Navigating Bitcoin's Noise

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...

In this episode of Navigating Bitcoin’s Noise, I am joined by Mark Jeftovic, CEO of easyDNS. In our discussion, we cover the similarities between the early days of domains and hosting, and how that intersects with the evolving Bitcoin Network and broader cryptocurrency ecosystem. Mark also shared what it’s like being an early adopter of holding sound money on the balance sheet, decentralized domai...

In this episode of Navigating Bitcoin’s Noise, I am joined by Mark Jeftovic, CEO of easyDNS. In our discussion, we cover the similarities between the early days of domains and hosting, and how that intersects with the evolving Bitcoin Network and broader cryptocurrency ecosystem. Mark also shared what it’s like being an early adopter of holding sound money on the balance sheet, decentralized domai...

In this episode of Navigating Bitcoin's Noise, I am joined by Joe Burnett who is an analyst with Blockware Solutions. In our discussion, we cover Bitcoin's mining properties, its volatility, and how that leads to an endless number of investors going down the rabbit hole for the first time. We also discuss Bitcoin's hashrate, institutional mining operations, and the cash flow potential of Bitcoin m...

In this episode of Navigating Bitcoin’s Noise, I am joined by Andy Edstrom a financial advisor and author of Why Buy Bitcoin. In our discussion, we cover the efforts it takes to get Bitcoin added as a position in the modern portfolio, how clients react to Bitcoin’s volatility, and we cover the recent Presidential Executive Order on Digital Assets. If you’re looking to better understand bitcoin’s p...

In this episode of Navigating Bitcoin’s Noise, I am joined by Timothy Peterson of Cane Island Alternative Advisors. To discuss the power and importance of network effects in cryptocurrencies. As the economy has transitioned to a digitized world driven by math, Metcalfe’s Law has become a very important component of financial modeling and understanding its relationship to investor psychology. Tim h...

In this episode of Navigating Bitcoin’s Noise, I am joined by Timothy Peterson of Cane Island Alternative Advisors. To discuss the power and importance of network effects in cryptocurrencies. As the economy has transitioned to a digitized world driven by math, Metcalfe’s Law has become a very important component of financial modeling and understanding its relationship to investor psychology. Tim h...

In this episode of Navigating Bitcoin’s Noise, I am joined by Sawyer Miller. Sawyer is a tenured software executive that decided to journey into at home Bitcoin mining in his spare time. In this episode we discuss the process, pain points, learning, and joy that goes into setting up your own Bitcoin mining rig at home. Stay tuned until the end to find out the unexpected power and surprise of havin...

In this episode of Navigating Bitcoin’s Noise, I am joined by Erfan Parvini who is founder of DEPS Capital. Erfan and I discuss how working in the hedge fund industry helped him understand the importance of thinking for himself. From this, he’s learned that success requires a process for building a framework around the sentiment and never-ending narratives in Crypto. If you’re looking to better un...

In this episode of Navigating Bitcoin’s Noise, I am joined by Hassan Boyle who is a great teacher, truth seeker, and theological expert. Hassan and I discuss the importance of finding purpose, understanding value and the connections between Bitcoin and the principles taught in the Bible. If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then joi...

In this episode of Navigating Bitcoin’s Noise, I am joined by Greg Foss, to discuss the impact of derivates and futures on Bitcoin. Greg shares his knowledge of credit trading, the shape of futures curves, and the bleed and costs involved with derivatives. We unravel the impact on Bitcoin spot markets as traditional players adopt Bitcoin futures, futures based products like the ETF BITO, or gain e...

In this episode of Navigating Bitcoin's Noise, I am joined by Lawrence Lepard, Managing Partner of Equity Management Associates. Larry shares knowledge from his long-tenured investment career that spans venture capital investing during the early ‘90s boom, investing in gold during the Great Financial Crisis, and his current experience investing in Bitcoin and Bitcoin companies. During Bitcoin’s as...

In this episode of Navigating Bitcoin's Noise, I am joined by Trey Sellers of Unchained Capital. We discuss what Bitcoin teaches us about what money is, inflation, and trust. Trey explains the importance of managing your own private keys with cold storage, multi-sig, and some of the solutions that Unchained has to help individuals make self custody less complicated. If you're looking to better und...

In this episode of Navigating Bitcoin's Noise, I am joined by Chris Stewart, CEO and Co-Founder of SuredBits. Chris explains how SuredBits is working to build Bitcoin solutions that allow transactions that are contingent upon factual information or real-world events. Chris breaks down how the Bitcoin network and its evolving toolset can improve upon our existing financial system's derivatives mark...

In this episode of Navigating Bitcoin's Noise, I am joined by Bryan Nonni who is a software developer and Bitcoiner at NCR. Bryan explains why he believes in Bitcoin and discusses what it’s like to work for a company that seeks to grow through innovation and consistently reskilling its workforce. We also discuss our experience at the recent TabConf, Lightning, and the potential for Decentralized F...

In this episode of Navigating Bitcoin's Noise, I am joined by Nik Bhatia, author of Layered Money and editor of The Bitcoin Layer on Substack. Nik explains why he believes Bitcoin is a reserve asset and is an alternative to everything else, which is risk. In the show, we look into what it means to be a fiduciary and how that plays into the Bitcoin story. We also discuss the importance of mass adop...

In this episode of Navigating Bitcoin's Noise, I am joined by TXMC, On-Chain Analyst at Glassnode. We discuss the value of on-chain data and the uniqueness of being able to analyze the fundamentals that drive sentiment and market participant behavior. In this innovative asset class, with on-chain data, one can see the true supply and demand dynamics of Bitcoin creating opportunities unlike that of...

In this episode of Navigating Bitcoin's Noise, I am joined by David Lawant, Director of Research at Bitwise Asset Management. We discuss how David's past experience as a traditional equities analyst translates to researching Bitcoin and other crypto assets. David also shares his thoughts on Bitcoin as digital gold, the rising DeFi space, and some interesting takes on the emerging crypto equity spa...

In this episode of Navigating Bitcoin's Noise, I am joined by Drew MacMartin of High Street Capital to discuss his extensive study of historical inflationary periods like during the decline of Rome and during the 1920s to 1930s in Germany’s Weimar Republic. We compare and contrast happenings in those periods with some of the inflationary and supply chain issues we’ve seen in recent years. Inflatio...

In this episode of Navigating Bitcoin's Noise, I am joined by Tyler Neville, former Macro Strategist at Blockworks. Tyler and I discuss the evolving financial landscape as crypto adoption increases while fee compression drives change in the traditional financial arena. We unpack the new financial media landscape and the preference of younger generations who place more value on truth and transparen...

In this episode of Navigating Bitcoin's Noise, I am joined by David Keller, Chief Market Strategist at Stockcharts.com, to discuss the benefits and pitfalls of trading volatile assets like Bitcoin and other cryptocurrencies. We also cover several technical trading tools that were created for traditional markets but have proven to work in Crypto. A podcast on fast moving markets wouldn't be complet...

In this episode of Navigating Bitcoin's Noise, I am joined by Bryan Courchesne, CEO of Digital Asset Investment Management. Today we will discuss why and how Bryan built a first of its kind RIA dedicated to solely to digital assets. We also discuss the importance behind his team's passion for crypto and providing education and attention to detail in a manner that fits in investor's portfolios. htt...

In this episode of Navigating Bitcoin's Noise, Alex Wilson, CEO of The Giving Block and I cover the advantages of donating Bitcoin and other cryptocurrencies. We discuss how The Giving Block's platform works and the advantages of donating digital assets to pay less taxes while also making a difference in your community. https://www.archetypewealth.com/generosity-page https://www.thegivingblock.com...

In this episode of Navigating Bitcoin's Noise I discuss Bitcoin and Cryptocurrencies as an innovative asset class with Mark Yusko of Morgan Creek Asset Management. Mark shares his view on the importance of being a value investor while focusing on innovation as an asset class. We also cover risk, asset classes and allocations, and Mark's realization of the opportunity of using time to your advantag...

In this episode of Navigating Bitcoin's Noise, I discuss with Jeff Booth, author of The Price of Tomorrow, his book and thoughts on how technology is creating deflation. We discuss the challenges deflation brings when operating within an inflationary system and the reasons people have sought financial technologies like Bitcoin.