Navigating Bitcoin's Noise

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 look to start a monthly series where we talk selectively about the few things that matter. This month we look a the fundamental driver...

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, Guy Swann, The Guy who’s read more about Bitcoin than anyone else. In this episode, we delve into the importance of re-architecting the internet around people, rather than computers...

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, Guy Swann, The Guy who’s read more about Bitcoin than anyone else. In this episode, we delve into the importance of re-architecting the internet around people, rather than computers...

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 in this episode, we have a special guest, Trent Dudenhoeffer, a Bitcoiner and Financial Planner at Watchdog Capital. Today, Trent will share the importance of having your own keys and how to protect and manage y...

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 in this episode, we have a special guest, Peruvian Bull, a FinTech and PE analyst who is also an expert when it comes to understanding how monetary systems work. Today he’ll be sharing his knowledge of the compl...

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 in this episode, we have a special guest, Peruvian Bull, a FinTech and PE analyst who is also an expert when it comes to understanding how monetary systems work. Today he’ll be sharing his knowledge of the compl...

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 in this episode, we have a special guest, Joe Consorti, from The Bitcoin Layer. Today Joe will be sharing his macro views and theories on why Bitcoin has been trading as a risk asset. He’ll be diving deep into...

In this episode of Navigating Bitcoin’s Noise, I am joined by Namcios who is a writer and reporter for Bitcoin Magazine. In our conversation, we unwrap Bitcoin basics, wallets, exchanges, and self-custody. We discuss the trade-off between security and convenience that comes with storing Bitcoin. Additionally, we discuss the recent Brazilian Bitcoin Bill that was fast tracked because of the FTX fal...

In this episode of Navigating Bitcoin’s Noise, Bobby Shell from Voltage shares his views on the opportunity of providing Lightning infrastructure to businesses to further the adoption of Bitcoin. Bobby and I discuss the value of understanding our relationship with money, his entrepreneurial background, and the case for business owners holding Bitcoin on the balance sheet. If you’re looking to bett...

In this episode of Navigating Bitcoin’s Noise, Mark Moss and I discuss the opportunity Bitcoin offers, Crypto scams, and his book The UnCommunist Manifesto. In episode two we focus more on the uncomfortable reality of how money has added to the slow rise of socialism and Communism. Our October conversation was pre-FTX’s collapse. However, we discussed why and how venture capitalists used platforms...

In this episode of Navigating Bitcoin’s Noise, Mark Moss and I discuss the opportunity Bitcoin offers, Crypto scams, and his book The UnCommunist Manifesto. In episode two we focus more on the uncomfortable reality of how money has added to the slow rise of socialism and Communism. Our October conversation was pre-FTX’s collapse. However, we discussed why and how venture capitalists used platforms...

In this episode of Navigating Bitcoin’s Noise, I am joined again by Timothy Peterson from Cane Island Research. Tim and I discuss a few of his recent charts. One compares past Bear Markets to today’s market and another looks into the Leading Economic Index, the LEI. Tim shares how he looks at the LEI and what it signals about recession probabilities. Additionally, we discuss the potential for Bret...

In this episode of Navigating Bitcoin’s Noise, I am joined by Pablo Fernandez, who is a software developer and Head of R&D at Swan Bitcoin. Pablo shares why coding is a powerful and an important modern skill to learn. In our chat, we talk about Lightning basics, on-chain and off-chain transactions, as well as the choices and sacrifices devs face when dealing with blockchains and second layers. If...

In this episode of Navigating Bitcoin’s Noise, I am joined by Pablo Fernandez, who is a software developer and Head of R&D at Swan Bitcoin. Pablo shares why coding is a powerful and an important modern skill to learn. In our chat, we talk about Lightning basics, on-chain and off-chain transactions, as well as the choices and sacrifices devs face when dealing with blockchains and second layers. If...

In this episode of Navigating Bitcoin’s Noise, I am joined by David Foley, partner at Equity Management Associates. David shares what he learned in his career on Wall Street working with collateralized debt, leverage, and securitized product structures. We covered the similarities between the 2007 CDO collapse and the leverage unwind during the recent crypto crash. David articulates the value soun...

In this episode of Navigating Bitcoin’s Noise, I am joined by David Foley, partner at Equity Management Associates. David shares what he learned in his career on Wall Street working with collateralized debt, leverage, and securitized product structures. We covered the similarities between the 2007 CDO collapse and the leverage unwind during the recent crypto crash. David articulates the value soun...

In this episode of Navigating Bitcoin’s Noise, I am joined by Sam Callahan who is an analyst at Swan Bitcoin. In our conversation, we discuss The Bank For International Settlements' recent paper, The Future Monetary System. Sam shares his deep central banking knowledge as we dive deeper into their views on central bank digital coins, digital money, and the role they believe central banks should pl...

In this episode of Navigating Bitcoin’s Noise, I am joined by Sam Callahan who is an analyst at Swan Bitcoin. In our conversation, we discuss The Bank For International Settlements' recent paper, The Future Monetary System. Sam shares his deep central banking knowledge as we dive deeper into their views on central bank digital coins, digital money, and the role they believe central banks should pl...

In this episode of Navigating Bitcoin’s Noise, I am joined by Jogi to discuss a viral Twitter post where he depicted Bitcoin’s adoption price based on its adoption curve. In our discussion, we talk about the importance of understanding s-curves and how new technologies are adopted at an exponential rate and in a non-linear fashion. We talk about regressions and how they can help us figure out wher...

In this episode of Navigating Bitcoin’s Noise, I am joined by James Lavish, a reformed hedge fund manager turned Bitcoin educator through The Looking Glass Education. In our discussion, we talk about big institutions and their appetite for Bitcoin, why and how hedge funds are using Bitcoin to hedge high beta stocks, and the unfortunate downside of the existing system incentivizing profit over peop...

In this episode of Navigating Bitcoin’s Noise, I am joined by James Lavish, a reformed hedge fund manager turned Bitcoin educator through The Looking Glass Education. In our discussion, we talk about big institutions and their appetite for Bitcoin, why and how hedge funds are using Bitcoin to hedge high beta stocks, and the unfortunate downside of the existing system incentivizing profit over peop...

In this episode of Navigating Bitcoin’s Noise, I am joined by Ben Hunt founder of Epsilon Theory. In our discussion, we cover two of Ben’s articles, In Praise of Bitcoin and The MacGuffin. Ben shares his unique views on Bitcoin TM and the broader crypto ecosystem. We discuss his approach to the world and how he’s able to navigate the many narratives that dictate cycles in today’s economy and marke...

In this episode of Navigating Bitcoin’s Noise, I am joined by Ben Hunt founder of Epsilon Theory. In our discussion, we cover two of Ben’s articles, In Praise of Bitcoin and The MacGuffin. Ben shares his unique views on Bitcoin TM and the broader crypto ecosystem. We discuss his approach to the world and how he’s able to navigate the many narratives that dictate cycles in today’s economy and marke...

In this episode of Navigating Bitcoin’s Noise, I am joined by Jeff Ross of Vailshire Capital to discuss the macro drivers of our current markets. In our discussion, we cover Jeff’s value tilted view and what role Bitcoin might play in the economy going forward. Jeff shares his view of Bitcoin as money and its future potential as a major asset class. We dig in on Jeff’s economic outlook on the chan...

In this episode of Navigating Bitcoin’s Noise, I am joined by Checkmate, lead on-chain analyst at Glassnode. In our discussion, Check shares the importance of taking an engineer's approach to truly understand what drives and supports a market below the surface. We cover how on-chain analytics allows one to monitor value flowing through the Bitcoin network and what this tells us about the behaviora...