The Cantilever Podcast

In this episode of the Cantilever Podcast, Danny Perez is joined by partners Brendan and Jon to break down a rapidly shifting macro environment — and what it means for markets, Bitcoin, and venture capital. Over the past month, traditional market signals have started to break. Equities are down, but bonds and gold — typically considered safe havens — are also selling off. Meanwhile, Bitcoin has he...

Bitcoin is down ~50% from its all-time high—and Cantilever’s not sweating it. In this episode, Danny, Brendan, and John break down why Bitcoin is being traded like “levered Nasdaq” in the short term, why tightening liquidity is the real driver behind the selloff, and why Bitcoin often acts as the tip of the spear in risk-off moments. They also unpack gold’s surge as geopolitics push the world from...

Bitcoin hit new all-time highs in 2025—then absorbed one of the largest liquidation events in crypto history and… didn’t break. In this year-end conversation, Danny sits down with Cantilever partners Brendan Quinn and Jon to unpack what Bitcoin’s price action is actually telling us. From OG distribution and ETF-driven liquidity to Federal Reserve behavior, gold’s breakout, and why the four-year cy...

This month, the Cantilever team tackles the macro forces shaping Bitcoin’s trajectory—starting with the newly passed GENIUS Act , which legalizes regulated stablecoin issuance backed by U.S. Treasuries. Brendan and Jon break down how this law is more than crypto-friendly—it’s geopolitically strategic. We also explore: Why stablecoins are superior payment technology and a “Trojan horse” for dollar...

As Bitcoin weathers geopolitical tension and volatile markets, a growing number of companies are placing it at the center of their corporate strategy. In this episode, we spoke with Cantilever partners, Brendan Quinn and Jon Frisch   to unpack the rise of Bitcoin treasury companies — businesses whose primary goal is to accumulate Bitcoin as aggressively as possible. They explore how MicroStrategy...

March has been a month full of market noise, and Brendan Quinn and Jon Frisch are here to cut through it. In this episode, they dive into the historical context of global trade , analyzing how past economic shifts continue to shape today’s markets. They break down the impact of tariffs , exploring their role in trade wars, economic growth, and global power dynamics. But the conversation doesn’t st...

Dave Rothschild returns to the show to break down the latest shifts in the U.S. regulatory landscape for cryptocurrencies. As a partner at Cole-Frieman & Mallon , one of the nation’s leading investment management law firms, Dave offers expert insights on how the regulatory environment is evolving under the new administration. The conversation covers major developments, including the repeal of...

Cantilever Partners  Brendan Quinn and Jon Frisch break down the macro impact of the new US administration on global markets, diving into inflation, Fed policy, and a surging dollar. They explore gold’s recent rally and concerns, and how Bitcoin’s digital utility sets it apart. They discuss MicroStrategy’s role in institutional adoption and the geopolitical chess match between the U.S. and China s...

On this episode, we’re joined by Matt Dines , co-founder and CIO/CFO of Build Asset Management , to explore Bitcoin’s evolving role in investment strategies. Matt shares his journey into Bitcoin and its potential as collateral for credit expansion, emphasizing its importance in preserving purchasing power amid rising US Treasury debt. He discusses the transition from traditional fiat systems to Bi...

In our first episode of the new year, partners Brendan Quinn and Jon Frisch , set the stage for Bitcoin trends in 2025. Institutional adoption is finally here, fueled by the launch of Bitcoin ETFs—the vehicle Wall Street needed. Retail investors took Bitcoin from $0 to $2 trillion, but institutions could drive it to $10 trillion, rivaling gold. Companies and governments are now poised to be the la...

Our partners, Brendan Quinn and Jon Frisch , reflect on Bitcoin's monumental year in 2024,  topping at $107,000 per bitcoin. With BTC ETFs going live—becoming some of the best-performing funds ever—Bitcoin has solidified its place in portfolios beyond retail investors. They explore how election dynamics, including a pro-crypto "Red Wave," and nation-state game theory are driving ado...

Our recent guest, Sam Callahan, is a leading Bitcoin educator who’s on a mission to empower investors and institutions with the knowledge they need to navigate the evolving world of Bitcoin. With roles on the Advisory Boards of MARA Holdings and Acropolis , Sam brings a wealth of expertise and insights to the table. Sam is also the author of The News Block , a go-to Substack for staying informed o...

We sat down with Carlos Chida , co-founder and Chief Technology Officer at Yopaki , a trailblazing company aiming to redefine the neobank experience. Yopaki integrates Bitcoin-centric technology with deep cultural insights, offering innovative solutions for financial empowerment. Carlos shares his Bitcoin origin story, sheds light on the challenges of acquiring financial assets in countries like M...

Our managing partners, Brendan Quinn and Jon Frisch , discuss Bitcoin’s recent surge to a new all-time high and its impact on the Bitcoin ecosystem.  This show is for informational purposes only. Nothing presented here constitutes legal and/or financial advice. 

In this episode, we sit down with Andrew Newman , co-founder of PubKey Bar and Media House, a unique Bitcoin cultural hub nestled in a dive bar in New York City's historic Greenwich Village. PubKey hosts weekly events open to the public, offering a fun and accessible way to explore all things Bitcoin. Andrew shares his background, the origin story of PubKey, and its growing role in the Bitcoi...

"The bear market needs to be used to build a business that can handle the volume that is sure to come from a bull market”  We talked with Trey Sellers , VP of Enterprise Sales at Unchained Capital , who emphasized the impact of Bitcoin ETFs on market adoption. We also discussed Unchained Capital's growth, its durability during bear markets, and its intentions to broaden its services to e...

Our managing partners, Brendan Quinn and Jon Frisch , discuss the upcoming FED meeting and potentially its first rate cut in four years. They also share why FOLD going public on the NASDAQ via a SPAC deal is a significant step forward for the Bitcoin ecosystem. Listen on the following: Apple Podcasts Spotify Fountain This show is for informational purposes only. Nothing presented here constitutes...

"Not your keys, not your coins; not your server, not your data."  We sat down with Rodrigo Arguello , who is passionate about financial sovereignty, and advocates for self-custody of funds and data. a seasoned finance professional born and raised in El Salvador, now living in New York City. With over a decade of experience at Merrill Lynch and Citi, Rodrigo has worked closely with high a...

In this episode, our managing partners, Brendan Quinn and Jon Frisch , discuss the evolving landscape of Bitcoin venture capital, particularly as Bitcoin advances through its "Store of Value" phase. They examine the key factors fueling Bitcoin's adoption as a secure and reliable asset, and explore the broader implications for both retail and institutional investors. They emphasize t...

We sat down with Eric Yakes , managing partner at Epoch ,  an investment firm dedicated to building infrastructure, applications, and adjacent technologies with the advent of Bitcoin as a neutral global monetary system. He shares his insights on the Bitcoin ecosystem, venture capital, and his recent paper,  “ Bitcoin Marginalism. ” Connect with Eric: Twitter: @ericyakes LinkedIn: https://www.linke...

Our managing partners, Brendan Quinn and Jon Frisch examine the momentum shift in the Bitcoin market after the failed assassination attempt on Trump and his recent V.P. pick, J.D. Vance. We dive deeper into the Fed signaling a rate cut and its potential impact on Bitcoin's price and overall markets. Additionally, we discussed how Bitcoin might align more closely with the U.S. dollar as presid...

Join us as we dive into all things Bitcoin with Rod Roudi, co-founder of Bitcoin Park and co-host of Bitcoin Brainstorm with Ark Invest . Rod shares his Bitcoin origin story and explores the most exciting themes and pressing concerns in the Bitcoin ecosystem.  As we approach the highly anticipated Bitcoin Conference in Nashville later this July, Rod's insights and expertise will provide inval...

Managing partners Brendan Quinn and Jon Frisch discuss crypto's increasing mainstream acceptance by politicians and the power the US Federal Reserve has on the global economic markets.  This show is for informational purposes only. Nothing presented here constitutes legal and/or financial advice. 

On Bitcoin Pizza Day, managing partners Brendan Quinn and Jon Frisch shared their thoughts on the recent crypto pivots of the US government and of the presidential nominees.  This show is for informational purposes only. Nothing presented here constitutes legal and/or financial advice. 

After a few months hiatus, we are back! We sat down with Brendan Quinn, Managing Partner of Cantilever, who shared his thoughts on the current markets, his Macro view, and the Bitcoin halving.  This show is for informational purposes only. Nothing presented here constitutes legal and/or financial advice.