Navigating Bitcoin's Noise

Welcome to Navigating Bitcoin's Noise, the show where we cut through the clutter and bring you the clearest insights on Bitcoin. I'm your host, Kane McGukin, and today I'm joined by Maryland Hodl, who is a Bitcoin researcher, transition analyst, and one of the sharper macro minds in this space.  In this episode, we get into why Bitcoin's absolute scarcity is the only mechanism capable of absorbing...

Welcome to Navigating Bitcoin's Noise, the show where we cut through the clutter and bring you the clearest insights on Bitcoin. I'm your host, Kane McGukin, and today I'm joined by Nik Bhatia, author of  Layered Money and visiting fellow at the Bitcoin Policy Institute.   In this conversation, we break down Nik's landmark paper on stablecoins and statecraft and why the GENIUS Act may be one of th...

Welcome to Navigating Bitcoin’s Noise, the show where we cut through the clutter and bring you the clearest insights on Bitcoin.   I’m your host, Kane McGukin, and today I’m joined by Matthew Mežinskis, widely known as @1basemoney. Matthew is one of the sharpest analysts on global liquidity, central bank balance sheets, and the role of base money in the evolving financial system.   In this convers...

Welcome to Navigating Bitcoin’s Noise—the show where we cut through the clutter and bring you the clearest insights on Bitcoin. I’m your host, Kane McGukin, and today I’m joined by Pierre Rochard, long-time Bitcoiner and builder whose path runs from Wall Street securitization to Kraken, Riot, and now founding the Bitcoin Bond Company. In this episode, Pierre breaks down the emerging market for Bit...

America’s global power has always been built on controlling networks, money, trade, and communication. But today, those networks are under attack.  China’s Belt & Road is building a parallel system, Stablecoins are being weaponized as tools of financial repression, and Bitcoin is emerging as a strategic asset that could flip global finance. Add AI-driven narrative warfare, and we’re entering a...

Welcome to Navigating Bitcoin’s Noise , the podcast where we cut through the clutter and bring you the clearest insights on Bitcoin.   I’m your host, Kane McGukin, and today I’m joined by a former astrophysicist turned Bitcoiner, Stephen Perrenod.   In this episode, Stephen walks through the math behind Bitcoin’s power law and shares his views on the emergence of the world’s first money backed by...

Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the clearest insights on Bitcoin.   I’m your host, Kane McGukin, and today I’m joined by fellow investor, macro thinker, and data modeler Matthew Mežinskis.   In this episode, I talk with Matthew about how Bitcoin may follow a power law curve — not just in price, but in adoption and global liquidity i...

Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the clearest insights on Bitcoin. I’m your host, Kane McGukin, and today I’m joined by artist, builder, and Bitcoin thinker, Simple Steve. In this episode, I talk with Steve about his project UTXO Oracle and the deeper implications of price discovery in Bitcoin. We explore why exchange-based pricing i...

Welcome to Navigating Bitcoin’s Noise , the podcast where we cut through the clutter and bring you the clearest insights on Bitcoin. I’m your host, Kane McGukin, and today I’m joined by Sina from 21st Capital. In this episode, we dive into the power law dynamics driving Bitcoin’s growth and the critical inflection points ahead. I sit down with Sina from 21st Capital to explore why Bitcoin’s networ...

Welcome to Navigating Bitcoin’s Noise , the podcast where we cut through the clutter and bring you the clearest insights on Bitcoin. I’m your host, Kane McGukin, and today I’m joined by fellow investor, Bitcoiner, and soon to be author Lawrence Lepard.   In this episode, I talk with Larry about his upcoming book, The Big Print . We dive into his motivation for sharing the story of sound money, the...

Welcome to Navigating Bitcoin’s Noise , the podcast where we cut through the clutter and bring you the clearest insights on Bitcoin. I’m your host, Kane McGukin, and today I’m joined by fellow financial advisor Morgen Rochard.   In this episode, we dive into Bitcoin’s role in traditional portfolios, the importance of balancing long-term and short-term investment perspectives, and how the principle...

Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. I'm your host, Kane McGukin, and today we will be discussing using Bitcoin in conjunction with the traditional ACH network with Brian Harrington of Fold. In our conversation, we discussed the advantage of having access to Bitcoin and dollars si...

Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. I'm your host, Kane McGukin, and today we will be discussing Multisig with Svrgnty. In our conversation, we discussed the value and security of a multisig setup and how it can be done at the individual level. If you’re looking to better underst...

Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. I'm your host, Kane McGukin, and today we have Riley Edmunds, co-founder of Stride Labs. In our conversation, we discuss Riley’s time at Bridgewater Associates, DeFi protocols, the choices and tradeoffs staking creates, and why Venture Capitali...

Welcome to Navigating Bitcoin's Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. I'm your host, Kane McGukin, and today we have a fascinating conversation with Timothy Peterson, founder of Cane Island Digital Research. In our conversation we dissect the upside and downside of Bitcoin, explore the Kelly Criteria, and the sec...

Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. I’m your host, Kane McGukin, and today is a monthly Bitcoin update with Trey Sellers from Unchained. In this month's brief, we discuss the fundamental keys from this past year and we cover Bitcoin’s 2024 outlook. If you’re looking to gain a bet...

Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. I’m your host, Kane McGukin, and today I have special guest, Jogi for an update on Bitcoin’s adoption curve. In this episode, we explore Jogi's Bitcoin Price to Trend metric, a valuation tool for Bitcoin. We delve into Bitcoin's exponential gro...

Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. I’m your host, Kane McGukin, and today I have special guest, Trey Sellers from Unchained. In this episode, we dive deep into the recent Financial Standard Board’s (FASB) accounting update for Bitcoin held on the balance sheet. With this ruling,...

Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. I’m your host, Kane McGukin, and today I have a special guest, Eric Yakes, author of The 7th Property. In this episode, we dive deep into the intriguing intersection of Bitcoin, banking, and politics as we try to unravel the potential value Bit...

Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. I’m your host, Kane McGukin, and today I have special guest, CEO of Barefoot Mining, Bob Burnett. In this episode, we draw intriguing parallels between the early stages of base layer innovations like Bitcoin and the advent of computers. Bob she...

Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. In this monthly update, we discuss the flurry of ETF filings led by Blackrock, Coinbase’s role as the surveillance arm, and the potential impact of locking up Bitcoin in Trusts and ETFs. We also get an update on HODL Waves, how this bear market...

Welcome to Navigating Bitcoin’s Noise, the podcast where we bridge the gap between traditional finance and Bitcoin. I’m your host Kane McGukin and today I’m joined by Bitcoin speaker and entrepreneur Aleksandar Svetski. In this episode, we dive into appreciating that Bitcoin is bigger than we realize meaning that adoption likely takes longer than we think. We also discuss the psychology of winning...

Welcome to Navigating Bitcoin’s Noise, the podcast where we bridge the gap between traditional finance and Bitcoin. I’m your host Kane McGukin and today I’m joined by Jesse Myers, COO at Onramp Bitcoin. In this episode, we dive deep into the lessons free market money and gold can teach us about Bitcoin, the importance of protocols for creating standards and rules for delivering value and the power...

Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. I’m your host Kane McGukin and today is our monthly roundup of all things Bitcoin with Trey Sellers from Unchained. In these episodes we dive deep into the ever-evolving world of Bitcoin and cover the most crucial topics that you need to know....

Welcome to Navigating Bitcoin’s Noise, the podcast where we cut through the clutter and bring you the most insightful perspectives in the world of Bitcoin. Today on the show I have Ryan DeMattia from Coindex Capital and we’ll be discussing, arbitrage, leverage, and the risks related to overcollateralization in Bitcoin and crypto markets. Alright, enjoy the show! Kane McGukin Twitter: https://twitt...