottage, all because her husband built a Bitcoin wallet. Keonne Rodriguez co-founded Samurai Wallet in 2015, a non-custodial Bitcoin wallet with privacy features including Whirlpool, their CoinJoin implementation. For nearly a decade, the wallet operated openly on the Google P...

"5 to 10% is going to cause immense damage. When cash flows stop at the margin, everything collapses because of leverage." Nik Bhatia returns to break down the macro landscape as war in Iran sends oil to $100, the dollar surges, and volatility clouds the outlook. Nik explains why he's wiped the slate clean on his macro thesis, why the US economy may still avoid recession despite the chaos, and how...

Is Bitcoin's four-year cycle still intact, and what does that mean for the next six months? In this episode, I sit down with The Rational Root to break down where we are in Bitcoin's cycle, why on-chain data is flashing bear market signals despite Bitcoin holding up through the Iran war, and what the bottom formation could look like from here. We discuss the shift from retail hype to institutional...

"Our entire financial system will blow up without their factories, without their oil. And they know that. So they can wait." Luke Gromen is a macroeconomic analyst, investor and founder of FFTT. In this episode, we get into whether the Iran war exposed a far bigger geopolitical shift than most people realise, why Luke thinks missiles and drones may have changed global power forever, and what all o...

"Statistically, right now, we are basically at the bottom. This is as cheap as Bitcoin gets." Matthew Mezinskis is a macroeconomic researcher, host of Crypto Voices and one of the leading voices on Bitcoin's power law and global money supply data. In this episode, we dig into why Bitcoin's quantile regression is showing we're scraping the absolute floor, why the four-year cycle is completely intac...

Is this the start of a financial crisis? Jeff Snider is the founder of Eurodollar University and the go-to voice on how the global financial system really works. In this episode, we discuss why the shadow banking and private credit bubble is bursting right now, the cockroaches emerging across the credit markets that reveal nobody did any due diligence during the bubble years, and Jeff's three-stag...

Is Bitcoin's worst sentiment ever actually the biggest buying opportunity? Alex Thorn is Head of Firmwide Research at Galaxy Digital. In this episode, we discuss why Bitcoin has dropped nearly 50% from its all-time high, the reality behind the Jane Street manipulation allegations, why sentiment is among the worst it's ever been, and whether the four-year cycle played out after all. We also get int...

Is the US government preparing to weaponise the dollar like never before? In this episode, Brent Johnson, creator of the Dollar Milkshake Theory, returns to discuss his $5,000 gold call and why the traditional rules of global macro are currently being rewritten. We get into the Imperial Circle, the exact strategy Soros, Druckenmiller and Scott Besant used to break the Bank of England, and why that...

Has the world order actually broken down? In this episode, I sit down with Parker Lewis to break down Ray Dalio's warning that the global order is collapsing. Parker explains why Dalio is right that things are breaking down, but completely misses the root cause, the currency system. We get into why the weaponisation of the dollar, from cutting Russia off SWIFT to endless money printing, is what's...

Is AI about to replace your job? And should you be terrified? In this episode, I sit down with Mark Suman to talk about the rapid acceleration of AI, what OpenClaw and agentic AI actually means for the average person, and why the lower rungs of the corporate ladder are about to get sawed off. We get into the privacy nightmare unfolding as people hand over their most personal data to LLMs, whether...

"Bear markets are about both price and time. We've had quite a bit of pain on price, we haven't had that much time yet." Andy Edstrom, author of Why Buy Bitcoin, joins the show to discuss capital preservation and portfolio allocation during a downturn. We analyze the structural health of the market, why the "This Time is Different" narrative failed, and why institutional treasury strategies might...

Mark Goodwin is a journalist and author at Unlimited Hangout. In this episode, he breaks down what the Epstein files reveal about Bitcoin's origins and the connections between the Epstein network, the PayPal mafia, and the creation of Tether. We get into whether Bitcoin has been co-opted, the role of stablecoins in extending dollar hegemony, and why the Bitcoin community needs to refocus on buildi...

Checkmate is a Bitcoin analyst known for his on-chain & macro research. In this episode, he breaks down the Bitcoin crash to $60k and why it may have marked a critical inflection point. We get into on-chain data, mean reversion models, and if the bottom is in for this bear market, or we go lower. THANKS TO OUR SPONSORS: ANCHORWATCH BLOCKWARE LEDN BITKEY SWAN CAPE CLUB ORANGE FOLLOW: Danny Knowles:...

Joe Consorti is a Market Analyst & Head of Growth at Horizon. In this episode, he breaks down one of Bitcoin’s most volatile days since the 2022 bear market. We unpack what’s really driving the selloff, why this isn’t a Bitcoin-native event, and how risk appetite, credit spreads, and Fed policy are shaping the move and the future. We also look at ETF behaviour, the dollar, and why Bitcoin may be d...

James Lavish is a macro investor, former hedge fund manager, and managing partner at the Bitcoin Opportunity Fund. We discuss the emerging debt spiral, why the bond market no longer trusts policymakers, and why rate cuts don’t mean what they used to. James breaks down why the Fed is backed into a corner on money printing, monetary mechanics and the math behind the headlines, and how gold, silver,...

Brandon Black is a Bitcoin software engineer. In this episode we discuss why quantum computing is unlikely to threaten Bitcoin in the foreseeable future, how exaggerated claims around qubit scaling and Shor’s algorithm distort the real risk, what concrete evidence would actually force Bitcoin to act, and how questions around soft forks, post quantum cryptography, property rights, and confiscation...

Caitlin Long is the founder and CEO of Custodia Bank, and in this episode we discuss the repricing of gold and its implications for Bitcoin, how derivatives and ETFs suppress price signals, why Wall Street cannot control Bitcoin the way it controlled gold, the strategic role of stablecoins in sustaining dollar demand, and how recent shifts in Treasury and Fed power matter for Bitcoin. THANKS TO OU...